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Pharma & Healthcare · Field sales

Field sales software for Medical Equipment & Diagnostics Companies

The machine sells once; the strips, reagents and service sell forever. OZZO runs the capital sale and the recurring pull together.

Diagnostics and medical equipment is really two businesses on one customer: a long, demo-led, financed capital sale, and the recurring consumable, reagent and service revenue that follows it for years. OZZO runs both — the pipeline, the reorders, the service visits and the credit — on one record.

Demo-led

capital equipment is a considered, financed sale won on demonstration and trust

Industry reality

Recurring pull

strips, reagents and consumables — not the machine — carry the long-run revenue

Uptime sells

service responsiveness decides the reference and the next machine

The reality on the ground

What Medical Equipment & Diagnostics Companies are up against

The specific field-sales pressures of this trade — not generic sales advice.

The capital sale is long, demo-led and financed

A hospital, lab or clinic buying a machine evaluates, demos, compares and arranges finance over months. Without stages, quotations and follow-up discipline, a considered buyer simply goes quiet.

The recurring consumable pull is invisible

The real revenue is strips, reagents and consumables reordering for years after installation — but most companies can't see which installed customer is reordering on cycle and which has quietly switched or stopped.

Service uptime decides the next sale

A machine down at a lab is a reference lost. Service calls handled slowly, or not tracked to closure, cost far more than the visit — they cost the next purchase and the word-of-mouth.

You don't know your own installed base

Who has which machine, installed when, on what consumable cycle — this is usually scattered across spreadsheets and individuals, so proactive reorder and service follow-up is impossible.

Two channels — direct and dealer

Direct hospital and lab business runs alongside a dealer and distributor network, each needing coverage, orders and credit control, while the long capital deals grind on.

How OZZO helps

What OZZO does about it, for medical equipment & diagnostics companies

Each pressure above, mapped to a capability OZZO actually ships.

Run the demo-and-finance capital sale

A CRM pipeline for high-value equipment deals — stages, demo scheduling, branded PDF quotations, finance follow-up and next-step reminders — so no considered buyer goes quiet.

Make the recurring reorder visible

Consumable and reagent reorders booked as offline counter orders against the same customer record, so reorder behaviour after installation is finally on the system and slipping cycles are visible.

Track service visits to closure

Log service visits and tasks against the customer and machine and track them to closure — the responsiveness that wins the next sale, captured instead of assumed.

Record the installed base

Capture machine, installation and consumable-cycle details as custom fields on the customer, so your installed base lives in the system rather than a spreadsheet.

Run both channels and control credit

Geo-tagged hospital, lab, clinic and dealer visits with trade levels, self-calculating outstanding, credit limits and an Ageing report — both motions on one login.

See it work

One app for the machine and everything after it

The demo-and-finance deal, the reagent reorder, the service visit and the dealer's outstanding — on one screen in the field, online or off.

Today · Bengaluru labsInstalled base live

Analyser · demo scheduled

Finance follow-up set

Stage: Demo → Quotation sent

Reagent reorder · monthly

Captured offline · on cycle

36,500

Service visit · closed

Logged against the machine

Dealer outstanding

3.6L/ ₹4.5L limit

Installed base ✓ recorded

machine + consumable cycle

Uptime protects the next sale

service tracked to closure

A day in the field

A day in the field, on OZZO

01

Demo the machine

A geo-stamped visit to the lab or hospital, demo logged, deal moved a stage with a branded quotation.

02

Install & record

Capture the installed machine and its consumable cycle as custom fields on the customer record.

03

Keep the reorder flowing

Consumable and reagent reorders captured offline at current prices, so the recurring pull is visible.

04

Service & retain

Service visits and tasks logged against the machine and tracked to closure — uptime protects the next sale.

Why OZZO, specifically

Why not just a generic tool — for this trade

What a general tracker, an enterprise FMCG SFA, or a plain CRM each miss for medical equipment & diagnostics companies.

Not just a field-tracking app

A tracker shows a rep reached a lab — but not a demo-and-finance pipeline, consumable reorder visibility, service-visit closure or installed-base records.

Not an enterprise FMCG SFA

Equipment is a considered, financed, service-led sale with recurring consumables — nothing like fast-moving packaged goods, and priced for a very different business.

Not a full service / warranty ERP

OZZO isn't a workshop, AMC-contract, warranty-claim or parts-inventory ERP — it runs the pipeline, reorders, service visits, coverage and outstanding alongside whatever back end you use.

What changes

What it looks like when it's working

No considered buyer goes quiet

Every capital deal has a stage, a demo, a quotation and a next step — months-long sales keep moving.

The recurring pull becomes visible

You can finally see which installed customers are reordering consumables on cycle and which are slipping.

Service closes, and uptime sells

Service visits and tasks are tracked to closure, protecting the reference that wins the next machine.

Your installed base is on the system

Machine, installation and consumable-cycle details live on the customer record, not in a spreadsheet.

What you'll use most

The OZZO modules that matter here

CRM pipeline (demos, quotations, finance follow-up)Consumable & reagent reorder capture (offline)Service visits & tasks tracked to closureInstalled-base details as custom fieldsGeo-tagged hospital, lab & dealer visitsTrade levels & primary/secondaryOutstanding, credit limits & AgeingBranded PDF quotations

Honest scope: OZZO runs the field motion — capital-sale pipeline, consumable reorders, service visits and tasks, coverage and outstanding. It is NOT a workshop, AMC-contract-management, warranty-claim or spare-parts-inventory ERP, and NOT a device calibration/QC, UDI or regulatory system. Installed-base details are captured as custom fields on the customer, which is a practical record — not a full asset-management module.

Sales force automation (SFA) & field service tracking for medical equipment & diagnostics

OZZO is a sales force automation (SFA) and field-service software for medical equipment and diagnostic-device companies that combines a CRM pipeline for the long demo-and-finance capital sale, recurring consumable and reagent reorders, service visits tracked to closure, dealer coverage and outstanding in one app. The machine is sold once but the strips, reagents and consumables recur — so OZZO keeps both motions on the same customer record.

It is also field-force tracking (WFA) and salesman location tracking software for equipment field teams: selfie + GPS attendance, live location and geo-tagged hospital, lab, clinic and dealer visits. So "SFA for medical equipment", "diagnostic device distribution software" and "field service app" are one system. Capital-sale pipeline, consumable reorders, service visits, dealer coverage and GPS tracking make OZZO a practical medical-equipment sales, service and tracking system.

FAQ

Frequently asked questions

Everything a business owner asks before getting on a call.

Is OZZO built for medical equipment and diagnostic device companies?

Yes. OZZO runs both sides of the business — the long demo-and-finance capital sale through a CRM pipeline, and the recurring consumable/reagent reorders, service visits and dealer coverage that follow — on one customer record.

Can OZZO track consumable and reagent reorders after installation?

Yes. Reorders are booked as offline counter orders against the same customer record, so reorder behaviour after installation is visible and slipping cycles can be acted on — the recurring revenue that matters most.

Does OZZO handle service visits and AMC?

OZZO logs service visits and tasks against the customer and machine and tracks them to closure. It is not an AMC-contract-management, warranty-claim or parts-inventory ERP — it runs the field service motion alongside whatever back-end system you use.

Can OZZO record our installed base?

Yes, practically. Machine, installation and consumable-cycle details are captured as custom fields on the customer record, so your installed base lives in the system rather than a spreadsheet — though it is not a full asset-management module.

See how OZZO fits Medical Equipment & Diagnostics Companies

Tell us how your team sells and collects on the ground, and we'll show you exactly how OZZO fits your channel.