Optical CRM & Prescription (Rx) Software for Opticians

Why optical is a repeat business

Customers return for eye tests, new frames, lens changes, contact lens refills and family purchases. Shops that remember the customer and their prescription get that repeat sale. Shops that depend on paper slips often lose it.

Prescription records for eyewear and contact lens

Ujjwal Solutions keeps an Rx prescription database for eyewear and contact lens, linked to the customer and to Rx-linked quick billing. With lens power meter data import, powers can be brought in without retyping. The customer's purchase history sits beside the Rx.

Eye check-up reminders

The software sends eye check-up reminders so customers who are due are invited back, instead of waiting for them to remember.

WhatsApp bills, catalogues and broadcasts

• WhatsApp bill automation sends the bill to the customer's phone.
• WhatsApp new frame catalogue shares new arrivals.
• WhatsApp marketing broadcasts and festival campaign automation support offers.

Send marketing messages only to customers who have agreed to receive them.

Loyalty, referrals and offers

Use loyalty points and rewards, a referral rewards program and an offers and promotions engine to give customers reasons to return and to bring family and friends.

Customer credit and vision insurance

Customer khata and credit tracking handles customers who pay later. Vision insurance claim support helps shops that serve insured customers.

Optical CRM checklist

1. Is the Rx stored against each customer, for eyewear and contact lens?
2. Can staff see past purchases at the counter?
3. Are eye check-up reminders automatic?
4. Can bills and catalogues go on WhatsApp?
5. Can I run loyalty and referral offers?

Also read the full guide on optical shop software and optical inventory software.

Appointments, contact lens tracking and customer analysis

• Appointment booking for eye tests and fittings, so the day is planned.
• Contact lens tracker for follow-up when a customer is due for a refill.
• Brand-wise customer analysis to see which customers prefer which brands.
• Top-selling customer report to recognise and reward your best customers.
• Vision insurance module for customers who claim through insurance.

Related guides: optical ERP software for retail and wholesale, optical lens stock management, optical CRM and prescription software, optical chain store software, eyewear software and how to choose the best optical software.