Clients, Organised
Effortless Client Management All In One Place
Streamlined Client Management with Simplified Onboarding
Your clients download the app too and create their own profile. They even create their own animals meaning your onboarding needs are all taken care of, BOOM!
No More Searching For Client Details
Stay on top of your client relationships with Equigate’s dedicated client management features. This section of the app is designed to streamline how you manage your clients, their animals, and essential documents all in one place. Equigate has your very own CRM (Client Relationship Manager) built in. It’s safe, secure, and GDPR compliant so there is no more risk of someone getting their hands on any of your confidential client details anymore.
Each of your clients has their own dedicated profile, seamlessly accessible to both you and them. It’s a one-stop hub where everything you need is neatly organised in one place—Animals, Messaging, Reports, Invoices, and Documents—all at your fingertips!
Don’t worry, if your clients cant download the app, just create them as a guest and you can keep track of everything as if they were an app user.
We believe every animal deserves a little spotlight, so we’ve created individual profiles for them too! These sit conveniently under the 'Patients' tile on the client’s profile page. Both you and your clients can easily add or edit animal details, simplifying the onboarding process even further.
Important documents are organised in a tidy, accessible manner, ensuring you can find exactly what you need, whenever you need it. Plus, clients can share crucial documents with you, helping you deliver even better care with ease.
All Animals Have Their Own Profile Too
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