AI TOOL PROFILE
Platforce: Field Force Management and CRM
- Sales
- Field Service Management
- Pharmaceutical sales teams
- Life science and biotech companies
- Medtech field representatives
- Medical affairs teams
- FMCG sales managers
Pricing
Pricing starts at $15 per month, and a free trial is available.
At a glance
- Best for
- Pharmaceutical sales teams, Life science and biotech companies, Medtech field representatives, Medical affairs teams, FMCG sales managers
- Key use cases
- Field Force Operations, Sales Cycle Management, Regulatory Compliance, Multi-channel HCP Engagement, Digital Presentation Tracking
- Integrations
- Twilio, Google Analytics
- Official website
- Visit platforce official website

How AI is used
Platforce is a cloud-based CRM and field force management platform designed for industries including pharmaceuticals, life sciences, biotech, and medtech. It supports managing interactions with healthcare professionals (HCPs) and maintaining regulatory compliance.
The platform provides a dashboard for account and contact management, along with tools for field representatives to conduct remote calls and digital presentations. It also includes a content management system to track how customers interact with digital materials.
Buyers should note that the platform is designed to be customized to a company's specific workflow. Prospective users should confirm that the specific compliance requirements and reporting needs of their region are supported.
Key Features
Online CRM
A dashboard for managing client information, segmenting prospects, and tracking contact details.
Remote Calls
Supports virtual meetings and interactions with clients through integrated communication tools.
Consent Management
Provides templates and digital signing to help collect and manage client consent for compliance with regulations such as GDPR and HIPAA.
Offline CLM
Allows field reps to access content and record meeting details without an internet connection, with data synchronization when back online.
eDetailing
Supports the use of interactive digital presentations during meetings with healthcare professionals.
Pulse Content Platform
Measures how customers interact with e-Detailer presentations to provide performance insights.
Multi-channel Marketing
Supports engagement via email, WhatsApp, and Telegram to coordinate follow-ups.
AI Insights
Supports content creation and generating insights from customer engagement data.
Use Cases
Field Force Operations
Helping sales representatives manage daily schedules, contact lists, and client visits in the field.
Sales Cycle Management
Tracking the progress of leads and accounts through a sales pipeline for life sciences.
Regulatory Compliance
Using consent management to help ensure digital onboarding follows healthcare data regulations.
Multi-channel HCP Engagement
Coordinating outreach to healthcare professionals using remote calls, emails, and messaging apps.
Digital Presentation Tracking
Measuring the effectiveness of e-Detailing materials based on user interaction data.
Integrations
- Twilio
- Google Analytics
FAQ
What industries is Platforce designed for?
- Platforce is primarily made for pharmaceutical and life science companies, but it also supports biotech, medtech, FMCG, animal health, and beauty industries.
Does Platforce work without an internet connection?
- Yes, the platform includes offline CLM capabilities, allowing reps to track meeting details and access content while offline and synchronize later.
How does Platforce handle data compliance?
- It is ISO/IEC 27001:2022 certified and includes a consent management tool designed to help companies comply with regulations like GDPR and HIPAA.
What is the starting price for Platforce?
- Pricing for Platforce starts at $15 per month, and the company offers a free trial.
Source category: Sales
Source subcategory: Field Service Management
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