01
Keep the book
Client records with their patients, histories, and balances: the relationship, not just the chart.
Feature · Client CRM
Veterinary client CRM, built around the client book.
One place for client and patient relationships: build segments, hand them to campaigns, reward loyalty, and share records with a link.
Clients & patients
Segments
Loyalty & referrals
Share links
Client CRM
How it works
02
Segment
Turn the book into audiences: group clients by the rules that matter to your practice.
03
Engage
Segments hand off to messaging campaigns, so the right message reaches the right owners.
04
Reward
Loyalty and referral programs keep clients coming back, and bring their friends.
Capabilities
What it does for you
Client records
Owners with contact details, balances, and visit history.
Patient profiles
Every pet linked to its owner, with its clinical record a click away.
Audience segments
Rule-based segments of your client base, ready to target.
Loyalty & referrals
Programs that reward repeat visits and word of mouth.
Share links
Shareable links that give owners a window into their pet’s record.
Campaign hand-off
Segments flow straight into messaging campaigns.
The difference
From records to relationships.
The CRM doesn’t replace the clinical record: it sits beside it. Segments built here feed messaging; share links built here reach the pet parent app. One client, everywhere.
- Patients link to their clinical record, not a copy of it
- Segments feed messaging campaigns directly
- Share links surface records in the owner’s app
FAQ
Common questions
No. The CRM holds the client relationship: patients link straight into their clinical record, so there’s one chart, not two.
Yes. Segments hand off to client messaging, so campaigns reach the audience you defined.
Shareable links that give pet owners a window into their pet’s record: the same data the pet parent app shows.
Client CRM
Know every client by name.
Clients and patients, segments, loyalty and referrals, all organized.