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Omnichannel for Dentists: Track Patient's Source

Clinics know patients come from social media, but not which post. When they return via another channel, the budget history is lost.

Our Clients Companies that trust the operation

+180k

Messages and media exchanged every day

+1,200

Companies that trust our solutions

+40k

Automations built on our platform

O que é Omnichannel para Dentistas

The Omnichannel for Dentists by Nexloo unifies all communication channels into a single service platform, tailored to the specific needs of dental offices. With a solution developed for the dental sector, your team automates patient scheduling and follow-up, focusing on what truly matters: managing treatments.

Dental companies face unique communication and customer relationship challenges. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of dental offices across Brazil.

Results

Benefícios do Omnichannel para Dentistas

What changes in the clinic when the journey from social media to the chair is complete.

3x

Increased productivity in the dental sector

Omnichannel for Dentists eliminates repetitive manual tasks, allowing your team to focus on efficiently managing treatments.

80%

Reduced response time

Serve dental offices instantly at any time, leaving no message unanswered.

24/7

Total availability for dental offices

Clients in the dental sector receive immediate responses even outside business hours.

45%

Increased customer satisfaction

Resolve inquiries and demands from dental offices quickly, enhancing the customer experience.

Features

Funcionalidades do Omnichannel para Dentistas

Recursos projetados para transformar o atendimento no segmento de dentistas.

Unified multichannel inbox

WhatsApp, Instagram, Messenger, Telegram, and website chat in a single organized inbox.

Context preserved across channels

If a customer starts on Instagram and continues on WhatsApp, the agent sees the entire unified history.

Intelligent routing by channel

Distribute conversations from each channel to specialized teams with configurable rules.

Consolidated reports by channel

Compare performance across channels with metrics on volume, response time, and satisfaction.

Unified inbox

All messages from WhatsApp, Instagram, Facebook, Telegram, and website chat in a single interface.

Seamless switching between channels

Continue a conversation on any channel without losing context, history, or previously collected customer data.

Unique contact across all channels

WhatsApp, direct message, email, and chat from the same client become a single record. The agent sees the whole person, not just the part that came through that channel.

Unified inbox with channel filter.

Everything in one queue, with the option to check only WhatsApp when the volume gets high. Unification is the standard; separation is a choice, not a limitation.

Response on the channel where the person wrote

Those who emailed receive an email; those who contacted via direct receive a direct message. The agent types in one place, and the platform delivers to the right channel.

Merging duplicate contacts

When the same customer appears twice through different channels, the two records merge into one — with both histories preserved on the same timeline.

Distribution rules by channel

Email can go to finance and direct to sales, or everything to the same queue. The rule is yours, and it applies without anyone manually sorting.

Internal notes that the client does not see

The team communicates within the support system, tagging colleagues, without opening a second tool and without the risk of the observation being seen by the customer.

Subscription and tone by channel

Email requires formality and a signature; direct messages require short phrases. The same agent writes in the correct record for each one, with separate templates.

History survives the change of attendant

When the conversation changes hands or channels, the entire history goes along — and the customer doesn't have to start explaining from scratch.

Indicators by channel and by agent

First response time, volume, and satisfaction separated by channel. This is how you discover that email has a two-day queue while WhatsApp responds in minutes.

Comece a usar Omnichannel para Dentistas

Peça um diagnóstico gratuito e descubra como o Omnichannel pode transformar seu atendimento.

Segments

Para quem é o Omnichannel para Dentistas

Dental clinic formats that benefit the most from omnichannel support.

consultórios odontológicos de pequeno porte

Equipes de 2-10 pessoas

Lack of organization in scheduling and follow-up of patients leads to missed opportunities and daily rework.

consultórios odontológicos em crescimento

Equipes de 10-50 pessoas

Growing demand volume exceeds the team's capacity to manage treatments with quality.

consultórios odontológicos com múltiplas unidades

Operações com 3+ locais

Standardizing service across branches and maintaining uniform quality is challenging without centralization.

Operations with audience across multiple networks

Starting from 3 users

They receive the same customer through three different channels and treat each channel as if it were a new person.

Support with teams separated by channel

Starting from 3 users

You have one person on email, another on WhatsApp, and another on social media — and none of them see what the others have replied.

Multichannel retail and e-commerce

Starting from 3 users

Responds to the same request across different channels and ends up giving conflicting information.

Long-term relationship services

Starting from 3 users

They follow the same client for years and need to find what was agreed upon six months ago, in any channel.

Operations with support and billing

Starting from 3 users

They talk to the same person for different reasons and need a unique history to avoid contradictions.

Education and community institutions

Starting from 3 users

They communicate with families and students through various means and lose messages along the way.

Operations with distributed team

Starting from 3 users

They need anyone, from any unit, to see the same conversation and the same history.

Technical support with multiple entries

Starting from 3 users

They receive the same request via email and chat and end up treating them as two distinct problems.

Deals with consultative selling

Starting from 3 users

Leads negotiations that go through multiple channels and cannot lose the thread between one contact and another.

What sets us apart

Por que escolher Nexloo para Dentistas

What's included in the plan for multichannel dental clinics.

  1. All channels on one screen

    Eliminate the need to switch between WhatsApp Web, Instagram, email, and other apps.

  2. Consistent cross-channel experience

    Customers receive the same level of service regardless of the contact channel chosen.

  3. Scale without multiplying tools

    Add new service channels without hiring new platforms or training separate teams.

  4. 360° view of the customer

    Complete history of interactions across all channels, unified profile, and recorded preferences.

Ecosystem

Integrations that simply work.

Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it

Where the conversation flows to

  • Parceiro OficialMeta
  • Zapier
  • HubSpot
  • Salesforce
  • RD Station
  • Pipedrive
  • API REST

Where the lead comes from, and where the team works after

  • Mais pedidaMeta Ads
  • Google Ads
  • Meta Lead Forms
  • Google Sheets
  • Google Calendar
  • Shopify
  • Slack

What's changing

The case from direct messages became a patient. Which case?

Without unique history, the clinic knows the patient came from social media, but not from which post. And when they return through another channel, no one knows which budget has already been presented.

The operation, compared

Scenario
  • Patients with unique history — today25%
  • Patients with unique history — with omnichannel support96%+71 p.p.
  • Lost quotes between channels — today33%
  • Lost quotes between channels — with omnichannel5%−28 p.p.

Illustrative scenario, not customer measurements. The percentages are meant to compare the two modes of operation and vary according to each company's process. The example considers a dental clinic with social media acquisition.

In practice

How the interest from networks arrives intact at reception

The journey starts with a post and ends in a seat. Unifying the channels keeps the information intact from start to finish.

  1. The source is recorded

    The publication or ad that generated the contact is recorded in the profile.

  2. The patient is recognized

    Direct, WhatsApp, and chat point to the same person, with the history included.

  3. The budget stays in the record

    Presented price and recorded objection prevent presenting another number later.

  4. The follow-up uses the right channel

    The return comes through the channel the person usually responds to, not the one that was most convenient.

FAQ

Before unifying your channels.

The most common questions about contact origin, unique history, and record separation.

How does Omnichannel for Dentists work in practice?

The Omnichannel for Dentists by Nexloo was specifically developed to meet the needs of the dental sector. The solution unifies all communication channels into a single service platform, tailored for dental offices. In practice, dental offices can set up the tool in minutes, connecting their service channels and customizing flows for patient scheduling and follow-up. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing treatments instead of repetitive operational tasks.

Does Omnichannel for Dentists have a free plan for dental offices?

Yes, Nexloo offers a 7-day free trial with full access to Omnichannel for Dentists for dental offices. Professionals in the dental sector can set up the system, connect preferred channels, and test with real scheduling and follow-up demands without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports dental offices throughout the evaluation to ensure full utilization of the available resources for the sector.

How do I connect Omnichannel for Dentists to the systems I already use?

Connecting Omnichannel for Dentists with tools used by dental offices is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the dental sector, as well as a RESTful API for specific integrations. Dental management, scheduling, financial, and marketing software can be integrated directly. For dental offices with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.

How long does it take to set up Omnichannel for Dentists?

The initial setup of Omnichannel for Dentists for dental offices takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the dental sector. Advanced functionalities such as complex automations and integrations with specific dental office systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the dental sector that significantly accelerate the initial setup and reduce the learning curve.

Is Omnichannel for Dentists safe for customer data in the dental sector?

Absolutely. Omnichannel for Dentists meets specific security requirements for dental offices, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive customer data in the dental sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by dental offices.

Why choose Omnichannel for Dentists instead of managing channels separately?

Managing channels separately in the dental sector means switching between multiple windows, losing context between interactions, and duplicating settings. Omnichannel for Dentists consolidates everything into a single interface optimized for dental offices, with a unified history for each customer, cross-channel automations for scheduling and follow-up, and consolidated reports showing real performance in managing treatments across all channels.

How soon will I see results using Omnichannel for Dentists?

Initial results with Omnichannel for Dentists are visible within the first 48 hours, especially in response speed and organization of service for dental offices. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and customer retention in the dental sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.

Last step

Where is your clinic loses the origin

A short conversation to gauge how many patients arrive without the clinic knowing which publication they came from.

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No commitment. One conversation to map where your operation is losing sales.

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