Run your dental clinic with clarity and control.
One premium cloud platform for patient records, appointments, treatments, billing, inventory, WhatsApp reminders, reports and support.
Everything your clinic needs, without the clutter
Features stay simple for daily use and grow with your subscription plan.
Patient Management
Profiles, history, contacts and tenant-isolated records.
Appointments
Scheduling, status tracking and duplicate-slot protection.
Treatments & Follow-ups
Treatment history, follow-up dates and prescriptions.
Billing & Payments
Invoices, receipts, pending and partial payment workflows.
Medicine Inventory
Stock, medicine billing and Excel import/export on eligible plans.
WhatsApp Reminders
Manual messaging for all plans and automation for eligible plans.
Reports
Operational, billing and medicine reporting.
Audit Logs
Premium visibility into important clinic activity.
Custom Branding
Premium invoice, prescription and white-label branding.
Start small. Upgrade when your clinic grows.
Switch between monthly and yearly pricing. Professional is designed as the best-value operational plan.
Starter
Essential clinic management
- ✓ Up to 250 patients
- ✓ 1 staff login (up to 1 doctor)
- ✓ Patients, appointments, treatments and follow-ups
- ✓ Basic service billing, invoices and PDFs
- ✓ Manual appointment and follow-up WhatsApp
- ✓ Basic IT Helpdesk
Professional
Operations and automation
- ✓ Everything in Starter
- ✓ Up to 500 patients
- ✓ 2 staff logins (up to 1 doctor)
- ✓ Medicine billing and inventory
- ✓ Partial payments, reports and Excel
- ✓ 200 automatic appointment messages per month
- ✓ 200 automatic follow-up messages per month
- ✓ Operational IT Helpdesk
Premium
Control, branding and custom communication
- ✓ Everything in Professional
- ✓ Unlimited patients
- ✓ 5 staff logins (up to 2 doctors)
- ✓ Unlimited automatic appointment messages
- ✓ Activity logs for the last 60 days
- ✓ Unlimited automatic follow-up reminders
- ✓ Advanced branding and white-label prints
- ✓ Insightics-managed WhatsApp templates
- ✓ Complete Premium Helpdesk
Applicable taxes, setup, data migration, custom development and third-party messaging charges may apply separately. Tenant creation, plan assignment and activation are currently completed manually by Insightics.
From signup to clinic dashboard
Book a demo
Share clinic requirements and administrator details.
Choose plan
Select Starter, Professional or Premium with monthly or yearly billing.
Approve onboarding
Confirm commercial terms, privacy responsibilities and payment.
Go live
Insightics creates the tenant, assigns the plan, configures users and completes guided onboarding.
Ready to modernize your clinic?
Start with a guided trial or speak with Insightics on WhatsApp.
Frequently asked questions
Can I use the CRM outside Lucknow?+
Yes. Insightics Dental CRM is a web platform and the sales website is designed for clinics across India and international enquiries.
What is available in Starter?+
Starter includes core patient, appointment, treatment, follow-up, basic billing, manual WhatsApp and basic Helpdesk access.
Which plan includes automatic reminders?+
Professional and Premium include automatic appointment and follow-up WhatsApp reminder workflows.
Who manages Premium custom WhatsApp templates?+
Insightics submits and centrally assigns eligible clinic-specific templates after Meta approval.
How is the clinic account activated?+
Insightics currently creates the clinic tenant, assigns the selected plan, configures authorized users and completes guided onboarding manually.
Can I login to the existing CRM?+
Yes. The Login button continues to use the existing ERP/CRM login route.