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Common CRM problems in Veterinary

Why most CRMs
don't work for
Veterinary

Most CRMs lack flexibility for the veterinary industry's unique, regulated, and non-linear workflows, offering limited automation and poor support for multi-step processes that require customization and compliance controls.

Illustration showing common CRM problems and frustrations
Common frustrations seen across the Veterinary field
"The CRM can’t adapt to our complex patient care workflows."
"It’s hard to automate follow-ups and reminders for different treatment plans."
"We struggle to track compliance and regulatory records for both pets and clients."
"The system feels too rigid—we need more customization for our unique processes."

Monday.com CRM solution for Veterinary

So, What makes monday CRM
perfect for Veterinary?

Centralized Patient Information

All client and pet data is organized in one place, making records easy to access and update.

Effortless Appointment Scheduling

Automated reminders and an intuitive booking system help streamline appointments and reduce no-shows.

Personalized Client Communication

Send tailored updates and reminders for each pet, building trust and long-term client relationships.

Real-Time Reporting & Insights

Track key metrics and practice performance instantly, enabling data-driven decisions to grow your clinic.

Use cases for Veterinary

Key use cases

Veterinary teams use monday CRM to streamline client communications, manage patient data, and optimize practice operations for improved care and efficiency.

📋

Centralized Patient Records

Easily store and access detailed medical histories, treatment plans, and medication details for each patient in one secure place.

📅

Appointment Management

Efficiently schedule, track, and remind clients of upcoming appointments, reducing no-shows and maximizing daily bookings.

💬

Personalized Client Communication

Send targeted messages, reminders, and follow-ups to clients, ensuring they receive timely and relevant information about their pets.

📊

Reporting & Analytics

Analyze metrics like appointment rates and client retention to make data-driven decisions and improve overall practice performance.

🗂️

Task & Workflow Management

Assign tasks, track progress, and coordinate team responsibilities from a single dashboard, keeping operations running smoothly.

🎯

Client Segmentation & Marketing

Segment clients to deliver customized marketing campaigns, promote preventive care, and boost client engagement.

Integrations and FAQ

Everything
integrated

integrations
Slack integration
Gmail integration
Zoom integration
Outlook integration
Crunchbase integration
DocuSign integration
Twilio integration

Frequently
asked
questions

monday CRM lets you store and organize pet medical histories, treatments, and vaccination records in one place, so your team can quickly access important information during appointments.
You can easily schedule appointments, set reminders, and track follow-ups with automated alerts, reducing missed visits and keeping your calendar organized.
Yes, it helps you send personalized emails or messages for appointment reminders, post-treatment care, and important pet updates, helping build stronger client relationships.
monday CRM automates repetitive tasks like data entry, appointment confirmations, and record updates, giving your staff more time to focus on caring for patients.
With built-in reporting dashboards, you can monitor key metrics like appointment volume, client retention, and revenue, making it easier to spot trends and improve your practice.
monday CRM can connect with other systems you use, such as electronic health records and billing software, providing a seamless workflow for your team.
The system alerts you to duplicates and makes it simple to merge records, keeping your database clean and up to date.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

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