Top Veterinary And Pet Care Services CRMs
Veterinary clinics and pet businesses have to deal with a lot of problems. They are responsible for giving very important care to patients that include common pets like dogs and cats, as well as unusual animals and often farm animals as well. Vet clinics and pet services have to build connections not only with their patients but also with the people who own those patients, which makes things more difficult.
A customer relationship management (CRM) tool is very helpful if you want to make ties better, stronger, and last longer. With the right tools, you can also provide better care to your patients, make services and treatments more efficient, and even keep your patients longer. It can be hard to choose the right CRM for your needs.
Table of Contents
- PMS or CRM?
- Taking a look at the best CRMs for pet services and veterinary clinics
- Which CRM for vets is best for you?
PMS or CRM?
A quick look at the veterinary and pet services that are out there shows that there are a lot of possibilities. There are top CRMs used in many fields, as well as CRMs that are special to veterinary and pet services and even practice management software (PMS). While CRMs have useful features, a PMS may be an even better choice because it combines the benefits of a CRM with extra tools that will help you run your whole business, from billing to taking new patients.
Unfortunately, it can be hard to tell which is better for your needs: a CRM or a PMS. Sometimes it’s not even clear which software is a CRM and which is for managing a practice. We’ve put together a list of the top 10 CRMs and PMS systems for pet and veterinary services to help you make an informed choice and get the tools you need to grow, thrive, and serve your customers as well as you can.
Taking a look at the best CRMs for pet services and veterinary clinics
1. Daylite
Daylite is a great choice for any small business, even though it wasn’t made for veterinary clinics or pet services in particular. It has many tools and features that can help you build stronger connections, keep those relationships going over time, keep employees from leaving, and more. Besides that, it works perfectly with all Mac/Apple products and the Apple environment.
Daylite lets you keep track of all of your important metrics, contact, and details in one place. That includes details about the owner, the patient, allergies, preferences, and more. It also comes with tools for managing projects and works with a lot of other apps you already have. Some of the most important things that Daylite can do are:
- Free choice? No, but you can try it for free for 30 days.
- It costs $24 a month for each user.
- Fully connected to Apple Mail, Siri, iCal, and more
- Full options for managing contacts
- Solutions for managing leads and pipelines
- Management and organization of documents
- Setting alarms and calendars
- Tracking of interactions
2. Digitail
It wasn’t made to be a CRM; Digitail was made for vet offices and pet services. It’s an all-in-one practice management system that gives you a lot of tools to bring your practice up to date. This choice comes with an online booking system, the ability to keep records, the ability to communicate automatically, and a lot more.
For me, the Pet Portal is the most interesting part of this program. You can make appointments online here, and there are also tools like note-taking that will help you keep track of your pet’s past and make faster, more accurate diagnoses. You can get reminders, see your pet’s health information, and use telemedicine. And that’s just the tip of the proverbial iceberg. The following are some of the most important things about Digitail:
- Free choice? No, but you can try it for free for 14 days.
- Cost: $79 a month per vet
- Make it easy to keep detailed records on patients
- Get to your health data from one place
- Ability to turn voice into text
- Works with both IDEXX and Antech
- Feature for managing stock
- Strong “pet portal”
3. Agile CRM
Agile CRM has a strong set of tools and a lot of different features. In spite of the fact that it blurs the lines between practice management software and customer relationship management software, it is definitely CRM software.
You and your staff can use Agile to create contact profiles, share information about patients and owners between teams, keep track of contacts, and even automate marketing and sales. It brings together marketing, customer service, and sales in one place and helps you send uniform messages. Other important things about Agile CRM are:
- Free choice? Yes
- Cost: $8.99
- Web tools for interaction
- Make your own form
- Conversion from web to lead
- Integration of two-way email
- Watching people online
4. eVetPractice
eVetPractice is a cloud-based practice management tool for veterinary clinics and pet services. It’s not just a CRM, and it works on mobile devices and can be used for telemedicine. Pet owners can also access the system to look at information and records about their pets. This platform also works directly with Covetrus North America to handle prescriptions and give people access to important drug discounts.
There are some other cool things about this site as well. The practice whiteboard, for example, is meant to help you plan and keep track of customer flow and make staff more efficient. You can make, store, and share electronic medical records. Some programs even let you use their features to make health plans for your pets. Some other important features are:
- Free choice? No, but you can try it for free.
- $250 a month for each clinic
- Module for boarding
- System for referrals
- More detailed reports and personalized forms
- Putting together lab systems
- Pet owner login page
- Communications suite for clients
5. Keap/Infusionsoft
Before it was called Infusionsoft, Keap was an Infusionsoft company. It offers a powerful and flexible CRM system that includes marketing and sales. It works well for small offices and pet services, but it can also work well for bigger companies and even veterinary networks.
Keap gives you a lot of ways to collect leads and handle them, which can help you find and connect with new pet owners. It also helps you keep those leads interested and move them down the sales process, which makes them more likely to make an appointment for their pet. Last but not least, it gets good marks for making the whole customer experience better. When it comes to Keap, some important things to think about are:
- Free choice? No, but you can try it for free for 14 days.
- Price: $56 a month for one person
- Works with both Outlook and Gmail
- Emails and messages sent automatically to new clients
- Owner/pet information cards with lots of details
- Email designs that can be changed
6. PetDesk
PetDesk is a more advanced CRM made just for pet services and veterinary offices. It works well with the most popular practice management systems, and it also has a lot of features and functions that make it stand out on its own. You and your team can save time and effort with this veterinary CRM’s tools. It also streamlines the experience for both owners and pets and centralizes information so you can make better choices.
One great thing about PetDesk is that it focuses on keeping clients interested by giving them lots of ways to talk to you. Not only does it make managing communications easier, but it also lets you do internet marketing. You can also use Skype and link your CareCredit® account. Some important things about this CRM are:
- No free choice
- Prices are custom
- Pet Health app for phones
- Bring to light important client details that will help you make decisions.
- A single display to make talking to each other easier
- Messaging back and forth with guests
- Capabilities of loyalty programs
- The ability to use telemedicine
7. Pipedrive
There are a lot of people who use Pipedrive as their CRM. But because it’s focused on sales funnels, a lot of vet offices and pet services might miss this choice. In that case, you would be wrong, because it has some very useful features that can help your business a lot.
One great thing about this is that you can keep track of calls, emails, and contact information whenever, wherever, and however you want. It’s all about making things easier for pet parents and giving them a consistent experience. Workflow automation has its own benefits. It helps get rid of unnecessary tasks, so your team can focus on what really matters: taking care of the pets you’re responsible for. You can also get a lot of reports and useful information, and the CRM works well on phones. The following are some of the most important benefits that Pipedrive has to offer:
- Free choice? No, but you can try it for free.
- Prices start at $12.50 per person per month.
- Tracking and conversion tools for deals and leads
- Data that can be seen in processes and reports
- Contacts makes it easy to connect people and groups.
- Keep track of emails, calls, and other messages to make sure the experience is smooth.
- Make your own papers and forms
8. Hippo Manager
Hippo Manager is a complete practice management system made just for veterinary clinics and pet services. It has a CRM tool and many other features that make it useful for these businesses. Hippo Manager gives you the tools and features you need whether you treat horses, small animals, big animals, have a business with multiple locations, are a mobile veterinarian, or work in a different area of the veterinary field.
One of Hippo Manager’s CRM features is the online pet site. Here, you can automatically talk to clients, see receipts and payments (and let owners pay bills), keep detailed notes that your staff can access when talking to owners, and a lot more. The following are some other things you should know about Hippo manager:
- Free choice? No, but you can try it for free.
- Cost: $119 a month for each full-time vet
- Features of a whiteboard
- Full platform for patients
- Reporting in detail
- Integrations in labs
- SOAP notes and medical records
9. Neo Software
Neo Software is a cloud-based practice management system with CRM features. It was made by IDEXX, so you know it fully integrates. It is made to be a flexible, light, end-to-end software solution for small offices and practices. It has check-in tools, examination tools, treatment options, and checkout/processing tools.
When it comes to managing relationships and communicating with clients, CRM lets you do things like digitally fill out prescriptions, set automatic notes, assign tasks to your team, and give pet owners access to discharge instructions, among other things. Neo has many great features and perks, some of the most important ones are:
- No free choice
- It costs $199 a month for up to 3 people.
- Flexibility and access in the cloud
- Automated work processes
- All of your pet’s information in one place
- One-click booking for boarding
- Setting up a call-back
- Works with both IDEXX and Antech
- Whiteboard in real time
10. ActiveCampaign
ActiveCampaign wasn’t made for veterinary clinics or other cat services in particular, but it does have a lot of useful features. It says that the tool will “do more than automate your email—activate your whole customer experience.” Automation tools that are easy to use but very effective help keep leads interested and get them to convert. They do this by giving you control over deal management, custom email marketing, and other things.
ActiveCampaign also lets you handle all of your contacts from a single dashboard, see all of a patient’s history at once, make notes and comments, and do other things. The useful Chrome application is also easy to use and has other advantages. The platform also works with Gmail, Outlook, and other programs that your office already has. The following are some of the most important benefits of ActiveCampaign:
- Free choice? No, but you can try it for free.
- $9 a month
- Automation of marketing and email marketing
- Detailed grouping of the crowd
- Unique forms
- Your own reports
- Newsletters sent by computer
Which CRM for vets is best for you?
As you can see from the list above, there are a lot of choices that claim to change the way customers talk to each other, keep track of their pets’ health, and have a better overall experience. At Appic Softwares, we know how important it is to communicate with customers in order to build strong relationships that last.
We work with a lot of the CRMs on our top 10 list, which means that your team can do more for clients and their pets and you can do more for yourself. Whether you’re a mobile vet, an equine specialist, run a small practice for household pets, or something else, our Live Receptionist services are essential. They make sure you never miss a call, that every customer is greeted by a live, friendly, knowledgeable rep, and that you don’t miss any chances to build stronger relationships with your clients. One of the best companies that makes pet care apps is Appic Softwares.
So, what are you waiting for?
