Bring enquiries together
Capture contact forms, booking requests, survey responses and campaign interactions in one place.
Customer relationship tools
Keep enquiries, contacts and follow-ups organised around the customer journey.
Use a simple veterinary CRM for communication and relationship management while keeping clinical records in the systems designed for them.
Core enquiries included · advanced CRM subscription
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BellaGolden RetrieverNext appointment15 May · 10:30
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Built for veterinary practices
What this feature helps your practice do.
Organise customer contacts, enquiries, tags, follow-ups and communication history without building a clinical-record system.
Use tags and lists
Group contacts by relevant interests, location, source or communication preference.
Set follow-ups
Create reminders and tasks so enquiries and customer actions do not get forgotten.
Respect communication choices
Store consent status and use it when building newsletter or campaign audiences.
How it fits together
A customer-communication CRM, not a veterinary medical record.
The CRM is for contacts, enquiries, consent, follow-ups and campaign history. It should not be used for diagnoses, prescriptions, clinical notes or full medical histories.
Explore every veterinary practice feature →Included capabilities
- Customer contact and enquiry records
- Tags, lists and audience segments
- Follow-up tasks and reminders
- Communication and campaign history
- Consent and subscription status
Questions from practices
Veterinary CRM and Customer Records FAQs.
Does the CRM store clinical records?
No. It is designed for customer communication and relationship workflows, not diagnoses, prescriptions or medical histories.
Can booking enquiries create customer records?
Yes. Supported forms, bookings and campaigns can create or update a contact record.
Can contacts be segmented for newsletters?
Yes. Consented contacts can be organised with tags and lists for relevant communications.
Ready to strengthen your practice journey?
Start with your free Brand Page, then add the tools that fit.
Claim your practice, keep your public information accurate and activate connected booking, communication and growth features when you need them.
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