Pet Biz Experts CRM for Dog Trainers Review

pet biz experts mockup photo with cute jack russell terrier dog and logo

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Running a dog training business is incredibly rewarding, yet it has its fair share of challenges.

One of the most significant?

Managing the tasks that go beyond just training dogs and their people. From scheduling appointments and following up on leads to maintaining client communications, the administrative side can quickly become overwhelming.

This is where many trainers hit a wall, unable to scale their business or find time to focus on what they love doing most.

Hello, burnout.

Keeping track of appointments, managing client communications, and chasing after leads can make you feel more like an office manager than a trainer.

Missing a lead because it got lost in the shuffle or failing to respond to a client in time can have serious repercussions. These aren’t just minor oversights; they represent lost business opportunities and can tarnish your reputation.

That’s where Pet Biz Experts CRM Software comes into play.

This innovative business software is custom-built for dog trainers. It has everything you need to streamline your operations, from lead management to appointment scheduling and automated follow-ups. With Pet Biz, you can focus on what you do best – training dogs and their humans and growing your business. 

Say goodbye to administrative chaos and hello to streamlined efficiency.

Ready to transform your dog training business? Click here to schedule your free personalized Strategy Call and start your journey toward efficiency and growth.

What is Pet Biz Experts CRM Software?

Pet Biz CRM is the ultimate tool made just for dog trainers. And I don’t say that lightly. Think of it as your all-in-one assistant that helps you keep track of appointments, clients, and all those important details without the headache.

It’s designed to make your life easier by handling the boring stuff – scheduling, following up with clients, and managing your leads – so you can focus more on training dogs and less on paperwork.

With this software, everything you need to run your business smoothly is right at your fingertips, from scheduling sessions to sending out reminders and keeping an eye on your sales.

Who Created Pet Biz Experts CRM?

Pet Biz was brought to life by Lianne Shinton and Bret Geller, two well-known and respected figures in the pet industry with a passion for making the lives of dog trainers easier. 

lianne shinton and brett geller with their dogs at a dog sporting event

With over 56 years of combined experience, they’ve faced the challenges dog trainers face daily. From running their own dog training businesses to competing in dog sports, Lianne and Bret have done it all.

They know what it takes to manage a successful dog training business and have poured years of their knowledge and experience into crafting a CRM system that addresses those exact needs. Their goal? To help dog trainers streamline their administrative tasks so they can spend more time doing what they love – training dogs.

Top Benefits of Pet Biz CRM Software

  • Saves Time: Automate the routine tasks that eat up your day. From scheduling to follow-ups, spend less time in front of the computer and more time training.
  • Organizes Everything: Keep client information (yes, vaccination records included), appointments, and communications all in one place. Say goodbye to lost notes and missed messages.
  • Enhances Communication: Reach out to clients with ease. Whether it’s appointment reminders or updates on their dog’s progress, make every message count.
  • Boosts Growth: With tools designed to manage leads and nurture client relationships, watch your business expand.
  • Supports Decision-Making: Access to detailed reports gives you insights into what works, helping you make informed choices to grow your business.

These benefits are just the start. With the Pet Biz software, you get a tool and a partner in your business’s growth.

Best Features of Pet Biz Experts CRM

Pet Biz Experts CRM is packed with exciting features specifically designed to make the lives of dog trainers easier and more productive. Here’s a look at some of the best features that set this software apart:

Streamlined Review Management

Navigating client feedback is crucial, and this software has a refined process for managing feedback and reviews. It actively helps secure 5-star reviews from satisfied clients while providing a mechanism to address and mitigate potential 1-star reviews before they happen. This feature protects and enhances your business reputation through positive client experiences.

And if you’re like me and get mad anxiety at the thought of asking clients for reviews, this is for you!

screenshot of pet biz experts crm vaccination records keeping

Vaccination Record Organization

Stay on top of each dog’s health with the organized vaccination records feature. This essential tool keeps all necessary health information in one place, making it easy to access and update. It’s invaluable for maintaining the safety and well-being of both the pets you train and your staff.

Automated Lead Management Cuts Through the Clutter

Gone are the days of drowning in spreadsheets or hunting down sticky notes for lead information. This automated system sorts and prioritizes your leads efficiently, freeing you up to focus on the dogs.

All-in-One Communication

Missing an important message can be a thing of the past. This software consolidates all your communications— emails, texts, calls, SMS —into one manageable location. You’re always in the loop, ensuring no client query goes unanswered.

Customized Chatbots for Your Website

While we’re on the topic of communication, have I mentioned that they offer customizable AI chatbots? These allow instant communication with potential clients directly on your website, blending seamlessly with your branding to enhance customer engagement and capture leads effortlessly.

pet biz experts chat bot graphic

Think a Chatbot is unnecessary? Think again. According to Outgrow, 57% of businesses reap a significant Return on Investment (ROI) with minimal investment, all thanks to their chatbots.

Streamlined Booking

The back-and-forth of scheduling can be exhausting. This feature allows clients to book directly into your available slots, making the process seamless for both of you. Your calendar is always up-to-date, and your clients are always informed.

Data-Driven Insights for Strategic Growth

Navigating your business without clear insights is challenging. The software’s detailed reports serve as your personal business analyst, highlighting trends and performance metrics that inform strategic decisions and foster growth.

Personalized Nurturing Campaigns

The art of maintaining client engagement is mastered with customizable nurturing campaigns. These tools keep your services top of mind for clients, reinforcing the value and quality of your training programs.

pet biz experts screenshot of dashboard

Customization and Hands-off Setup

Unlike other CRM systems that require you to invest time and effort into setting up, Pet Biz is customized to your needs right from the start. The team behind it does the heavy lifting, ensuring the software fits your business perfectly with minimal effort on your part. This approach allows you to remain focused on your training and clients, saving you valuable time and resources.

This is a massive benefit as a trainer who has struggled with a barebones CRM left to automate everything myself (and eventually call it quits and move on).

Task Automation Reclaims Your Time

Let the software handle the repetitive administrative tasks. Automating reminders and follow-ups liberates your schedule, allowing you to dedicate more time to what you’re passionate about—training dogs and growing your business.

These features are just the tip of the iceberg. Pet Biz is designed to be your comprehensive solution for client management, lead nurturing, and business growth, all tailored to the unique needs of dog trainers.

Take the first step towards business excellence. Book your free Strategy Call now to change the game and elevate your dog training services!

Pet Biz Experts CRM Packages for Dog Trainers

Choosing the right Pet Biz package is all about aligning with your business’s current needs and future goals. Each monthly package caters to different stages of business growth, ensuring you get exactly what you need to streamline your operations and enhance your client relationships. Here’s a closer look at the benefits each package offers:

Missed-Call Text-BackEngagement
Capture, Nature & Close
Integrate ALL Communication: Phone, 2-Way SMS, Email, Facebook, Instagram & Google MyBusiness✔️✔️
2-Way SMS✔️✔️✔️
Missed-Call Text-Back Automation✔️✔️✔️
Web Chat Widget✔️✔️
Contact Form✔️✔️
Call Recording✔️✔️✔️
Tailored Email Templates✔️✔️
Tailored SMS Templates✔️✔️✔️
Lead Pipeline✔️✔️✔️
Social Media Planner✔️✔️✔️
Automated Nurture for New Leads✔️
Book Now Form✔️
Consultation Calendars✔️
Post Consultation ‘Not Sold’ Nurture✔️
Satisfaction-Based Review Prompt✔️✔️✔️
Client Invoicing✔️✔️✔️
Send and Sign Contracts✔️
Call Reporting✔️✔️✔️
Reporting for Appointments, Referrals, Google, Facebook, Organic Traffic✔️✔️
Vaccination Manager✔️
Mobile App & Desktop✔️✔️✔️
VIP Support and Training✔️✔️✔️
Free Setup (with annual plan)✔️✔️✔️
30 Day Money-Back Guarantee✔️✔️✔️

Missed-Call Text-Back

This package equips you with the essentials, perfect for individual trainers or those just starting out on a tight budget. You’ll get access to lead management tools, appointment scheduling, and basic communication features. It’s a great way to organize your business and start off on the right foot with CRM software.


As your business grows, so do your needs. The Engagement Package builds on the Missed-Call Text-Back, adding advanced features like detailed reporting for insights into your business performance, automated nurturing campaigns to keep your clients engaged, and enhanced lead management to capture and convert more prospects. It’s designed for businesses ready to take their operations to the next level.

Capture, Nurture & Close

The Capture, Nurture & Close Package is their most popular – and for good reason.

It offers comprehensive solutions for those with a larger operation, multiple locations… or those trainers who simply want to reap all the benefits.

Custom integrations, dedicated support, and in-depth data analytics are just the start. This package supports extensive customization to fit your specific needs, ensuring your CRM works exactly how you need it to across all facets of your business.

What I really appreciate about Pet Biz is their commitment to providing solutions that save you time, streamline client communications, and support your business’s growth regardless of which package you choose. With flexible options to upgrade as your business expands, you can rest assured that your CRM system will grow with you.

For detailed information on how each package can benefit your specific business situation, the Pet Biz team is ready to assist. They can help you compare features and decide which package fits your training operation best.

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Pet Biz Experts CRM Pros and Cons

Every tool has strengths and areas for improvement, and Pet Biz is no exception. As a dog trainer who’s seen their fair share of CRM systems, I believe it’s important to weigh both sides before deciding. Here’s my quick take on the pros and cons of Pet Biz:


  • Customization: Tailored specifically for dog trainers, it meets your unique business needs like no other generic CRM system can.
  • User-Friendly Interface: Its intuitive design means you spend less time figuring out how to use the software and more time on what matters to you.
  • Comprehensive Features: From lead management to appointment scheduling and automated communications, it covers all bases.
  • Scalability: The software grows with your business whether you’re a solo trainer or manage a team.
  • Supportive Customer Service: The Pet Biz team is always on hand to assist, offering personalized, continuous support to ensure you get the most out of the software.


  • Learning Curve: Despite its user-friendly design and support, the array of features can still be overwhelming initially for those who are not tech-savvy.
  • Integration Limitations: While Pet Biz Experts software integrates well with numerous platforms such as Phones, Quickbooks, Google Calendar, Facebook, Instagram, and more, there may be instances where integration is limited. However, they are committed to finding effective workarounds to ensure seamless operations. Additionally, many integrations may become redundant due to the comprehensive features offered by their system, allowing users to consolidate their operations efficiently.
  • Resistance to Change: If your dog training business is currently using a CRM and considering migrating to Pet Biz Experts, it’s essential to acknowledge that transitioning from one platform is an adjustment, particularly in migrating critical information like client contact details. However, Pet Biz Experts are fully dedicated to supporting their clients throughout this transition process during one-on-one zooms where they either walk you through it, or they can take care of it for you in many cases.

While Pet Biz is a powerful asset for dog trainers looking to streamline their operations and grow their businesses, it’s important to consider how its features align with your current needs and future goals.

The benefits of increased efficiency, better client management, and business growth potential typically outweigh the initial learning curve and investment.

Bottom Line: Should You Invest in Pet Biz Experts?

Deciding whether Pet Biz Experts CRM Software is the right investment for your dog training business comes down to evaluating your specific needs, goals, and the challenges you face in managing your operations. Here’s a summary to help guide your decision:

Pet Biz stands out for its industry-specific design, offering features and tools that directly address the unique aspects of running a dog training business. From streamlined appointment scheduling and automated lead management to comprehensive client communication and detailed analytics, it provides a solid foundation not only to manage but also to expand your business effectively.

The pros of utilizing Pet Biz include its customization options, scalability, and dedicated customer support, which are invaluable for businesses at any stage of growth. However, considerations such as the learning curve for new users and integration limitations with other tools should be considered.

In conclusion, Pet Biz is a compelling choice if you’re looking for a CRM solution that understands the nuances of the dog training industry and offers features tailored to streamline your operations, enhance client communication, and support business growth. Its focus on the specific needs of dog trainers makes it a standout option that’s hard to match with more generalized platforms.

Your dog training business deserves the best. Schedule a free Strategy Call and explore how Pet Biz Experts’ solutions can lead you to success.

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