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ePharma Sales & CRM Software

A field-force CRM built for medical representatives, not adapted from a generic sales tool.

Pharma field teams need more than a contact list — they need a daily beat plan, doctor coverage and call reporting that works offline and takes seconds, not minutes. Our ePharma CRM digitises the entire field cycle so every doctor and pharmacy visit becomes a call report, a coverage metric and an expense entry in real time.

Built for medical representatives Works offline in the field Arabic RTL & multi-language
Field Force Strategy

A field-force system, not a generic CRM

Generic CRMs are built around deals and pipelines. Pharma runs on doctor coverage, beat plans and call frequency — a completely different rhythm.

Our ePharma CRM is designed around how a medical representative actually works: a territory and beat plan for the day, a list of doctors and pharmacies to meet, a daily call report submitted from the field, and expenses logged as they happen. Reps capture visits in seconds on a mobile app that keeps working when the network does not, then syncs the moment signal returns — so head office sees coverage and reach the same day, not at month end.

For managers and head office, the same data rolls up into territory coverage, call averages, doctor reach and expense control without anyone assembling a spreadsheet. Sales regions, reporting hierarchies and product portfolios are configurable, so divisions with different therapies and different beat cycles run on one platform. The result is a field force that spends more time in front of doctors and less time on paperwork — and a management team that can see what is happening in the field while there is still time to act.

What we deliver

ePharma CRM Implementation Services

We digitise field operations — from territory design to daily call reporting — with cost-effective, field-tested solutions your representatives will actually use.

01

Rapid CRM Rollout

Deploy doctor and pharmacy masters, sales hierarchy, beat plans and call reporting quickly — with the field app in reps' hands in weeks, not quarters.

02

Territory & Beat Design

Structure sales regions, headquarters, beats and reporting lines so coverage targets and call averages are measurable from day one.

03

Data Migration & Integration

Import your existing doctor, chemist and stockist lists cleanly, and connect the CRM to ERP, accounting and messaging systems through secure APIs.

04

Field Adoption & Support

Rep training, manager dashboards, ongoing enhancements and a named success manager — because a CRM only pays back if the field actually uses it.

Platform capabilities

Purpose-Built Pharma CRM Features

Every capability a field force needs — designed around the medical representative's day, and connected end to end.

Doctor & Pharmacy Master

Central directory of doctors, chemists and stockists with specialty and potential.

Territory & Beat Plan

Region, headquarters and beat structure with day-wise visit planning.

Daily Call Reports

Capture every doctor and pharmacy visit with products discussed and outcome.

Appointments

Plan and confirm doctor appointments, with reminders for the rep.

Sample & Gift Tracking

Issue, distribute and reconcile physician samples and promotional inputs.

Expense Management

Travel, daily allowance and field expenses captured and approved in-app.

Sales Team Hierarchy

Reps, area and regional managers with configurable reporting lines.

Coverage & Reach

Call average, doctor coverage and frequency measured automatically.

Offline Mobile App

Works without signal in the field and syncs the moment connectivity returns.

Multi-Language & RTL

Full right-to-left Arabic support alongside English and regional languages.

Dashboards & Analytics

Field performance, coverage and expense dashboards for every management level.

Role-Based Access

Each manager sees exactly their own team, territory and data — and no more.

Our value promise

Measurable field results, without overspending

We combine pharma field domain knowledge with an affordable delivery model so you capture measurable results — without overspending.

Higher Call AveragesReps spend less time on paperwork and more time in front of doctors.
Same-Day VisibilityHead office sees field activity the day it happens, not at month end.
Reliable Coverage DataDoctor reach and frequency measured from actual visits, not estimates.
Controlled Field ExpensesClaims captured against real visits, with approval workflows and audit trails.
Works Without SignalOffline capture means rural and clinic-basement visits are never lost.
Faster Rep OnboardingA new representative can run their first beat on day one, not week three.
Sample AccountabilityPhysician samples and inputs tracked from issue to distribution.
Multi-Division ReadyDifferent therapies, portfolios and beat cycles on one platform.
Manager Time SavedTeam dashboards replace the weekly spreadsheet consolidation ritual.
Audit-Ready ReportingEvery call report and expense carries a user, time and location trail.
Configurable, Not CustomLower TCO, painless upgrades and a roadmap that improves every quarter.
End-to-End PartnershipWe stay on after go-live to drive adoption and continuously improve.
Module Coverage

Every module in the ePharma CRM

Built around the way a medical representative actually works — territory down to sub-area, doctors and pharmacies in one directory, and a mobile API so the day is reported from the field rather than typed up at home. Every module is branch-scoped, role-gated and exportable.

Dashboards 4 boards

Overview

The headline position — calls made, coverage achieved, expenses pending and team activity for the selected period.

Field Activity

What the field force actually did: visits by rep, by day and by territory, against the beat plan.

Coverage Analysis

Which doctors and pharmacies were seen and which were missed, so the gap in coverage is a number rather than an argument.

Team & Finance

Team performance beside the money — expense claims, approvals and cost per call.

Directory 3 modules

Doctors & Pharmacies

One contact directory for both call types, each record carrying speciality, qualification, the area it sits in and the rep who covers it.

Accounts

The hospital, clinic or chemist chain behind the individual contact, so business can be seen at the institution as well as the person.

Contact history

Every activity, appointment and call report logged against the contact, giving the next rep on that territory the full history.

Territory & Sales Force 5 modules

Sales Reps

The field team with reporting line, assigned territory and login. Every activity, expense and report carries its rep.

Sales Regions

The top level of the territory hierarchy, used for rollup and for deciding who sees what.

Areas

Regions divided into areas — the level a manager plans and reviews at.

Sub-Areas

The finest level of the hierarchy, matching the beat a rep actually walks, so coverage is measured where the work happens.

Sales Targets

Targets by rep and period, measured against what was booked rather than tracked separately.

Field Work 3 modules

Activities

Every doctor and pharmacy call logged with outcome, products discussed and follow-up — the raw material every coverage figure is built from.

Appointment Planning

The planned beat: who the rep intends to see and when, so plan versus actual is a comparison the system can make.

Expenses

Travel, daily allowance and other field costs claimed as they happen, routed for approval and reported as cost per call.

Call Reporting 2 modules

Daily Call Report

The day captured as structured data — calls made, contacts seen, outcomes and expenses — not a free-text note that nobody can report on.

Monthly Call Report

The month rolled up per rep and territory: call average, coverage percentage and reach, ready for the cycle meeting.

Pipeline & Catalogue 5 modules

Leads

New prospects captured with source and owner, qualified and converted without re-keying.

Opportunities

Institutional and tender business tracked by stage, value and expected close.

Quotations

Multi-line quotations priced from the catalogue, revisable and exportable to PDF.

Products

The product list reps detail from, keeping what was promoted consistent and reportable.

Campaigns

Cycle campaigns with their target segment, linked to the activity they generated.

Mobile Field API 5 endpoints

Authentication

Token sign-in for the field app, scoped to the rep's own territory from the first request.

Activity

Calls recorded on the phone at the doctor's door and posted back, rather than remembered until evening.

Beat plan sync

The day's appointments delivered to the phone, and changes to them captured in the field.

Expense capture

Claims raised on the spot against the visit they belong to, so nothing is reconstructed at month end.

Masters sync

Contacts, products and territory pushed to the device so the app stays usable where the signal is not.

Engagement & Support 2 modules

Customer Wishes

What doctors and chemists keep asking for, captured from the field as a standing backlog rather than lost in conversation.

Tickets

Complaints and service issues raised against a contact and tracked to resolution beside the call history.

Administration & Masters 7 modules

Company

The tenant record with its identity and defaults; multi-company by construction.

Branch

Branches within a company, each with its own data scope, so divisions share a deployment without sharing data.

Users

Accounts with branch, role and status, provisioned centrally.

Roles

Permissions granted by job rather than by person, including the rep role that hides management screens entirely.

Country

Country master driving address format and territory rollup.

State

State and region records used in territory definition.

City

City master used across contacts, areas and coverage reporting.

Platform & Security 6 capabilities

Multi-tenant by design

Company and branch context resolves on every request and is applied beneath the queries, so separation does not rely on each screen filtering correctly.

Territory scoping

A rep sees their own territory and nobody else's; managers roll up. The fence follows the hierarchy rather than being set per screen.

Role-based routing

Management screens are not merely hidden from reps — the route itself redirects, so there is no URL to guess.

Token authentication

Stateless JWT sessions shared by the web application and the field app.

PDF & Excel export

Lists and reports export through one shared service, so output is consistent wherever it comes from.

Multi-language & RTL

Every label is externalised for translation, including right-to-left layouts for Arabic markets.

Product Screens

A look inside the ePharma CRM

Real screens from the product — dashboards, doctor and pharmacy masters, sales teams and territories, daily call reports, appointments and expenses, on web and mobile. Click any screen to view it full size.

ePharma CRM dashboard showing field activity, coverage and expense summary
CRM DashboardLive view of field activity, coverage, call averages and expenses
Doctor and pharmacy master directory with specialty and territory details
Doctors & Pharmacy MasterCentral directory of doctors, chemists and stockists by territory
Sales representative record showing territory assignment and reporting line
Sales RepresentativesRep profiles, territory assignment and reporting hierarchy
Sales region setup screen defining regions, headquarters and beats
Sales RegionsRegions, headquarters and beat structure behind every coverage metric
Daily call reports screen listing doctor and pharmacy visits
Daily Call ReportsEvery doctor and pharmacy visit — products discussed and outcome
Appointments screen for planning and confirming doctor meetings
AppointmentsPlan and confirm doctor meetings with reminders for the rep
Field expenses screen showing travel and allowance claims with approval status
Field ExpensesTravel, allowance and field claims with approval status
ePharma CRM interface in Arabic with full right-to-left layout
Arabic (RTL)Full right-to-left interface for Middle East field teams
"We go beyond software to ensure your field force delivers measurable commercial outcomes. With proven pharma CRM rollouts across markets, our team blends field domain knowledge, mobile engineering and analytics. From affordable implementation to ongoing adoption programmes, we focus on creating sustainable value at every stage. Partner with us to digitise the beat, measure real coverage and grow prescriptions reliably."
Our Commitment to Field Force Excellence — SCM Software Lab
End-to-end flow

Plan the day, visit, report and review

The full field cycle for medical representatives is digitised end to end, so every doctor and pharmacy visit turns into a call report, coverage metric and expense in real time.

STEP 01

Plan

Territory, beat plan and appointments for the day

STEP 02

Visit

Meet doctors and pharmacies on the beat

STEP 03

Report

Capture the daily call report instantly

STEP 04

Track

Coverage and reach measured automatically

STEP 05

Expense

Log and submit field expenses as they happen

STEP 06

Review

Managers review team, coverage and finance views

Who we serve

Field CRM across every life-sciences segment

We deliver field-force CRM across the life-sciences industry — each segment with its own call cycle, customer type and compliance obligations.

Generic Pharma

High-frequency doctor coverage across large prescriber bases and wide territories.

Specialty & Biotech

Smaller, high-value specialist panels with deeper scientific detailing.

OTC & Consumer Health

Chemist and retail coverage with stock visibility and merchandising checks.

Ayurveda & Herbal

Practitioner networks and alternative-medicine channels with local languages.

Medical Devices

Longer sales cycles with demos, trials and hospital procurement contacts.

Diagnostics & Labs

Referral-driven coverage of doctors, clinics and collection centres.

Hospital Supplies

Institutional accounts, tenders and multi-stakeholder decision cycles.

Veterinary

Vet clinics, feed dealers and rural coverage where connectivity is patchy.

Nutraceuticals

Mixed doctor and retail channels with promotional input tracking.

Distributors & Stockists

Secondary sales visibility and stockist coverage alongside the doctor beat.

CRO & CDMO

Relationship-led business development across sponsors and research sites.

Export Markets

Multi-country field teams with local languages and Arabic right-to-left support.

Field mobility

One Mobile App for Every Medical Rep

The whole field day in one app — designed to be used standing in a clinic corridor, with one hand, on a patchy connection.

One app for the entire field day

A single mobile app on Android and iOS covers the complete field cycle — the day's beat plan, doctor and pharmacy visits, the daily call report and expenses. It works fully offline and syncs the moment signal returns, so a visit is never lost and a rep never waits for a loading spinner in front of a doctor.

STEP 01

Beat Plan

Today's doctors, pharmacies and appointments, ordered by route — downloaded to the phone before the rep leaves.

STEP 02

Doctor Visit

Open the doctor's profile, review the last call and products discussed, and detail with the current promotional inputs.

STEP 03

Call Report

Submit the daily call report in seconds with products, samples issued and outcome — captured offline if there is no signal.

STEP 04

Expenses

Photograph bills and log travel and daily allowance against the visit, then track approval and payment status.

The app a rep actually carries

Built for one hand, bright sunlight and a corridor outside a consulting room — not a desktop screen shrunk to fit. Tap either screen to open it full size.

ePharma CRM mobile app dashboard showing the rep's day, calls made and coverage
Rep DashboardThe day at a glance — beat plan, calls completed, coverage and pending expenses
ePharma CRM mobile app doctor and pharmacy directory with search
Doctors & PharmaciesThe full directory on the phone, searchable and available offline between visits
Connected field force

Your field data and back office, wired into one CRM

Field activity flows in from reps' phones and commercial data flows out to your ERP and finance systems — automatically, with no re-keying.

Field inputs

Call reports Geo-tagged visits Sample issue Field expenses
ePharma CRM One source of truth for doctors, visits, coverage and field spend

Back-office systems

ERP & secondary sales Accounting & payroll BI & analytics Email, SMS & WhatsApp
Visits & call reports in Doctor & chemist masters synced Coverage & call averages computed Expenses posted to finance Secondary sales matched to territory Alerts to reps and managers

Another system? Our built-in REST API handles it.

The CRM ships with a documented REST API, so connecting an ERP, distributor portal or analytics platform we have not integrated before is straightforward — no core changes, no middleware licence. Authentication, rate limiting and retry handling are built in, and every exchange is logged for audit and troubleshooting.

Why choose us

Why Choose Our ePharma CRM?

Because a field CRM only works if the field uses it. We build for the rep first, then the report.

Pharma-SpecificBuilt around beats, coverage and call reports — not adapted from a deal pipeline.
Global + LocalDeployed for field teams across India, the Middle East and the Caribbean.
End-to-EndTerritory design, rollout, rep training, adoption and ongoing enhancement.
Genuinely OfflineFull capture without signal, with conflict-safe sync when connectivity returns.
Seconds Per VisitA call report should take seconds — every extra tap costs you field adoption.
KPI DrivenMeasured on call average, coverage, reporting compliance and expense control.
Mobile FirstDesigned for one-handed use in a corridor, not a desktop screen shrunk down.
Multi-Language & RTLArabic right-to-left plus English and regional languages for mixed teams.
Flexible DeploymentCloud, on-premise or hybrid — scale as your field force grows.
Real-Time InsightsCoverage, reach and spend dashboards updated as reports arrive.
Data SecurityRole-based access, encryption and audit trails across every territory.
Fully ScalableModular architecture across divisions, therapies and countries.
AI is in every app we build

Your users ask. Your app answers.

Forms and filters are dead UX. We embed an AI conversation layer into the apps we ship — so managers and reps get answers, charts and actions in seconds, without learning your menu tree.

Ask your data Powered by Claude

User: Which doctors in Hyderabad haven't been visited this month?

AI: 14 of 96 listed doctors — here are the highest potential.

  • Dr. R. MenonCardiology
  • Dr. S. IyerDiabetology
  • Dr. A. KhanPaediatrics

User: Add them to next week's beat plan for Ravi

AI: Done — added across Tuesday and Thursday by route, and Ravi has been notified. Open beat plan →

Built with Anthropic Claude

An AI layer inside your product — not bolted on.

Every page we build now ships with an optional AI assistant that reads your real data — visits, coverage, samples, expenses — and answers in natural language. No new tab, no separate chatbot tool. Just a conversation, where the work happens.

Behind the scenes we also build with Claude — pairing it on architecture, code generation, test writing and migrations. The same AI that writes our code now lives inside your app to serve your field team.

Natural-language queries Voice input Multi-language Document understanding Action shortcuts Personalised summaries

Ask

Your user types — or speaks — a plain English question or instruction inside your app.

Understand

It understands the request, pulls exactly the right information, and stays within each person's access.

Answer

The answer lands as a chart, table, summary or one-click action — right inside your app, not in a side panel.

Add an AI layer to your app

NDA-first · 30-minute strategy call · we ship a working prototype in two weeks

Trust & Security

Your Field Data Is Safe With Us

Doctor lists, prescriber potential and field performance are among the most commercially sensitive data a pharma business holds. We protect them with legally binding agreements and strict confidentiality protocols on every engagement.

NDA-Protected Projects

Every engagement starts with a signed NDA — before any discovery call, demo or data exchange. Your doctor masters, territory data and commercial logic stay confidential.

Full IP Ownership

You own 100% of the source code and intellectual property. No vendor lock-in, ever.

Long-Term Partnership

We build trust through transparency, reliable delivery, and ongoing support that grows with you.

Zero Risk • Zero Upfront

Start Your CRM Project with Zero Risk

We deliver a working Proof of Concept before any financial commitment. Put the app in a real rep's hands on a real beat, see the call reports arrive, and decide with confidence — no upfront charges, no lock-in contracts.

Free Working Prototype

We build a functional prototype with your own doctor and territory data in just 2-3 weeks — completely free of charge.

Source Code Ownership Available

Get full source code and IP ownership of your project for an additional fee. No vendor lock-in — you control your software.

Walk Away Anytime

Not satisfied? Walk away with zero obligation. No penalty, no questions asked. The POC is yours to keep either way.

No Lock-in Contracts

We don't believe in trapping clients. Flexible engagement models — fixed price, T&M, or dedicated team. You choose.

What's Included in the Free POC?

Functional demoCovering the full field cycle from beat plan to call report
Field pilotThe mobile app on a real rep's phone, running a real beat
Your own dataLoaded with a sample of your doctor, chemist and territory lists
Manager dashboardsCoverage, call average and expense views for your reporting lines
Project roadmapClear timeline with a transparent cost estimate
Live walkthroughA demo with your sales leadership before you decide anything

Ready to see your field force digitised — for free?

Schedule Free Consultation

No credit card required • No commitment • Response within 24 hours

Questions

Frequently asked questions

ePharma Sales CRM is a purpose-built CRM for pharmaceutical field forces — automating medical representative (MR) workflows including doctor visit tracking, sampling, RCPA (Retail Chemist Prescription Audit), secondary sales, and MCI/UCPMP compliance on mobile and web.
Yes. Our ePharma CRM hard-codes MCI Code of Ethics, UCPMP, FCPA, and UK Bribery Act controls — including gift value limits, approved CME events, digital doctor sign-offs on sample receipts, and immutable audit trails for regulatory inspections.
Yes. The MR mobile app (Flutter) is offline-first — MRs can capture doctor visits, DCR, samples, and RCPA data in poor-connectivity areas; the app syncs to the server automatically when connection is restored.
Yes. Our ePharma CRM integrates with iDempiere, SAP, and other ERPs for product master, secondary sales, stock reconciliation, expense posting, and inventory valuation.

Digitise Your Field Force with One Connected Pharma CRM

Let us help you plan the beat, capture every call and measure real coverage.