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Pharma SFA software for medical reps

Doctor calls, samples, RCPA, OTC orders and stockists on one app, so every call can turn into pharmacy sales.

HCP Coverage & Detailing

with Medical Reps

HCP Coverage & Detailing with Medical Reps

Pharmacy & OTC Execution

with Chemists & Stockists

Pharmacy & OTC Execution with Chemists & Stockists

HCP Activation & CME

with Events & Education

HCP Activation & CME with Events & Education

Trusted by leading pharma & healthcare brands worldwide

Shalina Healthcare
Unilab
Guill-Bern
Philcare
Detoxicare
DynaDrug

What is pharma SFA software?

Pharma SFA (sales force automation) software is the app a pharmaceutical field force runs on: medical representatives (MRs) plan doctor and pharmacy calls, file call reports, track samples and claim expenses.

It also records RCPA (retail chemist prescription audit), so managers see which doctors' prescriptions turn into pharmaceutical sales at nearby pharmacies. Read our guide to pharma SFA and HCP engagement.

The baseline every MR team needs

  • BeatRoute call report for a visit to a cardiologist, marked interested, with a button to submit the report

    Daily call report (DCR):

    Log each doctor and chemist call on the phone. See our MR reporting software.

  • BeatRoute check-in at 09:02 with a verified location on a map around the rep's position

    Attendance and geo-tagged calls:

    Every call carries a location stamp, so padded reports stand out.

  • BeatRoute route covered today on a map with four numbered stops, the distance and an allowance built from the route

    Travel and expense claims:

    Allowances built from the route the rep actually covered.

  • BeatRoute sample trail for a product pack showing samples received, given to doctors and left

    Sample and promo material trail:

    What each rep received, gave each doctor and has left.

  • BeatRoute tour plan for one day with a doctor, a chemist and a joint visit with the manager, approved by the manager

    Cycle plans and tour plans:

    Monthly tour plans by doctor class, approved before the month starts.

  • BeatRoute e-detailing product video for Nexvita Zinc+ with a play button, and the slides the doctor has viewed counted

    E-detailing:

    Show product videos on a tablet and see what each doctor viewed. See our e-detailing software.

What managers see

  • BeatRoute manager view comparing each rep's calls with the cycle plan and flagging a Class A doctor not yet visited

    Calls against the plan:

    Missed doctors show up while there is still time to visit.

  • BeatRoute KPI scorecards for calls per day and Class A coverage with progress against target

    Targets and scorecards:

    Rep, territory and team scorecards, live through the month.

  • BeatRoute view of a pharmacy near a doctor's clinic with the pharmacist and a chart of secondary sales

    Pharmacy and stockist sales:

    Pharmacy and stockist sales beside doctor coverage.

PT Combiphar, an Indonesian pharma company, runs its prescription and OTC teams on BeatRoute SFA with separate workflows. Nurturemed Pharma in the Philippines raised the productivity of its medical reps by 20%.

Which kind of SFA software for pharma fits your team?

Choose by how your teams sell.

Kinds of pharma SFA software compared by what they do and who they suit
Kind of toolWhat it doesWho it suitsWhere it falls short
Generic field sales appCheck-ins, visit logs, orders and expenses for any field team.Small teams selling mostly OTC through shops.No doctor classes, cycle plans, sample trail or RCPA. Those end up in spreadsheets.
Build-it-yourself platformA CRM or low-code platform your IT team or a partner shapes into a pharma app.Large companies with in-house IT and time to build.Every setup, launch or new rule becomes an IT project.
Call-reporting pharma SFADCR, attendance, expenses, samples and cycle plans for MRs.Prescription-only teams that mainly need reporting.Logs doctor visits but does not link them to pharmacy sales, OTC orders or stockists.
Pharma SFA with DMS (BeatRoute)The MR basics plus RCPA linked to doctors, OTC and hospital workflows, and stockist management.Brands with prescription, OTC and hospital teams that sell through stockists.More than you need if you only want call reports for one small team.

What BeatRoute adds to the MR basics

Doctor calls linked to pharmacy sales

Reps see which doctors' prescriptions move stock at nearby pharmacies, and managers join visits in the app.

  • Doctor–pharmacy links
  • RCPA by doctor
  • Joint visits
BeatRoute doctor coverage and joint visits for medical reps

OTC orders and stockists on the same app

OTC orders, schemes and display audits, with stockists on the built-in distributor management system.

See the distributor management system→
  • Pharmacy orders
  • Trade schemes
  • Stockist stock and sales
BeatRoute OTC order recommendation and RCPA at pharmacy counters

Hospital accounts and CME

Hospital key account managers get their own norms and scorecards, and CMEs are tracked to attendance.

  • Hospital KAM scorecards
  • CME and seminars
  • Attendance by doctor
BeatRoute CME and HCP event activation tracking

See your HCP, pharmacy and CME execution on BeatRoute.

See how BeatRoute runs prescription, OTC and hospital teams, with your visit norms and focus brands.

AI that plans the MR's day and points every hour towards your sales goals

Scheduling AI Agent

Sends each MR to the doctors and pharmacies where prescriptions are slipping.

Journey Planning AI Agent

Builds weekly and monthly cycle plans that make up for missed calls.

Customer Insights AI Agent

Prepares an agenda for each doctor visit before the rep walks in.

Order AI Agent

Suggests the right OTC products for each pharmacy and stockist from your focus lists.

VM Audit AI Agent

Checks pharmacy shelf displays from one geo-tagged photo.

BeatRoute Copilot

Answers managers' questions about doctor coverage and prescription trends in plain English.

See how visit planning works→

Frequently Asked Questions

How is BeatRoute different from a traditional pharma SFA?

Traditional pharma SFA tools prove that a visit happened: they log geo-tagged calls, samples and detailing, while the MR still plans tomorrow from memory. BeatRoute also plans the work with AI and links each doctor to sales at the pharmacies nearby, plus OTC orders and stockist stock.

What should a pharmaceutical company look for in pharma SFA software?

Start with how your field force sells. Pharmaceutical companies with prescription, OTC and hospital teams need more than call reporting. Check that the software covers the MR's whole day: daily call reports, geo-tagged attendance, samples, expenses and cycle plans by doctor class. Then check what it links: RCPA at the pharmacies near each doctor, OTC orders and stockist stock, so pharmaceutical sales can be traced back to doctor coverage. Look at the analytics managers get, such as calls against the plan and targets by rep, territory and team, and whether incentives can follow those scorecards. Finally, check that it works offline, connects to your ERP and HR systems, and lets an admin change visit norms when a launch or a compliance rule changes, without a development project. For healthcare brands moving from spreadsheets to digital tools, these checks matter more than the length of the feature list.

Does BeatRoute support RCPA and HCP–pharmacy linkage?

Yes. During the visit, the rep records what the doctor agreed to prescribe. RCPA at the linked pharmacies then checks it by molecule and by doctor, so you see which doctor drove which pharmacy's sales.

Can BeatRoute run separate workflows for Medical Rep, OTC and Hospital KAM teams?

Yes. Medical reps, OTC trade executives and hospital key account managers each get their own visit norms and scorecards. Incentives can follow those scorecards. When you launch a product, open a territory or face a new compliance rule, an admin changes the norms in settings. No development project is needed.

How long does it take to roll out pharma SFA software?

It depends on how many teams, products and integrations you have. As one example, PT Combiphar went live on BeatRoute SFA in two months, with separate workflows for its prescription and OTC teams. BeatRoute connects to your ERP, finance and HR systems through its Matrix middleware or APIs. A demo is the quickest way to get an estimate for your setup.

Does the app work where there is no mobile signal?

Yes. BeatRoute works offline and syncs when the phone reconnects. Reps in rural territories or hospital basements can log calls, samples, orders and expenses without a signal.

Is pharma SFA software the same as a pharma CRM?

They overlap. A pharma CRM keeps the record of each doctor and every contact with them, often for marketing and medical teams too. Pharma SFA software is built around the field team's day: visit plans, call reports, samples, expenses and orders. BeatRoute holds the doctor and pharmacy lists and the full call history, so the records a field team needs sit in the same app. Our pharma SFA guide covers the difference in more depth.