CASE STUDY
Oral Connect
OVERVIEW
Oral Connect (United Kingdom)
Dental CRM
Oral Connect is an innovative dental CRM platform designed to transform how dental clinics manage their leads, appointments, and client interactions. The platform leverages AI automation to streamline patient communication, boost conversions, and centralize daily operations across multiple branches.
“We have partnered with the Oral Connect team to bring their vision to life designing and developing a full-fledged, intelligent, and scalable system that bridges the gap between patient management and marketing automation.”
CHALLENGE
Identifying the
Opportunity
When Oral Connect approached us, the dental software market was already filled with conventional CRM systems but none offered true automation or AI support. Clinics were forced to rely on manual lead handling, follow-ups, and repetitive scheduling processes.
“We want to stand out from traditional CRMs we want intelligence, automation, and real-time insights built right in.”
The challenge for Upview was to build a smarter platform that could help dental practices work more efficiently reducing missed leads, improving conversions, and making every patient interaction intelligent.
SOLUTION / WHAT WE HAVE DONE
Discovery & Requirement Gathering
Our collaboration began with a deep dive into the dental industry’s operational challenges. We worked closely with Oral Connect’s founding team to understand clinic workflows, patient engagement gaps, and existing market limitations. Through stakeholder workshops and competitor analysis, we defined a clear product roadmap and identified where AI could create the greatest impact.
Product Design & Experience Architecture
Our design team crafted a user experience tailored to clinic workflows balancing simplicity with intelligence. Wireframes, interactive prototypes, and user journey mapping were used to validate each interaction before development. Every decision was guided by real use cases from receptionists managing inquiries to owners monitoring conversions.
Engineering & Development
The development team at Upview engineered a scalable, cloud-based architecture capable of handling multi-branch operations. We implemented secure APIs, modular components, and a data structure designed to support real-time updates and AI automation. Parallel development sprints ensured continuous progress while maintaining code quality and performance.
AI Integration & Automation Layer
Our AI specialists introduced automation for lead scoring, follow-up scheduling, and decision recommendations. This involved building and training models to analyze patterns and automate repetitive workflows, ensuring clinics could respond to leads faster and more intelligently.
Testing & Quality Assurance
Every module underwent rigorous QA cycles, including functionality, performance, and usability testing. We simulated real clinic scenarios to ensure the system could handle high data volumes, concurrent sessions, and multi-branch operations without lag or downtime.
Deployment & Go-To-Market Support
After final approvals, the product was deployed seamlessly to production environments with minimal disruption to the client’s business operations. Upview also provided go-live support, onboarding sessions for clinic staff, and documentation to ensure smooth adoption.
RESULT
Impact &
Achievements
“The result was a completely AI-native dental CRM, unlike any existing competitor in the market. Today, Oral Connect stands as one of the UK’s most advanced dental CRMs redefining patient management with the power of AI.”
3x
Faster patient response times
40%
Increase in lead-to-booking conversions
60%
Reduction in manual administrative tasks
90%
Automated scheduling and reminder system
TESTIMONIAL
“We've used CRMs before, but this is the first time we've actually seen meaningful data from it. The way Upview integrated AI into patient journey tracking made it easier to understand where we were losing conversions and what to fix.”
Sanjeiv Asokan
Co-Founder, Oral Connect (UK)
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