Field Operations · Medtech

Field
Reporting

Reps speak. Documents generate. CRM updates itself.

HIPAA CompliantSOC 2 AlignedBAA AvailableCRM Native
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Built by operators with 20+ years in medtech.

A rep's afternoon.

1:47 PM

Meeting ends. Voice memo starts.

Rep walks out of a surgical evaluation. Opens the app. Speaks the meeting summary: who was there, what was discussed, what they committed to, what the next step is. 90 seconds.

2:03 PM

CRM updated. Quote drafted.

Voice memo transcribes and structures. Veeva or Salesforce Health Cloud gets the call report. Capital equipment quote drafts with the discussed configuration and pricing tier.

3:15 PM

Proposal in the customer's inbox.

Quote routed for compliance approval, signed off, sent to the customer. Rep walks into the next meeting with the previous customer already moving forward.

5:30 PM

Day complete.

Day's worth of meetings captured, structured, routed. Reps off the keyboard, in the territory.

What We Build

Four document types, all from voice.

Quotes & Proposals

Capital equipment quotes and device proposals from voice. Compliance-reviewed templates, custom pricing logic.

Contract Terms

Verbal agreements with hospitals, GPOs, and IDNs become draft contracts. Audit-trailed.

In-Service Documentation

Surgical and clinical in-services captured from voice. Attendance, completion, questions, structured for hospital training.

Sales Presentations

Reps build presentations from voice prompts. Pulled from approved compliance-reviewed asset libraries.

Impact.

5+ hours
of CRM entry recovered per rep, per week
Same-day
proposal turnaround
Veeva, Salesforce, Dynamics
native sync

HIPAA · BAA · SOC 2 Aligned · U.S.-Based

Live in under 3 weeks — discover, build, launch.

Scope field reporting for your commercial team.

Book a 30-minute working session.

Book a working session