MedRep
Platform overview

One platform for your whole field operation.

Field CRM, catalogue, events, samples, training, AI, HR and analytics — eight modules that share one data model and one audit trail. Turn on what each team needs, launch it under your brand, and run the entire commercial operation from a single source of truth.

8
Integrated modules
one login, one bill
1
Shared data model
no sync, no drift
2
Apps in the box
mobile field + admin
100%
Your brand
logo, colours, domain
How it fits together

Not a suite of apps. One operating loop.

Most vendors bolt separate products together and call it a platform. MedRep is built the other way round — every module reads and writes the same records, so work flows from the field to the boardroom without a single export.

Step 1

Plan in the field

Reps work their territories, log visits and book events from a mobile-first app — every action lands on a shared account record.

Step 2

Move real stock

Catalogue, samples and consignment inventory share the same SKUs, so what a rep shows is what they can place and reconcile.

Step 3

Stay compliant

Training cadences, certifications and HR records gate who can do what — enforced automatically, not chased by email.

Step 4

See everything

AI assistants and live dashboards read from the same source of truth, so insight is grounded in what actually happened.

Field Operations & CRM

The field, in your pocket.

Territories, accounts, contacts, leads and visit logging built for people on the road. Reps plan a route, capture a visit in seconds and never lose context — managers see coverage and pipeline in real time.
  • Mobile-first app reps actually open between cases
  • Account timelines that pull in every team’s activity
  • Route planning, geo check-ins and offline capture
  • Lead routing and follow-up reminders that don’t slip
app.yourbrand.com/accounts
NH
Northside Hospital
Mr A. Patel · visited 2d ago
Active
LC
Lakeview Clinic
Dr S. Owens · follow-up due
Due
MS
Metro Surgical
New lead · unassigned
Lead
Today’s route
6stops planned
Product Catalogue

The right product, one tap away.

A living catalogue with SKUs, assets, indications and QR codes, plus AI-powered smart search so a rep can find exactly what a clinician needs — even mid-conversation in theatre. The same products power samples, orders and inventory.
  • Structured products, variants and SKUs with rich media
  • Smart search across names, codes and indications
  • QR codes that jump straight to the right product page
  • One catalogue feeding every other module
app.yourbrand.com/catalogue
Search products, SKUs, indications…AI
Events & Bookings

Run training days and theatre support.

Schedule events, manage faculty and sessions, take registrations and coordinate specialised bookings end to end. Capacity, attendees and follow-up all live against the same accounts and people your reps already work.
  • Events, sessions and faculty in one calendar
  • Self-service registration with capacity control
  • Specialised bookings tied to accounts and reps
  • Attendance and outcomes feeding training records
app.yourbrand.com/events
C3
Cadaver lab · Theatre 3
09:00 · 12 faculty
Live
SW
Surgeon workshop
13:30 · 24 registered
Open
RT
Regional training day
Fri · 60 seats
Soon
Samples & Inventory

Track every unit, prove every movement.

Consignment stock, sample lifecycle, barcode scanning and rep reconciliation give you a full chain of custody from warehouse to case. Every lot, expiry and usage event is recorded — so reconciliation is a report, not a scramble.
  • Consignment and rep-held stock with live quantities
  • Barcode and lot scanning from the mobile app
  • Expiry tracking and low-stock alerts
  • Chain of custody and reconciliation, fully audited
app.yourbrand.com/stock
Consignment · Rep #2241 Scan
8A
Lot 8841-A
Exp 04/27 · qty 6
In stock
8C
Lot 8839-C
Exp 11/26 · qty 1
Low
87
Lot 8702-B
Used in case · 2d ago
Used
Training & Compliance

Mandatory training that never lapses.

Author courses, auto-grade assessments, issue certificates and enforce mandatory training cadences across every role. Because training is wired to permissions, an out-of-date certification can quietly gate the work it should — automatically.
  • Course authoring with assessments and pass marks
  • Automatic certificates with expiry and renewal
  • Role-based mandatory cadences, enforced not emailed
  • Compliance status visible to managers in real time
app.yourbrand.com/training
Mandatory training98% complete
Code of conduct100%
Field safety92%
Product certification88%
AI Knowledge & Assistants

Your documents, answering questions.

Retrieval-grounded assistants, an AI slide builder and instant answers drawn from your own document library — cited to the source, never invented. The assistant reads your catalogue, IFUs and policies, so reps get trustworthy answers in seconds.
  • Answers grounded in your library, with citations
  • AI slide builder from real product content
  • Scoped to your tenant — your data never leaks
  • Built on Azure OpenAI and AI Search
app.yourbrand.com/assistant
What’s the indication range for the 9 mm implant?
Grounded answer
IFU.pdf · p.12Catalogue
HR Suite

People operations, next to the work.

Leave, attendance, onboarding, expenses, certifications and a document vault — HR that lives beside the field, not in a silo no one opens. Because people and roles are shared, HR drives who can sell, book and place stock.
  • Leave, attendance and approvals in one flow
  • Onboarding checklists and a secure document vault
  • Expenses captured from the same mobile app
  • People, roles and certifications power permissions
app.yourbrand.com/people
Leave · June
AO
A. Okafor
Annual · 3 days
Approved
JR
J. Reyes
Sick · pending
Review
Analytics & BI

Decisions backed by live data.

Embedded dashboards, trend insights and a complete audit trail give you board-ready reporting without exporting a single spreadsheet. Every chart reads the operational source of truth, so the numbers always reconcile.
  • Embedded dashboards across every module
  • Trend insights on coverage, pipeline and compliance
  • Board-ready reporting with no manual exports
  • Numbers that always tie back to the audit trail
app.yourbrand.com/insights
Revenue
£1.2M9%
Win rate
34%
Coverage
91%
Quarterly performancevs target
The foundation

One data model. One audit trail.

Integration isn’t a feature you bolt on — it’s the architecture. Every module sits on the same records and the same immutable log, which is why nothing drifts and everything reconciles.

One data model

Accounts, products, people and events are defined once and referenced everywhere. There’s no nightly sync between a CRM and a stock system because there is no second system — just one model the whole platform reads and writes.

  • Accounts, contacts and clinicians referenced once, used everywhere
  • Products and SKUs shared across catalogue, samples and orders
  • People, roles and certifications drive permissions platform-wide
  • Every visit, booking, movement and approval on one timeline

One audit trail

Every meaningful action writes to an immutable audit log. When a regulator, a customer or your own board asks what happened, the answer is a query — not a reconstruction from four disconnected tools.

  • Immutable audit_events for every create, update and access
  • Who did what, when, from where — exportable on demand
  • Row-level isolation so tenants can never see each other’s data
  • Retention and archive policies you control per deployment
Two apps, one platform

A field app and an admin console, sharing a brain.

Reps and clinicians get a fast, installable PWA built for phones and theatres. Head office gets a full desktop console for configuration, oversight and reporting. Same data, same permissions, two surfaces tuned to the job.

Mobile field app

Installable PWA for reps and clinicians — visits, catalogue, scanning, training and AI in the room. Works offline and feels native.

Admin console

Desktop control room for HQ — configure modules, manage people and stock, and read board-ready analytics across the whole operation.

Secure and white-label by design

Enterprise-grade underneath. Entirely yours on top.

The same architecture that keeps the platform fast keeps it safe and fully brandable. Strict tenant isolation, managed-identity service auth and a complete audit trail are built in — and every deployment wears your identity, not ours.

  • Row-level isolation between every tenant
  • Managed-identity service-to-service auth — no shared secrets
  • Your logo, colours, typography, domain and branded sign-in
  • Per-tenant feature flags and role model, driven by config
Tenant isolation
Data never crosses
Managed identity
No standing secrets
Audit everything
Immutable event log
Config, not forks
One codebase, many brands
Your theme
Tokens, not hard-codes
Your domain
Branded sign-in
One operation, one screen

Everything a manager needs, before the first coffee.

Visits, leads, compliance and activity in a single dashboard that updates as the field works. No stitching together exports from five tools — the day’s picture is already assembled, because it never came apart in the first place.

  • Live KPIs that read the operational source of truth
  • Drill from a number straight into the records behind it
  • Configurable per role, so everyone sees what matters to them
app.yourbrand.com
Visits / week
1,28412%
Open pipeline
£2.4M8%
Compliance
98.4%
Field activityLast 30 days
Go deeper

Pick a module and dive in.

Every capability has its own page with screens, workflows and the detail your team will care about.

Questions, answered

The questions we hear most.

No. Modules are switched on per deployment with feature flags, so you can start with field operations and the catalogue and add events, samples, training, AI, HR or analytics whenever you’re ready. Because everything shares one data model, turning on a new module enriches what you already have rather than starting from scratch.

Every module reads and writes the same underlying records — accounts, products, people, events — and every meaningful action is written to a single immutable audit log. There is no integration layer syncing a separate CRM to a separate stock system, because there is no second system. That’s why numbers reconcile and history is always complete.

It’s genuinely white-label. Each tenant gets its own brand identity, theme tokens, domain and branded sign-in, plus its own feature set and role model — all driven by configuration rather than code forks. Your customers and your team see your product, on your domain. They never see MedRep.

Every tenant-scoped record carries a tenant identifier, and row-level security enforces isolation on every query — a tenant simply cannot read another tenant’s rows. Service-to-service calls use managed identity rather than shared secrets, and cross-tenant access is restricted and logged.

Yes. The field experience is an installable PWA designed for phones and theatres, with offline capture so reps can log visits, scan stock and reference the catalogue even without a connection — then sync when they’re back online.

Weeks, not quarters. Because deployments differ by configuration rather than custom builds, we stand up your branded environment, load your catalogue and people, switch on the modules you need and go live — without a long bespoke engineering project.

See the whole platform, configured for your team

A working demo on your catalogue and your domain — not slideware. We’ll walk every module and show how they share one data model and one audit trail.