— 01 / MEDVISIT PRO Pharma Field Force · 2026
For laboratories and medical field teams tired of Excel, WhatsApp, and manual reports

Medical visits with data·AI
not spreadsheets.

One platform for routes, scheduling, medical visits, samples, compliance, and reporting. Fewer wasted kilometers, less duplicate entry, fewer missed visits across WhatsApp, Excel, and a CRM no one opens.

Entry point 2 to to 4-week pilot on the highest-friction territory
Typical result More effective visits per day, fewer wasted kilometers
Vs. traditional CRM Fewer required fields, more real field traceability
Compliance Visits, samples, and physician signatures auditable by report
02 — The Real Problem

Labs do not lose sales because they lack reps.
They lose them to operational friction.

Your team is already in the field every day. The problem starts when routes, schedules, samples, reports, and compliance live in WhatsApp, Excel, and notebooks — and management learns what happened days later, without data to decide anything.

01Routes

Poorly optimized routes

The rep builds the route by eye: crossing provinces the same day, repeating zones, and leaving key physicians uncovered for weeks.

02Schedule

Scattered scheduling in WhatsApp

Physician appointments, congresses, cycle meetings, and sample deliveries in loose chats — without a calendar management can audit.

03Reports

Manual reports

The rep fills out the spreadsheet at the end of the day (or week). Information arrives late, incomplete, and impossible to validate against the real visit.

04Traceability

No visit traceability

No one knows whether the physician was actually visited, how long the conversation lasted, what was promoted, or whether the sample arrived. Only the rep's word remains.

05Samples

Uncontrolled samples

Medical sample inventory in parallel spreadsheets: unexplained shortages, unsigned deliveries, and promotion reports no one reconciles against stock.

06Compliance

Manual compliance

Internal audits, pharmaceutical regulation, and promotion policies depend on assembling the file by hand every time someone asks.

03 — Why Change

Paying for an expensive CRM while still operating in WhatsApp and Excel does not make sense.

Si ya pagas licencias de pharmaceutical CRM and the team still builds routes by eye, fills reports manually, and moves samples through parallel spreadsheets, the software is not closing the loop. MedVisit Pro unifies routes, visits, samples, compliance, and reports in one platform — starting with the territory that hurts most today.

— A

Pay for what you use, not for modules no one opens

We map which parts of the current CRM the field team actually uses and replace only those. No per-user licenses that hurt without proving value.

— B

Route, visit, report, and audit without switching apps

Geo-optimized routes, scheduling, GPS check-in, samples, physician signature, visit reports, and compliance — in the same operational context.

— C

Start with the territory that hurts, not with a national rollout

We start with a territory or cycle where the team is already losing time. Then we scale to the rest of the country as the lab gains confidence.

04 — MedVisit Pro Modules

A modular platform to route, visit,
report, and audit.

We start small to prove value: assessment, pilot, and one automated cycle. Then MedVisit Pro replaces the current CRM and parallel spreadsheets where there is clear return — without a traumatic migration.

M01 · Routes

Geographic optimization

Algorithms that group cities by state and avoid province changes on the same day. Fewer wasted kilometers, more effective visits.

M02 · Schedule

Scheduling and planning

Automatic visit assignment by zones, nearby city clusters, and promotional cycle — visible to the rep and management.

M03 · Field

GPS check-in

GPS check-in and check-out, real visit time, and compliance validation against the planned route — without debate.

M04 · Visit

Medical visit report

Physician, promoted products, key messages, objections, next steps, and signature captured in the moment — not at the end of the day.

M05 · Samples

Medical sample management

Inventory by rep, physician-validated delivery, reconciliation against central stock, and lot traceability for regulatory audit.

M06 · Materials

Promotional materials

A catalog of literature, studies, visual aids, and videos in the same visit module — always the current version, auditable by cycle.

M07 · Compliance

Compliance and audit

Visits, samples, and materials with signature and timestamp to answer pharmaceutical regulation, internal policy, and audits without assembling files by hand.

M08 · Mobile

Offline-capable mobile app

Native app with offline functionality and automatic sync — designed for clinics, hospitals, and areas with poor coverage.

M09 · Management

Actionable reports

Coverage by territory, frequency by physician, rep productivity, route compliance, and cycle result — ready for commercial management.

05 — Before / After

What changes in daily operations.

Same people, same territories, same lab — but without the friction that makes visit reports arrive late and management decide with stale data.

Route and schedule

— Field operations
Before Routes built by eye, province changes on the same day, and key physicians without a defined frequency.
After Geo-optimized route, cycle schedule, and coverage by territory visible to reps and management.

Visits and samples

— Real traceability
Before End-of-day report, unsigned samples, and debates about whether the visit happened.
After GPS check-in, report in the moment, physician signature, and samples reconciled against stock.

Compliance and reports

— Cierre de ciclo
Before Duplicate entry across spreadsheets, files assembled by hand, and late reports for management.
After Audit trail with signature and timestamp, coverage by territory, and cycle reports ready at close.
— How we start

From assessment to operation, in order, without surprises.

STEP 01
Assessment

30 minutes to map current routes, territories, and where the team is losing time or visits.

STEP 02
Pilot

2 to 4 weeks in one territory or cycle: routes, visits, samples, and reports in real production.

STEP 03
Operations

Support, hosting, templates, monitoring, reports, and monthly improvements by cycle.

STEP 04
Scaling

We decide which current CRM modules to replace, which data to migrate, and which integrations to keep.

06 — Oferta de entrada

Three ways to start without risk.

— 03 packages · 01 featured
— 01 / ASSESSMENT

Sales force assessment

We map the cost of the current CRM, the modules actually used, and where coverage and compliance are being lost.

  • Routes, territories, and frequency by physician
  • Visits, samples, and compliance
  • Reports and management data
Schedule assessment
— 03 / OPERATIONS

Monthly operation

For labs that want to run MedVisit Pro as their central system with ongoing support and more functionality.

  • Support and improvements
  • Templates, monitoring, and reports
  • Operational support
Let's Talk
07 — Let's Talk

Which territory is slowing down your sales force today?

Schedule a short assessment. We review routes, scheduling, visits, samples, or compliance and define whether MedVisit Pro can replace what you already pay for with more functionality and less friction.

  • Time 30-minute assessment · flexible scheduling
  • Direct channel WhatsApp: +506 6220 7848
  • Email info@simplexityla.com