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CRM automation for veterinary clinics

A CRM that keeps itself current, so your team can focus on customers. CRM automation set up for veterinary clinics, connected to ezyVet, Cornerstone or AVImark, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for vets using Super Intelligence (SI) automation.

  • Answering phones9 3 hrs a week
  • Vaccine and wellness reminders3 1 hr a week
  • Records requests3 1 hr a week
  • Refill requests3 1 hr a week
  • Confirming appointments3 1 hr a week

How it works

  1. We map how you actually work

    We turn your real process into pipeline stages in ezyVet, Cornerstone or AVImark, or recommend a CRM that fits better if needed.

  2. Data enters itself

    Forms, calls, chats and emails create and update records automatically, with the source attached.

  3. Tasks appear on their own

    Each stage change creates the next task with an owner and a due date.

  4. Milestones trigger the next step

    When the pet owner commits, requests for vaccine history and records from previous vets go out without anyone having to remember.

  5. Clean-up runs nightly

    Duplicates are merged, and records missing key details are flagged for a quick fix.

At a glance

Typical time saved
4–8 hours a week
Time to launch
2–4 weeks
Connects to
ezyVet, Cornerstone or AVImark

A CRM is most valuable when it’s always current. We map your pipeline to how your team actually sells, then automate everything around it: contacts created from forms and calls, tasks assigned on stage changes, follow-ups scheduled, duplicates merged, and next steps triggered without anyone clicking a thing.

Ground rules

Anything that sounds urgent gets your emergency instructions and the nearest emergency hospital immediately. The bot doesn’t triage.

We automate around your process; we don’t force a new one on you. If a step needs a person’s judgment, it becomes a task, not an automation.

Questions

Will it work with ezyVet, Cornerstone or AVImark?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

We don’t have a CRM. Is that a problem?

No. We’ll recommend one that fits your size and budget, set it up, and import your existing contacts and spreadsheets.

Can you fix the CRM we already have?

Usually yes. Most rebuilds start with cleaning the data and simplifying the pipeline before any automation goes on top.

Related

More for veterinary clinics

CRM automation in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

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