Every medical visit recorded
and verified on location
For pharma companies and medical rep teams: from classifying doctors and planning the cycle, to field visits, samples and expenses, all the way to the manager’s dashboard and compliance reports — inside Odoo.
Signs you straight in as the sales manager — or enter as a medical rep. Shared demo data, reset every night.
Screens from a demo copy — all names and figures are demo data.
What it does
From planning to reporting
The full rep and manager workflow in a single app.
Executive dashboard
Today’s activity live, this month vs. last month, cycle coverage, rep leaderboard, and the most active cities and specialties.
Customers & classification
A profile for every doctor, pharmacy and hospital: specialty, SFDA license and expiry, clinic location, working days, and an A/B/C class that sets the monthly visit target automatically.
Cycles, targets & tour planning
A monthly cycle with one-click targets per doctor, and a planner that spreads each rep’s visits evenly over the period, A-class first.
GPS-verified field visits
Check-in and check-out from the phone with time and GPS, automatic comparison with the clinic’s registered location, and visit duration.
Product detailing
Products by priority with their approved key messages, marketing aids presented to the doctor and logged per visit, and the doctor’s interest in each product.
Samples & SFDA report
A per-visit sample cap for each product, batch number and expiry for every sample, and a printable samples report by period, rep and brand.
Expenses & approval
Fuel, parking, meals, hospitality and gifts — gifts to a doctor above 500 SAR are blocked — with a submit, approve and pay flow for the manager.
Compliance & suspicious incidents
A compliance dashboard for expired and expiring licenses and visits far from the customer’s location, plus daily automatic detection of suspicious identical check-ins and very short visits.
Reports & coaching
Cycle coverage per rep and class, visit analytics in pivot tables, printed visit and cycle reports, and the manager’s coaching scorecard on joint visits.
Video tutorials
See it before you try it
Six episodes in English and Arabic: the dashboard, customers, planning, a day in the field, expenses and compliance, and reports.
Try it the way your team works
Contact us and we will prepare a trial copy and walk through your territories, products and visit plan with you.