Sales CRM · 2025

Ivatherm CRM

A voice-first CRM that turns field visits into intelligence.

The brief

Ivatherm’s reps visit pharmacies across Romania — and reporting those visits used to mean stale spreadsheets filled in hours later. This is the CRM that runs that operation: reps log a visit by simply talking, in Romanian, and AI turns the conversation into structured data, while managers get conversational business-intelligence reports and a live map of the whole territory. The brief: make field reporting something a rep does in seconds with one thumb, and give managers real insight instead of dead data.

What it does

A rep finishes a pharmacy visit, taps record, and speaks naturally — the AI extracts what was discussed, the products, the sentiment and the next steps into a clean visit record. Managers ask questions in plain language and get strategic BI reports back, over a geocoded map of every client and visit in the country. It replaces after-the-fact data entry with talk-and-go capture.

Scope
  • 01Mobile-first, one-thumb CRM with manager + agent roles
  • 02Voice-AI visit logging — reps speak in Romanian, AI structures the data
  • 03Conversational business-intelligence reports for managers
  • 04Client + pharmacy-chain management with geocoded locations
  • 05A live map of clients and visits across the territory
  • 06Admin-configurable AI questions per client type
  • 07Excel / PDF report export
Under the hood
  • Voice capture via ElevenLabs Conversational AI with real-time Romanian transcription
  • GPT-4o extracts structured visit data (products, sentiment, next steps) with anti-hallucination guards
  • GPT-5 powers free-form conversational BI reports over the visit history
  • Supabase Postgres with role-based row-level security (manager / agent)
  • Google Maps autocomplete + geocoding; Mapbox GL for the territory map
  • Admin-editable AI prompts passed to the voice agent per client type
Stack
Next.js 14 / TypeScriptSupabase (Postgres + RLS)ElevenLabs Conversational AIOpenAI GPT-4o / GPT-5Google Maps + Mapbox GLshadcn/ui + TailwindVercel
Voice
Visits logged by talking
GPT-5
Conversational BI
Romania
Field territory
Next project
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