Orthodontic Lead Management

A hub for practices that want enquiries from website, social and referral routes to become structured records with clear next actions and visible progress from lead to treatment.

Move enquiries out of inboxes and into a repeatable journey

Lead management is about capturing patient intent, gathering enough context, routing the next action and keeping each stage of the patient journey visible to the team.

Lead management software

Review the deeper B2B software workflow for source, status, ownership and quote follow-up.

AI smile preview

Give website and social traffic an engaging first step before the quote request.

Guided photo intake

Collect patient photos and details in a more consistent way.

Integrations and API

Connect lead events and workflow updates to wider practice systems.

Frequently asked questions

What is an orthodontic lead?
Why add structure to lead management?
What does this page cover?
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Quick links

Not sure where to start? Use these quick links to explore how Virtual Consultant supports your practice — from guided photo intake and remote assessments to digital quotes, automation, monitoring and integrations. Start a free trial when ready to create a demo account with no bank details required.

See the workflow inside Virtual Consultant

Start a free trial or book a demo to review the patient intake, quote and follow-up workflow.

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