Dog trainer CRM

The dog trainer CRM, from first inquiry to lifelong client

Leads, clients, dogs, sessions, homework and billing on one record, built for the way trainers actually work: private lessons, group classes, board & train, day training and behavior cases.

Start free · No credit card · No commitment

One client. One page.

Everything you know about a client and their dog, in the place you already look. Tap a number to take the tour.

A client profile in HeelYeah!: Taylor Okafor and her dog Cleo, with training goals, an AI progress summary, sessions, package balance, homework, messages and invoices on one page

1Homework, measured See at a glance how much practice actually happens between sessions: 87% this month, and trending up.

  1. See at a glance how much practice actually happens between sessions: 87% this month, and trending up.

  2. Each dog carries its own training goals, with progress you update as the work lands.

  3. After each session, HeelYeah! drafts a progress summary from the dog's history. You review it, then share it with the owner.

  4. What's next, what's happening now, and what happened before, with your notes on each.

  5. Sessions draw down automatically when clients book against the package they own.

  6. Check-ins go out after every session, and replies land right on the record.

  7. Invoices and payments live with the client, settled to your own Stripe account.

From first inquiry to lifelong client

No separate sales CRM. The lead you capture on Monday is the client you're training on Friday, without re-typing a thing.

  1. Capture

    An embeddable form on your own website drops every inquiry straight into your pipeline, with an instant auto-reply to the prospect and a heads-up to you.

  2. Work the pipeline

    Drag leads across stages you define. Call notes stay with each lead, and follow-up reminders nudge you before anyone goes quiet.

  3. Convert in one click

    When they say yes, the lead becomes a client. The owner details and the dog's name, breed and concerns you captured become their profiles.

  4. Keep them for years

    From there it's the client record above: sessions, homework, progress and billing, and the next program when this one ends.

The leads pipeline is included from the Sit plan up. Every leads feature →

Everything You Need To Run Your Business

One dashboard for clients, scheduling, communication, billing, and progress, with the controls a growing team needs.

The retention engine

Keep clients doing the work between visits.

Automated follow-ups

After private sessions, after class, after a B&T stay, check-ins go out automatically so clients stay engaged and actually do the work between visits.

Client portal

Clients review sessions, complete tasks, pay invoices, and access resources, with fewer follow-up messages and no app to install.

Messaging and notifications

Keep conversations in one place with reminders and updates your clients actually see.

AI behavioral assessments

When you complete a session, HeelYeah! analyzes the dog's sessions over time and behavior tags into a cohesive progress summary, which is especially useful for behavior cases and months-long service-dog work. Board & train stays also get a nightly AI program summary.

Scheduling

Run the calendar.

Smart scheduling

Private sessions, classes, board & train stays, and day training share one calendar. Set recurring unavailable time once, decide which session lengths clients may book, and sync it all to your own Google Calendar.

Book against a package

If you sell packages rather than hours, clients can book straight against a package they own. Sessions draw down automatically, and you decide which packages each client is allowed to buy.

Billing

Get paid and see the numbers.

Billing and invoicing

Send invoices and collect Stripe payments through the client portal, and track what's been paid without adding another tool. Sell packages, take a deposit, or let clients pay a big program across automatic installments.

Business reports

Revenue by service, outstanding balances, trainer earnings, capacity and schedule health, retention, client value, package health, and who has gone quiet, without exporting anything to a spreadsheet.

Compliance

Paperwork, handled.

Vaccination records

Set the vaccines you require, let owners upload the paperwork for you to review, and get a warning before a dog's shots lapse rather than finding out at drop-off.

Consent and compliance

Collect digital consent forms for B&T intakes, daycare, or behavior cases. Records stay organized when clients ask for copies later.

HeelYeah! is the first one I've used that actually fits the way I work from beginning to end. I can manage my leads, onboard a new client, handle payments and scheduling, and then actually deliver and manage their training in the same place.

Ashley EmigLil’ Rascals Dog Training

CRM questions

No. HeelYeah! includes an embeddable lead-capture form for your website and a drag-and-drop pipeline with stages you define, call notes, follow-up reminders and one-click convert to client. The leads pipeline is included from the Sit plan up.
Yes, if you want them to. Turn self-scheduling on or off, auto-approve requests or hold them for you to accept, and choose whether clients book by the hour, against a package they own, or both.
Sell packages instead of hours and clients book straight against the package they own, with sessions drawing down automatically. You decide which packages each client can buy, and you can take a deposit or spread a big program across automatic installments.
No. Clients get their own portal login for sessions, homework, resources and invoices, with nothing to install.
HeelYeah! has five tiers: Free ($0), Sit ($9.99/month), Fetch ($49/month), Heel ($99/month, the most popular) and Franchise (custom). Start free and move up as you grow.

Try the CRM built for dog trainers.

Start free and see what HeelYeah! can do for your business. No credit card, and a direct line to Nick.

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