Getting-started guide
The recommended path to be up and running in under a day.
Create your organization
Sign up in the app, name your organization and choose your language. About 2 minutes.
Invite your team
Add your managers and reps by email. Each gets access tailored to their role (admin, manager, rep).
Import your client base
Import doctors, pharmacies and facilities from a CSV or Excel file — or add them manually.
Define your territories
Create your geographic zones and assign each rep to their territory.
Set up products & goals
Enter your products and samples, then set visit goals per rep and per team.
Launch visits
Your reps plan and run their visits with GPS check-in and structured reports, from web or mobile.
Track in real time
The dashboard shows coverage, frequency and performance per rep, team and territory.
Browse by topic
Getting started
Create your organization, invite your team and set up your first territories.
Visits & field
Planning, GPS check-in, visit reports and offline mode.
Steering
Dashboards, KPIs, goals and team benchmarking.
Administration
Managing users, roles, products and organization settings.
Security & compliance
Encryption, GDPR, audit logs and backups.
Imports & exports
Import your client database (CSV/Excel) and export your reports.
Detailed documentation grows with the private beta — Founders get priority access.