CLIENTAIL · VETERINARY CALLER INTELLIGENCE

Know who's calling.
Before you say hello.

Connect incoming calls with client and patient information, giving your team the context they need to deliver a more personal, efficient experience.

  • Instant caller identification
  • Client and patient context
  • Recent call activity

Currently supported: RingCentral + Vetspire. Additional integrations are planned. Activation is subject to onboarding.

ClienTail shown with Vetspire

ClienTail recent calls interface shown within Vetspire

Example of ClienTail's current RingCentral and Vetspire integration.

HOW IT WORKS

From incoming call to client context.

ClienTail bridges your phone system and practice management software, bringing relevant caller information into your team's everyday workflow.

01 / CONNECT

A call comes in

When someone calls your practice, ClienTail receives caller information from the connected phone system.

02 / IDENTIFY

ClienTail identifies the caller

The phone number is checked against records in the connected practice management system to identify available client matches.

03 / RESPOND

Your team gets the context

Available client and patient information is presented within the supported workflow, helping your team recognize callers and access relevant records.

CALLER IDENTIFICATION

The right context. At a glance.

Every incoming call is an opportunity to recognize a client. ClienTail uses three clear match states to help your team understand who's calling.

ONE MATCH

Recognize your client

A single client record matches the incoming phone number. Available client and patient information appears in the caller card.

What your team can do: Open the matching client record and continue the conversation with relevant context.
MULTIPLE MATCHES

Find the right record

More than one client record shares the incoming phone number. ClienTail helps your team identify the correct client.

What your team can do: Review matching records and identify shared phone numbers or potential duplicates.
NO MATCH

Welcome a new caller

No client record matches the incoming phone number. The caller may be new or calling from a different number.

What your team can do: Copy the phone number or begin creating a new client record when appropriate.

Match states describe phone-number matching results, not verified caller identity. The current RingCentral + Vetspire integration displays these states within Vetspire.

BUILT FOR THE FRONT DESK

More than a name on the screen.

Recognizing a caller is just the beginning. ClienTail helps your team connect incoming conversations with recent activity and relevant client information.

Recent call history

Review recent incoming call activity directly within your supported practice management workflow.

Why it matters: Your team can review recent calls without repeatedly switching between separate applications.

Missed-call follow-up

Identify calls that were missed and use the available caller information to support follow-up.

Why it matters: Missed calls are easier to review alongside relevant client context.

Client record shortcuts

Open matching client records, review available pet information, or copy the caller's phone number.

Why it matters: Reduce manual searching and move from identifying the caller to helping them more quickly.

Workstation integration

Bring caller information to authorized workstations through a lightweight browser extension.

Why it matters: Team members can access caller context from their configured workstations without installing a separate desktop application.
INTEGRATIONS & COMPATIBILITY

Built to connect with the tools you use.

ClienTail is designed to connect communication platforms with veterinary practice management systems, helping your team access relevant caller context within their existing workflow.

CURRENTLY SUPPORTED INTEGRATION
PHONE SYSTEM

RingCentral

Connected phone system providing incoming call information to ClienTail.

PRACTICE MANAGEMENT

Vetspire

Connected practice management system displaying caller matches and available client information.

CONNECTED THROUGH CLIENTAIL

More integrations are on the way.

We're working toward broader compatibility with phone systems and veterinary practice management platforms. Tell us which tools your practice uses so we can discuss current compatibility and future options.

Ask About Compatibility

Current integration: RingCentral + Vetspire. Additional integrations are not yet generally available. Setup and activation are subject to compatibility review and onboarding.

GETTING STARTED

Simple to set up. Easy to use.

We help you connect your communication tools and prepare your practice so your team can start recognizing callers within their existing workflow.

01 / REVIEW

Check compatibility

Tell us which phone system and practice management platform your team uses.

02 / PREPARE

Prepare your practice

We configure the supported integration and provide activation instructions for your team.

03 / CONNECT

Connect workstations

For the current integration, install the ClienTail browser extension and authorize each participating workstation.

04 / USE

Start recognizing callers

Once activated, ClienTail displays available caller information within the supported practice workflow.

What you'll need

  • A supported phone system
  • A supported practice management system
  • Google Chrome or Microsoft Edge for the current integration
  • Authorized workstations with access to the practice system

Current supported integration: RingCentral + Vetspire. Activation instructions and setup requirements may vary for future integrations.