AES‑CRM
A focused, high‑performance CRM for dental and practice workflows — designed to reduce admin overhead and improve communication velocity.
Why It Was Needed
Practices were juggling spreadsheets, inboxes, and generic CRMs that didn’t match their actual workflows. AES‑CRM was built to simplify intake, automate follow‑ups, and surface the right context at the right time — without the clutter.
What We Built
- Fast, search‑first CRM with unified patient profiles and activity timeline.
- Automated reminders and multi‑channel follow‑ups (email/SMS templates).
- Pipeline views tuned to practice operations: leads, consults, treatment plans.
- Role‑based permissions and audit trail for compliance.
- Integrations layer for calendars, forms, and website chat.
Screenshots & Usage
Product captures from the production instance demonstrate how workflows run day-to-day.
Pipeline overview
Kanban pipeline tuned to dental workflows with lead status, treatment plan, and value.
Patient profile
Every note, file, and message in one scrollable timeline so clinicians have full context.
Automated reminders
Reusable templates for SMS/email follow-ups with send history tracked per patient.
Search-first navigation
Fuzzy search jumps straight to patients, tasks, or treatments without digging through menus.
Calendar sync
Two-way sync with practice calendars including colour-coded chair availability.
Inbox consolidation
Website forms, WhatsApp, and phone notes flow into one queue for quick triage.
Permissions & audit
Role-based access, change tracking, and export trails for compliance.
Reporting
Real-time metrics for consult bookings, treatment acceptance, and team workload.