LeadSigma
LeadSigma is a vertical SaaS platform that uses generative-AI voice, automated follow-up, and call attribution to help orthodontic practices and DSOs capture, qualify, and schedule new patients 24/7, serving 1,000+ locations in the United States.
- Company typePrivate
- Founded2020
- HeadquartersLenexa, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What LeadSigma does
LeadSigma is a vertical SaaS company, founded in 2020 and headquartered in Lenexa, Kansas, that builds an AI-powered patient acquisition and scheduling platform purpose-built for orthodontic practices. The platform unifies five integrated systems covering the new-patient journey: New Patient Attribution (call tracking and marketing ROI), Generative AI Voice (24/7 AI call answering, qualification, and booking), Automated Follow-Up / Lead Manager (pre-drafted, voice-matched text, email, and call outreach), Patient Record Connect (reactivation of recall and observation lists), and a free Secret Shopper diagnostic add-on. The technology stack combines generative-AI voice agents with telephony (Twilio), workflow automation, and direct integrations into all four leading orthodontic practice management systems (Ortho2, Cloud9, Greyfinch, Dolphin Imaging), supplemented by connectors to Salesforce, Slack, Calendly, Zapier, and other general SaaS tools.
The company sells primarily on a per-location subscription basis to both multi-location orthodontic DSOs and independent practices, with a demo-led enterprise sales motion and an agency partner program for channel referrals from dental/orthodontic marketing agencies. Reported customer outcomes include 53% more scheduled appointments, 34% more inquiries converted, a 13% lift in show rates, and $252K annually booked through AI per location, with the platform claiming to handle $3B+ in patient production across 1,000+ locations since 2020. Named enterprise customers include Smile Doctors, Orthodontic Partners, Southern Orthodontic Partners, BOND Orthodontic Partners, MB2 Dental, and Smilebliss Orthodontics, alongside roughly 17 named mid-market independent practices.
The business is privately held with no disclosed funding beyond a single late-2022 round from Aurelia Ventures (reported amount $0, suggesting a SAFE or undisclosed equity structure), headcount of 11-50, and a US-only operating footprint. Pricing is not publicly disclosed, and the company relies on consultative demos rather than self-serve sign-up, consistent with a vertical-SaaS go-to-market targeting practice owners and DSO operators rather than individual practitioners.
LeadSigma firmographics
Firmographics- Name
- LeadSigma
- Legal name
- LeadSigma
- Website
- https://LeadSigma.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- LeadSigma is a vertical SaaS platform that uses generative-AI voice, automated follow-up, and call attribution to help orthodontic practices and DSOs capture, qualify, and schedule new patients 24/7, serving 1,000+ locations in the United States.
- Ownership category
- akta.pro rank
LeadSigma industry classification
Industry- Product category
- Dental Practice Patient Acquisition Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Inbound Lead Qualification & Routing (MQL/SQL) (BPAAADAC)
- akta.pro secondary industry
- Lead Qualification & Inside Sales Support Services (BPAFAKAK)
Keywords
Where LeadSigma is headquartered
LocationHeadquarters
- HQ city
- Lenexa
- HQ country
- United States
- HQ region
- North America
Markets served
LeadSigma business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: LeadSigma operates as a SaaS platform for orthodontic practices with subscription-based pricing per location. Revenue derived from monthly/annual subscriptions for access to AI patient acquisition, scheduling, and follow-up automation tools. $252K annually booked through AI per location indicates per-location pricing model.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Per-location subscription pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
LeadSigma product offering
Product offeringCore offering
LeadSigma is an AI-powered patient acquisition and scheduling SaaS platform built specifically for orthodontic practices. It captures every new-patient inquiry across calls, web forms, and recall lists; automates follow-up via text, email, and AI voice; attributes new patients to marketing sources; and books appointments 24/7 without adding front-desk headcount. The platform integrates with leading orthodontic practice management systems (Ortho2, Cloud9, Greyfinch, Dolphin) and is sold on a per-location subscription basis.
Product overview
LeadSigma is a unified AI-powered patient acquisition and scheduling platform for orthodontic practices, built as a platform-plus-modules architecture. The core platform connects five systems that turn new-patient demand into booked appointments. Key modules include: New Patient Attribution (call tracking), Generative AI Voice (AI-powered call handling), Automated Follow-Up/Lead Manager (inquiry management), Patient Record Connect (reactivation), and PMS Integrations. The platform also offers a free Secret Shopper add-on for evaluating inquiry handling.
Differentiator
Problem solved
Functional benefit
Products and services
- LeadSigma Platform Unified AI-powered patient acquisition and scheduling platform for orthodontic practices. Connects attribution, AI voice call handling, automated follow-up, patient record reactivation, and practice management integrations to turn new-patient demand into booked appointments. Sold per-location on annual subscription to orthodontic DSOs and independent practices.
- Secret Shopper
Quantifiable outcome
- 53% more scheduled appointments for LeadSigma practices
- +5 more outcomes
Companies that use LeadSigma
Customer profileNamed customers22 records
Segments1 record
Ideal customer profiles2 records
LeadSigma technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability3 records
Feature4 records
LeadSigma partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Ortho2 Practice ManagementcoreDirect integration with Ortho2 practice management software enabling seamless data flow between LeadSigma patient acquisition tools and practice management workflow.
- Cloud9 Practice ManagementcoreDirect integration with Cloud9 practice management software for orthodontic practices, allowing LeadSigma to sync patient data and scheduling information.
- Greyfinch Practice ManagementcoreDirect integration with Greyfinch practice management system for orthodontic practices.
- Dolphin Imaging and Management SolutionscoreIntegration partnership with Dolphin Imaging providing imaging and practice management interoperability.
Scale indicators7 records
Recent moves6 records
Expansion highlights4 records
LeadSigma competitors and assessment
Company assessmentDirect peers
- Weave: Weave is a patient communication and engagement platform built for dental and medical practices, offering two-way texting, call tracking, automated reminders, and online scheduling. It is the most directly comparable generalist dental communication SaaS to LeadSigma's orthodontic-focused stack.
- NexHealth: NexHealth provides a patient experience platform for dental and medical practices with online scheduling, digital intake, patient messaging, and PMS integrations. It overlaps directly with LeadSigma's patient acquisition, scheduling, and PMS-integrated workflows.
- Solutionreach: Solutionreach is a long-standing patient engagement platform for dental and healthcare practices offering recall, reminders, two-way messaging, and patient reactivation — closely aligned with LeadSigma's follow-up and recall (Patient Record Connect) capabilities.
- RevenueWell: RevenueWell is a dental-specific patient communication and marketing platform covering recall, reminders, reviews, and patient reactivation. It competes with LeadSigma's automated follow-up and reactivation modules within the same orthodontic/dental buyer.
- YAPI: YAPI is a dental practice automation platform providing paperless forms, patient communication, internal messaging, and recall — competing with LeadSigma on front-desk automation and patient follow-up inside dental practices.
- Modento: Modento is a dental patient communication and engagement platform offering digital intake, two-way texting, online scheduling, and recall — overlapping with LeadSigma's AI-driven follow-up, scheduling, and patient reactivation modules.
- CallForce: CallForce provides call tracking, lead conversion, and follow-up services specifically for dental practices. It directly competes with LeadSigma's New Patient Attribution and AI voice call-handling capabilities for inbound new-patient calls.
- Adit: Adit is an all-in-one dental practice management platform combining patient communication, online scheduling, reputation management, and digital intake — a broader competitor with overlapping functionality to LeadSigma's communication and acquisition modules.
- Dental Intelligence: Dental Intelligence is a dental practice analytics and patient engagement platform that includes call tracking, follow-up automation, and recall features. It competes with LeadSigma on attribution, follow-up, and reactivation analytics within dental practices.
- PatientPop: PatientPop is a patient acquisition and practice growth platform for healthcare providers, offering online scheduling, reputation management, and automated patient communication — comparable to LeadSigma's patient acquisition and follow-up automation across healthcare practices.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
LeadSigma social profiles
Digital presenceLeadSigma financial estimates
Financial estimateRevenue estimate
Valuation estimate
LeadSigma leadership team
Management profileNumber of profiles
LeadSigma funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LeadSigma M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LeadSigma
What does LeadSigma do?
LeadSigma is an AI-powered patient acquisition and scheduling SaaS platform built specifically for orthodontic practices. It captures every new-patient inquiry across calls, web forms, and recall lists; automates follow-up via text, email, and AI voice; attributes new patients to marketing sources; and books appointments 24/7 without adding front-desk headcount. The platform integrates with leading orthodontic practice management systems (Ortho2, Cloud9, Greyfinch, Dolphin) and is sold on a per-location subscription basis.
Is LeadSigma a public or private company?
LeadSigma is a private company. It is classified as venture growth investor backed and is currently operating.
When was LeadSigma founded?
LeadSigma was founded in 2020. It employs 1 to 10 people.
Where is LeadSigma based?
LeadSigma is headquartered in Lenexa, United States, in the North America region.
How does LeadSigma make money?
One revenue line is on record: saaS Subscription.
Who are LeadSigma's main competitors?
Direct peers on record are Weave, NexHealth, Solutionreach, RevenueWell, YAPI, Modento, CallForce, Adit, Dental Intelligence and PatientPop.
Does LeadSigma have an API?
No public API is recorded for LeadSigma.
What industry is LeadSigma in?
LeadSigma's product category is Dental Practice Patient Acquisition Software. Its primary akta.pro industry code is BPAAADAC, Inbound Lead Qualification & Routing (MQL/SQL), with a secondary code of BPAFAKAK, Lead Qualification & Inside Sales Support Services. Its NAICS code is 5182 and its SIC code is 7372.