Field sales · built-in CRM
Your reps’ CRM is already part of the system.
Visits, a planning calendar and full sales-manager visibility — built into the same platform that runs your orders, stock and invoices. No separate CRM to buy or sync.
Amoura gives every sales rep a CRM that already knows their accounts. Reps log each clinic visit — date, objective, duration and outcome — and plan the week ahead on a calendar, with alerts for clinics that haven't been seen. Sales managers get a live cockpit: team revenue, target attainment, visit counts, conversion and a feed of who visited whom and what came of it. It's the same system that runs orders, pricing and finance — so a visit that turns into an order needs nothing re-typed.
Screens below are illustrative — sample data.
Reps log every visit — in seconds.
Each visit captures the clinic, date, objective, duration and outcome — order taken, follow-up, positive or neutral. It lives against the clinic, right 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 — 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 recent visits and orders — who visited whom and what came of it. Each rep also has a performance page with revenue, targets and assigned clinics.
- Team revenue, attainment % & conversion at a glance
- Rep leaderboard + live visit & order activity
- Per-rep performance: targets, clinics, revenue
In the same system
Everything a rep runs — no separate tools.
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.
Clinic book & assignment
Each rep sees their assigned clinics with credit, order history and last-visit date.
Targets & attainment
Set targets per rep and period; reps track progress and attainment on their dashboard.
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 activity feed of recent visits and orders — who visited whom and the outcome. Each rep also has a performance page with revenue, targets, assigned clinics and conversion.
Is the rep CRM separate, or included?+
It's included in every Amoura plan — no separate CRM to buy, license or sync. Visits, calendar, clinic book, recurring orders, expenses and targets are part of the same system as orders, pricing and finance.
What else can reps do in Amoura?+
Manage recurring/standing orders, submit expenses with receipts, browse their assigned clinic book with credit and order history, track targets and attainment, 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.