Retention IQ
Retention IQ: Ranks overdue patients by urgency and treatment value, with staff-approved outreach. Ranked #21 of 36 in Dental CRM Software by our editors (5.7/10); pricing: From $75 · 90-day trial; best for data-driven hygiene reactivation programs.
At a glance
- Editor score5.7 / 10
- PricingFrom $75 · 90-day trial
- Best forData-driven hygiene reactivation programs
- Free planNo
- Lead managementYes
- Facts checked29 Sep 2026
Where it wins
- Prioritizes overdue recalls using insurance urgency and treatment value
- Supports custom recall intervals and periodontal maintenance cadences
- Combines multi-location reporting with CSV or available PMS connections
Where it doesn't
- Outreach is sent through the practice's own messaging system
- Direct PMS connections depend on availability; weekly CSV exports are another route
- Usage pricing is per verified completed return, followed by an annual agreement
Our verdict on Retention IQ
Retention IQ helps dental practices identify patients past their expected hygiene recall interval and prepare personalized reactivation outreach for staff review. Its emphasis is on prioritization rather than simply sending the same reminder to every overdue patient: it ranks patients using insurance urgency and treatment value. It also supports follow-up for cold cosmetic consultations and tracks insurance-benefit reset timing. Practices focused on data-driven recall programs, including groups that need location-level reporting, are the clearest fit.
The service handles multiple recall patterns, including custom intervals and separate 3- and 4-month periodontal maintenance cadences. Practices can supply weekly CSV exports or connect directly to supported practice-management systems where available; listed integrations include Dentrix, Open Dental, Eaglesoft, Curve Dental, Denticon, Carestream, PracticeWorks and GoHighLevel. Reporting can be consolidated across locations or viewed per location. Messages are prepared for staff approval, but the practice sends approved messages through its own messaging system. That workflow suits teams that want a review step and already have a messaging process, rather than a standalone service that sends outreach itself.
Pricing is $75 per verified completed return, with no setup fee or monthly base. The 90-day no-contract trial is the full managed service and charges per confirmed return, so it is not a free tier. After the trial, the published plan specifies an annual agreement with a monthly cap. Because costs are tied to completed returns, practices should weigh expected reactivation volume against the value of returned patients. Choose Retention IQ for prioritized, managed recall workflows and multi-location visibility; look elsewhere if you need a free plan or outreach sent directly by the software. The vendor says source-system fit, consent, BAA terms and subprocessor readiness are reviewed before PHI is used.
Retention IQ pricing
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Retention IQ fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Lead management | Yes |
| Recall automation | Yes |
| Two-way texting | Not verified |
| Multi-location support | Yes |
| Campaign segmentation | Yes |
| API access | Not verified |
| Free trial | 90 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 8 integrations: Dentrix, Open Dental, Eaglesoft, Curve Dental, Denticon, Carestream … |
| Pricing | From $75 · 90-day trial (source) |
| Website | retentioniq.io |
| Facts checked | 29 Sep 2026 |
Retention IQ integrations
Retention IQ lists 8 integrations on its own site.
- Dentrix
- Open Dental
- Eaglesoft
- Curve Dental
- Denticon
- Carestream
- PracticeWorks
- GoHighLevel
Alternatives to Retention IQ
- SolutionreachA broad patient engagement platform for practices coordinating reminders, texting, and scheduling.8.6
- IntiveoAutomates dental outreach, with higher tiers for specialty and multi-location workflows.8.5
- NexHealthA front-office platform for practices that want booking, intake and payments in sync.7.7
See all Retention IQ alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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