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- Pharma Reps CRM
- Get started
Get Pharma Reps CRM running in four steps.
Begin with one account, one opportunity and one reviewed visit.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Pharma Reps CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Pharma Reps CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure CRM for Pharma Reps around your healthcare accounts, field team and sample review responsibilities.
Prepare the first operating cycle
Choose an account with current contacts and a named representative. Record a New opportunity with an expected close date and next step. Rehearse the qualification action, then record a visit with practitioner, quantity and lot number. Submit it to a named reviewer with any supporting attachment.
Review before release
Check that the account, opportunity, activity, receipt, visit and decision all refer to the intended healthcare relationship. Have the reviewer record a decision and update the visit status, then have the manager inspect the resulting queue and pipeline. Use that case to agree who maintains each record as the team expands.
Set up Pharma Reps CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.