Customers

Families & Customer CRM
Every Family, Fully in View

One Families directory for inquiries and buyer accounts, with application next steps, assigned puppies, conversations, and linked payment history.

Why breeders use it

What Families & Customer CRM Does for Your Program

One organized list of every family you work with — their contact info, what they've applied for, what they've been offered, and every dollar they've paid you.

The Whole Relationship

Each customer's page shows their waitlist entries, offers, and every dollar they've paid you.

Add Customers Yourself

Save their contact details and a private note without sending an email. Invite them to create a buyer account when you are ready.

How It Works
01
Open Families

Find contacts and buyer accounts by name, email, stage, or litter.

02
Drill Into a Family

See their full history in one view.

03
Act From Their File

Edit details, follow up, or start an offer from right there.

Clean Exits

Removing a customer keeps your books readable — payments keep their name, and waitlist entries survive.

Capabilities

What You Can Do With Families & Customer CRM

See every customer with their full history
Add a new family yourself in seconds
Track lifetime payments per customer
Jump from a customer to their offers and waitlist spots
Edit or remove customers without breaking your books
FAQ

Common Questions

Can I Export My Customer List?

Yes. The customer account list retains CSV export, and Families links to the waitlist tools for queue exports.

How to use it

Get Started With the Setup Guide

Follow the Families & Customer CRM guide for setup, everyday use, and the details to check along the way.

Read the guide
Whelpify

Your Website, Your Dogs, Your Own Domain

Bring your program together with a website, puppy listings, applications, and payments. Go annual and claim your free custom domain after your first successful payment.

Free custom .com for one yearAnnual: after your first successful payment. Monthly: after two successful payments.Go Annual and Get It Sooner

Annual plans charge when you activate your website, with no trial. Monthly plans include a 30-day trial for new customers. Standard .com only. Paid renewal after year one.