CRM for Veterinarians Guide+ Top 10 Software Picks for 2025

Introduction

Families today include pets of all kinds: fur, feathers, and everything in between.  With that kind of love and responsibility, veterinary clinics have never been busier. Appointment books stay packed, phones ring more often, and somewhere in the middle of it all, you are trying to remember who needs a follow-up, who is due for a vaccine, and which pet doesn’t like the loud sound of clippers.

The work is rewarding, but it is also a lot to keep track of. This is why many veterinary clinics are seeking more effective ways to stay organized. Pets often need a little extra attention, reassurance, and care, and so do pet parents. A veterinary CRM makes those relationships easier to hold onto and can quietly change the way your clinic connects. But how? 

Let us uncover everything you need to know about veterinary CRM and the top 10 software that will strengthen your veterinary practice in 2025.

What Is A Veterinary CRM?

A veterinary CRM is a tool that stores personal data about each pet and its owner in one place. You can easily access a pet’s medical history, upcoming treatments, previous visits, and any notes or preferences shared by the owner. Without having to navigate between many systems or search through physical files, data stays updated and well-organized. Essentially, it facilitates veterinary client communication.

At the front desk, tasks like sending appointment reminders, answering routine questions, or confirming bookings can be handled by features like an AI receptionist. This gives your staff more time to focus on care while keeping the flow of communication active and consistent. A veterinary CRM makes it easier to understand your clients and give each one the attention they deserve because all the important details are right there when you need them!

Why Do Veterinary Practices Need a CRM?

Your veterinary practice manages many moving parts every day. As the pace picks up, keeping everything aligned can become increasingly challenging. A reminder might be missed. A prescription may be unclear. A follow-up could take longer than expected. A veterinary CRM brings structure to your busy day and helps your team work together smoothly. It centralizes client and patient data, so updates, messages, and records remain accurate and easily accessible.

Below are the potential benefits of a veterinary CRM for your practice:

Reduce missed appointments

Treatment and care can be slowed down by missed appointments. Veterinary CRM sends pet owners SMS appointment reminders beforehand and automates confirmations. This keeps your schedule on pace while also assisting clients in feeling informed and supported.

Improve client communication and loyalty

Effective communication fosters trust. Every interaction, on a phone call, email, or text, is documented by a veterinary CRM so that you always know what was said, when, and by whom. Pet parents feel more cared for when their clinic remembers the critical health details about their pet.

Maintain detailed pet medical records

Every pet has a unique story. Vaccinations, medications, allergies, surgical notes, and lab reports can all be stored securely in a veterinary CRM, making it simple to update and review the data so you don’t have to dig through piles of paper or flip between different folders to find what you need.

Automate reminders for vaccinations and checkups

A veterinary CRM tool can automatically send text reminders to owners when pets are due for routine checkups, boosters, or wellness visits. No one has to remember dates offhand. The software does it for you, helping to keep pets healthier and clients more engaged.

Simplify team coordination and task management

It takes a team to keep your clinic running smoothly, from the front desk to the examination room. You can assign tasks, make reminders, and monitor what has to be done easily with a veterinary CRM. Without having to ask twice, your staff can be aware of where they are required and what comes next.

Boost operational efficiency and revenue

A veterinary CRM helps you fill scheduling gaps, reduce no-shows, and provide regular follow-ups by keeping things coordinated and on time. Resulting in more space for compassion and greater transparency regarding revenue.

Set up wellness plans and recurring treatment schedules

A veterinary CRM allows you to create wellness plans that are simple to administer and communicate to clients for pets with long-term care requirements, such as dental care, geriatric support, or chronic diseases.

Send follow-ups after surgeries or dental cleanings

The true source of peace of mind is follow-up care. A check-in the day following a dental cleaning or a brief message following surgery might have a significant impact. You can line up these follow-up messages well ahead with a veterinary CRM to ensure that nobody gets overlooked.

Manage prescription refills and alerts

For pet owners, running out of medication can be distressing. Your staff and your clients will have one less thing to worry about with a veterinary CRM that tracks prescriptions and notifies them when a refill is due.

Keep a history of previous visits, treatments, and diagnoses

Being aware of what has happened in the past makes it easier to make better decisions today. To save you time during booking appointments, a veterinary CRM maintains an accurate record of a pet’s previous care.

Enable quick access to records during emergencies

Every second matters in emergencies. Without any delays or digging, your team can rapidly retrieve a patient’s complete record with a veterinary CRM, enabling you to respond more accurately and promptly.

Customize outreach by pet type, breed, or age group

Some clinics offer specials, seasonal programs, and tips. By grouping clients by pet type or age, a veterinary CRM enables you to send communications that seem relevant and considerate, such as grooming instructions for long-haired breeds or dental care tips for senior dogs, etc.

Must-have Features of Veterinary CRM Software

How do you know which veterinary CRM software is the right fit for your practice? With so many options available, it is easy to feel overwhelmed by long feature lists and big promises. Finding the system that works best for your staff, your clients, and the operations of your clinic is more important than having the most.

Following are the features to check off when selecting the veterinary CRM solution for your practice.

Pet and client profile management

Every patient is special, and so is every client. Detailed profiles, including the pet’s medical history, birthday, microchip number, preferred form of contact, and even peculiarities, can be stored in a veterinary CRM. All the information is stored in one location and is available quickly when handling a cat that despises carriers or a timid puppy that requires more time during checkups.

Automated appointment and vaccination reminders

Forget sticky notes and last-minute calls. You can notify your clients when it is time for vaccines, checkups, or follow-ups effortlessly using veterinary CRM software. Features like online scheduling for veterinary practices make it seamless to book appointments. Sending reminders 24 to 48 hours in advance is considered a best practice, and it helps reduce the chances of clients missing their visit.

Two-way texting and call integration

Communication works best when it goes both ways. Clients can reply directly to reminders or messages with two-way texting. Whether they are confirming an appointment or asking a quick question, it becomes easy to manage in a single dashboard. Veterinary CRMs that support texting for veterinary practice and VoIP for veterinary call integration make the process even smoother.

Billing and invoicing tools

Nobody enjoys receiving unexpected bills. Creating, sending, and tracking payments without switching platforms is possible with a veterinary CRM that has integrated invoicing. Your front desk staff may relax knowing that clients can easily read itemized bills for anything from a basic checkup to a post-surgery care plan.

Treatment plan and medical history tracking

It is important to be able to reflect on a pet’s medical history. A veterinary CRM collects all of the information in one location, including X-ray notes and allergy alerts. In order to track progress with less paperwork and greater clarity, it also helps when creating or modifying treatment programs.

Staff scheduling and task assignments

Team communication can be challenging, particularly on busy clinic days. Task assignment, shift planning, and reminder setting are all possible from within the veterinary CRM with integrated scheduling. There is no need for additional check-ins because your team can be aware of who is in charge of what.

Cloud access and mobile support

Cloud access is crucial, whether you are working from your clinic desktop or using your phone to check for patient updates. You may check data, respond to messages, and edit notes at any time, from any location, with a veterinary CRM that supports mobile devices.

Integration with practice management systems

The best veterinary CRM software doesn’t ask you to start from scratch. They complement your existing systems, from lab software to accounting tools, to ensure uninterrupted operation. Smooth integration means fewer double entries and less time spent syncing up.

Reporting and analytics dashboard

Although numbers are important, it is easier to work with them when they are transparent. In order to help you make smarter decisions without having to sift through spreadsheets, a CRM dashboard can provide appointment trends, common treatments, overdue reminders, and even schedule gaps.

AI-powered follow-ups and smart communication suggestions

Along with integrated texting, certain veterinary CRMs include advanced communication techniques, such as a HIPAA-compliant chatbot. It can help with routine client inquiries, appointment confirmations, or medication reminders without requiring continuous human participation.

Data security and compliance with local veterinary data protection laws

A key component of a client relationship is trust. A veterinary CRM must adhere strictly to local laws and maintain the security of patient information. Proper record-keeping, access controls, and encryption are not optional; they are absolutely necessary.

Which Veterinary CRM Is Right for You? Compare the Top 10 solutions for 2025

1. Emitrr
2. Zoho
3. Agile CRM
4. Keap
5. PetDesk
6. HubSpot
7. ActiveCampaign
8. Salesforce
9. Pipedrive
10. Digitail

1. Emitrr

Emitrr is a communication-first CRM solution made with healthcare teams in mind, including veterinary clinics. What makes Emitrr stand out is how well it handles everything related to client interaction without disrupting your existing tools or routines. It focuses on the things that often get overlooked: unanswered calls, late reminders, forgotten follow-ups, or delayed reappointments. Many clinics turn to Emitrr after hearing how well it handles veterinary client relationships, making it easier to stay connected with pet owners and keep care consistent for every animal.

Key Features of Emitrr:

• Centralised pet and client profiles that include contact history, visit notes, medication logs, vaccination timelines, and preferences like pet temperament or special handling needs
• Two-way texting with pet owners that feels like a natural extension of your clinic’s care; texts are fast, professional, and easy to track
• AI-powered missed call handling that responds to pet owners instantly and logs the reason they called, even if no one could pick up
• A HIPAA-compliant chatbot that answers common questions, books appointments, and collects information securely; perfect for after-hours and high-volume clinics
• Automated appointment reminders sent by text, voice, or email to reduce no-shows and keep your day running smoothly
• Online scheduling that syncs with your clinic calendar and lets pet owners choose open slots directly helps reduce phone traffic at the front desk
• Voicemail drops that let you follow up in bulk (for vaccines, check-ups, or clinic updates) with a personalised touch
• Customisable follow-up sequences, such as sending a gentle message 3 days after a spay surgery or 1 week after a dental cleaning
• Review generation tools to help you collect more positive client feedback and grow your local reputation
• Reporting dashboards to monitor metrics like response times, missed calls, no-shows, and top communication channels
• Multi-location support with shared client visibility, ideal for growing clinics or mobile practices
• Seamless integration with most practice management systems, Google Calendar, and major VoIP tools
• Shared team inbox to keep all client conversations in one place, so anyone on your team can pick up where someone else left off

Pros of Emitrr:

• Understands healthcare teams and offers the features that reflect what vet clinics need every day
• Onboarding is quick and guided, with real humans who walk you through setup, custom flows, and integrations
• Makes communication more efficient while keeping it warm and thoughtful for pet owners who appreciate the responsiveness
• Helps reduce stress for the front-desk team by handling repetitive tasks and managing call volume
• Works for solo clinics, growing practices, and even multi-location setups without extra complexity

Cons of Emitrr:

• More exciting features are on the way!

Pricing of Emitrr:

• Emitrr pricing starts at $59 per month, with flexible plans so you only pay for what you use.

Emitrr Ratings and Customer Reviews:

Emitrr is rated 4.8 on G2 and 4.9 on Capterra, and here’s what customers are saying about the platform:

“Emitrr has been a wonderful tool for our business. It has vastly improved our marketing efforts and is super easy to use/user friendly. The customer service is unmatched – anything I ask for help with is acknowledged quickly and usually resolved within a day or less. They also are quick to implement new ideas from clients. I don’t have one negative thing to say about Emitrr.” 

“I so appreciate the Customer Service that is quick and helpful. If there is not an immediate answer, they are open to considering alternatives and resolve our needs. The Emitrr tools easily meet our needs for texting and web bots on our websites. Our staff find the interface easy to use, as do the community that access our services. Both the desktop and cell phone apps work well.”

Emitrr Support Channels:

• Email/Help Desk
• FAQs/Forum
• Knowledge Base
• Phone Support
• 24/7 (Live rep)
• Chat

2. Zoho

Zoho CRM is a widely used customer relationship platform that caters to businesses of all sizes. Although it is not created specifically for veterinary use, many veterinary clinics use it to organize pet owner information, track communication, and automate their daily interactions with clients. It is often recommended by tech consultants or found through searches by clinics seeking a flexible, cost-effective CRM system with strong customization options.

Key Features of Zoho:

• A detailed contact and client database where you can store pet owner details, track past communications, and tag specific preferences or pet types
• Email, call, and meeting logs are automatically tracked, helping your team stay in the loop with every interaction
• Workflow automation to set up appointment reminders, post-visit follow-ups, and client check-ins based on visit history
• Zoho Zia (the built-in AI assistant) offers suggestions based on patterns such as timing for re-engagement or common drop-off points in follow-up care
• Integration with third-party platforms like booking calendars and veterinary PMS systems for a more unified view of your schedule and clients

Pros of Zoho:

• Zoho CRM can be tailored to your clinic’s size, specialty, or workflow, making it useful for both independent and multi-location practices
• Its pricing makes it accessible for smaller veterinary teams looking for automation without high upfront costs
• You get solid built-in reports and dashboard views that help track client retention, appointment trends, and communication history
• With a large app marketplace, Zoho connects easily with tools you may already be using—like Gmail, calendars, or payment processors

Cons of Zoho:

• Since it’s not built specifically for veterinary clinics, some features may require customization or third-party tools to match typical vet workflows
• The setup process can take time and may feel overwhelming without prior CRM experience
• Pet-specific details like breed, medical history, or medication alerts need to be entered manually or through custom fields
• Some veterinary teams report that ongoing maintenance and updates need consistent admin attention

Pricing of Zoho:

Zoho CRM pricing starts at $14 per user/month for the Standard plan.

Zoho Ratings and Customer Reviews:

Zoho is rated 4.1 on G2 and 4.3 on Capterra, and here’s what customers are saying about the platform:

“Flexible, Secured CRM solution for large businesses”

“Zoho is good CRM to to manage relationship with our customers from comments to Win deals”

Zoho Support Channels:

• Phone Support
• 24/7 (Live rep)
• Chat
• knowledge base

3. Agile CRM

Agile CRM is an all-in-one platform focused on small to medium businesses, with tools for contact management, communication, marketing automation, and scheduling. While not designed specifically for veterinary care, some clinics use it to manage client lists, send reminders, and automate outreach. Its clean design and cost-friendly pricing make it a common pick for clinics exploring CRM for the first time.

Key Features of Agile CRM:

• Central client contact management with custom fields that can be adapted for pet name, breed, and medical notes
• Built-in appointment scheduling with reminders and follow-up tasks
• Email automation with templates and drag-and-drop workflows
• Tagging and segmentation tools to group clients based on visit type or pet needs
• Reports to monitor activity, follow-up rates, and client engagement

Pros of Agile CRM:

• Easy to use and set up without needing technical help
• Affordable for smaller veterinary teams or solo practitioners
• Automation builder simplifies communication routines
• Cloud-based access from desktop or mobile

Cons of Agile CRM:

• Lacks veterinary-specific integrations like PMS or EMR systems
• Requires manual setup for pet-specific data fields
• Some features, like phone support or advanced automations, are only available in higher plans
• Occasional interface lag with larger databases

Pricing of Agile CRM:

Agile CRM pricing starts at $8.99 per user/month, with a free plan available for up to 10 users

Agile CRM Ratings and Customer Reviews:

Agile CRM is rated 4.0 on G2 and 4.1 on Capterra, and here’s what customers are saying about the platform:

“Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to use.”

“Overall it’s a good tool but not our preference. We would use a competitor if we wanted the full crm experience.”

Agile CRM Support Channels:

• Live Chat
• Help Desk
• Email

4. Keap

Keap, formerly known as Infusionsoft, is a CRM platform focused on automating client journeys, from first contact to ongoing follow-ups. Veterinary clinics use Keap to simplify how they send reminders, manage wellness plans, and nurture long-term relationships with pet owners. It is best suited for teams who want to combine scheduling, invoicing, and communication in one place.

Key Features of Keap:

• Client database with communication history, pet details, and scheduling notes
• Automated email campaigns for wellness plans or seasonal care tips
• Appointment booking with built-in confirmations and rescheduling options
• Invoicing and payment tracking directly within the platform
• Custom workflows for things like annual vaccinations or surgery follow-ups

Pros of Keap:

• Helps with full client lifecycle management, from booking to billing
• Great for clinics offering wellness packages or ongoing care plans
• Email marketing tools are easy to customise for educational content
• Strong customer support and training resources

Cons of Keap:

• Can feel complex during initial setup
• Designed more for sales than healthcare, so adjustments are needed
• Pricing is on the higher side for small practices
• Limited native integrations with veterinary tools

Pricing of Keap:

Keap pricing starts at $159 per month for up to 1,500 contacts.

Keap Ratings and Customer Reviews:

Keap is rated 4.2 on G2 and 4.1 on Capterra, and here’s what customers are saying about the platform:

“nothing. It’s overly expensive and is too slow. the support is quick to connect through.”

“Missing basic features for marketing like: – automatic UTMs on emails – being able to organize opt ins easily – just overall clunky – some support people give wrong information and then argue with you about it”

Keap Support Channels:

• Live chat
• Phone support
• Email

5. PetDesk

PetDesk is a veterinary-specific client communication platform that helps clinics manage their day-to-day interactions with pet owners more smoothly. It is often chosen by clinics looking for an easy, ready-to-use system that improves communication without adding complexity to their workflow. PetDesk is widely known in the veterinary space, and many clinics adopt it for its clean interface, reliable pet owner app, and integration with major veterinary PMS tools. It focuses heavily on building better relationships through consistency so that reminders, appointment scheduling, and follow-ups don’t fall behind.

Key Features of PetDesk:

• Two-way texting allows staff to send updates, appointment reminders, and follow-ups directly to pet owners, with all conversations stored in one inbox
• A pet owner-facing mobile app makes it easy for clients to request appointments, receive reminders, store vaccine records, and stay in touch with your clinic
• Automated reminders for checkups, vaccinations, prescription refills, and more, by helping reduce missed visits and improve clinic flow
• Loyalty program management so you can offer perks or rewards for repeat visits, grooming appointments, or product purchases
• Syncs with many veterinary PMS systems like Cornerstone, AVImark, and eVetPractice, ensuring consistency between your front desk and digital communications

Pros of PetDesk:

• Focuses entirely on veterinary care; no need to adapt a general business tool
• Easy for both staff and pet owners to use, with minimal training required
• Helps increase appointment retention through reliable reminders and easy booking
• Clients love the mobile app, especially for managing multiple pets or setting reminders

Cons of PetDesk:

• Analytics and reporting tools are somewhat limited compared to broader CRMs
• Not ideal for clinics looking to build complex automation or marketing flows
• Some syncing issues may occur depending on the PMS system and integration depth
• Customisation options are fewer, and communication flows are more fixed than flexible

Pricing of PetDesk:

• PetDesk pricing is customised per clinic, based on services selected, location count, and client volume

PetDesk Ratings and Customer Reviews:

PetDesk is rated 4.5 on G2 and 4.7 on Capterra, and here’s what customers are saying about the platform:

“Quickly getting in touch with clients via text, text templates, loyalty program, quick customer support.”

“Not all of our providers are listed on this app. Some of the listings can be a little confusing when you’re trying to find the right appointment option. That might just be how our Vet has them listed on their page.”

PetDesk Support Channels:

• Live chat
• Email
• Phone
• Help center

6. HubSpot

HubSpot CRM is a highly flexible and beginner-friendly platform created for marketing and sales, but it has found a place in many veterinary practices for client outreach and communication tracking. Clinics use it for managing intake forms, appointment workflows, seasonal campaigns, and educational newsletters. Its visual interface, email tools, and customisable pipelines make it a good entry point for practices looking to bring structure to their client engagement without investing in heavy infrastructure. SMS integration allows clinics to send appointment reminders, quick updates, or check-in messages directly to pet owners. HubSpot VoIP features help teams log calls, track conversations, and manage call queues from within the platform, making front-desk communication more streamlined.

HubSpot SMS marketing tools can be connected to help clinics send timely wellness tips, post-visit follow-ups, or vaccination alerts are useful for segmented outreach by pet type or age. Most clinics discover HubSpot when searching for a simple CRM with powerful automation, flexible communication tools, and a low barrier to entry.

Key Features of HubSpot:

• Contact profiles store details like client preferences, communication history, and appointment notes. Fields can be customised for pet type, breed, or care needs
• Drag-and-drop email builder with automation helps send reminders, wellness tips, birthday messages, and post-care instructions
• Pipeline tools that let you visually manage client journeys (e.g., new client intake, follow-up, wellness plan enrollment)
• Online forms to gather appointment requests, new pet info, or client feedback are automatically stored in their profile
• Marketing segmentation to send different updates based on age group, pet type, or care plan (e.g., puppy vaccine timelines vs senior care tips)

Pros of HubSpot:

• The free plan includes generous features, ideal for clinics trying CRM for the first time
• Highly visual and easy for your staff to learn and use
• Excellent for sending educational content or newsletters to your client base
• Flexible enough to adapt to how your clinic already works

Cons of HubSpot:

• Not designed with veterinary-specific workflows—medical notes, reminders, and records must be added manually or through custom setups
• Does not integrate directly with veterinary PMS systems
• SMS/texting features are limited unless you connect with third-party tools
• Some clinics may outgrow it as they need deeper automation or pet-specific data fields

Pricing of HubSpot:

• HubSpot CRM offers a free forever plan, with paid tiers starting at $20 per month.

HubSpot Ratings and Customer Reviews:

HubSpot is rated 4.4 on G2 and 4.5 on Capterra, and here’s what customers are saying about the platform:

“It takes some time to learn to use it, and it’s not as intuitive as other, more modern CRMs.”

“Overwhelming. Too many options for a solo or small, less than 10 employee, biz like mine. I know it was customizable for use, but even that made my head spin.”

HubSpot Support Channels:

• Email
• Live chat (available in paid plans)
• Help center
• Community forum

7. ActiveCampaign

ActiveCampaign is primarily known for its advanced email marketing and automation capabilities, but many veterinary practices use it to manage client communication, segment audiences, and build timely outreach campaigns. It is particularly helpful for practices looking to build engagement over time, sending care reminders, pet wellness tips, and seasonal promotions without needing constant manual effort. The platform also offers SMS integration, allowing clinics to reach clients more directly when time-sensitive updates are needed. Veterinary teams often choose ActiveCampaign for its strong automation builder, reliable delivery, and flexible outreach tools.

Key Features of ActiveCampaign:

• Customisable contact profiles for pet owners, with custom fields for pet details, communication preferences, and treatment history
• Email automation with pre-built workflows; great for sending reminders, birthday greetings, post-visit follow-ups, or newsletter content
• Advanced segmentation tools to target pet owners by breed, age group, treatment type, or appointment history
• Visual pipeline tools to track new clients, reappointments, or feedback loops
• Conditional messaging that adjusts based on client actions. For example, automatically sending a different message if someone cancels or reschedules

Pros of ActiveCampaign:

• Excellent automation capabilities that are helpful for clinics that want to nurture long-term relationships
• Strong delivery rates and tracking for email campaigns
• Easy to tag and group clients for more personalised communication
• The visual workflow builder simplifies even complex processes

Cons of ActiveCampaign:

• Not built for veterinary care and requires some manual setup and workarounds
• Doesn’t integrate directly with veterinary PMS or EMR systems
• SMS features are available but require additional setup or third-party tools
• Can feel overwhelming to smaller teams due to feature depth

Pricing of ActiveCampaign:

• ActiveCampaign pricing starts at $39 per month.

ActiveCampaign Ratings and Customer Reviews:

ActiveCampaign is rated 4.5 on G2 and 4.6 on Capterra, and here’s what customers are saying about the platform:

“Higher learning curve because of how stacked the features are. My workflows neeeded a lot of trial and error and sometimes just flat out didn’t work like it should’ve. Was truly frustrating!”

“UI feels outdated: Not as smooth as competitiors Pricing is a bit high: Not the most affordable option Lags at times”

ActiveCampaign Support Channels:

• Live chat
• Email
• Community forum
• Knowledge base

8. Salesforce

Salesforce is one of the most powerful CRMs, with highly customizable features and integrations. Though not designed specifically for veterinary practices, large animal hospitals or specialty clinics sometimes use a custom setup of Salesforce Health Cloud to track pet owner relationships, appointments, and communications at scale. It is ideal for organizations with internal tech support and a need for highly tailored workflows.

Key Features of Salesforce:

• Centralised client and pet profiles, including medical records, appointment notes, care plans, and communication logs
• Custom workflow automation for reminders, wellness plans, and post-treatment follow-ups
• Detailed analytics to monitor response times, care outcomes, and pet owner engagement
• Role-based dashboards for different team members (vets, techs, front desk, management)
• Integration with third-party PMS tools and scheduling systems through API support

Pros of Salesforce:

• Extremely customisable for large or specialty practices
• Strong privacy and compliance capabilities
• Helps streamline internal task assignments and care coordination
• Excellent long-term tracking and patient history visibility

Cons of Salesforce:

• High setup and maintenance costs. It is best for larger clinics or hospitals
• Requires technical support or an admin for updates and custom workflows
• Too complex for smaller veterinary practices
• Veterinary integrations must be built or sourced externally

Pricing of Salesforce:

• Salesforce Health Cloud pricing starts at $300 per user/month.

Salesforce Ratings and Customer Reviews:

Salesforce is rated 4.4 on G2 and 4.4 on Capterra, and here’s what customers are saying about the platform:

“Using Agentforce improves mean time to resolution and in case of simple issue types improves end user experience and overall Customer Satisfaction score.”

“This is an expensive product and there are times when it may be overkill for some business users. There needs to a real evaluation before purchasing.”

Salesforce Support Channels:

• Phone
• Email
• Live chat

9. Pipedrive

Pipedrive is a visual CRM built around simplicity and pipeline tracking. Though originally designed for sales, many veterinary clinics and mobile vets adapt Pipedrive to track follow-ups, appointment flows, and client status. Its clean dashboard and intuitive drag-and-drop interface make it an approachable option for smaller teams wanting to stay organized without feeling overloaded.

Key Features of Pipedrive:

• Visual pipeline boards for tracking new patients, pending follow-ups, and scheduled re-checks
• Contact database with custom fields for pet information and owner preferences
• Workflow automation tools for scheduling messages, reminders, or team tasks
• Email and call tracking to keep client communication organised
• Mobile app access for vets on the move or home-visit practitioners

Pros of Pipedrive:

• Simple to set up and easy for teams to learn
• Highly visual and great for task tracking
• Affordable for small or mobile practices
• Easily connects to calendars and basic scheduling tools

Cons of Pipedrive:

• Not built for veterinary care as it lacks native features like medical records or vaccine tracking
• Limited email and SMS automation compared to other CRMs
• Custom fields for pet data must be manually created
• No direct veterinary software integrations

Pricing of Pipedrive:

Pipedrive pricing starts at $14.90/user/month.

Pipedrive Ratings and Customer Reviews:

Pipedrive is rated 4.3 on G2 and 4.7 on Capterra, and here’s what customers are saying about the platform:

“When new records are added to the database, the contact list doesn’t automatically refresh. I’m not too crazy about the design of the system since it separates Companies from Individual Contacts. Since we are a B2B business, the company is the prospect, not the Individual Contact. It would be easier if there was a single record for the prospect and not separate records.” 

“It has limitations when you have multiple product lines or locations.”

Pipedrive Support Channels:

• Live chat
• Email
• Help center

10. Digitail

Digitail is a veterinary-specific practice management platform with integrated CRM tools. It helps clinics manage everything from appointments and medical records to client communication and reminders in one place. Digitail is built for modern veterinary teams who want cloud access, real-time updates, and less administrative clutter. It is helpful for clinics moving away from paper or outdated systems.

Key Features of Digitail:

• Full client and pet profiles with digital medical records, vaccination schedules, treatment history, and attachments
• Two-way messaging between the clinic and pet owners through the client portal or app
• Online booking and check-in tools to reduce wait time and phone traffic
• Reminder system for vaccines, checkups, and post-surgical follow-ups
• Reports and dashboards for reviewing no-shows, case types, and appointment volume

Pros of Digitail:

• Designed for veterinary teams to fit naturally into your workflow
• Mobile app access for both staff and clients
• Centralised platform reduces the need for multiple tools
• User-friendly design, even for teams new to digital systems

Cons of Digitail:

• Feature depth may be more than needed for very small clinics
• Some customisation limitations for workflows
• SMS features are more limited than email or portal communication
• Onboarding may take time, depending on the clinic’s previous system

Pricing of Digitail:

• Digitail pricing is customised, typically starting around $100–$250/month per clinic

Digitail Ratings and Customer Reviews:

Digitail is rated 5.0 on G2 and 4.7 on Capterra, and here’s what customers are saying about the platform: 

“I am a specialist and I was hoping there would be advancements to integrate the unique aspects of a referral hospital. Also customer service can be very helpful, but not always very prompt. The chat option really isn’t truly a chat because it can takes days for them to respond. That is really just an email.”  

“The beginning when I had hope that it was going to be a great new system for our organization, with plenty of support.”

Digitail Support Channels:

• Email
• Chat
• Phone
• Help center

What Makes Emitrr the Best CRM Choice for Veterinary Clinics

Emitrr supports the everyday flow of your veterinary clinic by keeping communication consistent, information accessible, and tasks easy to manage. It is made for teams who want their tools to be simple, reliable, and focused on pet care.

This veterinary CRM software is easy to understand and quick for your staff to get comfortable with. In a simple unified dashboard, you can track treatments, set up appointments, send reminders, and follow up with customers. It helps reduce delays, avoid missed messages, and keep everyone on track without needing extra tools or separate systems.

From two-way texting and secure chat to calendar sync, analytics, and smart follow-ups, Emitrr helps you stay organized while giving every pet and pet owner the attention they expect. For clinics that want better communication and better visibility into their day, it is a practical choice that supports steady growth.

Centralized client and pet data management

You don’t have to click through different programs or dig through old records. Emitrr gives you one view of every pet and every client with visit history, contact details, medication notes, lab results, and even client preferences. It understands how valuable client relationships are and handles them carefully so you can focus on care!

Seamless appointment scheduling and calendar sync

Emitrr maintains a flexible and transparent appointment calendar. With only a few clicks, you can make, modify, or cancel bookings. Double reservations or missed time slots are much less frequent because it instantly syncs with your clinic’s calendar. You can block timeslots for surgery days, allow online bookings after hours, or give clients the option to request appointments through a link or text.

Automated reminders for treatments, checkups, and vaccinations

You can set reminders that go out automatically and personalize them to match your clinic’s voice. A friendly message about a vaccination or a checkup can go out by text or email. Emitrr makes it easy to set up SMS templates for veterinary practices that can be used once and reused across appointments.

HIPAA-compliant and pet-health focused

Emitrr meets HIPAA standards and follows best practices for veterinary privacy. All pet health data, conversations, and contact details stay protected with controlled access, audit trails, and secure backups. You can count on every medical record being right where it should be, and your clients can feel confident their privacy is always protected.

Easy integration with existing practice tools

Whether you are using a specific payment gateway, inventory tracker, or lab system, Emitrr is designed to connect. You will not have to rebuild your setup; it fits in with the tools you are already using and doesn’t demand a full overhaul. This helps keep your team comfortable while improving the workflow in the background.

AI-powered follow-ups and smart workflows

Emitrr can automatically suggest follow-ups based on the type of visit. If a pet came in for dental cleaning, you can schedule a follow-up message two days later. If medication was prescribed, you can check in about how it is working. An AI chatbot can respond to common queries, send reminders, or confirm appointments even when your clinic is closed.

Watch how Emitrr’s AI agent, Sarah, makes this effortlessly smooth:

Intuitive interface for quick staff adoption

The layout is clean and logical. New staff can pick it up smoothly, even those without much tech experience. It is easy to train on and simple to use daily. That means less time figuring out how to use the system and more time focusing on providing pet care.

Analytics to track no-shows, reappointments, and client trends

Emitrr gives you clear reports without making you dig for them. You can see which appointments were missed, which services are being booked most often, and how many reminders were responded to. This helps with staffing, outreach, and planning your week with fewer surprises.

Affordable plans for growing clinics

Emitrr doesn’t assume every clinic runs the same way. Its pricing is designed for flexibility, so smaller practices or growing ones can use the same tools without being locked into big contracts or complex setups. You only use what you need, and you can scale at your pace.

FAQs

Conclusion

We know you are already doing the hard part: caring for pets and building trust with their families. That is exactly why we put this guide together: to help you find tools that make your veterinary practices easier and your communication clearer.

You now have a comprehensive understanding of what a veterinary CRM can do, which features help, and which platforms are worth exploring. Emitrr checks all the boxes. It is simple to use, seamlessly fits into your existing setup, and helps you nurture client relationships by keeping every detail right within reach.

Take a moment to explore it by booking a free demo trial with Emitrr today and see how it fits into your day. You take care of pets and the families they are part of, and let the Emitrr take care of everything around it!