EazyVisi

EazyVisi (Own Product)Commercial CRM for optical retailers & labs

Year
2022–25
Stack
Next.js 16Express 5PostgreSQLRedisFirebaseSocket.IODockerShopify API

The Challenge

The prescription eyewear industry has a fulfillment problem no generic CRM can solve. A customer orders frames online, picks a lens configuration, but their prescription might arrive days later by fax, email, or in-store. The order can't go to a lab until the RX is verified and formatted — and every lab expects data differently. Multi-item orders may need to split across labs. Retailers were managing this on spreadsheets, losing prescriptions, sending wrong data to labs, and spending hours on manual routing. No existing tool understood the optical workflow.

Our Solution

We built EazyVisi — a commercial CRM purpose-built for the optical retail industry. The platform connects to any Shopify-based optical store and takes over the entire post-purchase pipeline: order sync, prescription tracking, automated lab routing, customer notifications, and analytics. Each customer gets their own isolated environment with custom workflows, lab connections, and branded portals. It's a turnkey product that optical retailers subscribe to and start using immediately.

What We Built

01Real-Time Order Sync

Connects to Shopify and pulls orders automatically as they come in. Handles high-volume stores with incremental sync and deduplication. Auto-detects which products require prescriptions based on configurable rules.

02Prescription Management

The core of the platform. Tracks prescription status per item within multi-item orders — one missing RX doesn't block the rest. Supports manual entry, file upload, and third-party imports. Fast search across all prescriptions in the system.

03Lab Integration Engine

Pluggable architecture that connects to multiple optical labs. Each lab gets its own field mapping and data format. Partial order sending routes different items to different labs at the same time. Auto-sends orders when prescriptions are complete.

04Lens Configurator

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.

05Order Creation Wizard

Step-by-step guided flow for staff and customers to build prescription orders. Frame search with images, lens configuration, prescription input, customer info, and review. Each step can be shown or hidden per store.

06Multi-Channel Notifications

Email with branded templates and automatic retries. Marketing platform integration for event-driven triggers. Messaging alerts for staff. SMS for customer-facing updates. Each channel configurable independently per store.

07Analytics Dashboard

Customizable widgets showing order volume, fulfillment rates, lab status breakdown, and prescription completion trends. Saved presets per store. Advanced filtering shared between the orders table and analytics.

08Multi-Tenant Architecture

Each customer gets isolated data, their own configuration, and independent integrations. Single product codebase deploys per customer with containerized infrastructure. Per-store settings control every aspect of the workflow.

09Audit Trail

Every order change is tracked with before/after values and source attribution. Email delivery logs, lab status history, and custom status transitions are all recorded. Built for accountability and compliance.

10Role-Based Access

Five roles from full admin down to customer-only access. Granular permissions across 20+ settings areas. Multi-factor authentication support. Each team member sees exactly what they need.

11Customer Self-Service

White-labeled portal where end customers track their orders and upload prescriptions directly. Reduces support tickets for prescription collection. Branded to look like the retailer's own system.

12White-Label Ready

Custom branding, email templates, and customer portal per store. Configurable dashboard tabs, workflow statuses, and notification preferences. Every retailer's instance looks and feels like their own product.

Results

SaaS
commercial product
Any
Shopify store connects
Multi
lab integrations
4
notification channels
5
user roles
White-label
per-customer branding
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EazyVisi — EazyVisi (Own Product) | WhyNotGlobal