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Veterinary Clinic CRM

When one owner has two cats, their vaccination dates, treatment histories and allergies get mixed up in the same file, and the reminder goes out without saying who it is for.

Each animal is its own record linked to its owner; species, allergy, vaccination interval and treatment history belong to it, and the reminder says which animal it is for.

Veterinary Clinic CRM
  • Open every animal as a separate record linked to its owner, and keep the species and breed on the card
  • Run the vaccination and parasite calendar per animal and remind the owner when it falls due
  • Keep examinations, treatments and test results on the animal's card in date order
  • Plan appointments per vet and per room, and keep no-shows on the list
  • Link pet food and care product sales to the same animal record and track repeat orders
Animal Record Separate From The OwnerThe animal is its own record linked to the owner's contact record; the species, breed, date of birth and allergy fields belong to it. The same owner's second animal opens a separate card, and the histories do not get mixed up.
Vaccination And Parasite CalendarThe date and the repeat interval of every vaccination are fields on the animal record; those that fall due appear in a list and the reminder task is linked to the owner.
Treatment And Test HistoryExaminations, treatments and test results accumulate under the animal's card in date order; on a second visit the history stands up front without being searched for.
Appointment PlanAn appointment is a record with a vet, a room and a time field. The clash rule is defined during setup, and cancellation is handled on the same record.
Product Sales And Repeat OrdersPet food and care product lines are linked to the animal record; according to the consumption interval field, those due for a repeat order can be pulled out with a filter.

In a veterinary clinic the patient and the customer are not the same person: treatment belongs to the animal, while contact and payment belong to the owner. When the two are kept in a single file, the vaccination dates and allergies of one owner's two animals get mixed up with each other, and the reminder turns into a message that does not say who it is for.

Rapitek CRM keeps the animal as a record separate from its owner; the vaccination interval, treatment history and test result are linked to that record. Everything is visible from the owner's card, but the histories stay separate, and the reminder goes out saying which animal it is for.

The scope of the plans and the separately priced items are written on the pricing page.

Frequently asked questions

How do I keep several animals belonging to the same owner apart?
Each animal is opened as a separate record linked to the owner's record. The species, breed, date of birth, allergies and the entire treatment history belong to that animal; they are all listed from the owner's card, but the histories do not get mixed up.
Who receives the vaccination reminder, and when?
The repeat interval of the vaccination sits as a field on the animal record. Animals that fall due appear in a list, the reminder is sent to the owner's contact details, and the message states which animal it is for.
How much does a veterinary CRM system cost?
On the veterinary clinic side an appointment record carries a vet field and a room field; the system is used by this clinic staff. We keep current plan prices in a single place and publish them openly on our pricing page; we do not put figures on this page, so that you do not read a different price in two places. The price is determined by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope, and the setup fee if there is one, are worked out together in the discovery call and shared in writing. Rapi artificial intelligence credit and ERP integration are separately priced items.
How are CRM integrations done in a veterinary clinic?
If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection ourselves. There is no out-of-the-box module: because the access and field structure on the ERP side differ from one installation to the next, a single button does not work the same way everywhere. The connection is built specifically for the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery call and share them in writing.
How does the move to a CRM system work in a veterinary clinic?
We start with a discovery call: we work out your clinic's process together, along with which fields and which stages are needed. After the call we give you a date, not a range. We migrate your data ourselves, and we train your team in Turkish ourselves. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for a veterinary clinic?
Yes. Field and branch teams can update the customer card, notes and follow-up tasks from a phone. The app is live on both the App Store and Google Play. The web interface works on tablets and phones as well. The app does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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