Dental lab customer management is more than a contact list. It's inboxes, billing relationships, portal access, communication history, and service-level expectations — all connected. Pilot brings it together so your team spends less time juggling tools and more time keeping doctors happy.
Stop monitoring email, portal messages, and phone logs across disconnected channels. Inbox pulls every customer interaction into a single view your team manages together — so nothing gets missed, nothing gets duplicated, and you eliminate the cost and confusion of maintaining multiple sources of truth.
Send and receive emails without ever leaving the app. No more switching between your inbox and your lab system, no more copy-pasting case numbers into email threads. Every conversation is linked to the relevant order and billing data, and each thread supports both external messages to doctors and internal notes for team collaboration — all in one place.
Give your doctors a branded portal where they can check case statuses, make payments, communicate with your team through real-time Messenger, track shipments, request pickups, and generate return labels — all without calling your lab. Every self-service interaction is one less interruption for your staff.
Define service-level targets for your most important conversations and tasks, then track completion in real time. SLA policies surface the items that need attention before they breach, so your team focuses on the highest-priority work first and managers can monitor performance against the standards that matter to your business.
Pilot adapts to any customer arrangement — multiple doctors under one billing account, group practices with consolidated invoicing, solo practitioners, or multi-location offices with separate billing. Link, nest, and organize your customer relationships the way they actually work instead of forcing them into a rigid system.
