Eye clinic CRM: from exam to post-surgery all patient traffic on one screen
Eye clinic software, program and CRM on one platform: Eye clinic appointment software, customer management software and sales automation with WhatsApp.
Collect domestic and international patients writing about Lasik, cataract and smart lenses in a single inbox, and manage pre-surgery exam coordination, eye drop reminders and follow-up appointments from the same panel. AI-assisted patient management software for eye clinics.
Which CRM software should be used for Eye clinic? ÖzgürKod is a CRM for Eye clinic businesses: WhatsApp and Instagram messages collect in one inbox, patient records, appointments and follow-ups all run from the same place. Setup takes minutes; try it free for 7 days.
Familiar challenges for eye clinics
High patient volume, pre-surgery test coordination and a tight follow-up schedule cannot be managed with scattered channels.
Pre-surgery coordination chaos
Topography, biometry, examination — every step, including the instruction to stop wearing lenses before lasik, is explained over the phone. A patient who arrives with missing tests means a wasted surgery day.
Drop and follow-up tracking is left to the patient
Post-surgery drop times and the day 1, week 1 and month 1 follow-ups are left to the patient's memory. A follow-up that falls through the cracks hurts both outcomes and reviews.
A slow reply sends the patient to a competitor
A patient asking about lasik prices writes to 3-4 clinics at once. By the time a message that arrived at night gets a reply the next day, the patient has already signed with another clinic.
What does ÖzgürKod do for eye clinics?
On top of general CRM tools, workflows built for your eye surgery operation.
Full control from exam to post-surgery
- Track lasik, cataract and smart lens requests in separate pipelines, and see at a glance which stage each patient is at
- Pre-surgery preparation instructions (stopping lenses, fasting, companion) go out automatically and on time via WhatsApp
- Post-surgery eye drop reminders and day 1, week 1 and month 1 follow-up appointments are scheduled automatically
- Reply to international patients in 8 languages, and send the surgery + hotel + transfer package as a multi-currency PDF quote
- Report how many exams and how many surgeries came from each ad by source, and shift budget to the channel that works
Every question coming from WhatsApp, Instagram or a web form becomes a patient card with source information, and automated replies kick in outside business hours.
An exam appointment is scheduled, and preparation instructions before topography and biometry are sent to the patient automatically.
The operation is added to the calendar, and fasting, companion and arrival time details are reminded via WhatsApp the day before.
Eye drop reminders and day 1, week 1 and month 1 follow-ups are scheduled automatically, and the review request goes to satisfied patients in the same flow.
Not from a personal phone, but from the business line
Don't let Patient messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects patient information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the patient group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new patient came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, appointment, payment collection and your team — in one account
When a patient writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Patient cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own patients.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Patient write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the patient card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Eye clinic?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Eye clinic choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey patient most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Eye clinic program, software or CRM?
Most business owners search for the solution they need as “Eye clinic program,” “Eye clinic software,” “Eye clinic appointment software” or “Eye clinic customer management software.” “CRM” is the international name for this solution, and the need is the same: keep patient information in one place, never miss a request, and bring order to your work.
As a Eye clinic automation, ÖzgürKod gathers patient messages from WhatsApp, Instagram and the web in one panel and handles appointment and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Eye clinic
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and appointment reminders ready |
| Patient history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, appointment, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
A no-show appointment isn’t an empty hour — it’s an hour you’ve already paid for.
If you charge ₺1,000 per service: the monthly cost of your subscription equals 3 appointments.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What is an eye clinic CRM for?
Collects every patient inquiry for LASIK, cataract and smart lens procedures in one panel, and automates exam coordination, surgery preparation instructions and follow-up appointments. That way your team focuses on patients instead of phone traffic.
How do pre- and post-surgery reminders work?
When a surgery date is entered, preparation instructions such as lens removal, fasting and arrival time are sent automatically. After that, eye drop reminders and follow-up appointments reach the patient on WhatsApp on time.
Can I manage patients coming from abroad?
Yes. Incoming messages are translated automatically, and you reply with ready-made templates in 8 languages. You send a package including surgery, hotel and transfer as a multi-currency PDF quote, and a transfer task opens automatically once flight details are entered.
Can multiple branches and doctor calendars be managed?
Yes. You define a separate calendar for each branch and doctor, and appointments are scheduled with conflict checks. With role-based permissions, each team member sees only the patients of their own branch.
Can I import my existing patient records?
Yes. You can upload your Excel/CSV files yourself using import, and when migrating from another system our team provides free data migration support. Past exam and communication records are saved to patient cards.
Eye clinic software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Eye clinic software", "Eye clinic software", "Eye clinic appointment software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: patient communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Try it before you miss your next surgery patient
7-day free trial, no credit card required. Connect all your channels on day one and put follow-up reminders on autopilot in the first week.