PRODUCT TOUR

A field-first platform, not another CRM.

RepTracPro replaces the spreadsheets and half-adopted CRMs field sales teams actually use today. Fast on mobile. Honest on desktop

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Secure by design. Encrypted in transit and at rest. BAA available on request.

01 / BUILT FOR THE FIELD

Mobile-first, one-handed, parking-lot-ready.

Reps aren't at a desk. The log-visit flow is designed so a rep can open the app, pick a clinic, choose an activity type, add a note, and save — in under a minute, with one hand.

Seven default activity types (IP, MC, PC, LL, GD, EM, CM), customizable per tenant

Face ID / Touch ID sign-in

Personal dashboard: today's schedule, overdue visits, week and month stats

Add new clinics from the field — no admin bottleneck

9:41

Visit

Referral

Log on behalf of

Myself

Clinic *

Peak Injury Clinics ⌄

Activity Type *

Select type ⌄

Contact person

Who did you meet with?

Notes

✓

Visit logged

00:47 ELAPSED · PEAK INJURY CLINICS

Home

Clinics

Log

Profile

9:41

Alamo City Urgent Care

HIGH PRIORITY

Urgent Care · San Antonio

DAYS SINCE LAST VISIT 0

VISITS

REFERRALS

EST. VALUE

NEXT DUE

May 11

Activity Timeline

In-Person Visit APR 19 · 11:23 AM

Hannah Wilburn · Melissa

Spoke with Melissa about MVA follow-ups — they remember us on third-party billing.

Goody Drop-off APR 24 · 12:43 PM

Hannah Wilburn · Celene

Chatted with Celene. Big stack of our cards in the front. Good day.

Home

Clinics

Log

Profile

02 / RELATIONSHIPS, NOT DEALS

Every clinic, every visit, every referral — remembered.

Field sales is relationship work. RepTracPro treats every clinic as a long-lived object: who's visited it, when, what happened, what was referred, and when it's next due.

Full visit history per clinic

Rotation schedules with automatic overdue alerts

Referral entry with patient details, type, and estimated value

Contact list per clinic

03 / PROOF, NOT PROMISES

Dashboards that tie visits to revenue.

For managers and admins: real-time KPI dashboards covering visits per rep, referrals per territory, compliance rates, and relationship gaps. Export anything, filter by anything.

Real-time KPIs

Relationship-gap alerts

CSV / PDF / Excel export

Filter by date, rep, territory, city, or clinic

admin.reptrac.com/dashboard

Active Reps

Total Clinics

Visits (MTD)

Referrals

Visit Trend

468 Total

Compliance

on track

Activity Volume0%

Priority Coverage0%

04 / MULTI-TENANT

One platform, many parent brands.

RepTracPro is built multi-tenant from day one. Each tenant gets its own white-label branding, activity-type vocabulary, rotation cadence, and user roles — without forking the product.

Per-tenant logo and primary color
Customizable activity type labels
Isolated data — zero cross-tenant leakage
Super-admin console for tenant CRUD and impersonation

05 / INTEGRATIONS & SECURITY

Built for sensitive industries.

RepTracPro is designed for field teams operating in regulated environments. Data is encrypted in transit and at rest. Multi-tenant isolation is enforced at the row level. A BAA is available on request for healthcare-adjacent teams.

JotForm webhook

Auto-ingest referrals from public intake forms into the referral pipeline, tagged to the right clinic and rep.

Encryption + BAA

TLS in transit, AES-256 at rest. BAA available on request. We do not use customer data for model training.

Multi-tenant isolation

Every row in the database carries a tenant id. Isolation enforced at the data layer — not just the UI.

Identity

Email/password + Google OAuth framework today. 2FA and SSO on the roadmap — we say so, we don't claim them.

LET'S TALK

See it in your own territory. Book a 20-minute demo.

We'll show you the product, talk through your team's workflow, and answer any questions.