Connect your PMS and accounting software to grow revenue, rebook more patients, and keep your team aligned. Powerful CRM tools, automated follow-ups, AI financial insights, and six real-time dashboards in one platform.
From tracking financial KPIs to predicting patient behaviour, Jeeve Engage gives your entire team the insights they need to run smarter and grow faster.
Track your financial, front desk, and clinical KPIs in intuitive real-time dashboards
Analyse clinical trends and benchmark your expenses against industry standards
Forecast with advanced algorithms and PMS + Xero integrations
Track your ROI and discover how much it costs to get a new patient in your chair
Integrates with Xero and your PMS for the full picture of financial health
Capable of handling multiple clinics within a group from a single login
Jeeve Engage combines data from your PMS and accounting software into six focused dashboards, so you can keep your finger on the pulse of your business.
Our unique Morning Huddle gives your entire team a daily briefing on what's important, who needs following up, and what goals the clinic wants to achieve. Data-driven alignment in under 5 minutes.
Dentists are used to feedback in school, then suddenly it disappears in private practice. Jeeve Engage lets all associates track their own progress, review procedures, follow trends, and see which CPD courses have actually made a difference. Benchmarked anonymously against colleagues.
Visual pipelines built for dental workflows. Track every enquiry from first contact through to treatment completion with full visibility, automated follow-ups, and conversion tracking.
Every Engage subscription includes AI CFO, your intelligent financial advisor. It analyses your clinic's data to surface cost-saving opportunities, benchmark against industry standards, and forecast financial outcomes.
AI finds savings across lab fees, supplies, and overheads
Benchmark expenses against industry standards
True profitability per clinician, per procedure
Predict and plan with AI-powered projections







See how Jeeve Engage helps dental practices track KPIs, convert more patients, and keep their teams aligned.