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Engagement & CRM

Engagement & CRM

Enquiries that turn into customers, and automatic recalls for jabs, grooms and expiring packages over WhatsApp, SMS or email.

Used daily by · Owners, managers, front desk

What Engagement & CRM does

Pet care runs on a clock. Boosters come due, coats grow back, food runs out. That's predictable revenue if something remembers it for you, and lost revenue if it doesn't. Set the rules once and the messages go out whether or not you had a good week.

Capabilities

Inside Engagement & CRM

  • 01

    Enquiries

    Log the walk-in or the phone call, and turn it into a customer and a pet without typing anything twice.

  • 02

    Rules that run themselves

    Jab due, groom due, package about to expire, follow-up after a consult. Written once, running forever.

  • 03

    WhatsApp, SMS, email

    Reach people where they actually read. WhatsApp gets opened. Email mostly doesn't.

  • 04

    Campaigns to a real list

    Everyone who hasn't been in for six months. Every cat owner. Everyone at the Riverside branch. Built from your own data.

  • 05

    An outbox you can check

    What went out, to whom, on what channel, and whether it landed.

  • 06

    Run a recall on demand

    A quiet Tuesday is a good day to pull the list of everyone overdue and work it.

The flow

How a day runs in Engagement & CRM

  1. 01

    Enquiry logged at the desk or online

  2. 02

    Converted to a customer and pet in one step

  3. 03

    Reminder rules attach themselves

  4. 04

    Recalls go out on schedule

  5. 05

    Campaign to a segment when you want one

  6. 06

    Everything recorded in the outbox

Next step

Want to see Engagement & CRM on your own workflow?

Twenty minutes on the real software, walked through the way you actually work. No slide deck, and nobody chases you afterwards.

CallBook a free demo