Field sales · built-in CRM
Your reps’ CRM is already part of the system.
Calls, samples, cycle plans and full sales-manager visibility, built into the same platform that runs your orders, stock and invoices. No separate CRM to buy or sync.
What does Amoura's field-sales CRM do?
Amoura gives every sales rep a CRM that already knows their accounts. Reps check in at the clinic, present approved slides, hand out samples and take the order in one call, even with no signal. Managers set cycle plans and targets, see coverage and live activity, and score coaching visits. It runs in the same system as orders, pricing and finance, so a call that turns into an order needs nothing re-typed.
Screens below are illustrative and use sample data.
Reps log every visit in seconds.
Each visit records the clinic, date, objective, duration and outcome: order taken, follow-up, positive or neutral. It sits on the clinic's record next to their orders, credit and price list, so the whole relationship is in one place.
- Visit notes with objective, duration & outcome
- Logged against the clinic, with orders, credit & pricing in view
- Edit or update past visits anytime
Managers see the whole team, live.
The sales-manager cockpit shows team revenue, target attainment, visit counts and conversion, with a rep leaderboard and a live feed of who visited whom and what came of it. Supervisors also see how many planned accounts each rep has reached this cycle, reports on visits and covering calls, targets by rep, coaching scores and back-dated calls waiting for approval.
- Team revenue, attainment % & conversion at a glance
- Rep leaderboard + live visit & order activity
- Cycle-plan reach and coverage reports, per rep
- Coaching visits scored on your own form, exported to CSV
In the same system
Everything a rep runs, in one place.
GPS check-in
A rep checks in at the account and the app compares their position with the clinic's pin. Inside or outside the radius is saved on the call.
Call presentations (CLM)
Show approved slides during the call. Only approved material inside its dates can be shown, and what was shown is saved on the call.
Samples and free goods
Record samples on the call and free goods on the order. The company sets a free-goods cap per product.
Works offline
Amoura runs as an installable web app. Calls made with no signal wait on the device and sync when the rep is back online.
Cycle plans and territories
Plan which accounts each rep covers in a cycle, grade doctors A+ to D for call frequency, and split accounts by territory.
Separation by brand
Two reps can cover the same clinic for different brands. Each one sees the calls and orders for their own brands.
Quotes to orders
Build a quote, send it for approval, download the signed PDF, revise it, and turn it into an order when the clinic says yes.
Collections and returns
Collect a payment at the clinic. Return credit is offset against open invoices first, oldest due date first.
Consignment stock
Leave units at a clinic. Only what the doctor keeps is invoiced, and the rest goes back to its batch.
Meetings and consents
Run group meetings with an attendee list, and record each doctor's consent for email, SMS, WhatsApp or samples.
Approved email templates
Reps email doctors from templates that were approved first, so no unapproved claim goes out.
Time off and back-dated calls
Reps request time off, and a call entered after the fact waits for a manager to approve it.
Planning calendar
Plan upcoming visits on a month or week calendar and see what's coming next.
Unvisited-clinic alerts
Amoura flags clinics with no recent visit and accounts going quiet, before they go cold.
Recurring / standing orders
Set repeat orders per clinic; reps confirm, skip or quote when each one is due.
Expenses & receipts
Reps submit gift, travel and event expenses with receipts, through an approval flow.
Targets & attainment
Set targets per rep and period; reps track progress and attainment on their dashboard.
Live rep location
Reps choose to share their location during working hours and can switch it off. Old location points are deleted after the retention period you set.
Field sales questions
Can sales reps log and plan visits?+
Yes. Reps log each clinic visit with date, objective, duration and outcome (order taken, follow-up, positive or neutral), and plan upcoming visits on a month or week calendar. Amoura also flags clinics that haven't been visited recently.
Can a sales manager see the team's visits and performance?+
Yes. The sales-manager cockpit shows team revenue, target attainment, visit counts and conversion, a rep leaderboard, and a live feed of who visited whom and the outcome. Supervisors also get cycle-plan reach, coverage reports that show who called on another rep's customer, targets per rep, and coaching visits scored on your own form, which export to CSV.
Is the rep CRM separate, or included?+
It's included in the per-user price. There is no separate CRM to buy, license or sync. Calls, cycle plans, samples, quotes, collections and targets are part of the same system as orders, pricing and finance.
Does it work without a signal?+
Yes. Amoura is a web app reps install on their phone or tablet. Calls made offline are kept on the device and sync when the connection comes back. It is not a separate App Store app.
Can reps check in, present slides and hand out samples on a call?+
Yes. The check-in compares the rep's GPS position with the clinic's location and saves whether they were inside the radius. During the call the rep shows approved slides only, records samples, and can take an order with free goods up to the cap you set per product.
Can two reps cover the same clinic for different brands?+
Yes. Accounts are assigned per rep and per brand, so each rep sees the calls and orders for the brands they carry.
What else can reps do in Amoura?+
Send quotes and convert them to orders, collect payments, place consignment stock, run meetings, record consents, request time off, manage recurring orders, submit expenses with receipts, track targets, and act on alerts for overdue invoices, credit limits and inactive clinics.
Ready when you are
See the rep CRM on your own accounts.
Book a founder-led demo and we’ll walk your real workflow (orders, approvals, inventory, finance) on the system, not a slide deck.