Optical CRM

Optical CRM

Last Updated

Overview

Optical CRM provides a comprehensive optical retail CRM platform, helping businesses streamline operations from patient records to sales. While UI can be improved, its all-in-one model, including stock movement tracking and built-in accounting, simplifies management. Overall, Optical CRM’s robust, industry-specific features make it a powerful choice for optical business management.

Optical CRM Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

Optical CRM Features

Advanced Prescription Management

One of the notable Optical CRM features, this module allows for storing detailed patient prescription histories for both spectacles and contact lenses. It supports storing four different versions of prescriptions: before testing, after testing, manual testing, and the final prescription. Additionally, it offers a transpose option and automatic calculations to simplify prescription management.

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Inventory And Stock Tracking

The software provides accurate management of both positive and negative stock for every product. Users can easily search, add, or adjust inventory with just a few clicks. It tracks all inward and outward stock movements, providing complete details on units received, dispatched, and the current available balance, enabling efficient and transparent stock control.

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Multi-Store And Franchise Management

This feature centralizes operations for businesses with multiple locations, providing a unified dashboard to manage stock transfers, billing, and inventory across all branches. For multiple branches with different GST numbers, the system automatically records the corresponding purchase in the receiving branch when an inter-branch sale is performed.

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Integrated Accounting

The software automates accounting processes by recording sales, purchases, and expenses in real time. It allows easy access to key financial data, including accounts receivable, payables, referral payments, profit and loss statements, balance sheets, and expense tracking, streamlining financial oversight and reducing manual bookkeeping efforts.

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Pros And Cons of Optical CRM

Pros

  • Enables loyalty and referral programs

  • Provides unlimited cloud storage

  • Comprehensive reporting

Cons

  • Customization depth not fully outlined

  • Occasional slow loading

Optical CRM Reviews

Total 1 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

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0%

3

Stars

0%

2

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0%

1

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0%

Share your experience

ARK
Affoue roseline K.

Medical Devices, N/A employees

More than a year

5.0

“Optical CRM with contact management”

Pros

The Optical CRM tracking and contact management tools are really helpful. They make it easy to track customer interactions and keep everything organized. It's a great feature for staying on top of all your contacts and ensuring smooth communication.

Cons

There are no drawbacks to using Optical CRM.

Rating Distribution

Ease of use

10

Value for money

8

Customer Support

10

Functionality

10

Frequently Asked Questions

What level of support does Optical CRM offer?

The software provides support via email, phone, ticket submission, etc.

Does Optical CRM offer an API?

No, Optical CRM does not offer an API.

What types of Optical CRM price plans are available?

The software follows a location-based pricing structure: users in India are charged ₹4,000 + GST, while international users are billed $99 + GST. Contact us to request a personalized Optical CRM cost quote based on your institution's requirements.

What other apps does Optical CRM integrate with?

The software’s official website does not provide details about available integrations.

Who are the typical users of Optical CRM?

Optical CRM is specialized for the optical retail sector and may be suitable for businesses such as optical retail stores, optometry practices, ophthalmology clinics, eyewear boutiques, sunglass retailers, and multi-store optical chains.

Does Optical CRM have a mobile app?

No, Optical CRM does not offer a mobile app.

What language does Optical CRM support?

The software supports English only.