Core CRM functionality:
Inventory management
Stock management broken down by pharmacy.
Tracking of series, expiration dates, batches and deliveries.
Stocktaking linked to the system and to handheld data collection terminals.
Tracking of product movements between branches.
Sales and checkout
Sales history and customer settlements.
Connection to the loyalty program (discounts, accumulated bonuses).
Fast medicine search by barcode, name or active ingredient.
Purchasing and requests
A workflow for creating requests from pharmacies to the warehouse or suppliers.
Automatic request generation based on minimum stock levels.
Tracking of suppliers, contracts and delivery dates.
Analytics and reports
Statistics on sales, stock levels and inventory turnover.
Reports on staff performance, cash transactions and product movements.
A visual analytics module for a single pharmacy or the entire chain.
Customers and B2B partners
Integration with the Provizor platform for exchanging orders from pharmacies.
Personalized order history for B2B customers.
Contract processing and control of mutual settlements.
Third-party integrations
Integration with a mobile app and data collection terminals, both developed in-house.
Integration with the Wazzup platform to automate customer communication and messaging.
Integration with IP telephony — calls and requests are visible right in the CRM.
Administrative features:
Role and access management.
Configuration of pharmacy locations, staff and operation permissions.
Centralized management of medicine and supplier directories.
Result:
The CRM system automated the key processes of the pharmacy business, from purchasing and inventory to B2B sales and analytics. Built-in integrations with mobile devices, communication systems and partner platforms have significantly increased request processing speed and internal efficiency. The system is scalable and ready for further development as the pharmacy chain's needs evolve.