Equine Client Management
Streamlined Client Management & Simplified Onboarding
Organise Your Clients
With Equigate, staying on top of your client relationships has never been easier. Your clients download the app, set up their own profile, and even add their animals, so your onboarding is handled automatically.
Think of it as your very own built-in CRM: safe, secure, and fully GDPR-compliant. No more scattered notes or risky paper trails, everything lives in one organised hub.
Each client has a dedicated profile where you’ll find animals, messages, reports, invoices, and documents all in one place, always at your fingertips. It’s streamlined, professional, and designed to keep your business running smoothly.
Animal Profiles
Each animal gets its own dedicated profile, neatly organised under the Patients tile on your client’s page. Both you and your clients can add or update details at any time, making onboarding effortless.
Important documents are stored safely and accessibly, so the right information is always at your fingertips. Clients can even upload and share crucial files with you directly, helping you deliver the best possible care, without the admin hassle.
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