What Clerri does

Clerri is a private, Austin-based SaaS company that provides a cloud-based dental membership plan platform for U.S. dental practices and Dental Support Organizations (DSOs). Formed through the 2024 consolidation and rebrand of legacy brands Kleer and Membersy, the company operates as Clerri LLC, holds DMPO licensure across all 36 states that require it plus HIPAA, PCI-DSS, and SOC 2 Type I compliance, and serves 20,000+ dentists, 5,000+ independent practices, 200+ group practices, and 7 of the top 10 DSOs across all 50 U.S. states. Its core product, the Clerri Care Membership Platform, enables practices to design, price, enroll, bill, renew, and administer in-house dental membership plans as an alternative to traditional insurance, with built-in regulatory compliance, secure merchant payment processing, patient communications, and performance dashboards. The company operates a modular product portfolio: Clerri Bridge is a workflow overlay that integrates natively with over 90% of dental practice management software (including Dentrix, Dentrix Ascend/Enterprise, Eaglesoft, Open Dental, Oryx, XLDent, Denticon, and CareStack) and surfaces real-time membership enrollment opportunities directly within the PMS schedule view for one-click patient enrollment; Growth Services delivers implementation, customer success, training via Clerri University, marketing support, and analytics including Pulse Reports and the new Clerri Rewards Program for staff incentive.

Clerri's revenue model is subscription-based with quote-based pricing, structured as per-practice subscriptions for independent dental offices, enterprise-tier annual subscriptions for DSOs and group practices with multi-site reporting and dedicated account management, and add-on Growth Services packages for implementation, training, and marketing support. The go-to-market combines direct inside sales (driven by a 15-minute walkthrough demo and website-driven lead capture) with a multi-channel partner ecosystem spanning PMS integrators, dental coaching firms, DSO networks, supply distributors, and dental office manager associations. Distribution is augmented by content marketing (blog, ebooks, webinars), trade show presence, and customer advocacy through documented case studies demonstrating measurable customer outcomes such as 76% more patient visits, 146% more procedures, and 172% increase in cash production for membership patients compared with cash-pay patients. Recent strategic moves include the 2025 renewal of the flagship Aspen Dental partnership covering 200,000+ patients across 1,000+ practices and a 2026 product expansion into patient financing via the Cherry integration, with multiple new PMS integrations (Denticon direct, Open Dental write-back, CareStack authorized) deepening the platform's interoperability footprint.

Name

Clerri

Legal name

Clerri LLC

Website

https://clerri.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Short description

Clerri is a private, Austin-based SaaS company that provides a cloud dental membership plan platform with native PMS integrations to over 90% of dental practice management software, serving 20,000+ dentists, 5,000+ independent practices, 200+ group practices, and 7 of the top 10 DSOs across all 50 U.S. states.

Ownership category

akta.pro rank

Product category

Dental Membership Plan Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

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

akta.pro secondary industries

Dental Benefit Administration (DBA) & ASO/TPA for Dental (HLAEAIAJ), Regional/Multi-Region DSO Platforms (Aggregators) (HLABAKAK)

Keywords

• Dental membership software
• Membership plan administration
• Practice management integration
• DSO membership platform
• Patient membership billing

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Dental Membership Platform Subscription: Clerri charges dental practices and DSOs subscription fees to access its Care Membership Platform. Practices create and price their own membership plans, automate enrollment, billing, renewals, and payments. Revenue is driven by the volume of membership plans managed and practices on-boarded. Practices generate $372 per membership each year on average from their members, with Clerri taking a portion as platform fees. Growth services (implementation, customer success, support) are bundled based on plan options.
2. Growth Services & Professional Services: Add-on consulting, implementation, customer success, and support services provided alongside the platform. Includes custom plan consultation, migration services, PMS expertise, specialized team training, and dedicated account management. These services are tiered based on plan options and represent an additional revenue stream beyond core platform subscriptions.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels9 records

Core offering

Clerri provides a SaaS platform that enables dental practices and Dental Support Organizations (DSOs) to create, administer, and manage in-house dental membership plans as an alternative to traditional insurance. The platform automates enrollment, billing, renewals, communications, and payments, and integrates natively with dental practice management software (PMS) systems covering over 90% of the market, including Dentrix, Open Dental, Eaglesoft, and Denticon. Its workflow overlay, Clerri Bridge, surfaces real-time membership opportunities directly in the PMS schedule view, enabling one-click patient enrollment and eliminating duplicate data entry.

Product overview

Clerri is a dental membership plan platform consisting of the Clerri Care Membership Platform as the core product plus multiple integrated modules. The platform enables dental practices and DSOs to create, administer, and manage in-house membership plans as an alternative to traditional insurance. Clerri Bridge is a workflow overlay that surfaces real-time membership opportunities directly within practice management software (PMS) schedule views, enabling one-click patient enrollment. Growth Services provides expert-led consulting, onboarding, and ongoing support, while Clerri University offers staff training and the Clerri Rewards Program incentivizes team adoption. The platform integrates natively with over 90% of dental PMS systems and holds compliance certifications including SOC 2 Type I and HIPAA.

Differentiator

Problem solved

Functional benefit

Products and services

• Clerri Care Membership Platform Core SaaS platform enabling dental practices and DSOs to create, price, manage, and administer in-house dental membership plans, including automated enrollment, billing, renewals, communications, payments, marketing tools, and performance dashboards with regulatory compliance across all 50 states.
• Clerri Bridge Workflow application that sits on top of a practice management software (PMS) schedule view to surface real-time membership enrollment opportunities, allowing dental staff to show patient savings and enroll members with a single click without switching tools.
• Growth Services Add-on professional services package including implementation support, customer success management, bilingual customer support, training, Pulse Reports, practice analytics, and patient/member marketing to help practices scale their membership plans.
• Clerri University Learning management system providing self-guided training modules for dental teams on membership plan management, dashboard navigation, and growth strategies to reduce onboarding time and empower staff.
• Clerri Rewards Program Staff recognition and rewards program that incentivizes dental team members for successfully enrolling new patients in membership plans, designed to simultaneously improve patient access to care and staff retention.

Quantifiable outcome

• 76% more patient visits, 146% more procedures, and 172% increase in cash production for practices using membership plans vs. uninsured/cash-pay patients
• +7 more outcomes

Named customers15 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature9 records

Partnerships

15 partnerships are on record, tiered core, flagship and minor.

• CherrycoreTechnology or Integration · 4 June 2026Cherry is a patient financing platform integrated natively into the Clerri platform. The integration allows front office staff to initiate Cherry financing pre-approval directly from the patient's treatment plan view alongside membership enrollment, eliminating the need to switch tools. Setup takes approximately two minutes and financing pre-approvals are returned in seconds. The partnership is live for Clerri customers using Bridge and represents the first of several planned innovations to expand Clerri into a unified platform for all patient financial conversations.
• Open DentalcoreTechnology or Integration · 19 May 2026Authorized integration with Open Dental software, announced May 2026. Clerri launched a membership write-back integration with Open Dental enabling data flow in both directions between platforms.
• CareStack SoftwarecoreTechnology or Integration · 13 May 2026Authorized integration with CareStack cloud-based dental practice management software, announced May 2026. Part of Clerri's expanding integration ecosystem with major PMS providers.
• Planet DDS (Denticon)coreTechnology or Integration · 5 March 2026Direct integration with Denticon practice management system replacing middleware-based connections with a direct, secure data pipeline. Enables sub-second patient information and schedule synchronization, improved data security through point-to-point connection, and enhanced benefit visibility for dental practice staff. This expands Clerri's strategy of directly integrating with major practice management systems.
• Aspen Dental (TAG - The Aspen Group)flagshipStrategic or Co-development Partner · 26 August 2025Partnership renewal with Aspen Dental to expand access to membership plans for uninsured dental patients across the U.S. since 2023. Provides affordable oral healthcare options through the Aspen Dental Savings Plan. Benefits over 200,000 uninsured patients at more than 1,000 practices. One of Clerri's most significant flagship DSO partnerships.
• ACT DentalcoreGTM or Marketing PartnerStrategic partner and dental industry educator. Kirk Behrendt, Founder & Visionary of ACT Dental, endorses Clerri: 'We partner with solutions that align with our mission to help dentists create better practices and better lives. Clerri is at the top of that list.' ACT Dental provides coaching and education to dental practices and refers them to Clerri.
• Synergy Dental PartnerscoreGTM or Marketing PartnerStrategic procurement partnership. Jim Gochis, Chief Procurement Officer of Synergy Dental Partners: 'The Clerri team helps guide practices through the process of presenting the benefit to patients with great results.' Synergy refers member dental practices to Clerri.
• AADOM (American Association of Dental Office Managers)coreGTM or Marketing PartnerAADOM is a professional organization for dental office managers. Partnership provides co-marketing, training, and referral opportunities with dental office management professionals who influence purchasing decisions.
• AACA (AACA Aligners)minorGTM or Marketing PartnerAACA Aligners is a clear aligner provider. Partnership enables cross-referrals and co-marketing between dental aligner services and membership plans.
• DHP SupplyminorChannel Partner/ Reseller/ DistributorDental supply distributor with field teams. DHP Supply leverages Clerri as a strategic solution to offer alongside clinical products to dental practices, expanding Clerri's distribution reach through dental supply channels.
• Bulletproof Dental PracticeminorGTM or Marketing PartnerDental practice consulting/coaching firm. Partnership provides referral and co-marketing opportunities to dental practices seeking membership plan solutions.
• Dentist Entrepreneur Organization (DEO)minorGTM or Marketing PartnerProfessional organization for dentist entrepreneurs and DSO founders. Partnership enables referral of member dentists to Clerri's membership platform.
• Smile SourceminorGTM or Marketing PartnerDental support organization network. Partnership enables Smile Source member practices to access Clerri's membership platform with preferred terms.
• TNT DentalminorGTM or Marketing PartnerDental consulting and coaching firm. Partnership provides referral pathway from consulting engagements to Clerri membership platform implementation.
• Atlanta DentalminorChannel Partner/ Reseller/ DistributorRegional dental supply distributor. Partnership extends Clerri's reach through Atlanta Dental's distribution network of dental practices.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• BoomCloud Apps: BoomCloud Apps is a direct competitor offering dental membership plan software for practices and DSOs, with comparable features around automated billing, plan design, and patient enrollment. Closely overlaps with Clerri's core offering for independent practices and small groups.
• SmileSnap: SmileSnap offers membership plan and patient financing solutions for dental practices, including virtual consultations and treatment plan presentation tools. Overlaps with Clerri on membership administration and is adjacent on patient financial workflows (similar to Clerri's Cherry integration trajectory).
• DentalHQ: DentalHQ provides dental membership plan software for practices and groups, focusing on in-office membership administration and patient engagement. Direct competitor with overlapping customer base of independent and group dental practices.
• Plan Forward: Plan Forward (formerly illumitrac) is a dental membership plan platform serving practices and DSOs with automated billing, plan management, and reporting. Direct competitor focused on similar dental membership administration workflows.

Emerging players

• tab32: tab32 is a cloud dental practice management platform with patient communication and engagement features that could expand into membership plan administration. Emerging player with partial overlap on workflow and patient engagement functionality relevant to Clerri's value proposition.

Others

• Candid: Candid is a dental aligner and oral care company offering direct-to-consumer orthodontic treatment. While not a direct membership plan competitor, Candid operates in adjacent consumer dental subscription financing and represents an adjacent participant in the dental subscription economy.
• Quip: Quip is a consumer oral care subscription brand offering electric toothbrushes and dental products on a recurring basis. While not a practice-facing SaaS, Quip is an adjacent subscription model in dentistry and reflects the broader consumer shift toward subscription dental care that supports Clerri's market thesis.

Broad incumbents

• Planet DDS (Denticon): Planet DDS provides Denticon and other cloud dental practice management software serving DSOs and group practices. Although Clerri has a direct integration partnership, Planet DDS is a broad incumbent that could choose to build or acquire membership plan capabilities.
• Open Dental: Open Dental is an open-source dental practice management software used widely by independent practices. Clerri has an authorized integration partnership with Open Dental, but the platform's open architecture could enable third-party membership modules that compete with Clerri.
• Henry Schein One (Dentrix): Henry Schein One provides Dentrix and other dominant dental practice management software. As a PMS incumbent that Clerri integrates with, Henry Schein One could plausibly bundle competing membership plan functionality into its platform, making it a broad incumbent and potential competitive threat.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Clerri_Official
• Facebookfacebook.com/Clerri
• LinkedInlinkedin.com/company/clerri
• Instagraminstagram.com/clerri_official

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Clerri