CRM Optometrists
A CRM for optometrists that keeps every patient in one place
Calls, texts, emails, web chats and social DMs from patients all land in one conversation view. Every eye exam, quote and payment is tracked in a pipeline built around how optometrists actually work, from first inquiry to repeat business.
Serving optometrists anywhere in the US. No contracts.
Why choose Ideally for CRM for optometrists
What gets in the way
- Annual exam reminders are inconsistent
- Eyewear sales are not followed up
- Insurance questions tie up the phones
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-visit reminders go out automatically after every job or visit.
What’s included in CRM for optometrists
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from patients in one thread.
A pipeline for eye exams
Stages designed for optometrists, from new inquiry to eye exam booked to won.
Calendars and reminders
Online booking for eye exams with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for optometrists
- 1
A patient messages you about contact lens fittings
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book an eye exam from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for optometrists
CRM works best alongside the rest of Ideally, on one platform.
Everything for optometristsDo you work with optometrists anywhere in the US?
Yes. Ideally works with optometrists nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for optometrists different from a generic setup?
We build around how optometrists win business: the eye exams you book, the patients you serve, and services like eye exams and contact lens fittings.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how patients reach you today and show you what we would set up first.
No contracts. Cancel anytime.