Field force

See every visit, from head office to the last brick.

Model the company exactly as it is organised, plan the week doctor by doctor, and log every visit against that plan.

  • Management dashboard: KPIs for calls (happened vs missed), plan adherence, coverage and expenses, with department filters and a "Waiting for approval" queue.
  • Employees, departments, designations and teams: a reporting ladder inside each department (for example MR → ASM → RSM → ZSM → NSM), with optional allowance rates per designation.
  • Field ladder and field structure: define your own levels from the outside in (Region → Group → Zone → Territory → Brick), with managers and products linked where you need them.
  • Work and tour plans with approval: reps submit weekly plans doctor by doctor, and approved plans become the baseline for adherence and coverage.
  • Doctor call reports and event log: planned and unplanned calls by date, session and outcome, with missed-call reasons, GPS flagging and CSV export.
  • Samples, gifts and gift requests: warehouse stock by lot assigned to reps, plus doctor gift requests that move up a multi-level approval chain.
  • E-detailing and literature: upload detailing assets (PDF literature, images or video) and link a pack to one or more products. Any MR calling on those products can open the literature during the call, and the number of sessions is shown.
  • Coaching: log a coaching session for a rep on a chosen date, with 1–5 scores for detailing, knowledge and compliance, a joint-working flag, notes and action items.
  • Phone and device approval: a new phone stays blocked until a manager or HR approves it.

Plans

Field force on each plan

One simple price per user, per month. Every plan starts with 2 months free.

FeatureSilver$2.50Gold$3.50Platinum$4.25
Management dashboardKPIs, department filters, approval queue✓✓✓
Organisationemployees, departments, designations & teams✓✓✓
Field ladder, territories & bricks✓✓✓
Work & tour planningweekly plans with approval✓✓✓
Call reporting & event logGPS flagging, missed-call reasons✓✓✓
Device approvalapproved phones only✓✓✓
Samples & giftsstock by lot (FEFO), doctor gift requests–✓✓
E-detailing / literatureduring the call–✓✓
Coaching1–5 scores, joint working, action items–✓✓

Try it with your own team.

Free for the first 2 months. We set up your workspace and migrate your data.