← Elevate Aura  ·  Aura Business, the operations platform Chennai, India · WhatsApp
For representatives in the field

A CRM the rep opens because it helps before the call.

The Aura Business mobile app gives a medical representative the day's accounts, the history of each one before walking in, a visit logged with GPS check-in in seconds, samples recorded, and the next follow-up dated before leaving the car park.

Today's calls on the phoneAccount history before the doorVisit logged in seconds, offline
app.elevateaura.co.in/my-day
Aura Business customer record showing past orders, open quotations, samples issued and the next follow-up date for a hospital account
In one sentence

The rep's view, not the manager's report

Most CRMs are bought by a manager who wants visibility and used, reluctantly, by a representative who gets nothing back. The rep types up the day in the evening, the manager reads a report in the morning, and within two months the typing stops.

The Aura Business mobile app is written the other way round. It opens on the day's accounts, each one carrying its own history: what they last bought, what quotation is open, what is outstanding, what sample is still with them, what the service team has been doing there. That is information a rep wants ten seconds before ringing the bell.

The manager's visibility is then a by-product. Attendance is marked in the app, visits are logged with GPS check-in, samples and follow-ups are recorded as they happen, and nobody writes a daily report after dinner.

Why reps abandon CRMs

The six reasons the app stops being opened.

Reps are not resisting technology. They are resisting unpaid data entry.

It only takes, never gives

The app asks for a call report and shows nothing useful before the meeting.

The evening report

A day of visits has to be written up after hours, so it is written from memory or not at all.

Too many fields

Logging one call takes eleven taps, so calls are logged in batches at the end of the week.

No signal, no app

Hospital basements and lab blocks kill the connection exactly where the work happens.

History lives elsewhere

Orders, invoices and service visits sit in the office system, so the rep walks in uninformed.

It feels like surveillance

When the only visible feature is tracking, the app becomes something to work around.

A rep's day

From marking in to the last dated follow-up.

01

Mark in

Attendance with location and selfie, wherever the day starts.

→
02

See today's calls

The accounts due in the cycle, in a sensible order for the area being covered.

→
03

Read before entering

Last orders, open quotations, outstanding, samples issued and recent service calls on one screen.

→
04

Check in

GPS check-in at the account records the visit without a form.

→
05

Log what happened

A short note, the contact met, any sample left, any enquiry raised.

→
06

Set the next action

A dated follow-up before leaving, so nothing depends on remembering.

→
07

Sync

Everything captured offline reaches the office when the phone reconnects, with no evening report.

What the rep gets

On the phone, in the rep's own hands.

📋Before the call

  • Customer and hospital accounts with full history
  • Contacts and decision-makers, with who was met last
  • Open quotations and recent orders
  • Outstanding balance on the account
  • Service calls and contracts at that site

📍During the call

  • Field visit with GPS check-in
  • Activity feed entry and rep log
  • Sample tracking against the account
  • Product catalogue lookup for specifications
  • Offline capture where there is no signal

➡After the call

  • Dated next action on the lead
  • Quotation raised from the catalogue with GST
  • Enquiry pushed into leads and pipeline
  • Notifications for follow-ups falling due

👤The rep's own record

  • Attendance with geolocation and selfie
  • Leave applied for in the app
  • Territory and target progress
  • Role-based access showing only their own book

See all 87 modules across 12 suites →

In practice

Moments that make the app worth opening.

A consultant asks about the last delivery

Workflow: The rep opens the account in the corridor and sees the order, the despatch date and the serial numbers supplied.

Result: An answer given in the room rather than promised for later.

The stores officer mentions a pending payment

Workflow: The outstanding position is on the same screen, with the invoice numbers concerned.

Result: A collection conversation happens while the rep is standing there.

A demo unit is still at the site

Workflow: The sample record shows what was issued and when it is due back, so the rep asks about it during the visit.

Result: The trial moves to a decision instead of drifting.

A service complaint is defused

Workflow: Recent service calls and their status appear on the account before the rep walks in.

Result: No rep is ambushed by a problem the office already knew about.

Who it is for

The people carrying the bag.

👨‍⚕
Medical device representatives

Capital and consumable sales into hospitals.

🔬
Diagnostics and lab reps

Reagent and analyser accounts on repeat cycles.

🪥
Dental and clinic reps

Many small accounts across a city.

👤
Area and regional managers

Watching coverage without asking for reports.

👨‍💼
Founders who still sell

Owners covering key accounts themselves.

The honest comparison

What the rep's day looks like on each option.

 
Spreadsheets and WhatsApp
Generic CRM
Aura Business
Today's call list
In a notebook
A task list
Accounts due, ordered by area
History before the visit
Memory
Contact notes
Orders, quotes, outstanding, samples, service
Logging a call
A message
A long form
Check-in and a short note
Working without signal
Fine, nothing is recorded
Usually not
Offline capture that syncs later
Evening report
Written from memory
Required
Not needed, the day is already logged
What the rep gets back
Nothing
Little
Information that helps in the room
Proof

Platforms we have actually shipped.

Questions

The rep's CRM, answered.

How long does logging a visit take?

A check-in and a short note, with a dated next action. The design intent is that a call is recorded before the rep leaves the premises, not written up at night, so the fields are kept to what matters.

Does it work in a hospital basement?

Yes. Visits, notes and samples are captured offline and sync when the phone reconnects, which is the difference between a CRM that gets used and one that does not.

Will the rep see other reps' accounts?

Role-based access usually gives a rep their own territory and book, while managers and the owner see across territories. The exact setup is agreed during implementation.

Is this the same app the service team uses?

Yes, with different screens by role. A service engineer sees job cards and dispatch, a rep sees accounts and visits, and both mark attendance in the same place. See the technician app.

Can a rep raise a quotation from the field?

Yes. The catalogue and the GST quotation builder are available, so a price can be issued from the site rather than requested from the office. See quotation software.

Is the app available on Android and iOS?

Yes. Elevate Aura builds mobile apps in React Native and Flutter for both, and the app carries your branding. Setup is remote with support on WhatsApp, and in-person work is in Chennai.

Keep exploring

Related Aura Business software

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Founder-led · Chennai, India · Built and supported by the person who wrote it