The CRM Built for Medical Device Sales
CloseCase is a purpose-built CRM designed around how device reps actually work — managing surgeon relationships, tracking facility details, and closing opportunities. Currently in development.
Why CloseCase?
Medical device sales is a relationship-driven business. Reps need to know their surgeons inside and out — what procedures they perform, what products they prefer, which facilities they operate at, and what matters to them personally. Generic CRMs aren't built for this.
Field reps spend their days in hospitals, not at desks. They need fast access to critical information between cases. CloseCase is being built to give them exactly that — on their phone, right when they need it.
Built for Your Workflow
Surgeon Relationship Management
Build rich profiles for every doctor you work with. Track their medical background, specialties, facility affiliations, and personal details that strengthen relationships.
Comprehensive physician profiles with medical history and personal interests
Activity timeline with team-wide comments and notes
Link surgeons to multiple facilities with role and affiliation tracking
40+ medical specialty classifications
Facility Intelligence
Track the operational details that matter when you're walking into a hospital. Vendor credentialing, parking logistics, scrub policies, and key contacts — all in one place.
Complete facility contact and address information with map integration
Operational details: credentialing, parking, scrubs, storage policies
Track charge nurses and key facility contacts
See all affiliated surgeons and active opportunities per facility
Sales Pipeline & Reporting
Track every opportunity from first contact to closed deal. Goals are linked directly to the surgeon or facility involved, with product association and revenue tracking built in.
Six-stage pipeline: Lead, Demo, Meeting, Negotiation, Won, Lost
Revenue forecasting with annual unit volume and ASP tracking
Team-level and individual rep performance views
Real-time data — no waiting for end-of-week reports
Team Management
Organize your sales force with a flexible team structure. Assign team leads, designate managers over multiple teams, and control access levels for every role.
Admins, managers, team leads, reps, and associates
Cross-team visibility for managers
Invite reps with auto-expiring codes
Role-based access control scoped to team data
Available Everywhere
The primary tool for field reps. Full CRM functionality optimized for on-the-go use between cases and hospital visits.
The command center for admins and managers. Organization setup, billing, team management, and full CRM access from any browser.