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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

PatientLoop is a dental practice growth and lead management platform that uses AI to improve patient acquisition, call conversion, marketing attribution, and front-desk performance. The platform brings together calls, web forms, advertising interactions, and other lead sources so practices can follow prospects from initial contact through scheduled appointments and revenue. Real-time source attribution shows which marketing channels generate leads, new patients, and treatment revenue across sources such as SEO, paid advertising, social media, and offline campaigns. Automated lead nurturing and missed-call text messaging help practices follow up with prospective patients who do not immediately schedule an appointment. AI call analysis grades conversations, identifies booking opportunities, and provides coaching recommendations based on actual interactions between patients and staff. Reasons Not Booked automatically categorizes the causes behind lost opportunities so practices can identify recurring issues such as insurance questions, cost concerns, lack of availability, or missed follow-up. Staff Performance creates individual AI-generated scorecards and tracks team averages over time, helping managers coach employees based on patterns across calls rather than isolated examples. Leo, PatientLoop’s AI conversion analyst, allows users to ask questions in plain English about calls, leads, bookings, marketing performance, and revenue and receive answers supported by charts. PatientLoop is built for dental practices, multi-location groups, DSOs, and marketing agencies that want a more connected way to manage leads, improve conversion rates, and understand marketing ROI.

Description

Trades Operator is a cloud-based software solution designed specifically for home-service contractors, focusing on sectors like HVAC, plumbing, electrical, and cleaning services. Its primary objective is to integrate customer interactions and marketing efforts with on-the-ground operations and financial management within a unified platform. Features promoted include the ability to record calls, provide transcripts and summaries, follow up on missed calls, attribute calls to specific sources, and seamlessly sync advertising with Google and Meta. The envisioned workflow encompasses various aspects such as booking, dispatching, estimating, invoicing, payment processing, job costing, accounting, and AI-assisted searches and draft follow-ups, with all critical decisions requiring human oversight or approval. Targeting owner-operated service businesses that typically have around three to ten service vehicles, it aims to streamline their operational efficiency. However, the vendor has indicated that some features related to job management, accounting, and command-center functionalities are still under development, meaning not all advertised capabilities may be readily accessible at this time. As a result, users should remain informed about updates and new feature releases as they become available.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Google Ads No 
Lasso MD Yes 
Meta Ads No 

Integrations

Google Ads Yes 
Lasso MD No 
Meta Ads Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Design Partners receive free access for the first 12 months; availability is limited. Standard plan pricing is discussed during a demo.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PatientLoop

Founded

2024

Website

patientloop.com/dental-practices

Vendor Details

Company Name

Trades Operator

Founded

2026

Country

United States

Website

tradesoperator.com

Product Features

Dental

Appointment Management No 
Appointment Reminders No 
Claims Management No 
Clinical Charting No 
Imaging No 
Inventory Management No 
Patient Account Management No 
Patient Billing No 
Patient Records Management No 
Treatment Planning No 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Product Features

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

Alternatives