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Everything You Need to Run a Smarter Optical Business

Opto Funnel offers a comprehensive suite of cloud-powered services designed to meet the unique needs of optical retailers. From sales to inventory, CRM to accounting — we’ve built every feature with the optical workflow in mind.

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Sales & Billing Management



Fast, accurate, and hassle-free billing system tailored for optical products and services.

  • Manage prescription sales for frames, lenses, and accessories
  • Generate estimates and invoices instantly
  • GST-compliant billing with integrated tax settings
  • Barcode scanning and product tagging

Inventory Control



Real-time tracking and intelligent stock management at your fingertips.

  • Manage lens powers, frame models, and contact lenses
  • Set reorder levels and receive stock alerts
  • Track stock movement across outlets
  • Maintain vendor and purchase histories

Business Intelligence & Reports



Unlock actionable insights to boost your profitability.

  • Analyze top-selling products and slow movers
  • Track sales performance by employee or outlet
  • Understand profit margins and customer trends
  • Custom dashboards and exportable reports

Appointment & Service Management



Deliver a better customer experience with structured service workflows.

  • Schedule and manage appointments
  • Assign tasks to team members
  • Attach prescriptions and service notes
  • Send automated pickup reminders via SMS/email

Integrated CRM System



Nurture every lead and customer with care.

  • Capture inquiries from website, phone, walk-ins, or campaigns
  • Follow up with leads using reminders and notes
  • Manage communication history from one place
  • Retain customers through loyalty, offers, and personalized service

Multi-Store & Centralized Management



Operate multiple branches as one seamless unit.

  • Control pricing, offers, and product listings from your head office
  • Compare branch performance and reports in real-time
  • Synchronize master data across outlets
  • Role-based access control for staff

Accounting & Financial Management



Keep your finances organized without switching systems.

  • Record expenses, vendor payments, and revenue
  • Generate P&L, balance sheet, and ledger reports
  • Integrate with online/offline payment gateways
  • Monitor cash flow across all locations

On-Premises ERP Support



Want to run your optical business offline too? We’ve got you covered.

  • Full-featured ERP that works without internet
  • Ideal for remote areas or offline-first stores
  • Sync with the cloud when needed

Why Choose Opto Funnel?

Built specifically for optical retailers

Fast implementation and training

Mobile and tablet friendly

24/7 customer support

Highly secure with daily backups

Ready to simplify your optical business?

📞 Call us: ++91-7994394338

📧 Email: rfi@erpfunnel.com

Let’s digitize and scale your optical retail — the smarter way.