Software for medical reps
Your personal sales system for every medical office visit.
Scannect is a rep-owned CRM: a private workspace for the offices you cover, the providers you know, the visits you make, and the follow-ups you promised. Portable across roles. Not another dashboard for your manager.
No credit card required.
Set up your rep workspace in under two minutes.
Create your account
Email or Google. Your workspace is provisioned automatically — no admin setup.
Import your book
Upload a CSV of your existing contacts, or scan cards as you meet people.
Log your first visit
Outcome plus a required next action and follow-up date.
Draft your first message
Optional AI drafts personalized from your saved sender identity and templates.
Built for reps, not managers.
Your book stays yours.
Scannect is a personal workspace with row-level isolation. No shared pipelines, no shared reporting, no leaked notes.
Portable across roles.
Change territories or employers? Your contacts, offices, and visit history stay with you — subject to your employment agreements about what you may retain.
Complements your company CRM.
Use Scannect for your personal productivity and follow-up discipline; keep your employer's CRM for whatever their process requires.
Respect employer data policies.
Only enter data you're permitted to keep in a personal tool. See our Trust Center.
Everything a working rep actually uses.
- ✓Business card scanning with AI extraction
- ✓CSV import & export for your existing book
- ✓Offices as first-class records (address, hours, phone)
- ✓Visits with required next action + follow-up date
- ✓Custom pipelines with medical-field-sales presets
- ✓Templates and grounded AI drafts (review before send)
- ✓Mobile-first PWA — installable on iOS and Android
- ✓Offline queue for scans and visits inside facilities
Plan limits differ across Free, Solo, and Pro — see pricing for details.
A voice note is a private note.
Because your Scannect workspace is yours, dictated visit notes stay in your own book — not in a shared corporate CRM. Talk out what happened after each stop, edit the transcript, and save it to the contact. Up to 2 minutes per recording; allowance matches your plan.
Free to start. Yours to keep.
10 contacts, 10 scans, 10 AI drafts per month. Upgrade only when your territory outgrows it.
No credit card required.
Frequently asked questions
A personal system for the rep, not the reporting layer.
No credit card required.