EngageSuite360 › Veterinary CRM

The Free CRM for Veterinary, with Your Pipeline Built In

EngageSuite360 is a free CRM built for veterinary businesses: your pipeline (New Client Inquiry → Appointment Scheduled → Exam Complete → Treatment Plan Created → Treatment In Progress → Follow-Up) and your clients & patients are set up the day you sign in, in the words your team already uses. Contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports are included. No subscription, no credit card.

✓ No subscription✓ Unlimited contacts & teammates✓ No credit card✓ Not a trial
Veterinary business at work

Your pipeline, pre-built on day one

This is the exact deal pipeline the Veterinary template seeds at signup — the same stages the product ships, not marketing copy:

New Client InquiryAppointment ScheduledExam CompleteTreatment Plan CreatedTreatment In ProgressFollow-Up

Your records speak your language too — the template tracks Clients & Patients, with fields and terminology tuned to veterinary.

A generic CRM makes you translate. This one starts in your words.

A generic CRM
LeadQualifiedProposalClosed Won

Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.

EngageSuite360 for veterinary
New Client InquiryAppointment ScheduledExam CompleteTreatment Plan CreatedTreatment In ProgressFollow-Up

Records called Clients & Patients, with fields for the work veterinary teams actually do. Ready when you sign in.

Why the CRM costs nothing

No subscription, not a trial

The CRM has no monthly fee and no end date. Unlimited contacts and unlimited teammates. No credit card at sign-up.

How we earn

We earn when a business adds AI agents, such as an AI front desk or an agent for one veterinary job. Agents are never switched on for you.

Why the CRM comes first

An agent is only as useful as the records it works in. Agents added later work in these same clients & patients, so nothing has to be moved.

When you are ready: agents that work in your veterinary records

It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.

Appointment Reminders Agent

tracks confirmations, auto-calls unconfirmed appointments, fills cancellation slots, the waitlist before the revenue disappears.

Surgery Agent

The agent manages the surgery schedule end-to-end, sends pre-op instructions automatically (fasting times, medication holds, pre-surgical bloodwork orders), confirms equipment, supply availability.

End-of-Day Reconciliation Agent

The agent reconciles payments against invoices automatically, flags discrepancies in real-time as they occur, generates the daily closeout report, prepares the deposit.

A paid upgrade, added when you choose. The CRM is complete without it.

Dr. Hailey, EngageSuite360 Veterinary Ambassador

Meet Dr. Hailey — your Veterinary ambassador

Dr. Hailey knows veterinary inside out and helps teams like yours get set up on EngageSuite360 in minutes. Ask anything — Dr. Hailey chats, speaks out loud, and can even talk with you live by voice, right here on the page.

Dr. Hailey also answers the phone for veterinary businesses and writes every call into this CRM — add Dr. Hailey as your receptionist →

Latest from Dr. Hailey · newest first

Veterinary problems, one at a time — what changes when an AI agent handles them.

All Veterinary articles → Every industry ambassador

💡 Reminder compliance drives clinic revenue — the Follow-Up stage with tasks per patient keeps vaccines, dentals, and rechecks from slipping a season.

Everything a veterinary team needs, included

👥Contacts & CompaniesUnlimited records, full history.
📊Deals & PipelinesIndustry-shaped kanban stages.
✅Tasks & CalendarFollow-ups and shared calendar.
📝Notes & DocumentsEverything on the right record.
📈Reports & DashboardsPipeline, win-rate, lead source.
📥CSV & Excel ImportBring your spreadsheet along.
🛠️Custom Fields & LayoutsShape records your way.
📱Works EverywhereFully responsive on any device.

What did the calls you didn’t answer cost you?

We’re not going to quote you a statistic about other businesses. Put in your own two numbers and do the arithmetic yourself.

Your two numbers

Nobody knows these better than you do. Rough is fine.

12
$600
If only one in twenty-five was a real customer
$14,976
a year, walking past you
That’s 3.1× what the front desk costs for a year.
Deliberately conservative. That’s 624 unanswered calls a year, and we assumed twenty-four out of every twenty-five was nobody — a wrong number, a supplier, someone who was never going to buy. If your real rate is better than one in twenty-five, the figure above is too small.

Frequently asked

What makes this a CRM for veterinary, not a generic one?+

A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Veterinary template sets up your own pipeline (New Client Inquiry → Appointment Scheduled → Exam Complete → Treatment Plan Created → Treatment In Progress → Follow-Up), your records and fields in veterinary terms, and all core CRM modules: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents, and reports. No credit card required.

Is the veterinary CRM really free?+

Yes: no subscription and not a trial, with unlimited contacts and teammates. We earn when a business adds AI agents, such as an AI front desk from The Front Desk Company, which work in these same records, so nothing has to be moved when you add one.

What do AI agents add for a veterinary business?+

The CRM is complete without them. When you add agents, they take the communications first: answering calls, sending reminders, following up. Then they handle the data work, writing every action to the same clients & patients your team uses. Your people stay with the customer in front of them. Agents are a paid upgrade and are never switched on for you.

How long does setup take?+

Minutes. Sign up, choose the Veterinary template, and your pipeline, terminology, and fields arrive pre-configured. Import contacts by CSV and start working.

Can my whole veterinary team use it?+

Yes. Your team shares the same contacts, pipeline, calendar, and reports, so handoffs happen in the CRM instead of in text threads.

Your veterinary CRM is set up the moment you sign in

No subscription, unlimited teammates, no credit card.

Set up my Veterinary CRM

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