Where consistency becomes growth
Katexs
CRM BUILD · DENTAL · NASHVILLE TN

BrightSmile Dental Group

A complete CRM for a multi-staff dental practice — patient pipelines and automated reminders, live in 5 days.

5 days
Full CRM system
0
Missed appointments
Amanda R. — Practice Owner
Amanda R. — Practice Owner
BrightSmile Dental Group
★★★★★
The Problem

What was costing them before Katexs.

  • Patient leads tracked in spreadsheets across three staff members.
  • No automated reminders — 3 to 4 no-shows per week.
  • New patient intake done manually over the phone taking 20 minutes per patient.
“Katexs built our entire CRM from scratch in 5 days. Every new patient goes through the pipeline automatically now.”
The Katexs Build

What we built — step by step.

We designed and shipped the entire patient lifecycle inside CRM — from web intake form to appointment reminders to recall sequences. Staff roles, pipeline stages, SMS reminder cadences, and an AI booking layer were all configured, tested, and trained on by week's end.

CRMVapiTwilioClaudeMake.com
  1. 1
    Day 1
    Intake form and pipeline design.
  2. 2
    Day 2
    Patient pipeline stages built.
  3. 3
    Day 3
    Automated reminder sequences.
  4. 4
    Day 4
    AI booking integration.
  5. 5
    Day 5
    Testing and go live.
Workflow Diagrams

The actual build.

Live, draggable node diagrams — drag any node, watch the data flow.

NEW PATIENT INTAKE
1
Form Submitted
step 01
2
GHL Contact Created
step 02
3
Intake Survey Sent
step 03
4
Response Captured
step 04
5
File Created
step 05
APPOINTMENT REMINDERS
1
Appointment Booked
step 01
2
48hr SMS Reminder
step 02
3
24hr Email Reminder
step 03
4
2hr Final SMS
step 04
5
Appointment Confirmed
step 05
NO-SHOW FOLLOW-UP
1
No-Show Detected
step 01
2
Wait 30 Min
step 02
3
SMS Sent
step 03
4
Reschedule Link
step 04
5
New Appointment Booked
step 05
MONTHLY REPORTING
1
All Appointment Data
step 01
2
Filtered by Month
step 02
3
Stats Compiled
step 03
4
PDF Report
step 04
5
Emailed to Practice
step 05
Verified Katexs Build
Every workflow shown is a real deployed system.
Built in 5 days
From brief submitted to client live.
NDA Protected
Client details shared with permission only.
The Results

What changed after going live.

0
Missed appointments
20m → 2m
Intake time
5 days
To go live
“Katexs built our entire CRM from scratch in 5 days. Every new patient goes through the pipeline automatically now.”
Amanda R. — Practice Owner
Amanda R. — Practice Owner
BrightSmile Dental Group
★★★★★

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