Aura Business gives a device manufacturer one CRM for direct sales and for the dealers who sell on its behalf: doctor and decision-maker contacts, demo units and samples on loan, territory targets, a dealer ordering portal, and an installed base you can see by dealer.
Medical device CRM software manages the relationships a manufacturer sells through: the doctors who influence a purchase, the biomedical and purchase staff who approve it, the reps who visit them, and the dealers who carry the product into territories the manufacturer does not cover directly. Aura Business is that CRM plus the operations behind it, so a demo unit on loan, a dealer's order, and the serial number that ends up installed are all one connected record.
A distributor's CRM asks 'who bought'. An OEM's CRM has to also ask 'which dealer sold it, which doctor asked for it, where is the demo unit, and is the installed base in that territory growing'. That second set of questions is what this page is about.
The manufacturer funds the demo units, the samples and the rep's travel, and then learns about the sale from a dealer's purchase order weeks later, if at all.
The surgeon who champions your product is in the rep's phone, and leaves with the rep.
A device sent to a hospital for evaluation stays there for months, with nobody sure whether it was bought, returned or lost.
Targets are set by state, but pipeline and installed base are not, so the review is opinion.
Dealers order on WhatsApp and pay by bank transfer, and someone matches UTRs to orders by hand.
You do not know how many of your units are running in a city, which limits service planning and upgrade sales.
A direct rep and a dealer chase the same hospital, and the discount war is with yourself.
The hospital account holds the clinical champion, biomedical head and purchase officer.
The rep logs a GPS-checked visit; a demo unit or sample is issued and tracked.
Direct quote from the builder, or the dealer quotes with your price list.
Direct sales order, or a dealer order through the portal with UTR payment.
Challan, e-way bill, installation and acceptance sign-off.
The serial enters the register with the dealer, hospital, warranty and territory.
Workflow: Each demo device is issued against a hospital and a rep with a return date; the sample tracker lists units out, overdue and converted.
Result: Demo stock comes back or turns into an order, not into a loss.
Workflow: The installed-base register carries the dealer on every serial, and the report groups new installations by dealer and quarter.
Result: Dealer reviews use installations, not promises.
Workflow: The dealer logs into the portal, orders from the authorised price list, uploads the UTR, and follows the order on the tracking page.
Result: Orders and payments reconcile themselves.
Workflow: Contacts, visit notes and sample history live on the account, not in the rep's phone.
Result: A rep leaving does not take the relationship with them.
Monitors, surgical devices, robotics, diagnostics hardware.
National distributors with sub-dealers by state.
Analysers placed on reagent-rental and sold through dealers.
First product, first ten dealers, no CRM yet.
The same dealer model outside healthcare.
Problem: No online store or way to manage distributors.
Built: Storefront, distributor portal, quote-to-order and 253 SEO pages.
Stack: Supabase, JavaScript, Playwright.
Problem: A distribution business run entirely on WhatsApp and Excel.
Built: Field app, manager dashboard, GST billing and payment tracking.
Stack: React Native, Supabase, WordPress.
A distributor sells other people's products to hospitals. A manufacturer also sells through dealers, lends demo units, manages territories and needs to see its installed base regardless of who sold it. Aura Business covers both; this page is the manufacturer's view. See medical equipment CRM software for the distributor's.
Yes. The Contacts and Decision-Makers module records people by role on a hospital account, so a surgeon can be the clinical champion while the purchase officer is the commercial contact, and visits are logged against either.
The sample tracking module issues a unit against a hospital and a rep with an expected return date, and shows units out, overdue, returned and converted to sale. Demo stock is held as its own stock location in inventory.
Dealers log into a branded portal to order from the price list authorised for them, upload UTR references for payments, follow orders on the tracking page, and download documents from the vault. See dealer management software.
Yes. Every serial in the installed-base register carries its dealer, hospital and territory, and the reports engine groups installations, warranty status and service history by any of those.
Yes. Medline Robotics, a medical robotics company in Chennai, runs a storefront, distributor portal, quotations, distributor ordering and UTR verification built by Elevate Aura. See the Medline Robotics case study.
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