OCUVANTA Customers
A centralized customer management system built specifically for optical stores.
OCUVANTA Customers keeps every customer record of your optical store in one place. Contact details, visit history, purchases, prescriptions and notes are linked to a single profile, so your team no longer has to search through paper files or separate spreadsheets.
The module is designed around the daily rhythm of an optical store. Staff can find a customer in seconds, see what was sold and when, and record follow-up reminders such as an annual eye examination or a lens replacement.
For multi-branch businesses, customer records are shared across locations, so a customer who visits a different branch is recognized immediately. Access is controlled by role, and every change to a record is logged.
Features
Unified customer profile
Contact details, visit history, purchases, prescriptions and notes in a single view.
Fast search
Find a customer by name, phone number, email address or customer number.
Visit and purchase history
A chronological timeline of every interaction between the customer and the store.
Follow-up reminders
Record reminders for eye examinations, lens replacements and callbacks, and see what is due.
Multi-branch records
Customer records are shared across branches, with access controlled by user role.
Notes and tags
Free-form notes and tags for grouping customers the way your store works.
Change log
Every edit to a customer record is stored with the user and the time of the change.
Use cases
- Independent optical stores replacing paper files and spreadsheets
- Multi-branch businesses that need one customer record across locations
- Front desk staff who need customer history at a glance
- Managers who want an audit trail of customer data changes