Delve-Saarthi CRM

Delve-Saarthi is the field force app for pharmaceutical companies. Medical representatives and their managers plan, report and approve the whole working day from one phone — even with a weak network.

FOR THE MEDICAL REPRESENTATIVE
• Start day in one tap — attendance with travel category, TA/DA calculated by your company's rules.
• Log a doctor or chemist call in seconds — GPS check-in, products in the doctor's own order, samples, gifts and literature given, and marketing activities.
• Detail with digital visual aids (DVA) — full-screen slides, time spent on each slide recorded.
• Know every doctor — visit history, RCPA share this month, call or WhatsApp in one tap, update details and location.
• RCPA grid — our brands against competition, by chemist and doctor.
• Plan the day, the week and the month — standard weekday plans, pick doctors by name, tour plans sent for approval.
• Work tab — my claims with bills, SFC routes, stockist closing, POB orders, CME and camps, samples and reports.
• AI recommendations — overdue doctors, missed calls and brand opportunities, one tip at a time.
• Offline safe — a visit made without network is kept on the phone and sent when the network returns.

FOR THE MANAGER
• Team today — who started, who is in the field, and every call in time order.
• Team visits by rep and by date, for today or the whole month.
• Approve on the go — expense claims, tour plans, day changes and SFC routes.
• Joint visits with the full reporting line.

MORE
• Company holidays by state, product training, notifications, profile.
• Day and night mode; works on phones and tablets.

Delve-Saarthi is used by companies that subscribe to the Delve-Saarthi platform. Your company provides your login.