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Tour Planning for Pharma Businesses
Bring Structure, Coverage Discipline, and Planning Clarity to Every Field Day.
Enable medical representatives to plan every working day in advance with clear intent, defined territories, and manager approvals, while giving leadership complete visibility into planned activity, coverage alignment and execution readiness through a single tour planning system.
Trusted by 1000+ Customers | 2 Lakh+ Users Across 55+ Countries
What Is Our Tour Planning Feature?
The Tour Planning feature provides a structured system to create, manage, and approve field tour plans through a calendar-driven workflow. It allows medical representatives to define daily work by work type and cluster, submit complete tour plans for approval, and track past and upcoming plans - while giving managers visibility and control before execution.
How It Works - A Structured Tour Planning & Approval Flow
Medical representatives create tour plans through a calendar where every date must be filled. Each date carries a status, ensuring complete and disciplined planning.
For each date, reps select the work type, assign the cluster, add remarks, and plan doctor, chemist, stockist, or joint calls for field work.
Additional sessions can be added for the same day, such as an evening activity with a different work type or cluster.
Saved entries are reflected on the calendar, clearly marking planned dates. Week-offs are set automatically based on configuration.
Tour plans can be submitted only after all required dates are completed. Status updates to approval pending for manager review.
Data syncs automatically after submission. Approved tour plans are visible to both managers and medical representatives, along with access to past and upcoming plans.
Core Capabilities That Enhance Field Planning Efficiency
Calendar-Based Mandatory Planning
Ensures every working date is planned before submission, eliminating partial or last-minute tour entries.
Work Type & Cluster Mapping
Each day clearly reflects work intent and assigned area, improving territory coverage clarity.
Multi-Session Day Planning
Supports complex field schedules by allowing more than one session in a single day.
Approval-Driven Planning Control
Tour plans move through a defined approval flow, bringing accountability and oversight before execution.
Auto Week-Off Configuration
Week-offs are applied automatically based on policy, reducing manual errors and inconsistencies.
Optimized Schedule Alignment
Managers’ tour plans automatically align with their respective medical representatives’ dates and clusters for seamless coordination.
Simplifying Structured Tour Planning for Every Team
Medical Representatives
Plan field days in advance, avoid last-minute confusion, and execute visits with clarity on daily objectives.
Sales Managers & Head Office
Review and approve tour plans, monitor territory coverage, and ensure field readiness before execution begins.
Admins
Maintain planning rules, work-type definitions, and approval flows to ensure consistent and compliant tour planning across teams.
Frequently Asked Questions
Yes. All required dates must be completed before submission is enabled.
Yes. The system allows multiple sessions with different work types for the same date.
Yes. Submitted tour plans go through a defined approval workflow.
Yes. Medical representatives can access past tour plans and up to three months of tour history.
Yes. Managers' tour plans align automatically with their medical representatives’ planned dates and clusters.
Get trial access, quick setup, and full support.
Ready to Bring Structure and Predictability to Field Planning?
Standardize tour creation. Improve planning discipline. Ensure every field day starts with a clear, approved plan.
