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
What Is Optical CRM?
Optical CRM is a cloud-based client relationship management (CRM) platform designed exclusively for the optical retail industry. It centralizes critical business functions to solve common pain points like fragmented customer data and inefficient inventory control. The software includes an advanced prescription management module to maintain detailed patient histories and a robust point-of-sale (POS) system to streamline transactions. This integrated approach helps single stores and multi-location chains enhance patient care and improve operational efficiency.
Optical CRM Pricing
The software offers two pricing structures based on the location of the users. The plans are as follows:
- For India: ₹4,000+GST
- For outside India: $99+GST
Disclaimer: The pricing is subject to change.
Optical CRM Integrations
The vendor has not disclosed the software’s integrations on the official site.
Who Is Optical CRM For?
Optical CRM is specialized for the optical retail sector, which may include:
- Optical Retail Stores
- Optometry Practices
- Ophthalmology Clinics
- Eyewear Boutiques
- Sunglass Retailers
- Multi-Store Optical Chains
Is Optical CRM Right For You?
If a business struggles with challenges like managing customer retention, tracking inventory across multiple locations, or maintaining detailed patient records, Optical CRM is designed to solve these issues. Its integrated CRM tools help build lasting relationships by sending automated reminders for appointments and lens expirations, directly addressing customer retention.
Shortlisted as a ‘10 Most Promising CRM Solution Providers – 2021' by CIO Review India, the platform is highly scalable, supporting a single shop to growing multi-store chains.
Still doubtful if Optical CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Optical CRM Features
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.
See How It WorksThe 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.
See How It WorksThis 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.
See How It WorksThe 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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