Field sales,
finally tidy.
Tidytarget is Sales Force Automation software built specifically for pharmaceutical companies — turning tour plans, doctor visits, approvals, and sales targets scattered across paper diaries and Excel sheets into one clean, always-current system for your field team.
Purpose-built for the pharmaceutical industry
Not a generic CRM — every screen already speaks the language of pharmaceutical field sales.
Everything a field team needs. Nothing they have to dig for.
Tidytarget isn't a bundle of modules bolted together — it's one connected system, so a plan you make on Monday is the same plan your manager approves on Tuesday and the same plan you're calling doctors against on Wednesday.
Tour planning in minutes
Lay out a whole month of field visits in one grid. Weekends and holidays fill themselves in — you only plan the working days.
One clear approval chain
Every plan moves Unapproved → Submitted → Approved. No approving your own work, no plans stuck in someone's inbox for a week.
Call reports tied to real plans
Log a doctor or chemist visit only against an approved day — so what's reported always matches what was actually planned.
Targets everyone can see clearly
Reps see their own number. Managers see their team's. Nobody wades through someone else's spreadsheet to find out where they stand.
Everyone sees only their patch
Lock a rep or manager to their assigned division and territory — it applies automatically, everywhere, in every form they fill in.
One dashboard, the real numbers
Pending approvals, live coverage, and performance in a single view — scoped to what each person is actually responsible for.
From blank month to a hit target — one path, no detours
Plan the month
The rep lays out field visits, leave, and off days in one bulk-entry grid.
Submit for review
One click sends the plan to their manager — no chasing over chat.
Manager approves
Approve, or send it back — self-approval is blocked by design.
Report & track
Calls get logged against the approved plan, and targets update as they go.
Made specifically for pharmaceutical field sales
Not a general CRM stretched to fit — Tidytarget speaks the language of doctors, chemists, stockists, tour programs, and DCRs from day one.
Medical & sales representatives
Plan the month once, log calls from a phone between visits, and always know which doctors and chemists are theirs to cover.
Area & regional managers
Review a team's plans and reports in one queue, coach with notes tied to real visits, and hand off approvals when you're traveling too.
Sales operations & commercial heads
See coverage, compliance, and target achievement across every territory and division — without asking five managers for an update.
Give your field team one tidy place to work from
Set up takes an afternoon, not a quarter. Bring your geography and your team — we'll show you a live plan by the end of the call.