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 planAI 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 PlusAI chatbot assistant
Import your Excel or PDF files, cross-reference them with CRM data and get personalised reports in plain language.
Pack Premium PlusAsk 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.
- It reads the rep's portfolio: territory, bricks, assigned prospects
- It applies your priorities: potential A, B, C, specialties, visit frequency
- It takes into account visits already made and overdue visits
- 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.
See also
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



