Remember the customer. Not just the sale.
Optical CRM for people, families, prescription records and customer balances.
Explore the yearly plan
Find the person quickly.
Search by customer name, phone number or family. Open the record with the context you need for the visit.
Keep the family connected.
Link related customer profiles while keeping each person’s optical record distinct.
Bring the work together.
Review optical details, bills, payments and outstanding balances alongside the customer.
Who is IPDI’s optical CRM for?
Optical shop owners and opticians who want customer information, prescription details, orders and payments connected in one app.
Can family members share a linked record?
You can link related customer profiles while keeping each individual’s record distinct.
Does the CRM include automatic WhatsApp campaigns?
The workflows shown include customer contact and bill-sharing handoff. Automated marketing campaigns and reminders are not advertised as released features.
Make room for
a clearer working day.
Tell us about your optical shop.
We’ll help you explore the upcoming release.