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CRM & Sales

From first contact
to collected revenue.

Accounts, leads, opportunities, quotations and orders in one pipeline — with the credit, discount and approval controls that keep medical sales profitable.
Book a CRM demo See the workflow

Arabic & English · Web and offline mobile · Connected to inventory and finance

Customer 360 Controlled discounts Field-ready
CRM capabilities

Every customer signal. One controlled sale.

The day-to-day tools medical sales teams need — from the first lead to the last collection.

Customer 360

Accounts, contacts, KOLs, territories and credit limits in one record — with orders, finance, stocked products and the full activity timeline.

Lead-to-order pipeline

Capture from the field, lists, referrals, WhatsApp or Facebook Lead Ads; auto-assign to the least-loaded rep and forecast on configurable kanban stages.

Quotations that stay controlled

Multi-line quotes with gifts, discounts and carriers, printed on company letterhead — with approval, expiry and stock checks before conversion.

Orders, credit and collections

Fulfil from the right warehouse, validate credit exposure, resolve disputes and collect against invoices — with installment plans and late-payment penalties.

Field execution

A today queue, visits, schedules and check-ins. Reps work from the mobile app — online or offline — and sync when they are back in coverage.

Medical service and returns

Device demos tied to serials, maintenance contracts and visits, billable engagements, and returns to quarantine or restock with commission clawback.

Built-in controls

The guardrails are part of the flow.

Credit, discounts, approvals and returns are enforced in the workflow — not in a spreadsheet on the side.

Credit exposure before every order

GL outstanding + open orders + the new order, checked against the customer limit.

Discount ceiling enforced

Validated per product or category on the order; quote approval can carry a one-off exception.

Approval before conversion

A quote must be approved and unexpired before it becomes a sales order.

Serial-level returns

Returned goods go to quarantine or restock, costing layers post and commissions are clawed back.

Lead to cash

One thread from capture to collection.

Every step keeps the same customer record, so nothing is re-keyed and nothing falls between teams.
1

Capture

Field, list, referral, WhatsApp, social or Facebook Lead Ads — with duplicate checks and automatic assignment.

2

Qualify

Configurable stages, contact attempts and conversion maps; three failed attempts mark a lead unreachable.

3

Quote

Products, gifts, discounts and carriers; approve, send and print on the company letterhead.

4

Fulfil

An accepted quote becomes a sales order; credit and stock are checked before warehouse fulfilment.

5

Collect & retain

AR invoice in finance, collections, installments and returns — with targets, commissions and live dashboards.

Medical sales team reviewing customer plans
Customer 360 orders, finance & service in one view
Built for medical distribution

Sell devices, consumables and service without losing the thread.

Medical sales is not a generic pipeline: hospitals and labs buy on credit, devices need demos and service, and a returned lot has to be traced. CRM handles all three in the same record.

  • Hospital, lab and pharmacy accounts with tiers, territories and credit limits
  • A KOL registry linked to accounts and contacts
  • Device demos with serials, feedback forms and carrier shipments
  • Maintenance contracts, service visits and billable engagements
  • Installment plans with trust receipts and late-payment penalties
  • Competitor and shelf intelligence captured by reps
Talk to the CRM team
Connected by design

CRM that knows what stock and finance know.

Every hand-off is a record, not an email. Sales sees availability and exposure before the order is confirmed.

Inventory

Live availability at quote time, warehouse issue on fulfilment, and batch, serial and quarantine handling on returns.

Purchasing

A fulfilment shortfall raises a draft purchase requisition instead of a side conversation.

Finance

AR invoices post on fulfilment; outstanding exposure drives credit control and installments post to the ledger.

HR

Rep directory, working calendar, hours and company letterhead come from one employee record.

Field Force app

Offline visits, orders, quotes, returns and collections sync back with GPS check-in and end-of-day close.

Commerce

A storefront checkout books a CRM sales order against live stock and the same customer record.

See CRM in action

Bring your pipeline.
We'll run it.

Walk through a lead, a quote with approval, a credit check and a return — with your own scenarios and data.

Book a CRM demo Next: Inventory

Arabic & English · Web and mobile · Part of the NEXORA platform