Pharma & fieldforce
Field CRM
Geo-verified fieldforce CRM for pharma teams
Plan beats, check in on-site, capture outcomes, and roll revenue up through a configurable org hierarchy. Field CRM is live for Wellitics clients today.
Capabilities
Major features
- Server-side geofenced visit check-in and check-out
- Unlimited organization hierarchy with role-based access
- Customer map, territories, and duplicate detection
- Leads, opportunities, orders, and field-to-revenue analytics
- Team live map, attendance, and day summaries
- Route and territory optimization recommendations
- Isolated per-client databases for multi-tenant SaaS
- Admin setup for users, roles, hierarchy, and territories
Reporting
Sample reports
Illustrative views of the operational reporting teams get from day one.
Visit integrity report
Geo-verified visits with exceptions and override audit trail.
Coverage heatmap
Territory coverage vs plan for regional managers.
Sales pipeline
Field-sourced opportunities by stage and owner.