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