Everything inside CaseTrack Pro

Run cases, manage customer relationships, track quota, coordinate teams, and protect sensitive information in one purpose-built platform for medical device sales.

CaseTrack Pro — Medical Device Sales Management Software Features — Everything in CaseTrack Pro Case Management — Schedule, assign, and track every case | CaseTrack Pro Case Summary Email — Branded post-op follow-up | CaseTrack Pro Procedure Details — Capture clinical data with field-level locking | CaseTrack Pro Calendar Export & Subscription — ICS & iCal for every case | CaseTrack Pro CRM for medical device sales — Accounts & Physicians | CaseTrack Pro CRM Tasks — Action items per account & physician | CaseTrack Pro Unified CRM Search — Cmd+K to find anything | CaseTrack Pro CRM Productivity — Kanban, saved views & bulk actions | CaseTrack Pro Quota Management — Set, track, and project quarterly quotas | CaseTrack Pro Quota Forecasting — Forecast quota from live pipeline | CaseTrack Pro Funnel Analytics — Cancellation & win rates calculated live from case statuses | CaseTrack Pro Role-Based Dashboards — A view for every role | CaseTrack Pro Audit Log — Tamper-evident history of every change | CaseTrack Pro Case Attachments — Access-controlled image & PDF storage | CaseTrack Pro Sunshine Act / Open Payments — CMS-ready reporting | CaseTrack Pro Real-Time Updates — WebSocket-powered notifications | CaseTrack Pro Responsive Mobile UI — Built for reps on the move | CaseTrack Pro A plan for every team size and stage | CaseTrack Pro Customizable Case Statuses — Match how your team works | CaseTrack Pro Territory Map — Plot accounts on an interactive map | CaseTrack Pro Territory Hierarchy — Multi-level org structure with roll-up reporting | CaseTrack Pro Data Deduplication — Merge duplicate records cleanly | CaseTrack Pro CSV Import & AI Column Mapping — Bulk data import | CaseTrack Pro Multi-Tenancy — Company isolation and SaaS foundations | CaseTrack Pro Product Tour — CaseTrack Pro Pricing Plans — CaseTrack Pro Create Your Account — CaseTrack Pro Help Center — CaseTrack Pro Business Associate Agreement — CaseTrack Pro Privacy Policy — CaseTrack Pro Terms of Service — CaseTrack Pro