Dental CRM
For independent clinics and dental teams
Manage patient enquiries, appointment requests, reminders, approved template messages, replies and follow-up work from the clinic’s own workspace and number.
CRM software by Tantreak
One CRM. Each business connects its own WhatsApp.
Tantreak builds CRM workspaces for dental clinics and architecture or interior design teams. Meta Embedded Signup lets every client connect a business-owned WhatsApp account and mobile number through a guided Meta flow.
Client-owned Meta business
The clinic or studio chooses its own portfolio and WhatsApp assets.
Meta Embedded Signup
Meta presents the authorisation screens and returns scoped access to the CRM.
Business-specific WhatsApp number
Messages and events are handled for the selected number and its authorised workspace.
Architecture CRM
For architects and interior design studios
Manage project enquiries, consultations, site visits, customer updates, approved WhatsApp templates and team follow-up using the studio’s own Meta business assets.
One reviewed platform
Multiple product domains, one controlled Meta integration.
Tantreak operates the platform and its public policies. Each product identifies the tenant and business workflow, while each client connects and controls its own WhatsApp assets. A phone-number route sends Meta events only to the authorised workspace.
Dental CRM
doc.tantreakdesign.com
Clinic enquiries, appointments, reminders and patient communication.
Architecture CRM
arch.tantreakdesign.com
Project enquiries, consultations, site visits and customer updates.
Reusable platform
Future Tantreak products
A new approved product can join the same platform when its purpose, permissions and public policies remain within the reviewed use.
Client onboarding
A guided connection inside the CRM
The client stays in control of the business account and approves the connection directly with Meta.
- 1
Choose Connect with Meta
An authorised owner or administrator starts the connection from the CRM settings screen.
- 2
Select business assets
Meta asks the client to choose or create their own business portfolio, WhatsApp Business Account and phone number.
- 3
Approve access
The client approves only the WhatsApp permissions needed for templates, messages and phone-number management.
- 4
Use WhatsApp in the CRM
The selected number is connected to the client workspace for authorised customer conversations and operational notifications.
Platform data and control
Access is limited to providing the service.
Tantreak uses Meta Platform Data to connect the selected WhatsApp assets, deliver CRM communication features, maintain security and help the client operate its own customer workflows.
Business portfolio, WhatsApp Business Account and phone-number identifiers selected by the client
The verified business name, display number, account quality and connection status returned by Meta
Messages, delivery events and template information needed to operate the client’s inbox and notifications
Customer details that the client records in its own CRM workspace for appointments, enquiries or projects
A server-side authorisation credential for each connected number, protected from browser and cross-client access
Tenant, product and phone-number routing records used to deliver each webhook event to the correct workspace
Frequently asked questions
Clear ownership and controlled access
These answers explain the service for client administrators, Meta reviewers and teams evaluating the connection.
Does Tantreak own the client’s WhatsApp account?
No. Each client connects a WhatsApp Business Account and phone number owned or controlled by that client. The client can manage its assets in Meta and can disconnect the CRM connection.
Can different dentists and architecture firms use different mobile numbers?
Yes. Each participating business completes its own Meta Embedded Signup flow and selects its own WhatsApp Business Account and phone number. One client’s connection is not shared with another client.
What does the CRM use WhatsApp data for?
The CRM uses authorised data to show conversations, send client-approved templates and service messages, record delivery status, and connect replies to the correct appointment, enquiry or project workflow.
Does Tantreak sell WhatsApp or customer data?
No. Platform data is used to provide and secure the CRM service requested by the client. It is not sold or used to build advertising profiles.
Can Tantreak use one Meta app for more than one CRM product?
Yes, when Tantreak remains the platform operator and each product uses the same reviewed WhatsApp onboarding purpose, permissions, policies and security boundary. Every production origin must still be configured in Meta, and materially different uses may require another app or review.
How can a client disconnect or request deletion?
An authorised workspace administrator can disconnect the number from CRM settings. Verified access and deletion requests are handled through tantreakdesign.com/data-deletion.
Connect your business number with a guided setup.
Tell us whether you run a dental clinic, architecture practice or interior design studio and how your team handles customer communication today.