CRM Setup & Automation for vet clinics
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for vet clinics in India, where the leak we see most is emergency calls mixed with routine questions.
What is included in the setup
- CRM setup (Google Sheets or Zoho)
- Lead capture from all channels
- Follow-up reminders
- Monthly pipeline report
What you need before the call
- The accounts the setup connects to (WhatsApp, Google or Meta)
- Your services, prices, timings and address
- Who receives alerts and reports
- Approval for the content the setup will send in your name
A sample conversation for vet clinics
Customer: Hi, do you have an opening today for a dog vaccination? It's the second dose of the DHPPi shot. Bot: Yes, we do. Could you share your dog's name and the date of the first dose so we can confirm the correct interval? Customer: Her name is Coco, first dose was on 20th August. Bot: Got it — Coco is due for dose 2 around 10th September, which is today. I've booked you a 5 PM slot and added a reminder for dose 3 as well.
Illustrative exchange from our guide for vet clinics; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Vaccination due for a puppy started 3 weeks ago | Owner forgets, clinic has no record to chase, dose lapses | Automated reminder fires to staff and owner a few days before the due date |
| Emergency call during a surgery in progress | Missed call sits in the phone log, no one follows up unless owner calls again | Call/enquiry logged instantly, flagged urgent, front desk sees it the moment they're free |
| WhatsApp enquiry about boarding rates over a long weekend | Buried under broadcast messages, answered a day late if at all | Captured as a lead the moment it arrives, with a same-day response reminder |
| Regular client's pet due for annual deworming | No tracking beyond the owner remembering | System flags it based on last visit date, staff calls proactively |
| Post-surgery check-in for a spay/neuter case | Depends on whoever operated remembering to ask at discharge | Auto-scheduled follow-up task appears on day 5 and day 10 |
| Month-end review of how the clinic is doing | Owner going through the register manually, no clear picture | One-page pipeline report showing enquiries, conversions, missed follow-ups |
How it goes
Message us
Business type, city, what is leaking. We reply within a business day with slots.
20-minute call
We fill the knowledge card for your veterinary clinic. Setup fee is paid before the build starts.
Live within 48 hours
Once your platform access and Meta verification are complete (verification typically takes 3 to 10 business days). We test with you on a sandbox first.
Care plan
Monitoring, fixes, updates, reports. Cancel from any next billing date.
Guides for vet clinics
Same setup, other clinics & health business types
Tell us your business and the problem to fix first.
One WhatsApp message. We reply within a business day with the setup that fits, its fees, and call slots.