Got Questions?

FAQ's

You can enter your customer ID by going to https://app.opticalcrm.com. You will be routed to the login screen of your optical CRM software after entering your customer ID.

Please contact your support manager if you don’t know your customer ID or are still having problems logging in.

Please visit our YouTube channel using the link given below
https://www.youtube.com/channel/UCDB3jePkryZ-MQDYxUTEnbg

There are several demo videos for Optical CRM software available in English and Hindi.

We’d be delighted to give you a one-on-one LIVE DEMO of our product. Please email us at [email protected] or call us at +91 8147420462.

You can visit https://shop.opticalcrm.com to purchase Optical CRM Software for your retail store.

There are two variants available (Online cloud base and offline desktop software). Please contact us at [email protected] or +91 8147420462 and we will assist you in making your purchase.

The setup of online optical CRM software takes no more than 24 hours. It may take 3 to 5 working days if you purchased the offline version.

You will receive a welcome email from [email protected] to your registered email ID or admin email ID when you make a purchase. Your customer ID and admin login information will be included in this email. Please save this email for future reference.

We accept all major debit and credit cards, as well as online bank transfers and UPI payments from any UPI-enabled payment service such as PAYTM, GOOGLE PAY, PHONE PE, and others. You can also use PAYPAL to make a payment.

There are no limitations; you can add as many branches as you like to a single customer ID. However, You must pay separately for each new branch added to your customer ID.

You are free to create as many users as you like. There are no charges for creating users in Optical CRM Software.

NO, there are no contracts, setup fees or any hidden fees in the online clod base version of Optical CRM Software. For offline desktop version, you need to pay one time installation cost and yearly maintenance if you want support and upgrades.

Additional services like SMS and WhatsApp are priced separately, but they are optional.

We’re sorry, but we don’t provide any discounts because our pricing are already quite affordable when compared to similar applications.

In addition, we do not charge extra for future upgrades or additions that we develop and distribute.

Yes, for all of your payments and purchases, you will receive a PDF invoice. You can download it from https://my.opticalcrm.com at any time.

Before making any purchase, please ensure that your billing information is up to date. If you are from India and want to claim GST credits, please change your billing information to match the information on your GST certificate.

There are no refunds in the Optical CRM Software. You can go through the complete demo of our software before make a purchase.

We will not be able to cancel or refund your order after it has been completed and payment has been made.

 

No, the Optical CRM Software does not have any external API services. For the time being, you must work with excel reports generated by our software.

Your data is 100% safe in online Optical CRM Software. However, If you are using the offline version, then you have to take care of backups and safety of your data.

 

Yes, you can cancel your account anytime. However, your data on our cloud will be deleted within 90 days from the deactivation of your account.

 

Yes, you can delete your data anytime using DELETE DATA option provided in My-Account panel.

 

No, currently we do not provide any API services for the Optical CRM Software. Hence, it will not be possible to link the Optical CRM Software to your eCommerce website.

 

The Online Optical CRM Software is cloudbase service; this software and all the data are stored in our cloud server. You can access it from any device using a browser. Whereas, offline version is installed on your desktop or laptop; complete software and all the data are stored locally on your device. You cannot access it from any other device.

 

Don’t worry! You can use the forgot password option on the login screen if you don’t remember your admin password.

Please look for the welcome email that you should have received when you purchased the optical CRM software on your registered email address.

If you can’t find your welcome email, write an email to [email protected] from your registered admin email address, and our team will respond with your customer ID.

If your admin account is locked, go to https://my.opticalcrm.com and use your customer ID to log in. Once you’ve logged in, you’ll see an option to unlock your admin account at the bottom of the home page.

No, customer ID is system generated and it cannot be changed.

Please login with your customer ID at https://my.opticalcrm.com. You can update the admin email ID once you’ve logged in.

You can access online Optical CRM Software from any device using a web browser. Also, you need stable internet service. However, offline optical crm software can be used for any laptop or tablet running windows operating system greater than Windows7. Offline optical crm software is not compatible for any tablet or any other OS apart from Windows OS. We recommend to have minimum 4 GB ram, 20 GB hard drive space and any processor more than intel core i3.

 

We provide barcode stickers and thermal printer resin. Our barcode stickers are specially manufactured for optical business and they are high quality stickers. It will provide long durability and it will not spoil or damage eye wear. You can contact our sales team for more details. We do not provide printer or any other hardware products.

 

Yes, we offer the option of using EXCEL to import data. Before you import data into our software, you must download or export data in EXCEL from your old system and format it according to our template.

Importing data is free of charge. It’s simple to import your existing data into the Optical CRM Software.

Yes, the optical CRM software is capable to print receipts on most of the branded receipt printers. However, you can print a sample receipt using our demo version before you make a purchase.

 

Online version of the Optical CRM Software is recommended for tablet users. However, make sure that your tablet is capable to connect receipt printer and barcode printer.

 

We are providing unlimited space in our online cloud-base version. For offline version data storage limit is depending on the free space you have on your hard drive.

 

Please login with your customer ID at https://my.opticalcrm.com. Once you’ve logged in, you’ll see your support manager’s contact information on the dashboard.

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