Keep Every Client.
Prove Every Dollar.

Agencies lose clients when they can't prove ROI. PatientLoop connects your campaigns to real patients and revenue — so your clients never have a reason to leave.

White-label ready Client retention tools
Marketing Calls Reviews
Summary Leads Conversions Goals
Marketing Overview
New Patients
56
Patient Revenue
$39.4K
Cost Per Patient
$53.21
Marketing ROI
624%
New Patients by Channel
56
SEO Ads Social
Revenue by Channel
$39.4K
SEO Ads Social
Not an agency? See PatientLoop for:

Show 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
Marketing Calls Reviews
Summary Leads Nurture Conversions Goals
New Patients
286
SEO PMS
Patient Revenue
$88.1K
SEO Offline
Projected
$159K
PMS Offline
Big Smile Agency
Summary Leads Nurture Conversions Goals
Total Leads
0
Qualified
0
Scheduled
0
Completed
0
In Progress
(513) 390-8194
Call · 1m 43s SEO
Scheduled
Michael W.
Call · 7m 15s SEO
In Progress
(651) 564-9722
Call · 2m 36s SEO
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Your Brand,
Your Reports

Every dashboard, every report, every communication shows your agency's branding. Your clients never see PatientLoop — they see the results you delivered.

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Retain More 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.

0%
Client Retention
0.2x
Avg ROI Proven
0
Active Clients
Start for Free
New Leads Goal: 80
56
70%
New Patients Goal: 40
50
125%
Goal reached!
New Reviews Goal: 5
28
560%
Goal reached!
Scheduling Calls Reviews
Appointments Practice Setup Visit Types
New Patient Exam
Active
New Patients 60m 4 providers
Providers:
Tina Jones Brian Albert Sarah Lexington Bruce Bently
Info required:
Email Full Name Phone Number
New Feature

Online Scheduling for
Your 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.

24/7 booking White-label link No-show reduction
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Frequently Asked Questions

Everything agencies ask before signing up.

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 — 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.

Ready to retain more clients?

Prove ROI. Keep clients longer. Scale your agency.

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