CRM & Pipeline · Veterinary
Clarity on what's in your pipeline and what's moving, without a 40-page report.
The reality
Practices forget which prospect was about to book, which patient ghosted, which referral never converted. The CRM doesn't replace your PMS. It captures the front-of-funnel stuff your PMS doesn't, so the people on the way to becoming patients don't get lost.
What we fix
An average vet visit is worth $50–$250. Annual spend per pet runs $700–$1,500. A multi-pet client family stays with a clinic for 5–15 years — that’s $5,000–$15,000 in lifetime value per family. A typical clinic losing 5 client families a month is leaving $300K–$900K on the table over the next decade.
Phone-only booking in a 24/7 world
Pet owners are searching for vets at 8pm after the kids go to bed. If your site doesn’t let them book a wellness visit or request a callback in 90 seconds, they’re booking with the clinic that does.
No after-hours emergency path
When a dog stops eating on a Sunday night, the owner panics and Googles. Your site needs a clear “what to do right now” page — nearest ER, your on-call line, triage guidance — or that family ends up at the 24-hour ER clinic and never comes back to you.
Boarding, grooming, and dental hidden
Every service beyond the wellness exam is a profit center. Most vet websites bury boarding, grooming, dental, and surgery in a sub-sub-menu. The result: clients book wellness with you and book everything else somewhere they actually saw advertised.
Invisible for “vet near me” searches
New pet owners and people who just moved to town find a vet through Google. If your Google Business profile is generic and your site has no city or neighborhood pages, you don’t exist for the most valuable searches of the year.
What you get
Every inquiry lands in a stage. You see what's new, what's quoted, what's booked, and what's closed. No leads forgotten.
Quotes are tracked from sent to accepted. Jobs are tracked from booked to invoiced. Nothing slips between the cracks.
Monthly summary: inquiries this month, where they came from, what closed, what's open, what we're moving next. No jargon, no fluff.
Real-time access to your numbers any time you want. Not a report you wait a month for. A window you can open right now.
FAQ
Yes. We integrate with eVetPractice, AVImark, ezyVet, Cornerstone, IDEXX Neo, ImproMed, and most other veterinary PMS platforms. Online bookings and refill requests feed directly into your system — your front desk workflow doesn’t change.
Template services give you a layout shared with hundreds of other clinics, limited customization, and SEO that competes with every other practice on the same template. We build a custom site that’s yours — unique design, dedicated hosting, and a managed service that adapts as your clinic grows from a 1-doctor practice to a multi-doctor hospital.
Most veterinary clinic sites launch around Week 4 inside the 28-day onboarding. That includes discovery, custom design, development, content migration, and testing. We handle everything — you just review and approve.
You own your content and your domain. If you decide to move on, we provide all assets, assist with migration for up to 14 days. The commitment runs twelve months, with a performance exit if we stop delivering. We keep clients by delivering value — not by making it hard to leave.
See more on the Veterinary page or the full FAQ.
More for veterinary
CRM & Pipeline elsewhere
This page covers crm & pipeline as we build it for veterinary clinics. For how the capability works on its own, across every industry we serve, see crm & pipeline.
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