Healthcare Organization & Doctor Contact Hub
Maintain comprehensive profiles for hospitals, clinics, diagnostic centers, individual doctors, administrators, and procurement heads. Eliminate duplicate records with intelligent contact autosuggest.
Healthcare Institution & Clinic Profiles
Record hospital facility branches, bed capacities, departmental hierarchies, and decision-maker contact directories.
Doctor & Procurement Profiles with Autosuggest
Maintain doctor specializations, consulting schedules, and procurement head details. Reduce data entry with real-time autosuggest.
Account Segmentation & Operating Units
Segment accounts into government hospitals, private clinics, diagnostic chains, or pharmaceutical distributors across regional territories.
Healthcare Lead Ingestion & Sales Pipeline
Capture inbound enquiries from medical campaigns, website forms, and doctor referral networks. Route opportunities through configurable pipeline stages from initial contact to won commercial contracts.
Multi-Channel Lead Capture & Attribution
Ingest healthcare enquiries from Google Ads, Meta medical campaigns, website enquiry forms, and partner referral doctors.
Configurable Healthcare Pipeline Stages
Track opportunities through New, Contacted, Qualified, Product Demo, Proposal, and Won stages with deal value and close dates.
Healthcare Product & Service Catalog Mapping
Link medical equipment, diagnostic test packages, consumable supplies, and health subscription plans directly to opportunities.
Doctor & Institutional Account 360°
Access a unified single-pane overview of every healthcare account. Review associated contacts, active opportunities, field visit notes, quotations, invoices, and communication history in one chronological timeline.
Chronological Interaction Timeline
View all past phone calls, WhatsApp messages, field visit logs, meeting notes, and email exchanges with doctors and clinic heads.
Document & Contract Repository
Attach and access hospital MOUs, equipment compliance certificates, rate contracts, and tax identification documents securely.
Internal Team Collaboration Notes
Coordinate sales, service, and account management through internal team comments, mention tags, and task delegations.
Field Visit Scheduling & Geolocation Verification
Empower field sales executives and medical representatives to schedule visits, verify on-site attendance with GPS coordinates, log meeting outcomes, and attach verification photographs directly from mobile devices.
Tamper-Proof Geolocation Capture
Record live GPS latitude and longitude coordinates when medical representatives check in at doctor clinics or hospital premises.
Visit Photo & Document Attachment
Upload on-site verification photographs, clinic visiting cards, or signed demonstration notes directly from the smartphone camera.
Activity Scheduler & Rescheduler
Schedule doctor demos and follow-up calls on an interactive calendar. Reschedule pending visits while retaining history and reasons.
Healthcare Quotations & GST Invoicing
Prepare customer-specific medical proposals with itemized products, quantities, custom pricing, and multi-slab GST taxes. Route high-value quotes through commercial approval workflows and convert to sequential GST invoices.
Customer-Specific Healthcare Proposals
Draft itemized quotations for medical devices, diagnostic test packages, or hospital service contracts with custom discount tiers.
Commercial Approval Workflow
Enforce managerial approval gates for special institutional pricing, payment terms, or custom discount thresholds.
GST-Oriented Invoicing & Payment Tracking
Generate GST-compliant tax invoices, track payment milestones, outstanding balances, and payment gateway receipts.
WhatsApp Outreach & Activity Management
Engage healthcare accounts with official WhatsApp messaging, targeted campaign broadcasts, automated follow-up reminders, and comprehensive analytics on salesperson activity.
Integrated WhatsApp Messaging
Dispatch meeting reminders, product brochures, quotation PDFs, and service updates to doctors and clinic managers via WhatsApp.
Tasks & Follow-up Activity Calendar
Create and assign account tasks with priority flags and due dates. View scheduled activities across teams in an interactive calendar.
Salesperson & Campaign Performance Reports
Analyze lead volumes, conversion stages, rep meeting metrics, and campaign ROI with executive BI reports and CSV exports.
Healthcare & Clinical Field Mobile App
Empower medical representatives, clinical coordinators, and field healthcare officers with GPS geotagged visits, doctor 360° profiles, instant medical quotations, and 1-tap WhatsApp communication.
Doctor & Hospital Visit Geotagging
Track field executive visits to clinics, hospitals, and diagnostic labs with tamper-proof GPS coordinates and verification photo attachments.
Doctor & Account 360° in Your Pocket
Access doctor specializations, hospital procurement history, past consultation notes, and active institutional contracts on the go.
On-Site Medical Quotations & MOUs
Draft clinical package or medical equipment quotations on mobile, calculate tax slabs, and upload signed hospital service agreements.
WhatsApp Communication & Follow-up Alerts
Send digital appointment reminders, product brochures, and meeting follow-ups via integrated WhatsApp with real-time push alerts.