GuardenerAI for veterinary clinics is a CRM that keeps pet owners, their pets, reminders and invoices in one place, beside your practice management system. It is for clinics that want more owners coming back on time for vaccinations, check-ups and dental work.
Your practice management system holds the clinical history. The relationship with the owner (the reminder that brings them back, the wellness plan they signed up to, the referral from the breeder down the road) is what fills next month’s diary. GuardenerAI is the system for that side.
A Pets object you add with a lookup to the owner keeps every animal on one person’s record, and duplicate rules flag the second copy of an owner before it spreads.
Each month, add the owners whose pets are due to a reminder journey, and it sends the vaccination or check-up reminder by SMS, WhatsApp or email to those who have consented, then follows up a week later.
Each plan is an opportunity with a recurring line item, so the monthly value of every plan is on the board and in your reports.
Invoice the owner from the same system and see what is still owed. On the Max plan, email a Stripe card payment link and the payment is recorded against the invoice when it settles.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
The pet owners, with consent kept per channel and a date field you add for the next reminder.
A custom object you create, so each animal is a record of its own with its due dates.
Referral partners: breeders, groomers, shelters and kennels.
Wellness plans and larger procedures waiting on the owner’s decision.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
GuardenerAI holds the owner relationship, reminders and the money, while your practice management system keeps the clinical history. Your data is encrypted, audit-logged and isolated per clinic, with default-deny roles for every team member.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for dental practices, healthcare practices and salons and spas. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
Your request is saved. To pick a time sooner, email hello@guardenerai.com with a couple that suit you.
We use analytics cookies to see which pages help and which don't. No advertising cookies. How we use them