A CRM that speaks medical device
Your reps are carrying the account relationship in their heads — last visit dates on sticky notes, surgeon preferences buried in old texts, contacts spread across three apps. CaseTrack Pro brings accounts, physicians, and contacts into one place with engagement tracking, NPI validation, activity logging, and last-contact timestamps that surface automatically, so nothing slips between cases.
Always know which accounts need attention
Last-contact timestamps, open CRM tasks, and engagement level surface on every account record — so reps never blank on when they last visited a surgeon or what still needs to happen.
Physician NPI validation
Validated NPIs, specialties, and affiliations — clean master data your team can trust.
Activity logging
Calls, meetings, notes, and case touchpoints captured per account and physician.
Last-contact timestamps
Surfaces stale relationships before they cost you a case.
Contact management
Multiple contacts per account — import from CSV, deduplicate, and log activity against each individual so the right person gets the follow-up, not just the account.
Import your master data
Bulk-import accounts, physicians, and contacts — or AI-assisted CSV column mapping handles the rest.
Work the relationships
Log activity, complete CRM tasks, and surface every interaction in one drawer view.
Find anything in two keys
Cmd+K opens the unified CRM search — accounts, physicians, contacts, instantly.
Frequently Asked Questions
- What CRM features does CaseTrack Pro include for medical device sales teams?
- CaseTrack Pro's CRM covers hospital account management, physician relationship tracking, engagement level scoring, NPI validation, activity logging, last-contact tracking, and CRM tasks. It's purpose-built for medical device sales, so the data model reflects the relationships that actually drive cases — not generic contacts and deals.
- Does CaseTrack Pro track relationships with specific surgeons and physicians?
- Yes. Each physician has a dedicated record with speciality, NPI number, engagement level, linked hospital accounts, case history, activity log, and open CRM tasks. Reps can log every interaction directly on the physician record so relationship history never lives in an email thread or personal spreadsheet.
- Can I import my existing hospital account and physician data into CaseTrack Pro?
- Yes, on Basic, Pro, and Enterprise plans (CSV import isn't included on Solo). CaseTrack Pro supports CSV import for accounts and physicians, with AI-assisted column mapping that suggests how your existing column headers map to CaseTrack Pro fields. Imported records can be reviewed before committing, and the import is audit-logged so you know exactly what was added and when.
- Does CaseTrack Pro help with Sunshine Act and Open Payments compliance?
- Yes. CaseTrack Pro includes a Sunshine Act / Open Payments compliance module for capturing transfers of value to physicians, including validation and CMS-format CSV export. This makes it straightforward to prepare your annual Open Payments submission without a separate spreadsheet workflow.
- How does CaseTrack Pro handle CRM access controls for different roles?
- CRM access is enforced per entity type — accounts, physicians, and contacts — using the same role-based permissions that govern case data. Admins configure which roles can view or edit each entity type, and the enforcement happens server-side so the data is protected regardless of how the UI is accessed.
- Can I search across all accounts, physicians, and contacts at once in CaseTrack Pro?
- Yes. The global Cmd+K (or Ctrl+K on Windows) command palette searches accounts, physicians, and contacts simultaneously with server-side search, returning grouped results in under a second. Clicking a result jumps directly to the account or physician drawer with the record already loaded.