In medical sales, reps work with clinic and hospital accounts, with several decision-makers and repeat visits. 4softcrm keeps every account with its visit history, opportunities and contacts, while the activity calendar and activity inbox organise the visit plan — an alternative to HubSpot, Pipedrive, Salesforce and Zoho.
Each clinic or hospital is an account with its history of visits, opportunities and decision-makers. Set up for sales teams in Polonia, with pipelines, custom fields and reports for the sector.
Lists of accounts that need a follow-up enter a dedicated pipeline with clear stages and deadlines. Set up for sales teams in Polonia, with pipelines, custom fields and reports for the sector.
Reps plan visits in the activity calendar and work through the activity inbox without missing a follow-up. Set up for sales teams in Polonia, with pipelines, custom fields and reports for the sector.
Every call, email and visit is logged on the contact timeline; custom fields hold the details your team must record. Set up for sales teams in Polonia, with pipelines, custom fields and reports for the sector.
Scoring rules highlight the clinics with the highest order potential, based on the criteria you define. Set up for sales teams in Polonia, with pipelines, custom fields and reports for the sector.
Each clinic or hospital is a company in the CRM, with its contacts, opportunities and activity history linked. Reps filter their accounts by owner.
Visits are scheduled as activities in the calendar, and the activity inbox shows what is due today and what is overdue.
Yes. Calls, emails and visits stay on the contact timeline, and custom fields hold the details your team needs to record.
Define scoring rules, for example by deal value or stage, and the CRM ranks accounts by score.
