Optical store CRM: from prescription to pickup day every customer in one panel

In optics, every prescription sale is an order process: the lenses are ordered, you wait, they are fitted, and the customer is notified. CRM keeps a record of this process and of the customer relationship. Questions from WhatsApp, Instagram and your web form land in one inbox; each customer's prescription notes, order status, payment balance and conversation history appear on a single card. You answer “Has my frame arrived?” in seconds, you never forget to tell someone their glasses are ready, and you keep the customer whose checkup is due.

No. Let's be honest: ÖzgürKod does not send scheduled messages on its own. The right setup is this: on every sale you record a date and a tag on the customer card, then build a segment such as “last purchase more than a year ago.” You send the checkup and renewal notice to that segment in bulk through the campaign module, using a Meta-approved WhatsApp template; duplicate protection prevents a second message to the same person, and sending pauses automatically if the error rate rises. The decision and timing are always yours.

Every lens order moves through two statuses: operations and payment. On the operations side you track the order through customizable stages such as “sent to lab,” “lenses arrived,” “fitting complete” and “ready for pickup”; on the payment side the deposit and the remaining balance appear separately. Delayed orders stand out in the list, so you notify the customer before they ask. When the glasses are ready, you send a template message with one click — fewer “is it here yet?” calls and fewer customers left waiting.

From two directions. During business hours the order status is open on the dashboard, so the team answers in seconds without digging through notebooks; and for the root of the problem — uncertainty — proactive notifications are the fix. When an order reaches “ready for pickup,” you notify the customer with a Meta-approved template in one click; if the lenses are delayed, you pass along the news with a quick-reply template. Outside business hours a chatbot gives the first response, notes the order query and hands the conversation over to you in the morning. Customers who have heard from you don't call again and again.

You keep frames, lenses, contact lenses and accessories in the product catalog by category; stock movements record check-ins and check-outs, and a low-stock alert tells you when an item is running out. Supplier records and price lists speed up the order process, and delivery notes are recorded too. Let's be honest: there is no ready-made integration with a barcode scanner or a cash register/POS system; you enter stock movements from the dashboard. The goal is not to replace your cash register, but to give a correct answer to “do we have it in stock?” from anywhere in the store.

No. Prescription approvals, SGK transactions and Medula processes continue in your existing system; ÖzgürKod does not claim to integrate with them. ÖzgürKod handles the other side: from the moment the customer reaches you, the record of the request, status tracking of the lens order, pickup notifications, payment and balance tracking, stock alerts and customer history built up over the years. Official transactions stay in their own screen; the customer relationship and order organization live in ÖzgürKod.

In practice they describe the same need. Businesses usually search for "Optical store software", "Optical store software", "Optical store inventory and sales tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer 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.