Sales
From first contact to glasses sold.
- Lead
- Service
- Exam / prescription
- Frame selection
- Quote
- Sale closed
- Lost
Cockpit CRM · Optical stores
CRM for optical shop with WhatsApp
The CRM with WhatsApp built for how your optical store works: customer prescriptions, frame selection, lab work orders and renewals at the right time.
7 days free, no card required. Plans from R$ 99 per month.
From the eye exam to the glasses pickup, no customer gets left behind.
The problem
Where your optical store loses sales today
Messages left unanswered
A customer sends a photo of their prescription on WhatsApp at night and, by the time the store replies, they have already bought somewhere else.
Quotes nobody follows up on
The customer tries on frames, takes the lens quote home to think about it and nobody calls back.
Glasses lost in the lab
The work order disappears on paper, the deadline slips and the customer calls asking where it is.
Prescriptions that expire in silence
A year goes by, the prescription expires and the customer only comes back to the store if they remember on their own.
With Cockpit, every customer has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Two ready-made pipelines, from the first conversation to the next purchase
The stages below come set up when you create your account, and you can adjust them to how your team works.
Prescription renewal
An expiring prescription becomes a new exam and a new purchase.
- Prescription expiring
- Contacted
- Exam scheduled
- Bought again
- Not interested
A day at work
What the routine looks like with the CRM.
The store opens the queue
Overnight conversations are already in the CRM, with the customer and where the contact came from.
Prescription recorded
The salesperson enters the prescription values in the customer's prescription record, with its expiry date, and the card moves forward.
Frames and lenses
Frames and lenses come from the catalog with price and stock, straight into the quote.
Work order
Once the sale is closed, the work order goes to the lab and is tracked until pickup.
Nothing forgotten
Anyone who took a quote home gets a reminder, and an expiring prescription goes into Renewal.
Features
What comes ready for your optical store
Customer prescription
The prescription is stored on the customer's record, with its expiry date and a renewal reminder when it is about to expire.
Work order
The lab order lives on the deal, and your team knows where each pair of glasses stands.
Catalog with stock
Frames, lenses, contact lenses and sunglasses with price and stock, in categories that come ready.
Optical store fields
Lens type, prescription status, insurance and payment method on every deal.
Loss reasons
Price, lab turnaround time, only wanted the exam: find out why each sale didn't close.
Counter queue
The manager sees who is online, and contacts are split among the salespeople.
WhatsApp and AI Agent
Your optical store's WhatsApp inside the CRM
Every conversation becomes a customer
Anyone who messages on WhatsApp enters the CRM with a deal already open, with no duplicates for existing customers.
Team inbox
Salespeople and management on the same number, with a queue, transfers and internal notes the customer can't see.
Quick replies
Address, hours, accepted insurance plans: one click and the reply goes out standardized.
Photos and prescriptions
Prescription photos, frame models and quotes stay in the conversation and in the customer's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your store's voice, answers questions, schedules the store visit and hands off to a salesperson when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, I have a new prescription. Do you make progressive lenses?
Hi! We do. Send me a photo of the prescription and I'll set aside the options. Would you like to come try on frames tomorrow?
I can come at 5 PM.
Perfect, tomorrow at 5 PM. The salesperson will have the options ready for you!
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from optical stores.
I already have a system in my store.
Cockpit handles what happens before and after the counter: the contact, the quote, the work order and the renewal.
We don't have time to learn another system.
The CRM comes with your optical store's pipelines and WhatsApp on the same screen. Your team works where they already work, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, your number also keeps working on the phone app. You can also connect by QR code.
What about my customers' data?
Each optical store has its own separate workspace, and each team member sees only what their profile allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your optical store already organized.
In minutes your CRM is ready, with the optical store pipelines, the product categories and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
- CRM for retail and resale storesReady-made pipelines: Sales, After-salesSee how it works →
- CRM for dental clinicsReady-made pipelines: Evaluation, Treatment, RecallSee how it works →
- CRM for aesthetic clinicsReady-made pipelines: Consultation, Treatment, Follow-upSee how it works →
- CRM for medical clinicsReady-made pipelines: Evaluation, Treatment, Follow-upSee how it works →