EazyVisi (Own Product) — Commercial CRM for optical retailers & labs
The prescription eyewear industry has a fulfillment problem that no generic CRM can solve. A customer orders frames online and selects a lens configuration, but their prescription may arrive later via fax, email, or in-store. The order cannot be sent to a lab until the prescription is verified and properly formatted, and each lab requires data in a different format. Multi-item orders often need to be split across multiple labs. Retailers were managing these processes using spreadsheets, resulting in lost prescriptions, incorrect data sent to labs, and hours of manual routing. There was no system designed specifically to handle the complexity of optical workflows.
We built EazyVisi, a commercial CRM purpose-built for the optical retail industry. The platform connects to Shopify-based optical stores and manages the entire post-purchase workflow, including order synchronization, prescription tracking, automated lab routing, customer notifications, and analytics. Each client operates within an isolated environment with custom workflows, lab integrations, and branded portals. EazyVisi is a turnkey product that retailers can adopt and start using immediately.
Connects to Shopify and automatically pulls orders as they are placed. Supports high-volume stores with incremental sync and deduplication. Detects which products require prescriptions based on configurable rules.
Tracks prescription status at the item level within multi-item orders, so missing data does not block the entire order. Supports manual entry, file uploads, and third-party imports. Provides fast search across all prescriptions.
Flexible integration layer connecting multiple optical labs. Each lab uses its own data mapping and format. Supports partial order routing, sending different items to different labs simultaneously. Automatically sends orders once prescriptions are complete.
Visual tool for building lens specifications: styles, materials, coatings, and colors with swatches. Handles optical-specific calculations like prism conversion and pupillary distance validation. Auto-fills frame data from Shopify products.
Step-by-step flow for creating prescription orders. Includes frame selection, lens configuration, prescription input, customer details, and review. Each step can be customized per store.
Email with branded templates and automatic retries. Marketing platform integration for event-driven triggers. Messaging alerts for staff and SMS notifications for customers. Each channel is configurable independently per store.
Customizable widgets for order volume, fulfillment rates, lab distribution, and prescription completion trends. Includes saved views and advanced filtering shared across analytics and order management.
Each client operates in an isolated environment with its own configuration and integrations. Single codebase with containerized deployments per client. Per-store settings control all workflow behavior.
Tracks every change with before and after values and source attribution. Includes logs for email delivery, lab status updates, and workflow transitions. Designed for accountability and compliance.
Five access levels from admin to customer. Granular permissions across 20+ system areas. Supports multi-factor authentication. Each user sees only relevant data and actions.
White-labeled portal for end customers to track orders and upload prescriptions. Reduces support workload and improves data collection. Fully branded per retailer.
Supports custom branding, email templates, and customer portals per store. Allows configuration of dashboard sections, workflow statuses, and notification settings. Each instance feels like a dedicated product.