Pharma Distributor CRM
Manage Your Stockist Network. Collect Payments Faster.
HelloGrowthCRM tracks your pharma distribution business — MR beat visits, stockist credit limits, order pipelines, and overdue payment follow-up — so you grow volume without growing bad debt.
The overdue payment that becomes a write-off
Most pharma distributors in India run their accounts receivable on a combination of a Tally statement and memory. When a stockist goes quiet on payments, the account manager notices it a month later when the next order comes in. By then, the outstanding may have crossed ₹5 lakhs. HelloGrowthCRM tracks every invoice and sends automated WhatsApp reminders to stockists at 7, 15, and 30 days overdue — before the debt becomes uncomfortable to discuss. Your outstanding balance dashboard shows your receivables by ageing bucket in real time, so your finance team can act on risk before it becomes a bad debt entry.
Beat management without the reporting guesswork
Your Medical Representatives submit weekly beat reports by WhatsApp or phone call. Your distribution manager pieces together who visited which stockist from memory and call logs. HelloGrowthCRM gives MRs a mobile app to log each visit — stockist visited, outcome, order taken or not, issue flagged. Your manager gets a real-time dashboard: which MRs completed their beat today, which stockists haven't been visited in 30 days, and which territories are underperforming on visit frequency. Beat management stops being a reporting exercise and becomes a coaching tool.
Credit limits that prevent bad debt before it happens
High-volume stockists are also your highest-risk accounts. HelloGrowthCRM's credit limit enforcement alerts your team when a new order would breach a stockist's approved limit. The order is held until a payment is received or a manager approves an exception. You can see every stockist's current exposure vs their approved limit at a glance. Distributors who implement credit limits in HelloGrowthCRM consistently report a reduction in 60+ day outstanding balances within the first quarter of use.
Why teams choose HelloGrowthCRM
AI-powered CRM with the features you need to close more deals.
- Stockist and retailer management: maintain a complete profile for every stockist, chemist, and hospital pharmacy — last order date, credit limit, outstanding balance
- MR beat plan management: assign beat routes to Medical Representatives, track visit frequency, and log visit outcomes directly from the field
- Order pipeline: indent received → order confirmed → dispatched → invoice raised → payment received — track every order's status in real time
- Credit limit enforcement: set credit limits per stockist and get an alert before a new order would breach their limit — prevent bad debt before it happens
- Overdue payment follow-up: automated WhatsApp reminders to stockists with outstanding invoices — configurable at 7, 15, and 30 days overdue
- Product-wise order tracking: see which SKUs are moving fastest across which territories — plan procurement and MR focus accordingly
- Doctor relationship management: track doctor visits by MRs, sample distribution, and prescription conversion per brand per territory
- Expiry and return management: log near-expiry stock at stockist locations and manage returns before the expiry date passes
- Territory-wise performance dashboard: compare order volume, outstanding payments, and visit frequency across regions without manual Excel aggregation
- DPDPA compliant: customer and distributor data stored securely under Meru Technosoft Pvt. Ltd. as DPDPA Data Fiduciary — free plan at ₹0, no credit card required