MR doctor calls. Territory changes. Reports typed in the evening. Most CRMs don't know what an MR is.
MR daily call report = typed from memory, uploaded in the evening.
Doctor visits cannot be verified.
Territory boundaries change every quarter.
When an MR leaves, the doctor history leaves too.
A day plan of doctor visits, with GPS check-in and check-out at each stop.
Call reports spoken as a voice note: transcript, summary, action items and a next step.
Territory routing by state, city or industry, with five assignment strategies.
Bulk reassignment with a preview, and a policy for where a leaver's open work goes.
Attendance with GPS and face-verified check-in, with the Team module.
A field-level audit trail on core records.
An MR plans the day's doctor visits, checks in and out at each stop with GPS, and records a voice note after each one. The note becomes a transcript, a summary, action items, pain points, competitors mentioned and a suggested next step with a due date.
Transcription detects the language automatically, and a note can be saved in a different language than it was spoken in, so a manager can read every MR's notes in one. The app itself is in English, Hindi, Arabic, Spanish or Portuguese, chosen per person.
New leads match territory rules by state, city or industry and land with the right MR. Managers can bulk-reassign with a preview of who gets what, and a leaver policy decides where an MR's open work goes.
No. BoldReach does not hold HIPAA, SOC 2 or ISO 27001 certification, so use it for doctor and account relationships, not patient records. Isolation between customers is enforced in the database, and there is a field-level audit trail on core records.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
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