Optical CRM Software is designed for optical shops to manage sales, purchases, inventory, and suppliers. It offers features like multi-language invoices, prescription modules, customer loyalty programs, and accounting tools. The software supports barcodes, QR codes, and multiple payment modes. It also includes analytics, marketing tools, and referral programs to enhance customer engagement and streamline operations.
Features
Sales Orders
This feature allows optical shops to place new sales orders for opticals, future sales, and other kinds of general merchandise.
Purchases & Challans
Manages purchase entries and creates challans. It includes tracking purchase history, returns, and purchase challans.
Products & SKUs
Adds and manages products along with their SKU and unique identification. Supports product categorization by codes and attributes.
Inventories
Maintains and tracks stocks offered by the seller. Includes multiple views and custom stock management options.
Suppliers
Catalogs suppliers to make purchase orders or track supplies arrival.
Multi Language Invoice
Creates invoices in various languages to cater to diverse clientele.
Discounts
Allows discounts based on specific percentages for specific scenarios or memberships.
Stock Movement Tracking
Tracks stock movement from seller to inventory to buyer, minimizing loss and providing audit trails.
Customer Label Printing Tracking
Allows custom label printing for customer orders with their information for service documents.
Advance Prescription Module
Allows for creating, updating, and tracking prescriptions. Includes an interactive view and update options.
Inter Branch GST Sales Module
Tracks sales, maintains inter-branch stock transfers and manages GST sales.
Investors & Franchise
Facilitates maintaining franchisees or investors with custom reports and commission tracking.
Inbuilt Accounting Software
Perform all accounting tasks such as closing, purchase management, and bank reconciliation.
Single Page Customer Info
Displays all customer details on a single page, facilitating easy access and updates.
Referral Program
Enables setting up and managing a referral program to reward customers.
Excel Report Downloads
Provides downloadable reports in Excel for easy tracking and management.
Lens Grid Purchase
Enables purchasing and managing lens products through a grid interface.
Analytical Dashboard
Provides analytical insights through dashboards that display sales, performance and other metrics.
Staff Users
Allows creating user roles with custom permissions for staff management.
Import Data From Excel
Provides the ability to import existing data from Excel for easy setup and transition.
Bar-Code & QR Codes
Supports generating and managing barcodes and QR codes for inventory and sales tracking.
Member ID & Card
Generates and manages custom member IDs or cards for customer rewards or loyalty.
Prescription Cards
Generates prescription cards for customers, allowing for easy tracking and management.
Insurance Module
Processes insurance claims and policies directly through the software.
Loyalty Points
Tracks and applies loyalty points to customer accounts.
Discount Coupons
Creates and manages discount coupons applicable to sales.
Multiple Payment Modes
Accepts multiple payment modes for customer convenience during sales.
Customer Credit Option
Allows setting customer credit limits for deferred payment capabilities.
Order Courier
Facilitates order shipping through courier services directly.
Item Wise Tracking
Tracks each item individually in orders for better control.
Auto Reminders
Automated reminders for pending tasks, dues, and other responsibilities.
Auto Greetings
Sends automatic greetings on special occasions to customers.
Auto Alerts
Generates alerts for stock and sales updates automatically.
Order Forms
Customizable order forms for varied order types such as opticals, frames, etc.
Daily Statement
Generates daily financial or business summaries for management.
Multi-Size Formats
Manages sizes and formats of products within inventory and sales.
Bulk Invoicing (B2B)
Supports creating and managing bulk invoices for B2B customers.
Wearing Parameters
Records wearing parameters for lenses in customer orders to enhance experiences.
Reprint Old Invoices
Enables retrieval and reprinting of old invoices for record-keeping.
Range Wise Lenses Pricing
Supports managing lens prices based on ranges and categories for flexible pricing strategies.
Complete Customer Info
Stores complete customer information in one easily accessible location.
Customer Category
Categorizes and segments customers for targeted marketing or service offerings.
Do Not Disturb
Marks customers as DND for blocking them from receiving communications.
Visitor Count
Tracks visitor count to analyze store traffic patterns.
Customer Feedbacks
Collects and manages customer feedback to improve service and product offerings.
SMS Promotions
Sends promotional messages to customers via SMS for marketing purposes.