Keep new pets and overdue recalls from slipping away
Puffly is a free CRM that helps your front desk follow up on new client calls, pending estimates and pets due for a wellness visit.
Where veterinary clinic leads come from
New pet owners searching online
Someone just adopted a puppy or moved to town and searches for a vet. They read reviews, call a couple of clinics and go with the friendliest answer.
Shelters, rescues and breeders
Adoption groups and breeders recommend a vet for the first visit. A good relationship there sends you new families steadily.
Groomers, trainers and boarding
Pet professionals hear which vets people like and which ones are booked out. Return the favor when you can.
Neighbors and existing clients
Pet owners ask each other where to go, especially when a pet is sick. Ask happy clients to pass your name along.
What slow follow up costs a veterinary clinic
A new owner with a young pet who cannot get through to you calls the next clinic. An estimate for a dental cleaning or surgery that sits unanswered often gets postponed until the pet is worse off. Pets overdue for a wellness visit are easy to forget when the day is full.
A pipeline that fits a veterinary clinic
Puffly’s pipeline is yours to name. Here is one way a veterinary clinic could lay it out.
- New client inquiryAn owner called or filled out your form about a new pet or a first visit.
- First visit bookedThe appointment is set, so send a reminder and ask them to bring past records.
- Estimate or plan sentYou gave them a treatment or dental estimate and are waiting for a decision.
- Recall dueTheir pet is coming up for its annual exam or vaccines and needs a nudge to book.
- Lapsed clientThey have not been in for a long time and may have moved on or forgotten.
Follow up moments worth a reminder
A new puppy owner called for shots but has not booked a visit
"Congratulations on the new puppy! We would love to see them. I have a few openings this week for a first exam. Which day works for you?"
A dental cleaning estimate went out last week and the owner has not replied
"Hi, checking in on the estimate we sent for your dog's dental cleaning. Happy to answer any questions or go over the details if that helps."
A cat is a couple of months past its yearly exam and nothing is booked
"Hi, your cat is due for their yearly checkup. Want me to find a time this week? We can usually fit in a quick visit."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Spring and summer bring flea, tick and heartworm questions and lots of new puppies, and summer holidays send owners looking for boarding and travel paperwork. Fall and winter are good times to work through recalls and sent estimates.
Questions from veterinarians
Can I keep pet medical records in Puffly?
No. Puffly is not a practice management system and is not meant for medical records or clinical notes. Keep those in your veterinary software and use Puffly for inquiries, estimates and recall follow up.
How could I track recalls?
Keep pets that are due for a visit in a Recall due stage and add a task for each owner. Puff can tell you who to contact next and draft a message you approve.
What about calls we miss during surgery or lunch?
You can turn on the missed-call text back automation so callers get a quick reply from you. Puff Voice, a paid add-on, can also act as an AI receptionist.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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