A CRM built for the field, not the office — offline-first, iPad-native.
iPad CRM for pharmaceutical field reps. Offline-first visit management and doctor relationship tracking.
Explore the productEarlier work / Product concept
01 / The idea
Pharmaceutical field representatives visit dozens of doctors per week but rely on desktop CRMs and paper forms that don't work in waiting rooms or without a reliable internet connection. Data entry was happening hours after visits — from memory — leading to inaccurate records and missed follow-ups. Managers had no real-time visibility into field activity.
03 / Product thinking
Designed an iPad-native CRM with an offline-first architecture using local storage that syncs to the server when connectivity is restored. Reps log visits in under 60 seconds using structured tap-through forms — no free-text required. The app surfaces the last visit date, pending follow-ups, and doctor preferences before each appointment. Managers get a live dashboard showing rep activity, coverage rates, and follow-up completion.
See the work behind the agents.
