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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

OptoSoft serves as an all-encompassing management software tailored for optometry and ophthalmology clinics, as well as optical retail establishments. This software provides a unified platform that integrates Point-of-Sale (POS) systems, Customer Relationship Management (CRM), billing processes, and inventory oversight. Users can effortlessly manage patient appointments, electronic health records (EHR), and detailed prescription histories, which include information on both spectacles and contact lenses. The POS feature of OptoSoft is designed for accessibility on both web and mobile devices, helping to lower hardware costs while accommodating various invoice printing formats. Additionally, the CRM component allows for effective communication with customers through SMS or email regarding order updates, reminders for lens expiration, and notifications for special events. Inventory management is efficiently handled through the use of barcode or QR code scanning, enabling stock checks and transfers between multiple store locations, ensuring that businesses can maintain optimal stock levels. Furthermore, the software's user-friendly interface enhances operational efficiency, making it an invaluable tool for any optical business.

Description

Transforming your data into a digital format ensures that your customer records are readily accessible whenever you need them. With all your customer and sales information centralized in a single database, you can effortlessly locate any customer, order, or payment details at any moment. Our software encompasses essential daily operations utilized by various small businesses, including CRM, invoicing, accounting, reporting, point of sale, inventory management, order fulfillment, credit card processing, and customizable workflows. By merging these vital features into one cohesive solution, you eliminate the hassle of entering data into multiple systems or managing numerous platforms simultaneously. This system consolidation not only reduces software expenses but also significantly minimizes the time wasted on redundant data entry. Moreover, with our integrated credit card processing feature, you can operate countless virtual cash registers, removing the need to rent outdated credit card machines or pay for the phone lines they require. Ultimately, this streamlining leads to greater efficiency and cost-effectiveness for your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$399 per year
Free Trial No 
Free Version Yes 

Pricing Details

$19.55 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

OptoSoft

Founded

2002

Country

India

Website

www.opto-soft.com

Vendor Details

Company Name

For Your Information Technologies

Founded

1987

Country

United States

Website

www.foryourinfotech.com

Product Features

Optometry

Appointment Management Yes 
Insurance Management Yes 
Inventory Management Yes 
Patient Records Yes 
Recall Tracking Yes 

Point of Sale

Barcode Scanning Yes 
Commission Management Yes 
Cryptocurrency Support No 
Customer Account Profiles No 
Discount Management Yes 
Electronic Signature No 
Gift Card Management Yes 
Loyalty Program Yes 
Multi-Location Yes 
Restaurant POS No 
Retail POS Yes 
Returns Management Yes 
eCommerce Integration No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

IT Service

Contract Management No 
IT Asset Management No 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog No 
Service Reporting No 
Ticket Management No 

Optometry

Appointment Management No 
Insurance Management No 
Inventory Management Yes 
Patient Records No 
Recall Tracking No 

Pool Service

Billing & Invoicing Yes 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Work Order Management Yes 

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