Features

• Call logging with GPS check-inRecord a visit in seconds; in-person calls capture where the check-in happened.
• Accounts with tiersDoctors, pharmacies and hospitals grouped by tier. ST, T1, T2 and T3 by default.
• KOL, potential and segment profilingProfile each account so effort goes where it matters.
• Cycle plans with manager approvalPlans built from tiers, submitted by reps and approved by managers.
• ScheduleAgenda, week and month views of planned and submitted calls.
• Today's routeThe day's visits in one list, ready to work through.
• Tasks with phone remindersFollow-ups that remind the rep on their phone.
• Leave approvalReps request leave; managers approve it in the app.
• Sample stockTrack samples received and given out.
• Doctor signatures for samplesCapture a signature when samples are handed over.
• Coached visitsManagers record joint visits and coaching notes.
• Weekly coaching summaryA weekly view of coaching for each manager's team.
• Product presentations in callsShow slides during the visit and see time spent per slide.
• Call objectivesSet what each visit should achieve before it starts.
• WhatsApp brochure sharingSend approved product material straight from the app.
• Visit next suggestionsSuggestions for who to visit next.
• Events and CMEsPlan and record events and continuing medical education.
• Duplicate checks and data change approvalKeep one clean record per account.
• Reports and CSV exportExport calls, plans and KPIs whenever you need them.
• Calendar syncSee planned visits alongside the rest of the day.
• Dark modeEasier on the eyes in the evening and in dim rooms.
• Demo companyTry every screen with sample data before going live.

Ava AI only uses CRM details the user is already allowed to see. The app asks each user for permission before it first sends anything to AI, and administrators can turn the AI features off for the whole company. See the privacy policy for details.