For independent reps
Walk in with an iPad.
Leave the forms behind.
Frameboard is built for reps who cover a territory solo. Live catalogs from every line you carry, a CRM that goes on the road with you, and clean orders that send themselves to the right manufacturer.
Sound familiar?
The old workflow, and what replaces it.
You already know how this works. Take notes while you are working with your customer, later fill in each manufacturers' form, photograph it, email it, and hope the lighting was decent. Frameboard doesn't ask you to change how you sell. Just the paperwork part.
Take notes while in the office, fill out the manufacturers' carbon copy later in the day.
Build the order right there, from live catalog photos, not memory.
Photograph the form and hope the handwriting is legible.
Frameboard fills the manufacturer's official form, typed and correct.
Email three different forms to three different inboxes.
Hit send once. Each manufacturer gets its own form automatically.
What's inside
Everything on the iPad.
One app for the whole visit: orders, account history, and the next prospect on the route.
Live catalogs
Every frame, color, and eye size from every line you carry, searchable with photos. Catalogs update nightly so you're never quoting a discontinued frame.
One order, every manufacturer
Mix and match across manufacturers in a single order. Frameboard splits it and sends each company its own official form, return checkboxes included where the form has them.
Built-in CRM
Account notes, contacts, follow-up tasks, and order history live in the app. Not on a Post-it. Not in a separate spreadsheet. Right there with the account.
Works offline
Catalogs, customer records, and draft orders live on the iPad. The office Wi-Fi situation is their problem, not yours. Everything syncs when you're back online.
Territory directory
A curated directory of independent optometry offices (corporate chains filtered out) covers your state. Tap once to add a new prospect to your book.
How a visit works
From the parking lot to the next stop.
Walk in
Pull up the account. See the last visit's notes, the open follow-up, and every order you've sent.
Build the order
Search live catalogs. Add frames from whichever manufacturers fit the visit. One running order, not three separate stacks.
Send
Each manufacturer receives its own typed, official form in its inbox. You're already on to the next stop.
One screen, every manufacturer
Build one order.
Send it everywhere.
You carry three lines. The office wants something from each of them. In the old world that's three forms, three photos, three emails. In Frameboard it's one order, and the manufacturers each get their own form when you tap send.
Official forms, not a generic PDF. If the form has a return-authorization checkbox, Frameboard keeps it there.
Built-in CRM
An office that actually remembers.
Every account carries its full history: contacts, visit notes, follow-up tasks, lifecycle stage, and every order you've sent. When you walk in six months later, you're not starting from scratch.
Set a follow-up in the car, check it off on the next visit. The CRM travels with you, not sitting on a desk back home.
Works without Wi-Fi.
Catalogs, customer records, and draft orders all live on the iPad. An office's spotty connection doesn't stop the visit. When you're back on a network, everything syncs automatically.
Find the next prospect.
The territory directory lists independent optometry offices across your state, with corporate chains filtered out. Tap once to add a new office as a prospect and drop them into the CRM.
Ready to leave the waiting room paperwork behind?
Frameboard is in private pilot with real reps. Tell us about your territory and we'll be in touch.
Request early access