---
title: "Jelo Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Jelo Software - reviews, pricing plans, popular comparisons to other Optometry products and more."
source_url: "https://www.capterra.com/p/10037398/Jelo/"
page_type: "product"
language: "en"
---

# 

 Jelo Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 22, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

Jelo

## What is Jelo?

Jelo is an optical practice management solution combining EHR, inventory, CRM, and POS operations in a HIPAA-compliant platform. The EHR system supports exam documentation with customizable templates, prescription management, and access to patient history. Its inventory module enables teams to track frames via barcode scanning and alerts for low stock, with vendor management tools included. The CRM feature lets stakeholders automate patient recall reminders and enables two-way messaging. The POS system allows operators to handle payments, insurance co-pays, and invoice generation. Direct lab ordering allows practices to send and track orders from a single dashboard. Jelo consolidates multiple functions into one platform, ensuring data security and HIPAA compliance.

## What is Jelo used for?

[Optometry](https://www.capterra.com/optometry-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$200

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Jelo?[Manage this product listing](https://www.g2.com/products/jelo/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Jelo

0.0

VS.

[4.5 (205)](https://www.capterra.com/p/124589/RevolutionEHR/reviews/)

Starting Price

$200

Flat Rate, Per Month

Starting Price

$319

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (205)

Value For Money

0.0 (0)

Value For Money

4.5 (175)

Customer Service

0.0 (0)

Customer Service

4.5 (198)

## Jelo alternatives

[4.8 (56)](https://www.capterra.com/p/143827/Liquid-EHR/reviews/)

Starting price

$199.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/)

Starting price

$150.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

Highest Rated

[iTRUST](https://www.capterra.com/p/181958/iTRUST/)

[5.0 (151)](https://www.capterra.com/p/181958/iTRUST/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/181958/iTRUST/)

[Visual-Eyes](https://www.capterra.com/p/127866/Visual-Eyes/)

[4.4 (27)](https://www.capterra.com/p/127866/Visual-Eyes/reviews/)

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/127866/Visual-Eyes/)

## FAQs about Jelo

Overview

### What company size and specific industries is Jelo built for?

Jelo is designed for independent optical shops, opticians, and eye care practices. It is best suited to small, specialized businesses in the optical and eye care sectors that need software tailored to their day-to-day operations and customer service needs.

Features and Usability

### What are the key features of Jelo?

Jelo offers scheduling, appointment management, patient records management, and client management for handling daily operations. It also includes E-Prescribing, electronic payments, insurance management, document management, and inventory management. Additional features include SMS messaging, email reminders, a self service portal, reporting & statistics, and third-party integrations.

Pricing

### How much does it cost and what fees or limitations are included?

Jelo starts at $200 per month with a flat-rate All-in-One plan labeled Best Value. It includes CRM, EHR System, Lab Ordering, Online Store, POS, and Smart Inventory. A free trial is available, and no additional fees or pricing limitations are listed in the provided plan details.

Getting Started and Support

### What training and onboarding options does Jelo offer?

Jelo provides live online training for teams getting started. This format supports guided sessions with an instructor, allowing users to review core features, ask questions in real time, and follow setup steps during the session. No other training formats are listed in the catalog data.

Getting Started and Support

### What customer support options does Jelo offer?

Jelo provides email/help desk and phone support. With no reviewer feedback available on support experiences, there is no catalog evidence to describe response times, helpfulness, or common frustrations. The listed channels indicate direct contact options for users needing assistance.

## Features

AI summary

Based on 303 Optometry reviews

Capterra reviewers point to the following as the top priorities when choosing optometry software:

-   **Charting** (**67%** of reviewers rated this feature as critical)
-   **Appointment Management** (**56%**)
-   **Patient Records Management** (**61%**)

Jelo supports all three features buyers rate most highly: **Charting**, **Appointment Management**, and **Patient Records Management**. Together, these capabilities help practices document exams accurately, manage daily scheduling, and keep patient information organized in one place, allowing teams to deliver more consistent care and keep front-office and clinical work moving efficiently.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Claims Management

Process of submitting and following up on claims with insurance companies

Jelo 32 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Claims Management: Process of submitting and following up on claims with insurance companies
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Electronic Payments: Electronically collect payments for goods or services
- Email Reminders: Reminders sent via email
- For Optometrists: Serves Optometrists
- Forms Management: Store, manage and track all forms in a centralized location
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Multi-Location: Manage and support multiple locations
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Records Management: Ability to record, store, update, and retrieve information
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- SMS Messaging: Send messages via SMS
- SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes

---

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## Pricing

Free Trial

[View pricing plan details](https://www.capterra.com/p/10037398/Jelo/pricing/)

Jelo

$200.00

Flat Rate,Per Month

It includes:

-   EHR System
-   Smart Inventory
-   CRM (Customer Relationship Management)
-   POS (Point of Sale)
-   Lab Ordering
-   Online Store

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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