CRM for Optics
Our Story
Our story begins with optical labs struggling to manage and optimize data effectively. They face challenges in handling status updates with external parties, managing inventory and orders, and coordinating processes between various departments within the organization—such as in-store purchases, referrals to optometrists, lab referrals, inventory tracking and real-time process status updates. Identifying these challenges and understanding the specific needs are essential foundations for creating a perfectly tailored solution.
Our process
Diagnosis
The first step in our process is diagnosing the issues and understanding the challenges the organization is facing.
Defining Needs
The next step in our process is defining needs tailored to the identified issues as part of preparing a solution that will deliver an automated software system to the organization.
Interface Customization
After defining the needs, the system will allow customization of fields, records, reports and dedicated automations.
Implementation
In the final stage, once the system meets the requirements, it will be implemented within the organization, and all relevant stakeholders will receive the appropriate permissions.
Our Solutions
After assessing the needs, our system is capable of providing a customized solution specifically for the optical industry. This solution enables the management of orders and referrals, starting from in-store purchases with full control over inventory, directing appointments to optometrists or labs as needed, monitoring process status, and managing comprehensive reports. This allows the organization to operate with significantly greater efficiency.
You are welcome to contact us to schedule a demo meeting.
