Medical rep visits, finally verified not just logged
A GPS-verified field visit workflow, doctor and territory directory, and target-to-commission tracking for pharmaceutical and medical-device reps -- built for the field, and wired straight into CRM.
The problem
Field sales managers cannot tell whether a rep actually visited a doctor, covered their assigned territory, or turned activity into pipeline. Visits are self-reported after the fact in spreadsheets, disconnected from CRM, with no way to confirm a claimed call happened where and when it says it did.
The solution
Medical Representative gives every visit a GPS check-in / check-out, ties it to a structured doctor/provider directory and territory hierarchy, tracks samples and rep targets with computed achievement and commission, and turns a successful visit straight into a CRM opportunity -- all inside Odoo.
Everything a field medical team needs
Every capability below is implemented in the module.
Doctor & provider directory
A structured directory of doctors, hospitals, pharmacies, and clinics with specialty, contact details, and a potential rating -- the record every visit and territory assignment points back to.
Territory hierarchy
Build a parent/child territory tree, assign a representative and area manager to each, and see provider counts roll up so coverage gaps and overlaps are visible at a glance.
GPS-verified check-in / check-out
Reps check in and out of a visit with captured coordinates; the app compares them to the provider's location within a configurable radius so managers see a confirmed presence, not a claim.
Visit workflow with statusbar
Every visit moves through Planned, In Progress, Completed, and Cancelled with one-click actions, so status, duration, and outcome are tracked without free-text guesswork.
Sample distribution logging
Record which promotional samples were handed out on each visit, with quantity and batch number, against a maintained sample catalog.
Targets, achievement & commission
Set visit and revenue targets per representative and period; the app computes achieved visits, achieved revenue, and a reporting-only commission automatically from completed visits.
CRM opportunity generation
A successful visit with expected revenue can automatically create a linked CRM opportunity, carrying the provider contact and visit details straight into the sales pipeline.
Representative profiles
Each rep gets a profile with photo, reporting line, linked employee and login user, and smart-button access to their visits, targets, territories, and providers.
Configurable verification settings
Tune the GPS verification radius and toggle automatic opportunity creation from Settings, so the workflow matches how strict or automated your team wants it.
How it works
Assign territory & providers
Build the territory tree, assign a representative and manager, and populate the doctor, hospital, and pharmacy directory.
Plan the visit
The rep schedules a visit against a provider, with planned date, visit type, and priority.
Check in, log, check out
The rep checks in at the provider's location, records outcome, feedback, and samples distributed, then checks out.
Track targets & pipeline
Completed visits roll into target achievement and commission automatically, and successful ones can spin off a CRM opportunity.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. GPS coordinates are captured through the standard browser check-in/check-out action and stored as plain fields; reps can also enter them manually. The app works on Odoo's responsive backend without a separate native app.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Medical Representative
GPS-verified visit check-in and check-out over a structured doctor directory and territory hierarchy, with sample logging, targets and commission, and automatic CRM opportunity creation from successful calls.
Buy on Odoo App Store