Skip to content
GullySales
GullySales
Tell us what you need

Veterinary clinics · CRM

Never let a vaccination due date get lost in a paper file.

A CRM for a veterinary clinic is the record that tracks every pet, its vaccination schedule and its owner's contact details. It makes sure reminders go out on time and no patient is forgotten between visits. GullySales sets this up and trains your front desk to use it.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of veterinary clinics at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for veterinary clinics

Sales and marketing for veterinary clinics, the overview.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For veterinary clinics

Where it usually goes wrong, and what we would do.

  • “Vaccination schedules need automatic tracking, not memory”

    A clinic relying on staff to remember when each pet's next vaccination is due will always miss some, costing both the pet's health and a repeat visit.

  • “Multi-pet households need to be linked, not duplicated”

    An owner with two dogs and a cat should be tracked as one household with three patient records, not three disconnected entries that confuse follow-up.

  • “A CRM catches the patient who has gone quiet”

    A pet that has not visited in over a year should be flagged automatically, giving the clinic a chance to reach out before the owner has switched vets entirely.

What we do

What we deliver for veterinary clinics.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Vaccination and reminder schedule set up per pet

    Each pet's vaccination and check-up schedule recorded in the CRM, with reminders that go out automatically instead of relying on staff memory.

    Result: A due date is not missed because no one remembered to check.

  2. Multi-pet households linked under one owner record

    An owner with several pets tracked as one household with linked pet records, instead of separate, disconnected entries that confuse follow-up.

    Result: The front desk sees the whole household at a glance, not fragments of it.

  3. A flag for patients who have gone quiet

    An automatic flag on a pet that has not visited in a long while, giving the clinic a chance to reach out before the owner switches vets.

    Result: A fading patient relationship is noticed instead of going unnoticed.

  4. Front desk training on the new CRM routine

    A working session with your front desk on entering enquiries, pets and reminders consistently, so the record stays reliable day to day.

    Result: The CRM stays accurate because the people using it know how to use it.

  5. CRM data check against the baseline

    A monthly look at how many reminders were sent, missed or acted on, compared with the baseline recorded before the CRM was set up.

    Result: You can see whether the reminder system is actually being used well.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

What to record, and when

What a veterinary clinic should record about every pet and owner, and whether software is needed yet.

Species, breed and date of birth
Record species and breed, with date of birth or an estimated age. Vaccine and deworming intervals depend on age, and a puppy's schedule differs from an adult's.
Weight at each visit
Keep weight with the date. Doses and the food plan depend on it, and a change across visits is something the vet will want to see.
Which number and which channel reminders go to
Record whether the owner agreed to WhatsApp or SMS reminders and which number to use. Many pet households keep the clinic on the spouse's phone.
Night and emergency calls
Log night calls with the time, the animal and whether the owner came in or was advised over the phone. A night call from a new owner is often where a long relationship starts.
Referrals and lab reports pending
Note a referral to a specialist or a lab and the date results are due. Calling the owner when the report arrives closes the loop.
Do you need software yet?
A clinic with one vet and a small card file can run on a sheet. Practice management software usually holds clinical notes already, so add a CRM only when reminders and household links cannot be done in it.

Who it is for

This is written for these veterinary clinics.

  • Small animal clinics
  • Multi-vet veterinary hospitals
  • Mobile and home-visit vet services
  • Exotic and avian veterinary practices
  • Farm and large animal veterinary services
  • Pet grooming and wellness clinics with vet services
  • 24-hour emergency veterinary hospitals
  • Veterinary diagnostic and referral centres

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the CRM work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Is a CRM necessary for a small clinic?
A simple, well-organised system is worthwhile even for one vet, since reminders and repeat visits are where much of a clinic's revenue actually comes from.
How long does it take to set up?
There is no fixed timeline. It depends on how many patient records need migrating, and we confirm the dates with you in the first conversation.
Can WhatsApp messages and photos from owners be kept as records?
Advice given over chat should be copied into the pet's file by the vet, because chats are lost with phones. Save the photo in the pet's record, not in a staff gallery, and tell owners where advice is recorded.
What do we do with reminders when a pet has died?
Mark the pet as deceased with the date, which stops reminders. A vaccine reminder sent for a pet that has died hurts the owner. Keep the household record, since the family may return with a new pet.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for veterinary clinics.

All articles

More for veterinary clinics

Everything else we would do for you.

Closest to this: leads and follow-up

Also for veterinary clinics

Or start from the overview: sales and marketing for veterinary clinics.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need