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.
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
Log Visit
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
Clinic
Alamo City Urgent Care
Urgent Care · San Antonio
Visits
3
Referrals
0
Est. Value
$0
Next Due
May 11
Activity Timeline
- In-Person VisitApr 19 · 11:23 AM
Hannah Wilburn · Melissa
Spoke with Melissa about MVA follow-ups — they remember us on third-party billing.
- Goody Drop-offApr 24 · 12:43 PM
Hannah Wilburn · Celene
Chatted with Celene. Big stack of our cards in the front. Good day.
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
Dashboard
Tuesday, May 5
7
Active Reps
556
Total Clinics
468
Visits (MTD)
23
Referrals
Visit Trend
Compliance
468/2010 acts · 132/402 clinics
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
Peak Injury Clinics
Field Sales
128
42
$3.2K
Visit Trend
This week05 / 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.