DigitalBox
Replan · Pharmaceutical CRM

From the archive · 2018

Success Partners · Healthcare & Pharmacies

Replan — Pharmaceutical CRM

Replan is a CRM built for pharmaceutical sales teams. We designed the brand and more than 90 screens across three platforms: the medical rep's mobile app, the first-line manager's app and a desktop dashboard.

  • 💊 Pharma sales teams
  • ✳️ UI/UX · 3 platforms
  • 📱 Mobile + web
+90
Screens designed
3
Platforms: rep app, manager app, dashboard
+22
Hours to create
5
Core modules
01

Plan it, do it, prove it

A medical rep's day is targets, visits and samples. Replan's mobile app puts it in order: customer accounts with locations, a weekly plan to execute, a calendar, reminders, previous visits and time-off requests — each with a clear confirmation screen.

Managers approve or reject requests from their own app, and head office sees coverage, calls, samples and KPIs on one dashboard — reports extracted at any level.

+90
Screens across three platforms
02

What the system does

  1. 1

    Location features

    Tracks reps, saves customer locations and builds work plans from the map and availability.

  2. 2

    Follow-up system

    Reminders attached to each customer account before the next visit.

  3. 3

    Supervision

    A first-line manager app to approve and reject requests from the field.

  4. 4

    Reports & admin

    Extract data at any level, with full admin control for the sales-force team.

03

The case study

The Replan presentation: brand, product benefits, both mobile apps, the dashboard and project details.

04

Rep app screens

Plan and execute, availability, locations, time off, settings, notifications, reminders and approvals.

05

Desktop dashboard

Building a product for a sales team?

We design apps and dashboards people actually use in the field.

Archive project, 2018 — case study published on Behance (behance.net/gallery/143736881). The cover is an AI-styled version of the original product visual.