Overview

Optical CRM software provides a comprehensive optical shop management system, helping businesses streamline operations from patient records to sales. While, the UI could be improved; however, its comprehensive approach,with optical inventory software , optical POS software,built-in accounting  all in one system, makes office management easy. The software tracks stock movements, automates workflows and centralizes customer communication. Optical CRM is an ideal fit for any  optical business that wishes to streamline and increase customer service.

Optical CRM Specifications

Contact Management
Lead Management
Opportunity Management
Sales Forecasting

What Is Optical CRM?

Optical CRM software is a cloud-based CRM solution tailored specifically for the optical retail industry. It centralizes key business functions to resolve common challenges like fragmented customer data, inefficient inventory tracking, and prescription management.The software offers a comprehensive optical POS system for processing transactions and an advanced prescription management system to provide patients with detailed history records.

Optical CRM combines several functions , optical inventory software, invoicing, reporting and customer communication , that enable independent stores as well as multi-store chains to enhance their operations. It also offers secure optical CRM login for safe access anytime, all of this helps in growing your small clinic or large optical chain.

Optical CRM Pricing

Optical CRM software’s pricing is typically location based:

  • For India: ₹4,000 + GST
  • International users: $99 + GST

A custom Optical CRM pricing quote can be requested based on business needs.

Users of Optical CRM

  • Optical retail stores
  • Optometry practices
  • Ophthalmology clinics
  • Sunglass retailers
  • Multi-store optical chains

Integrations

The vendor does not provide any information regarding integrations on its official website. Those who are curious to learn more about integration possibilities with other systems can try our early version of the Optical CRM demo.

How Does Optical CRM Work?

  • Sign up an account and log in to the platform with Optical CRM login.
  • Include client histories and past purchases and prescriptions.
  • Maintain inventory, products, frames, lenses or supplementary items.
  • Handle invoicing and generate receipts with the built-in POS software
  • Manage sales, appointments and customer interactions.
  • Reviewing analytics and reports to track business performance.

Choose Optical CRM for streamlined optical inventory and sales

  • Consolidate Patient profiles, patient history and prescription management
  • Secure access to CRM for whole staff
  • Improve decision-making through real-time insights
  • Improve customer satisfaction with automatic reminders
  • Cut down administrative cost

Optical CRM Software Features

Records patient prescriptions before testing, after testing,and final prescriptions.It includes automatic calculations and adjust feature to make you work smarter not harder.

Handling of positive and negative Stock. Record inbound/outbound movements and manage stocks from the current balance.

Consolidate workflows across locations with a single dashboard. Automate stock transfers, billing, and recording of purchases based on GST.

Make accounting as easy as possible by keeping track of sales, purchases and expenses automatically. Download profit and loss balance sheets and more with one easy software system.

See The Software In Action Watch Free Demo!

    Optical CRM Reviews

    Overall Rating

    4

    5 Review(s)

    Rating Distribution

    5

    (0)

    4

    (5)

    3

    (0)

    2

    (0)

    1

    (0)

    Share your experience
    Emily W.

    Healthcare

    Ease of use
    10
    Value for money
    8
    Customer Support
    7
    Functionality
    10

    Excellent Multi-Store Management

    Pros

    Optical CRM makes handling multiple store locations seamless. Stock transfers, billing, and reporting are centralized, which reduces errors and improves efficiency

    Cons

    Some features, like customization of reports, require a learning curve for new users.

    David R.

    Healthcare

    Ease of use
    9
    Value for money
    9
    Customer Support
    9
    Functionality
    9

    Powerful Prescription Management

    Pros

    The advanced prescription management module ensures accurate tracking of patient histories. Managing multiple prescriptions is easy, and stock tracking for lenses and frames is efficient.

    Cons

    Limited API support for integration with other healthcare systems.

    Sarah L.

    Healthcare

    Ease of use
    10
    Value for money
    8
    Customer Support
    8
    Functionality
    10

    Great Tool for Small Optical Shops

    Pros

    Optical CRM software is user-friendly, especially for small optical businesses. Appointment reminders and automated workflows help us maintain consistent patient follow-ups.

    Cons

    The mobile interface feels slightly slower than the desktop version.

    FAQs

    Price is location based: ₹4,000 + GST for India and $99 + GST for international clients. Ask for a customized quote according to your requirements.

    There is no mention of anything on the official site. The demo can be requested and users can browse options.

    No, Optical CRM does not have an API available.

    Support is provided through email, telephone.

    Optical shops, opticians, eye check up centers,eye care stores, eyewear chains, sunglass retailers, and multi-store optical chains.