What Agilio Software does

Agilio Software is a UK-headquartered (Sheffield) healthcare operations software platform serving dental practices, GP/primary care organisations, hospitals, veterinary practices and pharmacies. Its portfolio bundles compliance management (iComply, iManage, DCME), HR and workforce (iTeam, iTeam Rota, MyHRtoolkit, My Locum Manager), e-learning and CPD (iLearn, ProDentalCPD, Colourful CPD, Clarity), patient engagement and growth (iGrow, The Fresh, DenGro, iatro, Practice365), dental plans (Patient Plan Direct/iPlan, CODEplan), asset management (iService), clinical content (Prodigy, NICE Clinical Knowledge Summaries) and data automation (CARAGON). The company is the sole UK NICE-authorized author of Clinical Knowledge Summaries used by 650,000+ clinicians monthly, holds ISO 27001 (12+ years), NHS DSPT and Cyber Essentials Plus certifications, and reaches 100,000+ dental practitioners and 4,000+ GP practices.

The business model is predominantly annual SaaS subscription, sold via dedicated sector sales teams (Dental, Primary Care, Hospital, Veterinary, Pharmacy, Other Healthcare) with self-service demo booking on the website, supplemented by professional services (compliance audits, CQC registration, training) and consulting engagements. Pricing is tiered per application package with add-ons (Premium HR, Group Functionality), and annual licence fees escalate with RPI + 2% on certain products. Growth has been driven by a programmatic acquisition strategy under PE sponsorship — initially August Equity (founding investor, 2019), then Five Arrows and TA Associates from February 2024 — with at least nine disclosed acquisitions across the UK, Netherlands and Ireland between 2020 and 2026 (most recently Patient Plan Direct in January 2026).

Name

Agilio Software

Legal name

Agilio Software Bidco Limited

Website

https://agiliosoftware.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

251–500 employees

Short description

Agilio Software is a UK-based healthcare operations software platform providing compliance, HR, e-learning, patient engagement and membership plan software to dental practices, GP organisations, veterinary practices, hospitals and pharmacies.

Ownership category

akta.pro rank

Product category

Healthcare Operations Software

NAICS

Software Publishers (513210), Software Publishers (51321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)

akta.pro secondary industries

Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach) (HLACAEAO), Healthcare Provider ERP (Hospital Operations, Supply Chain, Finance) (HDAEAEAH)

Keywords

• Healthcare compliance software
• Dental practice management
• HR workforce management
• E-learning CPD platform
• Patient engagement CRM

Headquarters

HQ city

Holsworthy

HQ country

United Kingdom

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Software Licenses: Annual and multi-year subscription fees for access to compliance, HR, e-learning, asset management, and patient engagement software platforms. Tiered membership packages with different feature levels (Application Package, Premium HR, Group Functionality add-ons).
2. Software-as-a-Service (SaaS) Platform Fees: Monthly recurring platform fees for cloud-based solutions including CARAGON automated data solutions, DenGro CRM, TeamNet workforce management, and Clarity appraisal software.
3. Dental Membership Plan Administration: Revenue from iPlan platform managing dental membership plans including plan design, patient onboarding, marketing support, and monthly reporting. Combined with PPD's plan administration expertise.
4. Professional Services and Training: Additional revenue from consultancy services including compliance setup, CQC registration, HR in-practice support, and training sessions for software platforms.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels9 records

Core offering

Agilio Software provides cloud-based healthcare operations software including compliance management, HR and workforce management, e-learning and CPD training, patient engagement, dental marketing/CRM, asset management, and dental plan administration. Its products serve dental practices, GP practices and primary care networks, hospitals, veterinary practices, and pharmacies across the UK, Ireland, and the Netherlands. Revenue is primarily generated through recurring annual and monthly SaaS subscriptions, supplemented by professional consultancy services such as compliance setup and HR support.

Product overview

Agilio Software is a healthcare operations software provider offering a platform-plus-modules architecture across multiple healthcare sectors. The portfolio includes unified platforms (AgilioOne for dental, TeamNet for primary care) alongside specialized modules for compliance (iComply, iManage, DCME), HR and workforce management (iTeam, iTeam Rota, MyHRtoolkit, My Locum Manager), e-learning and CPD (iLearn, iLearn Mentor, ProDentalCPD, ColourfulCPD, Clarity), patient engagement and growth (iGrow, The Fresh, DenGro, iatro, Practice365), dental plans (Patient Plan Direct/iPlan, CODEplan), asset management (iService), clinical content (Prodigy, NICE Clinical Knowledge Summaries), and data automation (CARAGON). These products serve dental practices, GP/primary care, hospitals, veterinary practices, and pharmacies, with solutions designed to integrate across the operational workflow of healthcare practices.

Differentiator

Problem solved

Functional benefit

Brands

• AgilioOne: Unified operations platform for dental practices combining compliance, HR, and learning solutions
• iComply
• iLearn
• iTeam
• iPlan
• iService
• iManage
• iGrow
• TeamNet
• Clarity
• ProDentalCPD
• DenGro
• The Fresh
• Patient Plan Direct
• DCME
• Colourful CPD

Products and services

• AgilioOne Unified operations platform for dental practices that connects compliance, workforce management, and practice growth solutions under one system, supporting iComply, iLearn, iTeam, and iGrow.
• iComply Dental compliance solution covering GDC, NHS, HTM 01-05, and MHRA standards with policy templates, compliance workflows, and helpline access. Used by over 30,000 dental professionals.
• iTeam Complete HR solution for managing teams, wellbeing, and employment across dental, veterinary, pharmacy, and other healthcare sectors, including absence management, policies, and HR expert access.
• iLearn Online CPD-certified learning platform with over 230 courses for dental teams and equivalent training modules for primary care, hospital, veterinary, and pharmacy sectors.
• iGrow Complete dental practice growth solution covering patient attraction, conversion, and retention with digital marketing, CRM integration, and revenue growth tools.
• iService Asset management solution for tracking, servicing, and repairing dental, veterinary, and other healthcare equipment with QR code generation and multi-practice oversight.
• Patient Plan Direct (iPlan) Dental membership plan administration platform that helps practices grow sustainable recurring income with practice-branded membership plans.
• CARAGON Automated Associate Pay Automated pay solution using CARAGON FLEX platform that automates complex associate pay calculations for dental groups, serving over 10,000 associate dentists monthly and saving up to 90% on processing time.
• DenGro AI-powered CRM for dental practices that captures, nurtures, and converts patient enquiries with automated workflows, AI chatbot, multi-channel inbox, and real-time performance dashboards.
• The Fresh Full-service dental marketing partner providing website builds, Google/Meta ads, SEO, social media, and creative content to help practices attract and convert patients.
• DCME (Dental Compliance Made Easier) Dental compliance software and support service for independent dental practices and smaller groups, with 34 employees and over 2,500 practice members.
• TeamNet Knowledge, compliance, and workforce management solution for GP practices, PCNs, and primary care organisations with NHS smartcard integration.
• Clarity (Appraisal and Revalidation) Appraisal, revalidation, and career portfolio software for Doctors, Nurses, Additional Roles, and FCPs in primary care, and for hospital doctors.
• Prodigy

Quantifiable outcome

• 500% ROI from smart digital marketing
• +7 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability5 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• DCME (Dental Compliance Made Easier)coreStrategic or Co-development Partner · 11 November 2024Innovative partnership announced November 2024 combining Agilio's full suite of dental solutions with DCME's entry-level compliance product. DCME (34 employees, 2,500+ practice members) continues operating independently under founder Rajiv Lakhani. Positions both companies as leading providers of dental operations software.
• NICE (National Institute for Health and Care Excellence)coreStrategic or Co-development Partner · 9 May 2023Long-standing partnership spanning over two decades where Agilio Primary Care (formerly Clarity Informatics) is the sole authorized author of NICE Clinical Knowledge Summaries. Extended partnership in 2023 for at least three more years. CKS library used by 650,000+ clinicians monthly with 375+ topics and 2,000+ patient scenarios.
• Hive MarketingminorChannel Partner/ Reseller/ DistributorMarketing partner recommending DenGro CRM to their dental practice clients as a top lead management and marketing solution.
• CODE Buying GroupminorChannel Partner/ Reseller/ DistributorCODE Buying Group (Chosen by CODE) offers Agilio iComply subscribers access to selected suppliers with proven products and services, discounts on seminars and training, and buying power benefits.
• Rudlings Wakelam SolicitorsminorImplementation/ SI/ Consulting PartnerSolicitors firm whose employment contracts and HR templates are approved for use within Agilio's iTeam dental HR solution. Templates are regularly reviewed and updated for legal compliance.

Scale indicators17 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Henry Schein One: Henry Schein One is the largest dental practice management software provider in the UK, owning Dentally, Software of Excellence (Exact/SfD), and multiple dental CRM/marketing products. Directly comparable because it bundles practice management, patient engagement, and practice growth tools — the same integrated stack Agilio targets via iGrow/DenGro/The Fresh.
• Software of Excellence (Henry Schein One): A leading UK/Ireland dental practice management software provider owned by Henry Schein One, serving thousands of dental practices. Comparable because it is one of Agilio's primary PMS integration partners (via DenGro) and competes for the same dental practice software wallet.
• Dentally: Cloud-based dental practice management software used by thousands of UK practices and owned by Henry Schein One. Comparable because DenGro's PMS integration partnerships and Agilio's broader dental software suite both target the same dental practice operations workflow as Dentally.
• Practice Plus (Pearl Dental Software): UK-based dental practice management software provider serving hundreds of dental practices. Comparable because it competes directly for the same UK dental practice operations software market that Agilio addresses with iComply, iTeam and iLearn.
• Quality Compliance Systems (QCS): UK-based compliance and policy management provider for the care sector, including dental and primary care. Directly comparable because QCS competes head-on with iComply and DCME on dental and primary care compliance policies, templates and inspection-readiness.
• Peninsula Group: UK HR, employment law and health & safety services provider serving dental, pharmacy and care sectors. Comparable because it competes directly with iTeam, iComply Premium HR and DCME on employment contracts, HR templates, and healthcare-specific compliance support.
• Citation Group: UK provider of HR, employment law, and health & safety services for dental, veterinary and care practices. Comparable because it competes directly with iComply Premium HR, iTeam and the compliance advisory layer of Agilio's dental, veterinary and pharmacy verticals.

Broad incumbents

• Carestream Dental: Global dental imaging, practice management and clinical software provider owned by Onex Partners. Comparable as a broad incumbent offering overlapping dental operations software to large DSOs and group practices, competing for the same enterprise dental software budget as Agilio.
• Dentsply Sirona: Largest global dental equipment and integrated technology provider with a DS Core software platform. Comparable as a broad incumbent that can bundle practice operations software into its dental equipment and consumables relationships, putting it in competition with Agilio's DSO-focused platform strategy.

Emerging players

• Sesame Communications (Sesame): Dental marketing and patient engagement software provider (a product under the DentalXChange brand historically). Comparable because it overlaps with The Fresh, iGrow and DenGro on dental marketing automation, patient communication and lead conversion tooling.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/agilio_software
• YouTubeyoutube.com/c/AgilioSoftware
• Facebookfacebook.com/agiliosoftware
• LinkedInlinkedin.com/company/agiliosoftware

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries16 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A9 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agilio Software