Everything in
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See what each capability does, who uses it and what changes for the business.
One platform, wherever your teams work
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11 capabilities shown
- Pharma
- MedTech
- Consumer Health
Field Sales
Every rep working the right HCPs, every quarter.
- Higher call-plan attainment, territory by territory
- Follow-ups that happen every time, not when reps remember
- Every sample accounted for and audit-ready
Territories and call plans
Territories and HCP targets set by tier and potential, with call plans that update themselves when segments change mid-cycle, so reps always work the right list.
In-call content
Present approved content in person or remotely, with what was shown logged to the call.
Approved email
Reps send MLR-approved emails from templates, personalised only within approved fields and checked against consent before sending, with opens and clicks logged to the HCP record.
SamplesPharma
Sample drops with HCP e-signature, digital sample requests shipped by your 3PL, licence checks before every drop, and inventory reconciliation, so every sample is accounted for.
Field coaching
Managers record coaching reports from ride-alongs against agreed competencies, so development is tracked, not remembered.
Surveys and assessments
Structured surveys and customer assessments during visits, with progress and results by territory.
Visit routing
Nearby customers and efficient routes across planned visits, so reps spend more time with HCPs and less in traffic.
Ask-Nova AI
AI contact and account summaries before every call.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: available
- Pharma
- MedTech
- Consumer Health
Account Management
Plan, price and win at the account level.
- One view of every key account and who influences it
- Pipeline visible from first conversation to order
- Orders that reach the ERP right the first time
Account plans
Every stakeholder in a hospital or institution mapped, with SWOT and shared objectives, so the account team works one plan instead of five spreadsheets.
Opportunities
Deals tracked by stage, value and expected close, with required fields at each stage, so pipeline reviews run on real data.
Pricing and contracts
Account-specific prices, discounts and contracts applied automatically to quotes and orders.
Order management
Direct and wholesaler orders with approvals and ERP sync, so customer service stops re-keying.
Ask-Nova AI
AI account summaries before every account meeting.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: available
- Pharma
- MedTech
Medical Affairs
Scientific engagement, kept separate from promotion.
- Medical engagement you can measure, not just log
- Inquiry response times you can report on
- Confidence that no adverse event gets stuck in the field
Scientific plans
Objectives per expert and therapy area, the MSL’s equivalent of a call plan, so engagement follows a strategy.
KOL profiles and tiering
Affiliations, publications and engagement history in one profile, with local, regional and global tiers and clear owners.
KOL nomination
Reps and MSLs nominate local experts for regional or global status, routed for review and approval, so the global list reflects what the field knows.
Medical inquiries
Raised by MSLs and reps in the field, or received from any channel, and routed to the medical information team to respond, with a complete record of question and answer.
Adverse event capture
Events captured where they’re heard and routed to your safety system on time, so nothing sits in someone’s notes.
Medical insights
Insights from the field tagged with priority and reference links, so Medical sees themes across conversations.
Ask-Nova AI
Insight tagging and scientific summaries.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: available
- Pharma
- MedTech
- Consumer Health
Marketing and Omnichannel
Journeys that know what happened in the field.
- Campaigns in step with what the field is doing this week
- One audience definition Sales, Marketing and Medical all trust
- Consent issues caught before a message goes out
Journeys
Email, SMS, web and social journeys triggered by what HCPs do (opens, visits, event attendance), with consent checked at every step.
Segments
Audiences built from CRM, engagement and prescribing data in one place, so campaigns don’t wait on list exports.
Field alerts
Engaged HCPs flagged to their rep while interest is high, so marketing and the field act on the same moment.
Approved email at scale
The same MLR-approved templates reps use, sent at scale through journeys and campaigns.
Ask-Nova AI
Next-best-message and content suggestions.
Available on
- Web: available
- Tablet: not available
- Phone: not available
- Offline: not available
- Pharma
- MedTech
- Consumer Health
Events
Speaker programmes to congresses, in one workflow.
- Every event’s cost and attendance in one place
- Event engagement visible to the reps who follow up
- Transparency reporting that includes events automatically
Event planning
In-person, virtual and hybrid events, with budgets, speakers and logistics in one workflow, so the team stops stitching together spreadsheets and email.
Registration and Teams webinars
Registration plus native Microsoft Teams webinars with live streaming, translation and Q&A moderation, with no separate webinar tool to buy or validate.
Speaker eligibility and contracts
Approved speakers flagged from KOL profiles, with agreements, fees and annual caps tracked per speaker.
Expert engagements (fee-for-service)
HCP consulting work justified, contracted and certified before it’s paid, with HCPs logging hours and expenses in their own portal.
Check-in
Attendees checked in at the event, with records kept in step with registration status.
Ask-Nova AI
Post-event summaries and follow-up suggestions.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: not available
- Pharma
- MedTech
- Consumer Health
Content and MLR
Approved content, faster, wherever it’s used.
- Faster MLR turnaround
- No expired content in front of HCPs
- Content decisions based on real usage
MLR review in Teams
Reviewers approve where they already work, with e-signatures, so content stops waiting in inboxes.
Content library
Versions, expiry dates and role-based permissions, so an expired asset can’t reach an HCP.
Content usage tracking
The same approved asset in calls, emails and events, with usage tracked, so you can see which content works.
Localisation
Local versions of global assets, each with its own approval.
Ask-Nova AI
Compliance checks before content reaches review.
Available on
- Web: available
- Tablet: available
- Phone: not available
- Offline: not available
- Pharma
- MedTech
- Consumer Health
Compliance and Transparency
Compliant by design, in every market you sell in.
- Disclosure reports without a year-end scramble
- Consent you can prove in an audit
- One compliance model across markets
Transparency reporting
Transfers of value from calls, samples, meals and events collected as they happen, ready for Sunshine Act (Open Payments) and EFPIA disclosure.
Consent management
Consent by channel and topic, HCP self-service preference pages, and topic-level opt-outs synced with marketing, so no message breaks an HCP’s preferences.
Prescriber data restrictions
PDRP opt-outs applied automatically, and Rx data hidden for flagged contacts, so reps never see data they shouldn’t.
Spend caps
Per-HCP and per-event limits enforced as spend is entered.
Audit trail and validation
Full audit history, 21 CFR Part 11, GDPR and PIPL.
Ask-Nova AI
Compliance scanning of call notes and messages.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: available
- Pharma
- MedTech
- Consumer Health
Insights and Analytics
From activity to impact, by brand and territory.
- Quarterly reviews built on live data, not slides
- Managers who know where to step in
- Reps who know which customers to see next
Actionable rep metrics
Call plan progress and customer-level metrics shown inside the rep’s daily screens, each with a clear next action, so reps act without opening a report.
Customer 360
Every interaction with a customer on one profile, with an AI summary and where they stand on the adoption journey for each product.
Team dashboards
Call-plan attainment, reach and frequency, and meeting and email engagement by rep and team, so managers coach on facts.
Reporting
Your own reports on the same data, alongside the standard dashboards.
Ask-Nova AI
AI summaries and recommended next engagements.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: not available
- Pharma
- MedTech
- Consumer Health
Ask-Nova
AI in every capability, and agents you configure yourself.
- Answers in seconds instead of report requests
- AI your compliance team will approve
- No separate AI vendor or data export
AI assistant
Ask in plain language and get answers from your own CRM data, instead of exporting to Excel to find out.
Ask-Nova Studio
Configure agents for call prep, scientific summaries or case triage, grounded in your data and your workflows.
Built-in guardrails
Agents inherit the platform’s permissions, audit trail and compliance rules, so IT and Compliance can say yes.
Ask-Nova Plus
Ask-Nova AI
This is the AI layer. Every other capability lists what it adds there.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: not available
- Consumer Health
Retail Execution
Win at the pharmacy shelf, store by store.
- Promotion compliance visible across every store
- Stock-outs caught before they cost sales
- More orders per visit
Store checks
Shelf presence, pricing, placement and promotion compliance captured in a few taps, so trade marketing sees the shelf as it is.
Offtake checks
Stock and sell-out recorded per store, so replenishment follows real demand.
Pharmacy orders
Turn a store visit into an order on the spot, routed through the pharmacy’s wholesaler.
Photo capture
Shelf and display photos attached to the visit as evidence.
Ask-Nova AI
Store prioritisation from offtake trends.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: available
- MedTech
Cases, Assets and Kits
Every procedure covered, every device and kit accounted for.
- Procedure and product usage captured the same day
- A full view of the installed base by account
- Kits and demo units where they’re needed, when they’re needed
Procedure logging
Log each procedure attended, the surgeon and the products used, so usage and replenishment start from the theatre, not a phone call.
Device register
Every device in your accounts with its location and owner, so reps know what’s installed before they walk in.
Demo and kit booking
Book demo units and raise kit requests for upcoming surgeries, with status updates from your logistics systems, so no procedure waits on a missing set.
Surgeon preferences
Each surgeon’s preferred products and set-up per procedure, so the right kit is prepared every time.
Ask-Nova AI
Kit demand and procedure trends.
Available on
- Web: available
- Tablet: available
- Phone: available
- Offline: available
See these capabilities working for your teams
Book a demo and we'll walk through the capabilities that matter to your business, with your industry and your roles in mind.