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UA KZ MD RO
EN
UA KZ MD RO
System modules

Customer base

The MARVI management system has developed a function to create a single customer base for optical salons and ophthalmology clinics. Maintaining a customer base in a CRM system allows you to adjust and optimize internal processes. This is a truly high-quality tool for sales management and service improvement.
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Increasing customer loyalty
Effective data management
Instant access to information

What client data can be entered into the system?

Using the MARVI system makes it possible to store the following client data:

  • Full name
  • Date of birth
  • Client status
  • Gender
  • Phone number and contact messengers
  • Trusted contact person
  • Residential address
  • Passport data
  • Email
  • Comment
  • Where did you learn about the optics/ophthalmology clinic (for automatic generation of a marketing report)

Also, only MARVI contains the following information in each client's card:

Information contained in each client's card:

  • History visits
  • Sales and order history
  • Payment history
  • Comments
  • Recipes
  • Legal documents
  • Tasks
  • Call history (via Binotel)
  • Total payments
  • Debt

Module features

A feature of MARVI's client base is that it is specially adapted for the optical and ophthalmology business.
Visit history
The client card stores a complete history of visits and examinations with instant access to results that can be quickly printed in the form of an extract (according to the standards of the Ministry of Health or an arbitrary sample)
Task management
In each client's card, you can set tasks, immediately assigning a responsible employee. This helps increase profits and improve service
Order history
The ability to copy a previous sale or order saves time and avoids errors
Necessary integrations
All necessary functions are already integrated into the system
Increase loyalty
This module improves service, increases customer loyalty and promotes repeat sales
Systematization Efficiency Service

Module capabilities

Using the “Customer Base” module, you can increase customer loyalty, increase sales, and improve internal processes.

Using the MARVI “Customer Base” module allows you to:

  • Systematize work with the database;
  • Make the work of administrators easier, more efficient, and more effective;
  • Improve customer service;
  • Speed ​​up customer service.
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Contact us and optimize your business today!

Reviews about MARVI

Mohamed Oueslati
Owner of TOP-Zir Optical Store
As an optical store owner, I deal with a wide range of processes every day — from patient appointments to managing lenses and inventory. Previously, this took a lot of time, especially when I had to check lens availability manually. With MARVI, everything has become much easier. All the information is in the system — I can instantly see stock levels and quickly place orders. It truly saves time and reduces routine work. I also appreciate the support team — they are always available, respond quickly, and help resolve any issues.
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Kyrylo Vodyanyk
Ophthalmic Surgeon, Head of Hippocrates Medical Center
We have been using the MARVI CRM/ERP system for over two years, and during this time it has significantly simplified our work. The system helps organize all processes — from patient management by doctors to financial reporting and analytics. We can see where our clients come from, how often they visit, and what their needs are, which greatly improves management decisions. Overall, we are very satisfied with MARVI and can confidently recommend it to colleagues and other medical businesses.
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Slavina Slaichuk
Owner of Focus Optical Store
My name is Slavina, and I have been using the MARVI system for about two years now. During this time, it has been continuously improving and becoming even more convenient to use. The system helps organize the client database and structure all internal processes clearly, without unnecessary hassle. As a result, work becomes much easier and more manageable. I can confidently recommend MARVI to owners of optical stores and ophthalmology clinics who want to systematize their operations and improve efficiency.
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Tamara Symonenkova
Ophthalmologist, OKOMED Optical
In our optical store, we always strive to stay one step ahead, which is why we chose the MARVI CRM/ERP system. In practice, it has proven to be a convenient and efficient tool, especially when it comes to selecting lenses and eyewear. All processes are well-structured: there is a client database, a product catalog, and well-organized inventory transfers and write-offs between warehouses. This allows us to work faster and without unnecessary chaos. From my experience, MARVI truly simplifies daily operations, so I recommend it to anyone currently looking for a system for their optical business.
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Sergey Malachkov
Optimal (vision center), Chief Physician
The imperfection of the previous program and the unreliability of the development partners forced me to switch to the MARVI CRM/ERP system. Currently, I do not encounter typical problems of other systems on the market, namely: data loss during transmission, constant growth in the cost of maintenance and imperfection of the product accounting system. MARVI has a more reliable accounting program during data transmission, and is easier to use. The main value of MARVI is its developers, namely, responding to comments from users and making adjustments to the system. I would like to personally recommend the MARVI CRM/ERP system for all ophthalmological clinics and optician's shops in Ukraine.
Sofia Pavliv
Ophthalmologist, PAVLIV Eye Clinic
This CRM system is a combination of all the necessary functions and tools for managing and accounting business in optics and ophthalmology clinics.
Viktor Bondarenko
BonOptic, Ophthalmologist
I've been using the CRM MARVI program for almost two years now. Like it. Handy, easy, quick. Simple in vikoristanny. A great advantage, in my opinion, is the possibility of consultation 24/7. There was very little need for assistance from company representatives. The system is working well. At the moment I’m doing a lot of medical research (registering patients and completing “examinations by an ophthalmologist”). I'm looking forward to a more full-featured version with more options.

Other MARVI modules

Key Features of MARVI

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