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Field force management for pharmaceutical teams

See your field force as it actually works.

PharmaERP is how pharma sales teams plan doctor visits, track the field in real time, capture orders on the spot, and see performance the same day — on web and an offline-capable mobile app.

Web command center for managers · offline mobile app for field reps

Animated preview of the PharmaERP command center: a live map shows field representatives, doctor and pharmacy locations, a route being followed, a geofenced check-in, and a completed visit, while KPI cards for reps in field, visits today and orders booked update alongside a live activity feed.

  • Real-time field map
  • GPS-verified attendance
  • Offline mobile app
  • Orders to accounting, connected
  • Role-based access & audit trail
How it works

A day with PharmaERP

From the approved plan to the evening numbers — this is how PharmaERP fits into the real working day of a pharmaceutical field team.

The week is planned — and approved

Reps build their weekly plan of doctor and pharmacy visits. Managers review, adjust and approve it before the week starts, so every day in the field has a purpose.

Weekly plan · Aug 17 – 22Approved
MondayDr. Ayesha Khan · Dr. Bilal Ahmed · City Care Pharmacy6 visits
TuesdayDr. Imran Malik · Dr. Sara Iqbal5 visits
WednesdayDr. Nadia Hussain · Meditrust Pharmacy7 visits
ThursdayDr. Omar Farooq · Dr. Hina Raza6 visits
Submitted by Hassan R. · Approved by Area Manager

The day starts with a verified check-in

Reps check in from the field with GPS — inside a defined zone, with an optional selfie. Attendance is verifiable from day one, and live tracking starts automatically.

Good morningHassan Raza
Within zone · 120 m radius
Selfie captured
Checked in · 9:02 AM
Live tracking on

The route is already organized

The day opens with a sequenced, route-optimized list of visits. No time wasted deciding where to go next.

Today's route · 6 sequenced visitsOptimized

Every visit is captured with substance

Products discussed, samples given, notes and follow-ups — recorded in a guided visit flow, not a checkbox. Unplanned visits and manager co-visits are supported too.

Dr. Ayesha Khan
Cardiologist · Gulberg · Tier A
DetailsProductsSamplesNotesWrap-up
CardioMax 10mg
Discussed · 2 samples
LipidCare Plus
Discussed
TensoRelief 5mg
1 sample
Visit in progress

Orders are booked on the spot

Reps capture pharmacy orders during the visit — even offline. Orders sync automatically and flow into deliveries, invoices and your books.

New order
City Care Pharmacy · via Alpha Distributors
CardioMax 10mg40 packs48,000
LipidCare Plus25 packs31,250
TensoRelief 5mg30 packs27,600
Total (PKR)106,850
Submit order

Managers see it all, as it happens

Check-ins, visits, orders and locations stream into the manager’s view in real time. The whole field day is visible without a single phone call.

Team activity · live12 of 12 in field
HR
Hassan Raza
Completed visit · Dr. Ayesha Khan
Visited
SM
Sana Malik
Order booked · Meditrust Pharmacy
PKR 74,300
IQ
Imran Qureshi
Checked in · Within zone
9:12 AM
AT
Ali Tariq
En route · Visit 4 of 6
On plan
Weekly plan · Aug 17 – 22Approved
MondayDr. Ayesha Khan · Dr. Bilal Ahmed · City Care Pharmacy6 visits
TuesdayDr. Imran Malik · Dr. Sara Iqbal5 visits
WednesdayDr. Nadia Hussain · Meditrust Pharmacy7 visits
ThursdayDr. Omar Farooq · Dr. Hina Raza6 visits
Submitted by Hassan R. · Approved by Area Manager
Good morningHassan Raza
Within zone · 120 m radius
Selfie captured
Checked in · 9:02 AM
Live tracking on
Today's route · 6 sequenced visitsOptimized
Dr. Ayesha Khan
Cardiologist · Gulberg · Tier A
DetailsProductsSamplesNotesWrap-up
CardioMax 10mg
Discussed · 2 samples
LipidCare Plus
Discussed
TensoRelief 5mg
1 sample
Visit in progress
New order
City Care Pharmacy · via Alpha Distributors
CardioMax 10mg40 packs48,000
LipidCare Plus25 packs31,250
TensoRelief 5mg30 packs27,600
Total (PKR)106,850
Submit order
Team activity · live12 of 12 in field
HR
Hassan Raza
Completed visit · Dr. Ayesha Khan
Visited
SM
Sana Malik
Order booked · Meditrust Pharmacy
PKR 74,300
IQ
Imran Qureshi
Checked in · Within zone
9:12 AM
AT
Ali Tariq
En route · Visit 4 of 6
On plan
Live field visibility

The command center for pharmaceutical field operations.

Live rep locations, routes, geofenced zones and visit status — streamed to one map your managers can act on. Know where your team is, and what’s happening, without a single phone call.

Animated demonstration of the live map: a representative travels along a planned route, arrives at a doctor’s geofenced location, the visit is completed, and the manager’s team list and activity feed update in real time.

Live tracking

Every rep on one map with attendance status, freshness and zone context.

Route history & replay

Replay any day’s actual movement with a playback scrubber.

Visit heatmaps

See where field activity concentrates — and where territory is going cold.

Geofenced zones

Check-ins verified against doctor locations, call points and zone radius.

Planning

Every field day is planned before it starts.

Weekly plans turn field work from improvisation into an approved, sequenced schedule of doctor and pharmacy visits.

  • Draft, submit, approve. Reps propose the week; managers review and approve it before it happens.
  • Route optimization. One click orders the day’s visits into an efficient route.
  • Copy week & calendar view. Repeat proven plans and see the whole team’s month at a glance.
  • Missed visits surface automatically. Unvisited plan items are flagged — nothing quietly disappears.
Attendance & field activity

Attendance you don’t have to take on faith.

Every field day starts with a GPS-verified check-in and ends with a clean, policy-driven record — no WhatsApp messages, no guesswork.

  • Geofenced check-ins. Attendance is verified against doctor locations, call points or a zone radius.
  • Optional selfie capture. A photo at check-in when your policy requires it.
  • Approval workflows. Late or out-of-zone check-ins route to managers — with an audit trail.
  • Automatic day close. Auto-checkout and tracking stop at the end of the field day.
Team attendance · today12 of 12 marked
HR
Hassan Raza
9:02 AM
Present
SM
Sana Malik
8:54 AM
Present
IQ
Imran Qureshi
9:31 AM
Late · pending approval
AT
Ali Tariq
9:05 AM
Out of zone
Exceptions route to the manager’s approval inbox
Doctors & visits

A visit is more than a checkbox.

PharmaERP follows the whole journey — from a verified doctor record to a completed, reportable visit. Unplanned visits and manager co-visits included.

Doctor profile

Tier, territory, assigned rep and a GPS-verified location — reviewed by managers.

Planned visit

The visit sits in an approved weekly plan with a sequence for the day.

Arrive & check in

Location context confirms the rep is actually at the doctor.

Visit with substance

Products discussed, samples given, notes — captured in a guided flow.

Wrap-up

Order taken? Follow-up needed? Out of sequence? Recorded on the spot.

History & reporting

Every visit lands in the doctor’s history and your coverage analytics.

Sales, orders & finance

From field order to your books — no re-entry.

PharmaERP is not just a field app. Orders flow through delivery, invoicing, returns, collections and settlements straight into double-entry accounting and tax records.

01

Order

Captured by the rep during the visit — even offline.

Order receipt PDF
02

Delivery

Delivered via the distributor with quantities and tax recorded.

Invoice PDF
03

Returns & amendments

Post-delivery changes handled cleanly, with full audit.

Credit note PDF
04

Collection

Payments recorded against pharmacy outstanding balances.

AR updated
05

Settlement

Distributor settlements reconcile cash back to the company.

Reconciled
06

Your books

Every step posts to ledgers and the general ledger automatically.

GL posted
Performance & analytics

Know who’s performing — and who needs help.

Rankings, exceptions, trends, targets versus achieved, territory coverage — the numbers managers argue about at month-end, available the same day.

92%
Plan coverage this month
88%
Target achievement
41 / day
Team visits, daily average
Rep ranking · this monthLive
1Sana Malik96
2Hassan Raza91
3Imran Qureshi84
4Ali Tariq71
Exceptions
3 reps below 70% coverage5 missed visits yesterday2 doctors unvisited 30+ days1 late check-in pending
One platform, two experiences

Built for the office — and for the road.

For managers

The web command center

  • Live map of the whole team, with attendance status
  • Weekly plan and expense approvals in one inbox
  • Rankings, exceptions and trends per rep and territory
  • Orders, collections and outstanding balances at a glance
  • Route history and replay for any rep, any day
For field reps

Everything in their pocket

  • Today’s sequenced route with doctor details
  • GPS check-in with zone status — and optional selfie
  • Guided visit flow: products, samples, notes, wrap-up
  • Orders and collections captured during the visit
  • Works offline — everything queues and syncs automatically
Get the Android App
Why change

Field operations, before and after.

Without PharmaERP
  • Attendance claimed over WhatsApp messages
  • Paper plans nobody reviews or approves
  • Visits that can’t be verified after the fact
  • Orders re-typed from notebooks into spreadsheets
  • Performance visible only at month-end — too late to act
With PharmaERP
  • GPS-verified, geofenced check-ins with an audit trail
  • Weekly plans reviewed and approved before the week starts
  • Location-verified visits with products, samples and notes
  • Orders flow into invoices, credit notes and your books
  • Live coverage, rankings and exceptions — the same day
The full platform

Everything a pharma field organization runs on.

Field operations

  • Live team tracking with attendance status
  • GPS + selfie check-in, geofenced zones
  • Approval workflows and auto-checkout
  • Manager co-visits and field days

Planning

  • Weekly plans with submit / approve workflow
  • Sequenced daily visits and route optimization
  • Team calendar and copy-week
  • Missed visits flagged automatically

Doctors & customers

  • Doctor CRM with tiers and GPS-verified locations
  • Pharmacies, distributors and call points
  • Territory tree: zones, areas, bricks
  • Visit history and doctor activity tracking

Sales & finance

  • Orders, deliveries, invoices and credit notes (PDF)
  • Collections, settlements and outstanding balances
  • Double-entry ledgers, P&L and balance sheet
  • Pakistan tax configuration and remittance

Analytics

  • Rep rankings, exceptions and trends
  • Targets vs achieved per rep and product
  • Territory coverage and visit heatmaps
  • Route history and replay

Control & trust

  • Role-based access with custom roles
  • Full audit log and device binding
  • Multi-company platform, push notifications
  • AI assistant for your ERP data
Book a demo

See PharmaERP running on your territory.

A 30-minute walkthrough with your own workflow: planning, live tracking, visits, orders and the numbers your managers care about. No commitments.

Talk to us directly