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upvero

Visits

Doctor and pharmacy visits are logged in a few taps, with location verified by GPS.

  • On site / remote / GPS inaccurate — detected automatically
  • Drugs presented and the doctor's feedback
  • Short and back-to-back visits are flagged to the team lead
  • "Doctor absent" doesn't count against plan completion
Visit form: drugs, promo order and GPS location

Plan

Daily and weekly plans with smart suggestions.

  • Doctors not visited in a while, falling prescriptions, remaining quota
  • Team leads add doctors to the plan and schedule joint visits
  • Past days are locked — only an admin can change them, with a reason
Plan: doctors and smart suggestions

Quotas & prescriptions

Quotas cascade from team to rep, then to doctors and pharmacies; prescription and sales actuals are calculated automatically.

  • Splits are sent for approval and confirmed by the team lead
  • Monthly prescription report and weekly prescriptions
  • Distributor sales from Excel, photo and PDF files
  • Prescriptions vs. sales comparison
Quota: split by doctor and remaining balance

Pharmacy stock

Stock levels are recorded during pharmacy visits; warehouse stock, run-out forecasts and order dates are calculated.

  • Forecasts based on sales trends and prescriptions
  • Goods in transit are taken into account
  • Alerts when stock is running low

CLM presentations

Drug presentations open full screen during the visit, with time tracked on every slide.

  • Upload a PDF — the app splits it into slides
  • Stats on how long each slide was shown
  • Works offline too

Promo cycle

The presentation order and key messages for each period appear right in the visit form.

  • Different order for each specialty
  • Promo compliance report: by rep, specialty and drug
  • Copy a cycle in one click

Conferences

Doctors you meet at a conference booth go straight into the system and into the rep's plan.

  • Existing or new doctor in a few taps
  • Drugs of interest and a short note
  • The doctor is assigned to a rep and appears in plan suggestions
  • Conference report: how many doctors, which drugs

Team chat

Team chats, direct messages and company announcements — with files and images.

  • "I've read it" confirmation for announcements
  • Images, PDF, Word, Excel
  • Push notifications
Team chat

Upvero AI

An AI assistant that speeds up the work — only when you turn it on.

  • Tidies up visit notes
  • Answers questions about your reports
  • Weekly summaries and plan suggestions
  • Reads distributor files from photos and PDFs

Offline mode

Keeps working in the regions without internet: the plan, doctor cards and visit form are stored on the phone.

  • Visits are queued on the phone and sent automatically once online
  • No visit is ever lost
  • Optimized for weak 3G / 4G

Roles & permissions

Rep, team lead, PM and admin — everyone sees only their own work and their own team.

  • Dedicated screens for every role
  • Monthly rankings for reps and team leads
  • Coaching, tasks, medical support, conferences
Office: the team lead's team view

And much more

  • Attendance: with start and end-of-day location
  • Office: the team's day and map
  • Analytics: comparison with last year and the previous month
  • Rankings and weekly summary
  • Export to Excel
  • 8 languages, including right-to-left Arabic

See Upvero for your team

In a short live demo, we'll show you the app built around the way your team works.

Request a demo