The Medical Sales CRM built around doctor visits and hospital accounts
Plan visits, track check-ins, manage hospitals and doctors, and see secondary sales across every territory. Your field force spends more time with doctors and less time on reports.
Performance trend
Pipeline
Today's visits
- Dr. A. MehtaApollo — Cardiology10:30
- Dr. S. RaoFortis — Ortho12:00
- Dr. K. IyerManipal — ICU15:15
DealTrako Medical Sales CRM gives medical device and healthcare sales teams one system for hospitals, branches, doctors, representatives and visit execution. Managers see territory coverage live, and reps follow AI-suggested visit plans.
Why medical sales teams outgrow spreadsheets
Untracked doctor visits
Managers cannot verify which doctors were met, when, and what was discussed.
GPS-verified check-ins
Every visit is time and location stamped with notes and next steps.
Scattered hospital data
Branch, department and decision-maker details live in personal spreadsheets.
Hospital & branch hierarchy
Hospitals, branches, departments and doctors are linked in one structured record.
Low call-plan adherence
Planned visits drift and high-value doctors are missed for weeks.
AI visit recommendations
Daily plans put doctors overdue for a visit and high-potential accounts first.
No secondary sales view
Deployment and stockist sales are reported late and inconsistently.
Secondary sales capture
Reps log deployments and stockist sales from the field in seconds.
Everything your medical sales team needs
Hospital & branch management
Multi-branch hospitals with departments, beds, specialities and purchase contacts.
Doctor & contact management
Doctor profiles with speciality, class (A/B/C), preferences and visit history.
Medical representative management
Rep profiles, HQ, reporting manager and assigned doctor lists.
Sales team management
Hierarchies for ZSM, ASM and MR with role-based visibility.
Visit planning & tracking
Monthly tour plans with manager approval and daily execution tracking.
Planned & unplanned visits
Log ad-hoc visits separately so plan adherence stays accurate.
Check-in & check-out
GPS and time-stamped visit start and end with duration analytics.
Secondary sales & deployment
Track product deployments, stockist sales and consumption.
Task management
Follow-ups, sample deliveries and CME invites assigned with due dates.
Route planning
Optimised daily routes across hospitals and clinics.
AI-based visit recommendations
Suggested doctors to visit based on frequency, potential and recency.
Territory management
Map territories, headquarters and patches to reps.
Sales performance reports
Coverage, call average, plan adherence and revenue per territory.
Your medical sales workflow, simplified
Map your territories
Import hospitals, branches and doctors and assign them to reps by territory.
Plan the month
Reps build tour plans and managers approve them in one click.
Execute in the field
Reps check in at each visit, record discussion points and secondary sales.
Review & coach
Managers track coverage and adherence live and coach reps with data.
Results medical sales teams can measure
Typical improvements reported by teams after moving from manual processes to DealTrako. Actual results vary by business.
More productive reps
Reps visit more doctors per day with optimised routes and plans.
Verified field activity
Every visit is backed by GPS and time stamps.
Faster reporting
Daily call reports are generated automatically.
Better doctor coverage
High-value doctors are never missed.
Medical Sales CRM pricing
Prices in INR, exclusive of GST · Showing pricing for Medical Sales CRM
Free
For small teams getting started
- Users: Up to 3
- Storage: 500 MB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Starter
For growing sales teams
- Users: 3 – 25
- Storage: 5 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Professional
For teams that want automation
- Users: 5 – 250
- Storage: 50 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Enterprise
For large and complex organisations
- Users: 50+ (custom)
- Storage: 500 GB+
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
View Live Demo
Explore a live Medical Sales workspace with sample data.
“Our reps now plan visits the evening before and managers see check-ins live. Doctor coverage went up within the first quarter.”
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Free for up to 3 users. No credit card required.