The pharma CRM with AI built into field work

Synapse CRM's AI prepares the route plans, reads your data and answers your questions. Less data entry, decisions driven by data.

In short: AI planning is included from the Premium plan; the AI dashboard and the AI assistant are included in the Premium Plus plan.

Smart planning

Synapse generates an optimised route plan for each rep based on territory, prospect potential and visit frequency. The rep adjusts it and confirms it.

From the Premium plan

AI dashboard: insights

The AI analyses your data and tells you what to improve and what to fix: trends, gaps against targets, priority actions by territory.

Pack Premium Plus

AI chatbot assistant

Import your Excel or PDF files, cross-reference them with CRM data and get personalised reports in plain language.

Pack Premium Plus

Ask a question, get an analysis

No more waiting for an export and a pivot table. Managers ask their question as they would ask an analyst.

Illustrative example, fictitious data.

Which territories have A-doctor coverage below 70% this quarter?

3 territories are below target: Sfax Sud (58%), Gabès (63%) and Kairouan (66%). In Sfax Sud, 14 A doctors have not been visited for more than 45 days. I can add them to next week's route plan.

Yes, and prepare the summary for Monday's meeting.

How AI builds a route plan

Smart planning starts from the rules you set, not from a black box.

  1. It reads the rep's portfolio: territory, bricks, assigned prospects
  2. It applies your priorities: potential A, B, C, specialties, visit frequency
  3. It takes into account visits already made and overdue visits
  4. It suggests a realistic route plan, which the rep adjusts and then confirms

What's coming to Synapse in Q4 2026

Three projects under way to move from tracking activity to steering commercial performance end to end.

Sales data In progress

  • Import of IMS, Sentinel and other sales sources
  • Automatic cross-referencing of CRM and actual sales
  • The real ROI of every visit

OCR and document checks In progress

  • Automatic reading of delivery notes and purchase orders
  • Automatic discrepancy detection
  • Anomaly alerts and correction

Artificial intelligence In progress

  • Chatbot assistant built into the CRM
  • AI-assisted agentic planning
  • Automatically generated insights and reports

Questions about AI

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.

What does AI do in Synapse CRM?

It generates reps' route plans, analyses CRM data to flag trends, gaps and priorities, and answers questions in plain language using CRM data and the files you import.

Which plan includes AI?

Smart route planning is included from the Premium plan. The AI dashboard, with insights and recommendations, and the AI chatbot assistant are included in the Premium Plus plan.

Does AI replace the rep's or manager's decision?

No. AI suggests: a route plan, an alert, an analysis. The rep adjusts the plan, the manager decides on the action. Every suggestion can be edited.

Is our data used to train models for other customers?

Your data remains your laboratory's, with access limited by role. For any question about how AI processes data, our team will give you the technical documentation 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.

12-month free trial2You decide3Contract from month 3
  • Free data migration
  • Free team training
  • Real-world test with your reps
  • Up and running in 2 weeks