Sangam CRM For Medical Device and Equipment Manufacturers and Distributors
Streamline Your Sales, Service and Contract Processes with Sangam CRM
- Manage Cold Visits
- Manage the entire sales flow
- Manage Contracts
- Manage Service Requests
Preferred by leading medical manufacturers and Distributors:
Why Medical Device & Equipment Manufacturers & Distributors Need CRM?
Medical device manufacturers and distributors manage complex processes — from lead tracking and quotations to installations, warranty, AMC/CMC management, and service coordination. Handling hospitals, doctors, government bodies, and field sales teams requires structured control and real-time visibility.
Sangam CRM centralizes Sales, Service, and AMC lifecycle management on one cloud platform — improving efficiency, accountability, and business performance.
How Sangam CRM Can Help Medical Device & Equipment Manufacturers & Distributors?
Sangam CRM simplifies your complete sales and service process — from leads and quotations to AMC/CMC contracts and service management — making daily operations more organized and efficient. It connects field teams, managers, dealers, and service engineers on a unified cloud platform accessible via Web and Mobile App.
Tour Plan Management:
- Prepare daily, weekly, or monthly city-wise tour plans.
- Enable joint visit planning with manager approval workflow.
- Track overlapping schedules and monitor field visit activities.
Lead Management
- Capture inbound leads from website, OEM, exhibitions, and online platforms.
- Track outbound leads from field visits and events.
- Convert qualified leads to opportunities and mark dead leads with reasons.
Opportunity & Quotation Management:
- Create opportunities with detailed product configurations.
- Generate quotations directly from CRM with price validation.
- Trigger managerial approval if pricing falls below thresholds.
Product Master & Warranty Tracking:
- Maintain a centralized product database with model, brand, and category details.
- Track installation date and warranty start & end dates.
- Monitor product lifecycle and service eligibility for each machine.
Contract & AMC/CMC Management:
- Link each installed product with an AMC or CMC contract record.
- Define contract type, period, and preventive maintenance schedule(PMS)
- Track billing frequency, invoices, and collection dates.
Service & Ticket Management:
- Log service tickets via mobile app or customer channels.
- Auto-fetch product and customer details using serial number.
- Assign tickets based on product and area mapping with real-time notifications.
ERP / Tally / SAP Integration:
- Sync confirmed quotations to ERP/Tally as Sales Orders.
- Transfer item details, pricing, and customer information automatically.
- Eliminate manual duplication and ensure accounting accuracy.
Why Choose Sangam CRM?
What makes Sangam CRM the best CRM for Medical Devices and Equipment Manufacturers and Distributors
Manage operations seamlessly from web and mobile platforms. Gain insights from user-friendly dashboards.
Integrate with favorite apps effortlessly using our rich API.
Boost data security with user-specific restrictions and an extra layer of security.
Track activities easily and gain insights with comprehensive reporting.
Tailor Sangam CRM to your needs with ease. Scale effortlessly and configure with our Low-code Admin Panel.
Customize workflows and automate tasks to enhance efficiency.
Every CRM has almost similar features. What Makes Sangam & Enjay unique, is our Implementation process & our Handholding.
We Conduct Onboarding Trainings & Free Audits for our clients, which helps improve the CRM Usage and CRM Adoption for their users.
Our Sangam CRM Certification courses are super useful & helpful for users to learn & adopt easily with Sangam CRM.
Case Study
Summaries of real-world examples showcasing Sangam CRM’s effectiveness in solving Medical Device & Equipment Manufacturing challenges.
Support Integrations.
Integrate Sangam CRM with your Favourite Apps
