Tour planning
Build monthly tour plans with one or more cities per day, work/off days and planned doctor or medical-store visits. Managers can review accessible staff plans.
CRIDOS PHARMA / FIELD-FORCE MANAGEMENT
Your field team,
connected.
From tour planning and customer visits to team reviews and approvals. A shared workspace for the daily work of pharma teams.
START WITH THE DAILY WORKFLOW
Plan. Visit. Review.
Show the product through the tasks your team already knows. These screenshots come from the actual application.
Actual application screens rendered with fictional names and records for this demonstration.
CHOOSE YOUR DEMO PATH
A walkthrough
for every responsibility.
Make the field day easier to follow.
Plan the day, find customer context, record work and review the result.
- Review today’s visit plan and planned cities.
- Start a work session, then open an assigned customer.
- Record a visit, participants and products discussed.
- Review the daily log and the upcoming tour plan.
Review work with the right context.
Connect the team’s planned work, recorded activity and decisions.
- Open accessible staff tour plans and work logs.
- Review staff and doctor visit analytics.
- Handle leave and permitted city-change approvals.
- Download the relevant monthly report.
Set up your company’s way of working.
Maintain structure, access and the settings your team relies on.
- Set up headquarters, users, roles and reporting relationships.
- Maintain products, specialities and vehicle catalogues.
- Configure permitted visit, planner and leave preferences.
- Review invoices and discuss optional modules with platform management.
THE COMPLETE CAPABILITY GUIDE
Every workflow.
In the right order.
Daily field work comes first, followed by customer relationships, team review and company controls.
01Field operations
Today’s visit plan
Add doctors and stores to today’s plan from the dashboard and see whether planned calls are completed, ongoing or aborted.
Strict tour policies
When enabled by management, working-city rules and city-change requests support controlled changes to the day’s tour plan. Planner cutoff settings support next-month planning.
Work sessions
Start and end field, drive, camp, meeting or office work. Record start/end coordinates, durations and activity information. Driving captures vehicle and odometer readings.
Doctor & chemist visits
Select the target address, start a visit during a work session and record location. Complete or abort the visit; capture notes, participants and products discussed.
Location rules
Configure visit-radius enforcement and distance. Office work uses the configured office radius. Recorded work-log points can be reviewed on a map.
Camps, meetings & office tasks
Record non-visit work through sessions. Medical camps can reference a doctor; office sessions support individual task notes.
Daily & monthly work logs
Review the timeline of sessions, visits, camps, meetings, office tasks and approved leave. Accessible staff views support manager review.
02Customer relationships
Doctor profiles
Maintain names, contact details, specialities, birthdays, approval state, staff assignments and medical-store associations.
Medical-store profiles
Maintain store records, assigned staff, associated doctors and visit history, with approval where required.
Addresses & mapped locations
Keep multiple addresses for supported records, with city/state references and coordinates for location-based visit rules.
Remarks & visit history
Keep contextual remarks and past visits with the doctor or medical-store record. Review visit participants and products discussed.
Assignment-based visibility
Doctor lists and pickers follow assignments to the caller and accessible staff. Broader visibility requires explicit permission.
Record approvals & delete requests
Use authorized record approval, permission-controlled deletion and two-level deletion requests with reasons and decision history.
03Management & reporting
Dashboard
Review visit coverage by city, current open visits, pending approval categories, doctor birthdays, today’s plan and upcoming tour plans.
Staff & doctor visit analytics
Review visit statuses and doctor coverage over selected periods. Staff monthly summaries bring together visits, tracked work, drive distance and leave.
Vehicle & leave analytics
Review vehicle distance/time and leave trends with available date and staff filters.
Excel exports
Download supported master lists, tour plans and reports as XLSX files. Billing invoices can be downloaded as PDFs.
Leave requests & approvals
Create self or permitted staff requests, review through first/final approval, reject with reasons, cancel where permitted, and configure auto-cancellation.
Notifications
In-app notifications, browser push where supported and enabled, and email on supported workflow events. Company email notifications are configurable.
Last-recorded staff location
Authorized users can view staff tracker coordinates. These are recorded locations, rather than continuous live GPS tracking.
04Company administration
Users, roles & hierarchy
Manage users, one role per user, permissions, manager–staff relationships and reporting exclusions.
Headquarters & master data
Maintain headquarters, products and units, specialities and vehicles. Use the available geographic catalogue for addresses and tour plans.
Company operating settings
Configure visit rules, concurrent visits, office radius, planner cutoff, leave auto-cancellation, half-day leave and notification preferences where permitted.
Company branding & workspaces
Company-specific app identity and workspace routing, tenant-scoped records and role-based access keep each customer’s operations separate.
Profile, security & appearance
Profile/password changes, password recovery, email verification, active-session controls, appearance preferences and a local device PIN lock.
Billing visibility
View manually managed invoice and payment history, transfer instructions and invoice PDFs. Platform management handles contracts, invoicing and payment recording.
05Optional modules Company enablement required
Expenses
Daily, travel and other allowances, kilometres and receipt photos. Monthly submissions support configured one- or two-stage approvals, rejection, resubmission, review conversations and exports.
Orders
Standalone doctor or medical-store orders with products, quantities and units. Daily/team views, customer order history and item-level XLSX export. Corrections are creator-only on the same day.
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WHAT TO EXPECT
A clear scope
for your rollout.
Available todayResponsive web application with company workspaces, field operations, reporting and administration.
Optional by companyExpenses and Orders require platform enablement and user permissions. Orders record demand; they do not manage fulfilment or approval.
Location captured at eventsCoordinates support visit rules, work-session records and work-log maps. Continuous live tracking is not part of this scope.
Commercial discussionPricing and rollout terms are agreed with Cridos. Current billing is manually managed; native mobile apps are future work.
COMMON QUESTIONS
Before your demo.
Can representatives use it on a phone?
Yes. The current product is a responsive web application with mobile-focused screens. A native mobile application is not currently included.
Can managers see everyone’s records?
Visibility depends on permissions, staff hierarchy, doctor assignments and headquarters context. Access can be broader where explicit permissions allow it.
Does a visit require location verification?
Device coordinates are recorded when starting a visit. When visit-radius enforcement is enabled, the server rejects a start outside the configured distance from the selected address. The setting is configurable by company.
Can we enable Expenses and Orders later?
Both are optional modules controlled by platform management. Their interfaces and APIs require company enablement and the appropriate permissions.
Can we use our own company identity?
The implementation supports company branding and workspace routing, while each company’s operational records and access are scoped to its workspace.
LET’S TALK ABOUT YOUR TEAM
See how it fits
your working day.
Walk through the product with your team structure, field workflows and operating requirements in mind.
Book a product demo