Industries · Medical Diagnostics & Devices
Sell, Install And Service Medical Equipment From One Platform
From hospital and lab visits to installation, warranty and preventive maintenance, Effezient connects your sales team and service engineers around every instrument you place.
Trusted by growing businesses across India since 2014
Challenges we solve
Built Around How Medical Diagnostics & Devices Businesses Work
Challenge
Long institutional sales cycles
Hospital and lab deals stall between visits and approvals.
Pipelines with quotations, follow-up reminders and inactive-lead alerts keep every deal moving.
Challenge
Demos and installations across cities
Engineers and reps travel without a plan anyone approved.
Customer, city and pipeline-wise tour plans with geo-verified visits.
Challenge
Warranty and AMC obligations
Free warranty visits and contract SLAs are tracked in spreadsheets.
Warranty calls are generated automatically; contracts and SLAs are tracked per instrument.
Challenge
Instrument traceability
Nobody can say which unit is installed where when a call comes in.
Barcode and serial number tracking from order to installation and every service visit.
How it works
A Typical Day, Fully Connected
- 1
Demo visit logged
The rep checks in at the hospital and records the demo outcome and next step.
- 2
Quotation to order
The opportunity moves to quotation and order by workflow rules.
- 3
Installation tracked
The serial number is captured against the customer at installation.
- 4
Warranty & PM visits
Warranty and preventive maintenance calls are created on schedule.
- 5
Signed service report
The engineer closes the call with a digital report signed by the customer.
Recommended modules
The Effezient Stack For Medical Diagnostics & Devices
Why switch
Disconnected Tools vs. One Connected Platform
| Disconnected tools | With Effezient | |
|---|---|---|
| Customer data | Scattered across phones and Excel files | One shared customer record for sales, orders and service |
| Field visits | Reported on WhatsApp and calls | Planned, approved and geo-verified |
| Orders | Re-typed by the back office | Placed from mobile, straight into order management |
| Expenses | Paper receipts and spreadsheets | Linked to the visit, with multi-level approval |
| After-sales service | A separate register or app | Service calls and SLAs linked to the customer and serial number |
| Management view | Month-end reports | Live dashboards for every team |
Who it's for
Built For Medical Diagnostics & Devices Teams Like Yours
Already running on spreadsheets and WhatsApp groups? We migrate your customers and train your team, with live sessions and short videos for every module.
- Diagnostic equipment distributors
- Medical device manufacturers
- Hospital equipment dealers
- Biomedical service companies
- Consumables & reagent suppliers
FAQ
Medical Diagnostics & Devices Questions
Can we track every instrument we have installed?
Yes. Barcode and serial numbers carry from the order to installation, warranty and every service call.
Do our service engineers get their own app?
Yes. The engineer app covers service calls, checklists and signed reports, while managers and customers have apps of their own.
Can hospitals raise service requests directly?
Yes. The customer app lets them raise a ticket and follow it through to resolution.