Customers

Customer CRM
Every Family, Fully in View

A full customer list with contact details, waitlist activity, offers, lifetime payments, and quick actions — add, edit, or remove customers safely.

Why breeders use it

What 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

Met a family at a show? Add them in seconds — they get a set-password email and their history starts accruing.

How it works
01
Open Customers

Search and browse everyone with an account on your site.

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 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 — customers export to CSV anytime, along with waitlist, payments, and offers.

Whelpify

Ready to Run Your Whole Program From One Login?

Set up your whole system in minutes — from litters and puppies to payments and applications. Try everything free for 30 days; plans start at $29/month after.

30 days free. Cancel anytime before the trial ends and pay nothing.