A CRM built for opticians
Patients, exams, frame orders and recalls in one place — the lab gets chased, collections nudge themselves, and the recall book never sleeps.
Free · no signup · a real plan and price in ~10 minutes, in your words.
- to a working prototype
- ~1 week
- to start
- €500
- that book themselves
- Recalls
Off-the-shelf CRMs were built for a sales team. Not for opticians & eyewear.
Recalls live in a card file or a spreadsheet — two-year exams quietly lapse, and every one that does takes an exam fee and a dispense out the door with it.
Nobody knows an order is late until the patient rings. Then it’s a Saturday morning on the phone to the lab, apologising in both directions.
Finished glasses sit on the shelf for weeks because nobody nudged the patient — the balance stays uncollected and the drawer fills up.
Contact-lens scheme payments get reconciled by hand each month, so a failed direct debit is noticed three deliveries too late.
See it from the inside
What your CRM would look like — screen by screen.
Not stock screenshots — this is the shape of the system we’d build for opticians & eyewear: your records, your stages, your words. Click through the screens.
The owner’s morning screen — recalls falling due, orders sitting at the lab, this month’s dispensing — and what the automations already did before opening.
A real starting point
Here’s the analysis we’d start from — for opticians & eyewear.
Not a template. This is the data model, pipeline and automations a business like yours actually runs on — mapped in your words. Your free analysis produces exactly this, shaped to you.
Your system, mapped
Your pipeline, exactly as your CRM would show it — your stages, your words. This is what we build from.
What it tracks
Where customers reach you
Connects to
Busywork the system takes over
- Recall sequence — SMS, then a letter, then a phone-call task — until the exam is booked
- Lab chaser — flags any order past its promised date and emails the lab
- Collection nudges — texts when glasses are ready, again after a week on the shelf
- Scheme billing — collects contact-lens direct debits monthly and retries failed cards
What this replaces — where it hurts today
- Recalls lapsing unnoticed
- Late lab orders found by the patient
- Uncollected glasses on the shelf
Your price, from your answers
Standard scopePrototype · 1 weekstart here
€500
- Patient + exam records
- The order board with lab tracking
- The recall-reminder automation
Full build
€4,000–€7,500
Estimate — it becomes one fixed price on the free call. Never hourly, no surprises.
What sets your scope
- · Recall sequences across exam types
- · Order tracking against the lab
- · Contact-lens scheme billing
Run · monthly
€180/mo
Hosting, monitoring, fixes and small improvements.
If you go all the way: ≈ €6,160 first year, all-in — and you own everything. Today's only decision is the €500 prototype.
Questions opticians & eyewear ask us
- Does it connect to our test-room equipment and till?
- Yes — we build around what you already use. Prescriptions and OCT scans file against the patient record, and anything with an export or API — the till, the lab portal, your accounts — can feed the one screen your front desk works from.
- Our recall list is thousands of patients in an old system — can you migrate it?
- Yes. We import patients, prescriptions and last-exam dates from a spreadsheet or your old practice software, and the recall clock starts from each patient’s real last exam — nobody falls through the gap during the switch.
- How long until we’re live?
- A working prototype in about a week for €500. The full build usually lands in three to six weeks, depending on the migration and how many integrations are in scope.
- Who owns the system and the patient data?
- You do — entirely. It’s your system, hosted for you, and you can export everything at any time. No per-seat lock-in.
Have a mess like this one?
Book a free 30-min call. We’ll sketch what your version of this system would look like — and put a number on it.
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