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Pulse for medical representatives

Calls in the field. Coverage at HQ.

Pulse gives medical and pharma field teams a location-backed visit record for clinics, pharmacies, dealers, and assigned outlets without turning the phone into constant surveillance.

Medical representativesArea managersSales administrationHQ
Field notes
1

Assign call points

A working list per representative

2

Record field calls

Call records tied to a place and a time

3

Review coverage

Low-coverage locations visible this week

4

Settle expenses

One record for activity and reimbursement

HQ note

Field activity becomes operational proof.

Friction log

Call reports lose the route behind them

  • Clinic and pharmacy visits are summarised later, detached from time and location.
  • Managers cannot spot untouched territories until a monthly review.
  • Travel and field expenses reach approval without a consistent activity record.
Replace it with

Make coverage visible while preserving a simple field workflow

  • Representatives check in at assigned locations with GPS and optional photo proof.
  • Managers compare visit activity and identify outlets that need attention.
  • Field expenses, leave, attendance, and base payroll stay in the same workforce system.

Built for pharma and medical representatives

The capabilities behind the promise.

Clinic and outlet directory

Represent clinics, pharmacies, dealers, or other call points as managed locations with visit history.

Proof at check-in

Use a geofence and a current photo to support the visit record where policy requires it.

Coverage coaching

Compare staff activity, find low-coverage locations, and discuss the route from shared evidence.

Expenses connected to the team

Capture travel, food, fuel, and other field expenses by staff member and period.

Calls with context

It ends with one record for activity and reimbursement.

Every step leaves something behind, so the figure at the end of the month can be traced back to the work that produced it.

  1. 01

    Assign call points

    Clinics, pharmacies, and dealers are set up as managed locations, each with its own visit history.

    Leaves behind

    A working list per representative

  2. 02

    Record field calls

    A check-in captures the location and time, with a photo where policy requires it, and nothing is tracked between calls.

    Leaves behind

    Call records tied to a place and a time

  3. 03

    Review coverage

    Managers compare activity across the team and surface territories that have gone quiet before a monthly review.

    Leaves behind

    Low-coverage locations visible this week

  4. 04

    Settle expenses

    Travel and field expenses are approved by person and period, alongside leave, attendance, and base payroll.

    Leaves behind

    One record for activity and reimbursement

Questions before rollout

What pharma and medical representatives teams ask

See Pulse for Pharma and Medical Representatives

Walk through the assign call points, record field calls, review coverage, settle expenses flow with your own operating model in mind.

Free to start · No payment required · Web + Android