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Optical CRM

Brand: DNB MULTIAPPS LLP

  • 4.1

  • 5 Ratings

Manage your optical store, track its sales, manage inventory, suppliers, and a lot more.

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Optical CRM Software Overview

What is Optical CRM?

Optical CRM is a powerful customer relationship management software designed specifically for businesses in the optical industry. The CRM tool allows you to easily manage and track your customer interactions, appointments, and sales in one place. This cloud-based platform is accessible from anywhere, making it easy to keep track of your business from the office, on the go, or at home.

It is easy to use and provides many features, including appointment scheduling, customer management, and sales tracking. With its customizable dashboard, you can easily view key metrics and data, making it simple to monitor the health of your business and make informed decisions.

Key Functionalities of Optical CRM

  • Advanced Prescription Module: The CRM software allows you to store and manage all prescription-related information of your customers.
  • Inter Branch GST Sales: It enables you to manage sales across multiple branches and automatically calculate and apply GST on transactions.
  • Investors & Franchise: The software allows you to manage your investor and franchise network efficiently.
  • Inbuilt Accounting Software: The CRM system has an inbuilt accounting module that helps you manage your financials easily.
  • Single Page Customer Info: It allows you to view all customer information, prescription history, purchase history, appointment history, and other details from one place.
  • Referral Program: You can set up referral programs, track referrals, and reward customers who refer you.

Benefits of Optical CRM

  • The CRM system allows you to track your inventory levels, set reorder points, and receive alerts when inventory levels are low.
  • It enables you to create custom reports, export data, and download reports in Excel format.
  • The software allows you to track discrepancies, update inventory levels, and ensure that your inventory data is accurate.
  • It enables you to create bulk invoices for multiple customers in one go, saving time and improving efficiency.

Pricing of Optical CRM

Optical CRM price details are available on request at techjockey.com.

Optical CRM price in India may vary based on factors like customization, additional features required, number of users, and the deployment type. Please request a call back for subscription-related details and to avail offers on premium packages.

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Optical CRM Pricing & Plans

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Optical CRM Features

  • icon_check Sales Orders
    Allows customers to promptly place orders for products, services or both.
  • icon_check Purchases & Challans
    Allows users to place orders and make payments directly through the CRM system.
  • icon_check Products & SKU's
    Enables users to easily manage SKU codes, descriptions, prices, images and any other relevant information.
  • icon_check Inventory Management
    Allows customers to track stock levels, order items, and keep track of the movement of products.
  • icon_check Supplier Management
    Enables users to track supplier performance, manage orders, and monitor supplier performance.
  • icon_check Multi Language Invoice
    Allows users to generate invoices in multiple languages.
  • icon_check Offers & Discounts
    Offer discounts and other special offers to your customers and promote your products.
  • icon_check Stock Movement Tracking
    Users can track the movement of their products from the point of sale to their final destination.
  • icon_check Customer Label Printing
    Allows users to print labels with customer information such as name, address, and contact information.
  • icon_check Analytical Dashboard
    Enables users to track sales, customer satisfaction, and other key performance indicators.
  • icon_check Import data from excel
    Users can easily import data from Excel spreadsheets into the CRM.
  • icon_check Bar-Code & QR Codes
    Users can create and print bar codes and QR codes for their products.
  • icon_check Multiple Payment Modes
    Enables users to accept payments from multiple payment modes such as credit cards, PayPal, and bank transfers.
  • icon_check Auto Reminder
    Users can set up automatic reminders for customers who have not yet paid for their orders.
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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Optical CRM Specifications

Supported Platforms
Windows Windows Android Android
Devices
Desktop Desktop Mobile Mobile
Deployment
Cloud-Based Cloud-Based
Suitable For
Optical
Business Specific
Optical
Business Size
Startups Medium Business SMBs SMEs MSMBs
Language
English

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Optical CRM Review

4.1

Out of 5

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Overall Rating

Based on
5 Verified Ratings

Rating Breakdown

  • Features 4
  • Value for Money 4.3
  • Ease of Use 4
  • Customer Support 4.2

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Optical CRM Alternatives

See All Optical CRM Alternatives

Which operating system does Optical CRM support?

Optical CRM software is compatible with Windows, and macOS operating systems.

Is there any Optical CRM app?

Optical CRM app is not available for mobile devices.

What is the deployment type of Optical CRM?

Optical CRM software supports cloud-based deployment type.

How much does Optical CRM cost?

Optical CRM software pricing is available on request at techjockey.com.

Who are the potential users of Optical CRM?

Optical CRM software is typically used by retail shop and store owners in the optical industry.

Is there any free trial or demo for Optical CRM?

Optical CRM software demo is available for free with techjockey.com.

Is Optical CRM free?

Optical CRM software offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.

How can you download Optical CRM?

Optical CRM software installation is not required, as it is web-based. Just open the Setup Wizard to get started.

How does Optical CRM work?

Optical CRM software helps with customer management, appointment scheduling, and more. Moreover, it also offers an analytical board that helps in tracking sales and other major performance key indicators.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.