Pharma CRM

Field Force Management Portal

Role-Based Access Control — 5 Distinct Permission Levels

Pharmaceutical Field Force
Management Portal

A comprehensive CRM for medical representatives, supervisors, and administrators. Manage visits, orders, expenses, GPS tracking, and performance — all in one place.

GPS Tracking

Real-time location & offline sync

Task Management

Assign, track & complete tasks

Analytics

KPI dashboards & reports

Performance

Target tracking & insights

Samples

Distribution & inventory

Expenses

Auto-calculated ₱ claims

Role-Based Access Levels

Each role has carefully defined permissions to ensure data security and operational efficiency

Super Admin

Full system access. Manage admins, configure system parameters, and oversee all operations.

  • Manage all users & roles
  • System settings & parameters
  • All reports & analytics
  • Admin promotion/demotion
Admin

Full operational access. Manage teams, approve workflows, and access all reports.

  • Manage teams & territories
  • Approve visits, expenses & leave
  • Full reports & analytics
  • Product & campaign management
Supervisor

Team management and approval authority. Monitor field reps and approve their activities.

  • Approve visit plans & expenses
  • Assign tasks to team members
  • View team performance
  • Monitor GPS & field activity
Medical Rep

Field-level access for daily operations. Manage visits, customers, and submit reports.

  • Log field visits & GPS check-in
  • Manage customer relationships
  • Submit expense claims
  • Track own targets & performance
Collector

Order and payment collection focus. Process orders and track collections in the field.

  • Create & manage orders
  • Track payment collections
  • GPS check-in/check-out
  • Submit expense claims

Secure Role-Based Login

Your access level and visible features are automatically determined by your assigned role upon sign-in.