Mobile CRM APP

AI-Powered Mobile CRM for Life Sciences

This mobile CRM application, powered by Copilot AI, is designed to enhance the productivity of Key Account Managers (KAMs), sales managers, and medical science liaisons. It offers intelligent features such as conversational AI, automated call and meeting summaries, predictive forecasting, and scientific planning.

Enhancing HCP Relationships

The app strengthens healthcare professional (HCP) relationships and ensures team alignment, which boosts productivity, accelerates decision-making, and facilitates quick deal closures.

AI Conversational Assistant

Utilize voice-to-text technology for quick and accurate data capture, enabling streamlined communication and increased productivity through real-time customer interaction capture.

Intelligent Workflows

AI reviews daily activities to suggest or create optimized workflows, enhancing efficiency and customer relationship management.

Comprehensive Customer Engagement

View all customer engagement activities in one place, leveraging real-time data from multiple channels to understand customer journeys and offer personalized interactions.

Field Team Efficiency

Automatically capture customer activity and sales information, transforming them into analytical data. AI-driven insights identify priorities and enhance predictive forecasting accuracy.

Scientific Plans and Inquiries

Create personalized scientific plans with AI, which simplifies task design, follow-ups, and milestone setting. Document medical inquiries comprehensively, ensuring thorough tracking of all related activities.

Pipeline Performance Insights

Gain visibility into customer interactions, pipeline status, forecasts, and sales performance with AI-powered data visualization charts.

Intelligent Route Planning

Optimize sales routes with geo-location, considering distance and appointments, and navigate efficiently with seamless check-ins and updates.

Offline Access

Maintain productivity with offline access, allowing work without an internet connection and automatic syncing upon reconnection.

Features for Different Roles

• Field Reps: Includes analytics, anomaly detection, call plans, customer journey builder, and more.
• Medical Science Liaisons: Adds scientific plans, OL/KOL management, case management, and regulatory content syncing.
• Consumer and Animal Health Reps: Features trade accounts, shelves photo capture, and promotions management.
• Account Managers: Offers account planning, CPQ, ERP integration, and field asset management.

Device Compatibility

The app is compatible with iOS and Android, providing device-agnostic productivity capabilities.