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OptCRM Pharma SFA
New Delhi, Delhi, India
What it is
OptCRM Pharma SFA is a sales force automation solution designed for pharmaceutical businesses, combining field reporting, product presentations, planning, and market analysis. Representatives can present products with videos, PDFs, and images, and submit Daily Call Reports online or offline, with GPS or without it. The product describes mandatory geofencing for location-based attendance and reporting, plus Retail Chemist Prescription Audit for prescription tracking and market analysis. Tour planning includes hierarchy-based approval workflows; two-way DCR approval and real-time analytics support review of field activity. HCP profiles, compliant engagement, a field mobile app, and sample management are also listed capabilities. OptCRM describes the platform as cloud-based with secure cloud storage for business data. ERP integrations connect CRM with billing, inventory, HR, and accounts. The mobile SFA app is available for Android and iOS, and web is also listed. Businesses can request a free demo and trial, though no duration is stated. OptCRM advertises 24x7 support. The Pharma SFA plan is listed at $3 a month.
For and against
For
- DCR reporting can be online or offline.
- Product presentations support videos, PDFs, and images.
- Tour planning includes hierarchy-based approval workflows.
- ERP integrations connect CRM with billing, inventory, HR, and accounts.
- Free demo and trial can be requested.
Against
- Mandatory geofencing applies to location-based attendance and reporting.
- No trial duration is stated.
The verdict
OptCRM Pharma SFA brings field reporting, planning, product presentations, and market analysis into a pharmaceutical sales workflow. Prospective users can request a demo and trial to consider how its listed tools fit their processes.
Who it suits
Pharma sales organizations looking to coordinate representative activity, product presentations, and prescription tracking may find its tools relevant. It also suits teams seeking mobile access and ERP connections.
Plans and prices
OPTCRM
Read 20 Oct 2026 · techjockey.com
Pharma SFA
Read 8 Oct 2026 · optcrm.com
On the record
- Additional modules
- The feature catalogue lists expense, stock, sample and gift management alongside DCR, eDetailing, geofencing and RCPA.optcrm.com · read 20 Oct 2026
- Apple system requirements
- STARSFA requires iOS or iPadOS 16 or later; Mac use requires macOS 13 or later on Apple silicon.apps.apple.com · read 20 Oct 2026
- Cloud and security
- OptCRM's homepage describes the platform as cloud-based and says it provides secure cloud storage for business data.optcrm.com · read 8 Oct 2026
- Company founded
- LinkedIn lists OPTCRM as founded in 2010.linkedin.com · read 20 Oct 2026
- Company headquarters
- LinkedIn lists Nangloi, New Delhi, India as headquarters.linkedin.com · read 20 Oct 2026
- Company legal name
- OptCRM's official footer identifies the maker as Optinfocom Pvt. Ltd.optcrm.com · read 20 Oct 2026
- Company ownership
- LinkedIn identifies OPTCRM as privately held.linkedin.com · read 20 Oct 2026
- Company size
- LinkedIn places OPTCRM in the 11–50 employee range.linkedin.com · read 20 Oct 2026
- CRM functions
- The general platform includes lead and customer management, task reminders, quotations, orders, billing, dashboards and document management.optcrm.com · read 20 Oct 2026
- Customer footprint
- OptCRM says the product serves more than 450 pharmaceutical companies and 40,000 medical representatives.optcrm.com · read 20 Oct 2026
- Customers and users
- OptCRM says Pharma SFA is trusted by 450+ pharmaceutical companies and 40,000+ medical representatives worldwide.optcrm.com · read 8 Oct 2026
- Daily call reports
- DCR reporting supports online and offline operation, with GPS or GPS-free reporting modes.optcrm.com · read 20 Oct 2026
- DCR
- Daily Call Reports support online or offline reporting, with GPS or without GPS.optcrm.com · read 8 Oct 2026
- Distributor integrations
- The eLoad integration works with Tally, Marg, Busy, EasyBiz, Excel and other distributor billing software.optcrm.com · read 20 Oct 2026
- eDetailing
- Representatives can present product videos, PDFs and images through eDetailing.optcrm.com · read 20 Oct 2026
- ERP integration
- The product pages describe connections to billing, inventory, HR and accounting systems.optcrm.com · read 20 Oct 2026
- Free trial
- The features page invites prospects to request a free demo and trial, without stating a trial length.optcrm.com · read 20 Oct 2026
- Geofencing
- Mandatory geofencing is used for location-based attendance and field reporting.optcrm.com · read 20 Oct 2026
