CRM for vets
A veterinary CRM that keeps every pet on schedule
Remind owners about boosters and checkups, triage worried calls and keep the waiting room full. Your AI manager answers pet owners around the clock and logs every visit.
CRM included in every plan, from $39/month. AI manager included.
New owner inquiry
First visit booked
Seen
Wellness plan offered
Quick answer
What is a veterinary CRM?
A veterinary CRM manages the relationship with pet owners: booking visits, sending vaccination and checkup reminders, following up after procedures and handling worried calls. Clientager keeps owner records with pet name, species, breed and booster dates, sends recall messages automatically, sells wellness plans with payment links, and uses an AI manager to answer calls and WhatsApp 24/7 and pass urgent cases to your team.
Built for veterinary clinics and animal hospitals
Your Veterinary CRM comes set up with the stages and fields veterinary clinics and animal hospitals actually use. Change anything, add your own.
Pipeline stages
- New owner inquiry
- First visit booked
- Seen
- Wellness plan offered
- Won
What each record holds
- Pet name
- Species and breed
- Date of birth
- Next booster due
- Last annual checkup
- Neutered or spayed
- Wellness plan
- Preferred vet
- Behavior notes for handling
- Additional pets
Owner and pet records
Each owner record holds pet name, species, breed, date of birth, booster dates and handling notes. Add custom fields for anything else you track, such as microchip number.
Booster and checkup recalls
Smart lists show every pet due for vaccinations, dental checks or annual exams this month, and automations send the reminders for you.
Appointments and surgery days
Consultations, vaccinations and surgery admissions sit in one week view with staff tasks, so the team sees the day at a glance.
Wellness plans and estimates
Add wellness plans, vaccinations, dental cleans and procedures to the catalog. Send estimates and invoices with a pay-by-link through your own Stripe, Razorpay or PayPal account.
Post-procedure follow-up
After a surgery or dental, create a check-in task for the nurse and send a saved template with aftercare instructions.
Team roles
Vets, nurses and receptionists work as staff with access to owners, bookings and tasks, without seeing payments, billing or revenue.
Practice reports
See new clients, bookings, revenue collected, wellness plan conversion and how many owner calls came in after hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Triages worried owners
An owner calls at 10pm because their dog ate chocolate. The AI manager follows your emergency instructions, flags it urgent and creates a callback task for the on-call vet.
Books routine visits
Vaccinations, nail trims and checkups are booked 24/7 with the owner's preferred vet, and pet details are added to the record.
Answers common questions
Opening hours, prices for routine services, what to bring for a first visit and fasting before surgery are answered by message in the owner's own language.
Turns reminders into bookings
When an owner replies to a booster reminder, it offers times and books the visit in the same conversation.
Summarizes each client
Every owner record gets a short summary of recent conversations and a suggested next step for reception.
How a veterinary runs on Clientager
- 01
A new puppy
A family messages on WhatsApp about vaccinations for their new puppy. The AI manager books the first visit and records breed and date of birth.
- 02
First visit and plan
After the visit, reception offers a puppy wellness plan and sends a payment link. The family joins and moves to Won.
- 03
Booster due
When the next booster comes due, an automatic reminder goes out. The owner replies and the AI manager books it.
- 04
An evening scare
Months later the owner calls after hours worried about vomiting. The AI manager follows your instructions and alerts the on-call vet.
- 05
Lifelong client
Annual checkups, dental reminders and senior pet advice keep the family returning for years.
Automations ready to switch on
- When No visit for 11 months→ Send an annual checkup and booster reminder by SMS and add the tag Recall due.
- When Booking completed for a surgery or dental→ Wait 1 day, then send aftercare instructions and create a check-in call task for the nurse.
- When New contact→ Send a welcome email with new client information and what to bring to the first visit.
- When Pipeline stage changes to Wellness plan offered→ Wait 5 days, then send a follow-up email with plan details and a link to join.
- When Invoice paid for a wellness plan→ Move to Won and add the tag Wellness member.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Booster reminders depend on someone running a report.
- Evening calls from worried owners go to voicemail.
- Aftercare check-ins are forgotten on busy days.
- Wellness plans are offered once and never followed up.
Clientager Veterinary CRM
- Recall messages go out automatically when pets are due.
- The AI manager answers 24/7 and flags urgent cases to the on-call vet.
- Every procedure triggers aftercare messages and a check-in task.
- Wellness plans move through a pipeline with automatic follow-up.
What a veterinary CRM adds to your practice software
Your practice management system holds clinical histories, prescriptions and lab results. A veterinary CRM looks after the owner relationship that keeps pets coming back. Clientager stores owner records with pet name, species, breed, date of birth, booster dates and handling notes, plus every call, message, booking and payment on one timeline. Reception can see in seconds when a pet was last in, who their vet is and whether the owner has a wellness plan.
Keep your clinical records where they are. Clientager handles reminders, bookings, aftercare messages, wellness plan sign-ups and the calls that would otherwise go to voicemail. That is the work that most often slips when the waiting room is full and the phone keeps ringing. With Clientager running alongside your practice system, the team spends less time on the phone and more time with the animals in front of them.
Vaccination and checkup reminders that turn into bookings
Boosters, annual exams and dental checks keep pets healthy and keep your diary steady. Clientager tracks the dates on each record, and automations send reminders by SMS or email when a pet has had no visit for the period you choose. Smart lists show who is due, who has been reminded and who has booked, so reception can focus their calls where they matter.
When an owner replies to a reminder, the AI manager offers available times with their preferred vet and books the visit right away. The booking appears in the calendar and on the owner's timeline. No missed messages, no waiting until the morning to call back. Reports then show how many reminders turned into visits, so you can adjust timing and wording.
- Booster and annual checkup recalls
- Replies booked by the AI manager
- Smart lists of pets due this month
Calm, fast answers for worried owners
Pet owners call when they are worried, and that is often in the evening or at the weekend. Clientager's AI manager answers phone calls, WhatsApp, SMS, website chat and email 24/7, and replies to messages in the owner's own language. You write the emergency instructions: which symptoms are urgent, what to tell the owner and who to alert. When a call matches, it follows those rules and creates a callback task for the on-call vet.
It never diagnoses or gives treatment advice. For routine matters, such as booking a nail trim or asking about prices, it handles the whole conversation. Every exchange is saved with a transcript, so the vet who calls back knows exactly what the owner said and when. Owners get a quick, calm response at the moment they need it most, and your on-call vet only gets woken for the calls that truly need them.
Questions about the CRM
What is the difference between a veterinary CRM and an AI manager?
The veterinary CRM is where owner and pet records, bookings, reminders, wellness plans, invoices and reports live. The AI manager is the agent that answers calls and messages from pet owners. In Clientager it books visits, follows your emergency rules and writes every conversation into the CRM, so your team always has the full story.
Does it replace my veterinary practice management system?
No. Keep clinical histories, prescriptions and lab results in your practice system. Clientager handles owner communication, reminders, bookings, wellness plans, payment links and after-hours calls. It sits alongside your clinical software rather than replacing it, and covers the communication work your practice system was not built for.
Can I import my client and pet list?
Yes. Export clients to CSV from your current system or a spreadsheet and import them. Map columns to fields such as pet name, species and next booster due. Clientager detects duplicate owners by phone and email and lets you merge them.
What can nurses and receptionists see?
Staff accounts can see owners, pets, bookings, messages and tasks, but not payments, billing or revenue reports. Owners and practice managers see everything. Starter includes 2 logins, Growth 5 and Scale unlimited, and an activity log tracks every change. Each team member can also be assigned their own tasks.
How does it handle owners with several pets?
Each owner has one record, and you can set up fields for each pet, such as pet name, species, breed and booster dates, plus an additional pets field for larger households. Smart lists can then filter by species or due date across all owners.
Can owners pay for wellness plans online?
Yes. Add your wellness plans to the catalog and send an invoice with a pay-by-link through your own Stripe, Razorpay or PayPal account. When the owner pays, the invoice is marked paid and an automation can tag them as a wellness member.
How much does it cost?
The CRM is included in every Clientager plan, and plans start at $39/month. Book a live demo to see recalls and after-hours handling with your own services, and you can get a refund before the AI agent goes live if it is not a fit.
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