White-label dental marketing ROI software for agencies — Keep Every Client.
Prove Every Dollar.
Agencies lose clients when they can’t prove ROI. PatientLoop ties every campaign to real patients and real revenue — and now answers “what’s working?” in plain English.
Three new ways to
prove your value.
Your campaigns fill the schedule. These tell you — and your client — exactly what happened next.
Leo
Your AI conversion analyst. Ask about calls, leads and bookings in plain English and get the answer with the chart behind it.
Meet LeoReasons Not Booked
Every unbooked lead shows the exact reason why — ranked, and broken out by channel. Proof the traffic converted or the front desk missed it.
See the breakdownStaff Performance
An AI-graded scorecard for every person answering the phone, with coaching tips and a team average that trends over time.
See the scorecardsAsk Leo anything
about the account.
Leo is your AI conversion analyst. Ask in plain English — no filters, no report builder — and get the answer with the chart that proves it. When a client asks “how did last month go?” on a call, you answer on the call.
- Answers across calls, leads, bookings and revenue
- Every answer comes with the underlying chart
- Built into the dashboard your clients already use
SEO is your strongest channel at 812% ROI — 19 new patients from $2.4K spend. Google Ads converts faster but costs 3× more per patient.
“Your ads worked.
Here’s what happened next.”
The hardest conversation in agency life is the one where a client blames the campaign. Now every unbooked lead carries the actual reason — insurance, cost, no answer, shopping around — ranked by volume and split by channel.
You stop arguing about lead quality and start showing where the schedule leaks. And because it’s per channel, you can tell a genuine traffic problem from a front-desk one.
Coach the front desk
with evidence.
Every person answering the phone gets an AI-graded scorecard: how their calls went, where they lose bookings, and what to do about it. The team average trends over time, so a dip shows up while it’s still fixable.
For agencies this is the missing half of the ROI story. When a client’s cost per patient climbs, you can finally show whether the campaign changed or the phone handling did.
- A score per person, updated as calls come in
- Coaching tips tied to real moments in real calls
- Voice ID matches each call to the right person automatically
Coaching tip for Jenna: 12 calls ended without offering an appointment time. Try closing with two specific slots.
Show Dental Clients Exactly What
Their Spend Delivers
Connect every dollar spent to actual patient outcomes and revenue. When clients see the link between ad spend and bottom-line impact, renewals become automatic.
Get Your Agency Setup
Your Brand,
Your Reports
Every dashboard, every report, every communication shows your agency's branding. Your clients never see PatientLoop, just the results you delivered.
Get Your Agency Setup
Retain More Dental Clients With
One Unified Dashboard
Manage all your clients from one view. Spot at-risk accounts before they leave. Prove ROI across your entire portfolio every month.
Online Scheduling for
Your Dental Clients
Give your clients modern booking technology. Their patients book 24/7, conversion rate climbs, and your clients realize PatientLoop is core to their growth.
Is PatientLoop white-label?
Yes. Every dashboard, report, and patient communication can be fully branded as your agency. Your clients see your name, your logo, and your domain, never PatientLoop's.
How long does it take to onboard a new client?
Most agencies onboard a new client in under 30 minutes. Connect their practice management system, set up tracking numbers, and PatientLoop starts attributing calls and revenue automatically.
What integrations does PatientLoop support?
PatientLoop integrates with virtually every dental practice management system, including Dentrix, Dentrix Ascend, Eaglesoft, Open Dental, Denticon, Curve, Easy Dental, PracticeWorks, and 200+ others. We also connect to call providers and major ad platforms (Google Ads, Meta) so attribution flows end-to-end without manual reconciliation.
What's the pricing model for agencies?
Pricing scales with the number of practices you manage. Book a demo for a custom quote. Most agencies get an ROI conversation with their clients within the first 60 days.
Can I migrate existing clients from another tool?
Yes. PatientLoop supports migration from CallRail, WhatConverts, and similar tools. We help map historical data so retention reporting starts on day one.
Get a demo.
See PatientLoop for agencies in action. No commitment.