One platform for all of medical promotion and pharma sales
Synapse CRM covers 360° of a laboratory's field team work: visits and promotion, orders and logistics, approval workflows, data-driven steering, with built-in AI. On the web for head office, on iOS and Android for the field.
Four areas, one single database
Every visit, order or request feeds the same master data. What the rep enters in the morning, the supervisor approves and management sees by the evening.
Sales force and field
- Territories and targeting
- Portfolios and overlaps
- Route plans and workload
- Calendar and planning
Visits and promotion
- Prospects, institutions, suppliers
- E-ADV and e-detailing
- Samples
- Order management
Steering and data
- Dashboard and KPIs
- Check-in compliance
- Weekly recap
- Prescriptions and competition
Admin and technical
- Roles, approval by escalation
- Org chart and leave
- Expense scales and advances
- Logistics operator portal
The workflow engine handles requests, complaints, orders and expense reports with configurable approval circuits.
See the workflowsSynapse CRM modules
The modules used every day by reps, supervisors, merchandisers, marketing and management.
Sales force management
Teams, territories, portfolios, assignments and business units.
Prospects, institutions, suppliers
Doctors, pharmacies, parapharmacies, clinics, wholesalers and distributors, without duplicates.
Calendar, planning, reporting
Route plan, planned and reported visits, non-visit activities, reporting lag.
Orders and samples
Pharmacy and wholesaler orders, tracked samples.
Dashboard and KPIs
Visits, coverage, conversion, revenue, E-ADV, by team or by rep.
Requests and hierarchical approval
Congresses, in-store promotions, promotional materials: every request follows its circuit.
Prescriptions, complaints, objections
What the field hears reaches head office, dated and linked to the prospect.
Competitive insights
Competitors' presence, prices and actions, recorded during visits.
Expense reports and advances
Daily scales by level, advances deducted, hierarchical approval.
E-ADV
Product presentations, history, engagement and completion rate per slide.
Logistics operator portal
A dedicated access to process incoming orders and update deliveries.
Geolocation and check-in
Visits checked in on site, out-of-zone exceptions, compliance rate.
Weekly recap
Each member receives a summary of their week by email.
Teams, org chart, leave
Roles, invitations, org chart and leave status.
Priorities and territories
P1 to P3 product priorities per business unit, territories by city.
Web and mobile
iOS and Android app for the field, web interface for head office.
What sets Synapse apart from a traditional pharma CRM
Synapse was designed after the era of heavy CRMs, for how field teams actually work. Six pillars guide every module.
Smart prospect management
Automatic duplicate detection, centralised data, hierarchical updates.
Institution management
Clear view, simple assignment, powerful filters.
Medical and commercial visit planning
Intuitive planning, visit reminders, real-time status.
Modern reporting
Simple, fast and readable, with no reworking.
Samples
Transparent tracking, hierarchical approval, built-in compliance.
Data and insights
Clean dashboards, readable KPIs, faster decisions.
Explore the platform by area
Questions about the platform
Answers to the questions sales, promotion and marketing directors ask us most often.
Can't find your question?
Ask the Synapse team directly, on WhatsApp or during a demo.
Which modules does Synapse CRM include?
Synapse includes sales force management, prospects, institutions and suppliers, the calendar with planning and reporting, orders and samples, requests with hierarchical approval, prescription, complaint and objection feedback, competitive intelligence, expense reports, E-ADV and dashboards. Modules are enabled according to the plan you choose.
Does Synapse replace our Excel files and WhatsApp groups?
Yes, that is what it is for: orders, requests, expense reports and call reports go through a single circuit, tracked and approved, instead of circulating in files and messages.
Can we enable only some modules?
Yes. Modules are configurable and you can switch plans at any time, with no redeployment.
Does Synapse integrate with our other tools?
Synapse imports your existing files and exports its data to your reporting tools. Import of sales data (IMS, Sentinel and other sources) is in development. For a specific integration, talk to our team during the demo.
Try Synapse for 2 months, with no commitment.
Free trial on the Premium plan, with your teams and your data. The contract only starts after the 2 months, once Synapse has proven itself.
- Free data migration
- Free team training
- Real-world test with your reps
- Up and running in 2 weeks