Pharmaceutical CRM

IMVision is an offline-first field CRM for pharmaceutical sales reps. Built as an installable web app for iPad and desktop, it lets reps plan territories, visit healthcare professionals, and capture call activity even when they have no network. Data lives on the device and syncs to Quickbase when they are back online.

In the field, reps manage sites, contacts, and staff; log live and virtual visits; record product discussions; and handle sample inventory, orders, and e-signatures. Maps support routing and territory filters. Calendars, tasks, and HCP event tracking round out the day. A configurable dashboard surfaces the numbers that matter for each territory.

The technical core is a Progressive Web App: IndexedDB (via Dexie) holds 30+ local stores plus staging queues, while service workers cache the UI and run background sync. Impressions, photos, and signatures can be captured offline and retried until they post. Encrypted export/import moves unposted work between devices. First-run install pulls months of territory history so the app is usable immediately.

On the server, a custom PHP MVC layer talks to Quickbase (REST and legacy XML), stores media on AWS S3, generates PDFs and calendar invites, sends email and fax, and produces fulfillment files. Cron jobs handle scheduled communications. The result is a full sales-force toolkit that works in clinics, cars, and hospitals - not only at a desk.