CRM Software for Optometrists
Automate annual exam recall and keep your schedule consistently full.
TraxionLab is the client management platform built for optometry practices that rely on annual exam recall and eyewear follow-up to maintain a full schedule year-round. Your account includes an automated recall sequence for patients due for their annual exam, a reactivation campaign for anyone absent 18 months or more, and a review system that collects feedback while the visit is still top of mind.
5 things ready before you log in
Separate booking pages for annual eye exams, new patient visits, contact lens consultations, eyewear consultations, and follow-up appointments. Patients book the right type of visit, so your schedule is organized before the day starts.
Pre-written sequences for annual recall, new patient welcome, lapsed patient reactivation, and post-visit review requests. Each sequence is timed to the natural rhythm of a patient's annual eye care cycle.
An optometry practice website and a new patient offer page, both pre-built and ready to customize. You add your provider names, insurance accepted, and office hours, the layout is already built.
A new patient inquiry form that captures insurance and contact details before the first visit. You see the patient's full situation before the intake call.
A pre-built pipeline that tracks new patient leads from inquiry through first confirmed appointment. No prospective patient slips through the cracks after hours or on weekends.
The Cost of Doing Nothing
An optometry patient on an annual recall cycle is worth $600+ per year in exam and eyewear revenue. Practices without automated recall lose a meaningful share of their active patients each year simply because no one reached out before they booked elsewhere.
Average job/lead value: $600
What Optometrist Owners Actually Deal With
Annual recall depends entirely on the patient remembering
You tell patients to come back in 12 months. A year later, a meaningful portion haven't scheduled. Your front desk sends postcards to some of them. There's no systematic, automated recall that reaches every patient at the right time.
Eyewear inquiries after hours go unanswered
A patient picks up frames after hours or contacts the practice about their prescription for online glasses. Without an immediate response system, the inquiry sits until the next morning, and the patient orders from an online retailer instead.
Google reviews don't reflect patient satisfaction
Your practice has excellent patient retention, but your Google rating is outdated or thin. Patients who had a great experience don't leave reviews without being asked, and asking manually at checkout is inconsistent.
Tools Built for Optometrist Companies
Solves pain point #1
Annual Exam Recall Automation
Set up a 12-month recall sequence for every patient. TraxionLab sends a reminder at 11 months, a follow-up at 12, and a final prompt at 13 months. Patients book before you ever pick up the phone.
Solves pain point #2
After-Hours Lead Capture and Response
Any inquiry outside business hours receives an immediate automated acknowledgment, reducing the chance the patient goes elsewhere before your team can respond.
Solves pain point #3
Review Generation
After each visit, send a text review request with a direct link to your Google Business Profile. Patients who had a positive experience take 30 seconds to leave a review. Practices see a consistent monthly increase in their review count.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month