CRM Software for Optometry Practices

In-office product selection tools with virtual try-on that increase optical capture before patients leave. Customer relationship management software that helps you track leads, manage deals, and nurture customer relationships from first touch to closed-won.

Challenges Optometry Businesses Face

If any of these sound familiar, you are not alone. Most optometry businesses deal with these every day.

Optical capture rates stuck at 50-60% because patients walk out with their prescription and buy glasses online

Frame inventory management across hundreds of SKUs with seasonal styles and slow-moving stock

Vision plan versus medical insurance routing that confuses front desk staff and delays billing

Contact lens fitting and follow-up appointments that patients skip, leaving the prescription incomplete

Prescription expiration outreach that relies on staff memory instead of automated systems

How Deelo Solves These for Optometry Businesses

Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.

In-office product selection tools with virtual try-on that increase optical capture before patients leave

Frame inventory tracking with aging reports that identify slow movers for promotion or return to vendor

Automated insurance routing that determines whether a visit bills to vision plan or medical insurance based on diagnosis

Contact lens fitting workflows with automated follow-up scheduling that ensure prescriptions are completed

Prescription expiration alerts sent to patients via email and SMS before their Rx expires, driving re-exam bookings

CRM Features Built for Optometry

Customer relationship management software that helps you track leads, manage deals, and nurture customer relationships from first touch to closed-won. A good CRM is the single source of truth for your sales pipeline.

Contact and company management
Visual deal pipeline with drag-and-drop stages
Email tracking and automated follow-ups
Activity timeline and interaction history
Custom fields and deal properties
Sales reporting and forecasting dashboards
Lead scoring and qualification
Bulk import/export and de-duplication

Deelo vs the Competition

See how Deelo stacks up against popular crm tools for optometry businesses.

FeatureDeeloHubSpotSalesforcePipedrive
Starting PriceFree / $19/seat$0 - $3,600+/mo$25 - $300+/seat/mo$14 - $99/seat/mo
All-in-one platform
CRM features
Built-in CRM
Invoicing & payments
50+ integrated apps
No long-term contract

Optometry Industry Insights

In-office selection tools increase optical capture rates by 15-20%

Automated prescription reminders drive 30% of annual re-exam bookings

Frequently Asked Questions

What is the best crm software for optometry businesses?
Deelo offers crm software purpose-built for optometry businesses. It includes contact and company management, visual deal pipeline with drag-and-drop stages, email tracking and automated follow-ups, and more — all in one integrated platform that also includes 50+ other business apps.
How much does crm software cost for optometry companies?
Deelo starts free with all 50+ apps included. Paid plans start at $19/seat/month with no long-term contracts. Compare that to standalone crm tools like HubSpot ($0 - $3,600+/mo) that only cover one function.
Can I use Deelo's crm alongside other Deelo apps?
Yes — that's the core advantage. Your crm data connects seamlessly with scheduling, invoicing, pos. No integrations to set up, no data silos, no extra cost.
How long does it take to set up Deelo for a optometry business?
Most optometry businesses are up and running in under 15 minutes. Sign up, choose your industry during onboarding, and Deelo pre-configures the right apps and workflows for your business type.
Does Deelo replace HubSpot for optometry businesses?
Deelo can replace HubSpot and more. While HubSpot focuses on crm, Deelo gives you crm plus 50+ additional apps — CRM, invoicing, scheduling, helpdesk, and more — for a fraction of the cost.

Ready to Transform Your Optometry Practices?

Get started with crm software built for optometry businesses. Free to start — no credit card required.