Medical visit software: from targeting to call report
Target the right prospects, generate the route plan, present your products with E-ADV and report every visit in seconds, on mobile.
Target by potential, territory and visit frequency
Each rep works on a clear portfolio: doctors, pharmacies, parapharmacies, clinics and wholesalers in their territory, ranked by potential.
- Brick-based territories and portfolio assignment
- Overlap detection between reps
- Potential A, B, C and visit frequency by specialty
- Single prospect records, without duplicates, with their full history
A route plan ready every morning
The calendar brings together planned visits, visits to report and non-visit activities, by day, week or month. AI suggests the route plan based on territory, potential and frequency.
- Day, week and month views, filtered by prospect type
- AI-generated route plan, adjusted by the rep
- Workload visible to the supervisor
- Reminders for visits to report and tracked reporting lag
Report a visit in seconds
The call report is done on the phone or tablet, right after the visit, and the supervisor sees it straight away on their computer. Useful information flows back with no re-entry: products presented, samples handed over, requests, orders.
- iOS and Android app built for the field
- Confirmation before submitting, to avoid mistakes
- Samples tracked on every visit
- Real-time status for the supervisor
E-ADV: present, then measure interest
The digital detailing aid replaces paper materials. The rep presents on a tablet, and marketing sees what holds doctors' attention.
- Centralised, up-to-date product presentations
- Presentation history by visit
- Views, average duration, completion rate and prospects reached
- Engagement time and clicks per slide, score per rep
What the field hears reaches head office
Your reps are the first to hear an objection or spot a competitor. Synapse turns these signals into usable data.
Prescriptions
Prescribing habits reported by doctor and by product.
Complaints
Flagged during the visit, tracked until closed.
Objections
Sorted by product, to adapt messaging and materials.
Competition
Competitors' presence, prices, stock-outs and actions, dated and located.
Questions about medical visits
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 is medical visit software?
Medical visit software helps a laboratory's reps plan their visits to doctors and pharmacies, report them and pass field information back. In Synapse CRM, it covers targeting, route planning, call reports, E-ADV, samples and prescription, complaint and objection feedback.
How does Synapse build the route plan?
From the rep's territory, the prospects' potential (A, B, C), their specialty and the expected visit frequency. From the Premium plan, AI suggests the route plan; the rep adjusts it and then confirms it.
Can reps report a visit from their phone?
Yes. The iOS and Android mobile app lets reps report a visit right after making it: products presented, samples handed over, requests, objections and orders.
Does Synapse handle E-ADV and e-detailing?
Yes, from the Premium plan. The rep presents product materials on a tablet during the visit, and marketing analyses the time spent and the interest generated by each slide.
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