Less admin. A clearer view of your clinic.
Keep appointments, patient records, treatment, invoices and stock connected—from reception to checkout.
7 days. No credit card required. Guided clinic setup.
FriendlyCrm
Today's schedule
Mar 14, 2026
09:00
Rex · Johnson
In room10:30
Luna · Williams
Waiting11:45
Mochi · Chen
BookedPatient
Luna
Golden Retriever · 3 y
Bella
12:15 · Dr. Park
Follow a visit from booking to payment
See how your team shares appointment details, patient records and treatment—and how recorded services and dispensing feed billing and stock.
See the day’s appointments by veterinarian
Keep appointments, visit statuses and working hours in one view, so reception can see who is available and what comes next.
- Appointments by veterinarian
- Visit statuses at a glance
- Working hours and time off
Find the patient’s history before the visit
Open previous visits, notes and attachments alongside the patient record. For inpatient care, keep treatment sheets and discharge billing in the same system.
- Linked owners, patients and visits
- Clinical notes, history and attachments
- Inpatient treatment sheets and discharge bills
Keep treatment, stock and billing connected
Recorded services and medications feed the visit bill. Stock quantities update when medication is dispensed, so there is less to enter again.
- Dispensing recorded during the visit
- Stock quantities updated on dispensing
- Products below their stock minimum
See where clinic revenue comes from
Review invoiced revenue by service and veterinarian, follow trends, and check today’s visits and low stock without assembling separate spreadsheets.
- Today’s visits and low stock
- Revenue by service and veterinarian
- Revenue trends over time
Choose a plan for your team
Try Premium features free for 7 days. Then choose a plan with monthly or yearly billing.
Standard
For a small clinic managing daily work.
Professional
For teams needing scheduling, reporting and data import.
Premium
For larger teams working across multiple offices.
Have a question about the product or billing? Contact us
Try your first visit in three steps
Create and verify your account
Enter your clinic name, email and password. Confirm your email to start your 7-day trial with Premium features.
Set up the essentials
Use the in-app guide to configure your clinic, office, working hours and services. If you are migrating, import into the empty clinic before adding patients or visits.
Follow a visit through to its bill
Create a patient, book an appointment and record a service. Review the resulting bill to see how the information stays connected.
Already using another system?
Connectors for ezyVet, Vetmanager and ENOTE import supported records; coverage varies by source.
JSON and ZIP files in the FriendlyCrm format can include supported clinical, financial and stock history.
Review the validation report before applying the import to your clinic.
Import into a new, empty clinic before adding clients, patients, visits or invoices.
Control access to your clinic’s records
Staff access is controlled by roles and workflow permissions.
An audit log records sensitive access and changes to client and visit records.
Clinic admins can export client data and request erasure or anonymisation where permitted.
Consent to vaccination reminder emails is recorded for each client.
Before you start your trial
What is included in the free trial?
You get 7 days of Premium features, starting after email confirmation. No credit card is required. Your new clinic starts without patient records, and the setup guide helps you get started. When the trial ends, choose a paid plan to continue working.
What do I need to get started?
FriendlyCrm runs in your browser, with no software to install. Use the guide to set up your clinic details, office, currency, working hours and services. Then add a patient and try a visit. If importing existing records, do that before adding clients, patients, visits or invoices.
Can I bring records from my current system?
ezyVet and ENOTE connectors import clients and patients; Vetmanager also imports supported appointment and clinical history. JSON/ZIP files use the FriendlyCrm format. Import requires a new, empty clinic and is included in Professional and Premium. Review the validation report before applying it.
How do I choose or change a plan?
Choose by team size, offices and features. Standard includes your clinic’s preferred interface language plus English; Professional and Premium support multilingual teams. You can change plans when your usage fits the new limits. A downgrade can remove features, so review the differences before changing.
How are records protected, and can I export them?
Connections are encrypted, staff access is controlled by roles, and an audit log records sensitive access and changes. Admins can export individual client data; full-clinic export is included in Professional and Premium. Erasure can anonymise contact details while retaining required clinical or financial records. Our privacy policy explains data processing.
Does FriendlyCrm issue fiscal receipts?
No. FriendlyCrm creates non-fiscal invoices and records payments for clinic visits. It does not replace a fiscal cash register or an accounting system.
See how FriendlyCrm fits your clinic
Start your 7-day trial, set up the essentials, and follow a visit from booking to billing.
Start free trial