Client ordering dashboard
We set up a custom ordering dashboard tailored to your needs, so reps and coordinators order samples and HCP materials in one place. It integrates with your existing CRM, so orders, inventory, and proof of delivery sync back to the system your field team already uses.
We set up a custom ordering dashboard tailored to your needs, so your team has one clear place to order samples, detail aids, and HCP materials instead of email threads and spreadsheets. We build it around your workflow: the products your reps actually order, the approval steps your program requires, and the quantity and eligibility rules your compliance team sets.
The dashboard integrates with your CRM rather than replacing it. Connect it to your existing CRM, and orders, inventory levels, and proof of delivery sync back to the system your field team already uses, so a rep sees status where they already work. Because we also print and ship the materials, there is one accountable party for the whole chain, not a software vendor pointing at a fulfillment vendor pointing at a printer. Tell us how your team orders today and which system it runs on, and we'll scope the dashboard and the integration to fit.
Frequently asked questions
- Can you tailor the dashboard to how we order?
- Yes. We build it around your products, your approval steps, and the quantity and eligibility rules your compliance team sets.
- Does it integrate with our CRM?
- Yes. It connects to your existing CRM, so orders, inventory, and proof of delivery sync back to the system your team already uses.
- Do reps have to learn a separate portal?
- The dashboard is the ordering hub, and status and proof of delivery also sync back into your CRM, so reps can see where things stand in the system they already use.
- Who is accountable if something goes wrong?
- We print and fulfill the materials ourselves, so one party answers for the whole chain, not a software vendor pointing at a separate printer and 3PL.
Related capabilities
HCP print on demand
Detail aids, leave-behinds, and reprints, printed on our presses, not subcontracted.
Learn more →Sample distribution & 3PL
Pick-pack-ship for samples and HCP materials, with eligibility and quantity tracking, from the team that prints them.
Learn more →Lot, DIN & expiration tracking
DIN/NDC, lot, and expiration tracking with a complete digital audit trail.
Learn more →Start your project
Tell us what you're building. A specialist will reply within one business day with questions, a rough estimate, or samples on the way.