What is Pet Care CRM?
A CRM for pet care businesses replaces the scattered spreadsheet of client contacts, the WhatsApp thread where you note which client is on holiday, and the mental map of who is on which plan and when it renews.
- ✓ Stores complete owner contact information, phone, email, and address
- ✓ Tracks active service plan, Stripe billing status, and remaining service credits
- ✓ Records full service booking history per client
- ✓ Logs all WhatsApp and email communication per client
- ✓ Syncs all client data to HubSpot automatically via OAuth connection
For pet care businesses with 30+ regular clients, a CRM is what allows you to stay on top of who is active, who has lapsed, and where new enquiries are in the pipeline.
The problems pet care crm solves
Manual workarounds that cost pet care businesses hours every week.
Client contact information scattered across WhatsApp, email, and notes
Without a central record, chasing down a client's phone number or checking when they last paid means digging through multiple apps. A CRM keeps everything in one place.
No visibility when a client's plan lapses or payment fails
A Stripe payment failure goes unnoticed for days while the client keeps booking. A CRM connected to HubSpot surfaces lapsed plans immediately so you can follow up.
Managing new client enquiries without a system
Instagram enquiries, website form submissions, and word-of-mouth leads all need a consistent follow-up process. Without a pipeline, many are lost.
Building a referral programme without knowing who your best clients are
Your most loyal, longest-standing clients are your best referral source. A CRM makes them easy to identify and target with referral incentives.
How Bizzly works
From sign-up to your first paid booking in under 15 minutes.
Choose your industry Launch Pack
Pick the pre-configured template for your industry. Subscription plans, booking calendar, and Stripe payments are already set up, just add your services and rates.
Customer pays first, then books
A customer subscribes or buys a session pack. Stripe processes the payment. Bizzly creates their quota. They can now book sessions up to their limit.
Calendar enforces quota automatically
The booking calendar only shows slots to customers who have available quota. No double-bookings, no unpaid slots, no manual checking, the system handles it.
How Bizzly handles pet care crm
Purpose-built features for pet care businesses — not bolted-on workarounds.
Client profiles and plan status
Each client has a profile with owner contact info, active service plan, Stripe billing status, renewal date, remaining service credits, and full booking history, all visible in one place.
Complete client recordPlan and payment status
See at a glance which clients have active monthly plans, their Stripe billing status, renewal date, and how many service credits they have remaining this period.
Real-time plan viewHubSpot CRM sync
Connect HubSpot via OAuth in 3 minutes. Every new client is automatically created as a HubSpot contact. Bookings, Stripe payments, plan changes, and WhatsApp messages all log to their HubSpot timeline. Build HubSpot workflows triggered by Bizzly events, such as first walk completed or plan lapsed.
Full HubSpot integrationPlan lapse and payment failure tracking
When a Stripe payment fails or a plan expires, booking access is blocked automatically and a plan lapsed event fires to HubSpot. Use a HubSpot workflow to trigger a re-engagement message before the client drifts away.
Automatic lapse enforcementReal-world use cases
How pet care crm works in practice.
Confirming a client's plan and credits before scheduling
A team member needs to confirm a regular client has enough service credits before adding an extra walk. Opens their CRM profile, checks credits remaining and plan renewal date, confirms the booking.
Referral programme targeting loyal clients
Filter clients who have been active for 6+ months with a perfect attendance record. Send a HubSpot email with a referral code, £10 off their next month for every friend who joins.
Plan lapse re-engagement
A client's monthly plan payment fails via Stripe. Their booking access is automatically blocked and a plan lapsed event fires to HubSpot. The business sends a WhatsApp message to help them renew.
New client enquiry pipeline
Instagram enquiry → trial walk booked → trial completed → monthly plan purchased. HubSpot deal stages track every prospect through the funnel from first contact to retained client.
Pet Care CRM — how Bizzly compares
| Feature | Spreadsheet + manual | Calendly + Stripe | Stripe alone | Bizzly |
|---|---|---|---|---|
| Subscription billing | Manual | Automated | ||
| Booking calendar | Quota-enforced | |||
| Quota enforcement | Built-in | |||
| WhatsApp AI | Included | |||
| Customer portal | Limited | Limited | Full portal | |
| Setup time | Days | Hours | Days | 15 minutes |
Pet Care CRM — FAQs
More Pet Care software from Bizzly
Free business guide
How to Start a Pet Care BusinessReady to set up your pet care crm?
Join pet care businesses using Bizzly to automate payments, bookings, and client management. 14-day free trial — no card required.