CRMconnect for pharma and medical sectors streamlines relationships with pharmacies, clinics, and hospitals. It features recurring orders via B2B portals, centralized compliance documentation, a full system audit trail, and strict GDPR controls for sensitive data. Inventory and invoicing remain perfectly synchronized with your specialized ERP, ensuring operational continuity and regulatory safety.
The B2B portal and recurring order features reduce back-office workload. Clients can replicate previous orders, view contract-specific pricing, check availability, and receive instant automated confirmations.
Plan and report medical representative visits to clinics and pharmacies directly in the CRM. Track objectives, outcomes, and follow-up actions for every institutional account.
Every modification is recorded in the audit journal, with role-based access control. This is the baseline requirement for handling sensitive medical data and institutional partnerships.
Empower your clients with 24/7 access to orders, documents, and real-time status through a native self-service portal integrated directly into your CRM.
See the module for pharma & medical →Manage your sales team from a single platform: track activity, KPIs, and individual performance. Drive commercial productivity.
See the module for pharma & medical →Store, classify, and share company documents in a secure digital space with version history and role-based permissions.
See the module for pharma & medical →Complete history of all CRM actions: who, what, and when. Enhance internal control, security, and compliance for enterprise-grade operations.
See the module for pharma & medical →Track consents, manage data subject requests, and ensure data protection within your CRM.
See the module for pharma & medical →Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.
See the module for pharma & medical →Start a 14-day free trial with pilot accounts and measure the time saved by your back-office team. No card required.