A CRM for Dog Trainers Built Around Each Dog

A dog trainer's CRM should treat the dog as the record: its temperament, triggers, courses finished and the next one that would suit it, with the owner attached. Describe what you track and Mythex builds that CRM with notes timelines, follow-ups and referral sources in a database you own.

Who it's for

Trainers and behaviourists whose notes on each dog live in a notebook or their head, households with two or three dogs, and businesses that get most new clients through vets and rescues.

What you can build

Owner and dogs on one record, multi-dog homes included
Notes timeline and trigger fields per dog
Courses completed and the suggested next course
Referral source: vet practice, rescue, friend, search
Follow-ups when a course ends
Past clients filtered by dog age for new courses

Put the dog at the centre

Owners have one or several dogs, and each dog has its own temperament, triggers and progress. Store each dog with its own notes timeline, and link them to the owner. Before a session, the trainer reads that dog's history in a minute rather than trying to remember it.

One record per dog
Trigger and temperament fields
Owner linked to every dog

Turn graduates into the next course

Tag each dog with the course it finished and suggest the next one when it ends. A puppy course graduate is the easiest sign-up for an adolescent or recall course a couple of months later. A follow-up date on the record makes it happen.

Know which vets send you owners

Record where each owner came from. If one vet practice sends many puppy owners, a thank-you and a supply of flyers there does more than an ad. A report of new clients by source each quarter shows it.

What to load first

Current course dogs and their owners, then behaviour clients with their notes. Past clients can come from a spreadsheet as a CSV import. Keep vet medical details to what you need, and keep owners' contact details behind staff logins.

A prompt to start from

Build a CRM for my dog training business. Each owner can have several dogs; each dog has name, breed, age, temperament, trigger notes on a timeline, courses completed and a suggested next course with a follow-up date. Record each owner's referral source and show a quarterly report of new clients by source. Add CSV import and login for my two trainers.

Questions

How do I keep notes on a dog's behaviour?

Add a notes timeline to each dog's record and fields for key triggers. Trainers check it before every session.

Can I import the clients I already have?

Yes. Export your spreadsheet as CSV and ask Mythex to import it, mapping owner and dog columns.

Can the whole team use it?

Yes. Ask for staff logins with roles. There is no per-seat charge for the app you build.

Can it remind me to follow up?

Yes. Store a follow-up date and ask for a list of what is due today. Sending reminder emails needs an email service you connect yourself.

How much does it cost?

You can build and publish on the Free plan with daily credits and no card. Pro at $25/month adds code editing, export and a custom domain.

Templates to start from

Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Portfolio Website Template — Hero, projects, about, and contact
Sales Roleplay Trainer Template — Voice-style practice with scorecards
Agency Client Portal Template — PIN-protected views on a Kanban board
Freelance Invoicing Template — Saved clients with revenue stats
Dog Daycare Site Template — Three-step booking with price tiers
Pet Franchise Site Template — Location search across many routes
Pet Resort Page Template — Suite pricing with rotating reviews