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Optician and Eyewear CRM

Which prescription, which lens and which frame the customer who bought their glasses two years ago walked out with stays on an old receipt; and when renewal time comes, nobody calls them.

Every eye test is a dated record attached to the customer card; the right and left prescription sit in fields and are never overwritten. The last test date produces the renewal list.

Optician and Eyewear CRM
  • Gather every customer's prescription history, frame and lens preference on a single card
  • Run eye test and collection appointments on one calendar and keep no-shows on a list
  • Track frame and lens stock by brand, model and prescription
  • Attach warranty and lens exchange rights to the sale record and send a reminder before they expire
  • List the customers due for a prescription renewal and set up a win-back contact
Prescription and Test HistoryEvery eye test is a dated record attached to the customer card; the right and left prescription sit in fields and are never overwritten, so the change between two tests is visible on the same card.
Frame and Lens PreferenceBrand, model and lens type are fields on the sale line; seen from the customer card, what the customer chose in the past comes out as a list.
Appointment CalendarAn appointment is a record with a staff field and a time field. Eye test and collection are separate types, and the clash rule is defined during setup.
Warranty and Right of ExchangeThe warranty start and the right of exchange are fields on the sale record; those approaching expiry drop into a list and a reminder task is opened.
Renewal ListThe last test date is a field; customers for whom the period you define has passed are gathered by a filter, and contact runs from that list.

In optics the customer comes back every two or three years, and that gap is the most fragile part of the relationship. If nobody can remember which prescription, which lens and which frame they walked out with, the sale starts from scratch; if it could be remembered, the conversation would carry on as "the same again, or thinner lenses this time?".

Rapitek CRM keeps every eye test and every sale dated under the same customer card, so the change in prescription between two visits is visible at a glance. Because the last test date is a field, customers due for renewal come out through a filter without anyone keeping a separate list.

The scope of the plans and the separately priced items are written on the pricing page.

Frequently asked questions

Can I see a customer's previous prescription and frame?
Yes. Every eye test and sale accumulates with a date under the customer card; the right/left prescription, lens type, frame brand and model appear side by side on the same card.
How is the prescription renewal reminder set up?
The last test date sits in the record as a field. Customers for whom the period you set (24 months, for example) has elapsed drop into a list based on that field; during setup you tie to a rule whether the reminder goes out over WhatsApp or SMS and how many days in advance, and the send is recorded on the customer card.
How much does an optician CRM system cost?
On the optical and eyewear side an appointment record carries a staff field; the users of the system are that store team. We keep our current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you never read a different price in two places. The price is determined by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and the setup fee, if any, are worked out together at the discovery call and shared in writing. Rapi artificial intelligence credit and ERP integration are separately priced items.
How are CRM integrations done in optics?
If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection ourselves. There is no out-of-the-box module: because access and field structure on the ERP side differ from one installation to the next, a single button does not work the same way everywhere. The connection is built specifically for each project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out its scope and its cost at the discovery call and share them in writing.
How does the move to a CRM system work in optics?
We start with a discovery call: together we work out your optical process and which fields and which stages are needed. After the call we give you a date, not a range. We migrate your data and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for opticians?
Yes. Field and branch teams can update the customer card, the note and the follow-up task from their phone. The app is live on both the App Store and Google Play. The web interface also works on tablets and phones. The app does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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