Ortho Marketing
Ortho Marketing is a privately held, family-owned US digital marketing agency that serves orthodontic and dental practices exclusively, bundling SEO, paid media, web design, and a blended AI-plus-human call center around its proprietary SmileHub CRM.
- Company typePrivate
- Founded2010
- HeadquartersPeekskill, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Ortho Marketing does
Ortho Marketing (legal entity Presentation Multimedia Inc.) is a privately held, family-owned US digital marketing agency that exclusively serves orthodontic and dental practices. Founded in 2010 and headquartered in Peekskill, New York, with regional offices in New York and Florida, the company operates across North America, including Canadian practices. Its product portfolio is anchored by SmileHub, a proprietary HIPAA-compliant CRM purpose-built for dental and orthodontic lead capture, marketing automation, and patient communication, around which a full stack of marketing services is bundled: SEO, paid search (Google Ads), paid social (Meta), social media management, website design and hosting, retargeting, branding, video production, online reputation management, and a blended AI-plus-human call center for patient inquiry and appointment booking.
The business model is built on recurring monthly retainers for the marketing and SaaS-like services (call center, SmileHub) supplemented by one-time project revenue for website builds, branding, and video production. Pricing is quote-based rather than tiered publicly, with the call center offered as a flat monthly all-inclusive fee with unlimited leads and no tiered limitations. Go-to-market is direct, consultative, and SMB-oriented, combining inside sales, free website analyses, and discovery calls, supported by an inbound content engine (dental marketing blog and the Ortho Marketing Live podcast). The company is led by founder/President Dean Steinman, Director of Sales & Marketing Jeremy Steinman, and CEO Jocelyn Underwood, a Fortune 500-veteran. No external funding rounds, M&A, or institutional investors are disclosed; recent activity is concentrated in product extensions rather than capital events.
Ortho Marketing firmographics
Firmographics- Name
- Ortho Marketing
- Legal name
- Presentation Multimedia Inc.
- Website
- https://orthomarketing.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ortho Marketing is a privately held, family-owned US digital marketing agency that serves orthodontic and dental practices exclusively, bundling SEO, paid media, web design, and a blended AI-plus-human call center around its proprietary SmileHub CRM.
- Ownership category
- akta.pro rank
Ortho Marketing industry classification
Industry- Product category
- Dental Marketing Services
- NAICS
- Advertising Agencies (541810)
- SIC
- Services-Advertising Agencies (7311), Services-Advertising (7310)
- akta.pro primary industry
- Online Reputation Management (ORM) (MPAAAOAB)
Keywords
Where Ortho Marketing is headquartered
LocationHeadquarters
- HQ city
- Peekskill
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Ortho Marketing business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure
Revenue model
- Digital Marketing Services (Recurring Retainers): Ongoing digital marketing services including SEO, social media management, paid advertising (PPC), and website maintenance provided on a recurring retainer basis. These services form the core revenue stream with monthly or annual billing.
- Website Development: Custom website design and development services for dental and orthodontic practices. One-time project revenue for initial website creation or redesign.
- SmileHub CRM Platform: Proprietary CRM platform licensed as part of the service offering. Integrated into the broader marketing services with pricing structured around partnership tiers rather than standalone software licensing.
- Call Center Services: Dental and orthodontic call answering and lead management services. Offered as an all-inclusive monthly service with unlimited leads and no tiered limitations, structured as a flat monthly fee.
- Branding and Creative Services: Brand identity design, logo creation, and visual branding services for dental practices. Project-based one-time services.
- Video Production: Professional video content creation for dental marketing including promotional videos, testimonials, and SEO-optimized website content.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Quote-based service packages |
| Subscription | Monthly | Call Center - All-Inclusive Monthly Service |
| Subscription | Monthly | SmileHub CRM - Growth Partnership |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
Ortho Marketing product offering
Product offeringCore offering
Ortho Marketing is a specialized digital marketing agency that provides comprehensive marketing services exclusively to orthodontic and dental practices across the United States. The company delivers end-to-end patient acquisition solutions including SEO, paid advertising (Google Ads, Meta), social media management, website design, call center services, branding, video production, and online reputation management, all integrated through its proprietary SmileHub CRM platform.
Product overview
Ortho Marketing operates as a comprehensive dental and orthodontic marketing platform built around its proprietary SmileHub CRM as the core system. The platform integrates digital marketing services including SEO, paid advertising (Google Ads, Meta Ads), social media marketing, reputation management, retargeting, branding, video production, and website development—all tailored specifically for dental and orthodontic practices. The recent addition of AI-powered call center services extends SmileHub's capabilities with blended AI and human support for lead handling, appointment scheduling, and patient communication automation. The offering functions as an integrated platform-plus-modules architecture where SmileHub serves as the central nervous system connecting all marketing channels and lead management workflows.
Differentiator
Problem solved
Functional benefit
Brands
- SmileHub: Proprietary orthodontic and dental CRM platform designed to help practices manage leads, automate communication, and track marketing performance with HIPAA-compliant features.
Products and services
- SmileHub CRM Proprietary all-in-one orthodontic and dental CRM that brings together lead generation, marketing automation, and relationship management. Enables capture and organization of patient leads, automated follow-ups via text and email, real-time marketing performance tracking, and HIPAA-compliant communication. Targeted at orthodontic and dental practices.
- Dental SEO Services Search engine optimization strategy for dental and orthodontic practices including technical audits, local/national keyword audits, SEO copywriting, blog services, link building, and website migration support.
- Website Development and Design Custom dental website development and responsive design services for orthodontic and dental practices, including strategic web design, mobile optimization, and SEO-integrated development.
- Google Ads/PPC Management Pay-per-click advertising management across Google AdWords, Bing, Yahoo, LinkedIn, YouTube, and Twitter including bid management, ad placement targeting, geo-targeting, keyword management, and landing page optimization.
- Paid Social Media Advertising Facebook and Instagram advertising management including campaign setup, custom creative production, lead form ad integration, retargeting campaigns, and monthly performance reporting.
- Social Media Marketing Management Social media management and marketing services for dental practices across Facebook, Instagram, TikTok, LinkedIn, Snapchat, and Twitter, including content creation, scheduling, community management, and performance tracking.
- Call Center Services AI-powered and human-supported call center solution for dental and orthodontic practices handling new patient calls, lead qualification, appointment scheduling, and multi-channel follow-up (calls, texts, emails) integrated with SmileHub.
- Online Reputation Management Review monitoring and management service that gathers real-time patient feedback and encourages positive reviews on Google and other review platforms to build online presence.
- Retargeting Advertising Retargeting/remarketing advertising services that display targeted advertisements to users who previously visited the practice website, including Facebook retargeting and display ads.
- Branding and Logo Design Dental branding and logo design services including visual identity creation, custom logo branding, brand guidelines, and consistent brand development across all touchpoints.
- Video Production Full-service video production for orthodontic and dental practices including promotional videos, patient testimonials, informational how-to videos, and SEO-optimized website videos.
- Website Hosting Website hosting services specifically designed for orthodontic and dental practices with optimized load speeds, regular backups, security monitoring, and ongoing technical support.
Quantifiable outcome
- Up to 400% improvement in lead response and conversion rates through SmileHub automation
- +3 more outcomes
Companies that use Ortho Marketing
Customer profileNamed customers9 records
Segments2 records
Ideal customer profiles2 records
Ortho Marketing technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability7 records
Feature4 records
Ortho Marketing partnerships and signals
Strategic signalScale indicators6 records
Recent moves5 records
Expansion highlights5 records
Ortho Marketing competitors and assessment
Company assessmentDirect peers
- My Social Practice: Social media and digital marketing agency exclusively serving dental and orthodontic practices; competes head-to-head with Ortho Marketing on social media management, content, and patient acquisition for the same vertical buyer.
- SmartBox Web: Dental practice marketing company focused on website design, SEO, and patient acquisition for dentists and orthodontists; overlaps with Ortho Marketing's core service lines (websites, SEO, PPC) for the same SMB dental buyer.
- Roadside Dental Marketing: Niche dental marketing agency providing SEO, web design, and patient acquisition services to dental and orthodontic practices; directly comparable scope and customer profile to Ortho Marketing.
- PBHS (Practice Bones): Established dental practice marketing, web design, and branding firm serving dental and orthodontic practices; one of the longer-tenured peers competing for similar mid-market dental practice accounts.
- Doctible: Dental patient communication and marketing platform offering website chat, reputation management, and recall automation; competes with Ortho Marketing's SmileHub CRM plus ORM and call center offerings for the same dental practice buyer.
- DoctorLogic: Healthcare marketing platform providing website design, SEO, PPC, and reputation management with specific dental practice offerings; competes directly with Ortho Marketing across its core service stack.
- Kreative Media: Orthodontic and dental marketing agency offering web design, SEO, social media, and patient acquisition services; comparable vertical focus and service catalog to Ortho Marketing.
Emerging players
- RevenueWell: Dental patient relationship management platform with patient communication, recall, and marketing automation modules — overlaps with SmileHub's CRM/automation stack in the orthodontic and dental vertical.
Broad incumbents
- Tebra (PatientPop): Healthcare practice growth platform (formed from PatientPop + Tebra merger) offering websites, SEO, reputation management, and patient communication for healthcare practices including dental; broader portfolio but directly competes for the same dental practice buyer.
- Birdeye: Customer experience and online reputation management platform used by dental and orthodontic practices for review management, listings, and patient engagement; competes with Ortho Marketing's ORM service line at scale.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Ortho Marketing social profiles
Digital presenceOrtho Marketing financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ortho Marketing leadership team
Management profileNumber of profiles
Profiles7 records
Ortho Marketing funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ortho Marketing 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 Ortho Marketing
What does Ortho Marketing do?
Ortho Marketing is a specialized digital marketing agency that provides comprehensive marketing services exclusively to orthodontic and dental practices across the United States. The company delivers end-to-end patient acquisition solutions including SEO, paid advertising (Google Ads, Meta), social media management, website design, call center services, branding, video production, and online reputation management, all integrated through its proprietary SmileHub CRM platform.
Is Ortho Marketing a public or private company?
Ortho Marketing is a private company. It is classified as family owned and is currently operating.
When was Ortho Marketing founded?
Ortho Marketing was founded in 2010. It employs 11 to 50 people.
Where is Ortho Marketing based?
Ortho Marketing is headquartered in Peekskill, United States, in the North America region.
How does Ortho Marketing make money?
Six revenue lines are on record. Digital Marketing Services (Recurring Retainers) is the primary driver. The others are website Development, smileHub CRM Platform, call Center Services, branding and Creative Services and video Production.
Who are Ortho Marketing's main competitors?
Direct peers on record are My Social Practice, SmartBox Web, Roadside Dental Marketing, PBHS (Practice Bones), Doctible, DoctorLogic and Kreative Media. RevenueWell is listed as an emerging player. Broad incumbents are Tebra (PatientPop) and Birdeye.
Does Ortho Marketing have an API?
No public API is recorded for Ortho Marketing.
What industry is Ortho Marketing in?
Ortho Marketing's product category is Dental Marketing Services. Its primary akta.pro industry code is MPAAAOAB, Online Reputation Management (ORM). Its NAICS code is 541810 and its SIC code is 7311.