Amoura, a CRM and ordering system for distributors
What was there
Orders arrived on WhatsApp. Someone retyped them into a spreadsheet, sometimes correctly.
What we built
One system for ordering, dual approval, expiry-controlled stock, field reps, invoicing and finance.
Good to know
Built for medical and health distribution in the Gulf.
What it does
One system for the office, the warehouse, finance and the team in the field. These are the main parts.
Screens shown with Aurelia Medical Supply, a made-up demo company with sample data.
Orders and approvals
Orders move from pending to approved, picking, packed, dispatched and delivered. Big orders, deep discounts or a customer over its credit limit go to a senior sign-off. Quotes turn into orders, and returns become credit notes.
Stock and expiry
Stock is kept by batch and expiry date across warehouse, cold store and bonded locations. Orders take the batch that expires first, and the team gets expiry and low stock alerts.
Finance
Invoices, payments, customer statements, receivables aging and a VAT report. Behind it sits a general ledger with a trial balance, profit and loss, balance sheet and bank reconciliation.
Visits in the field
Reps log each visit with a location check-in, the products they detailed, the doctor's reaction and the doctor's signature. Once submitted, the report is locked.
Planner and cycle plans
Reps plan visits by day, week or month. Cycle plans come in from Excel or are edited in a table, and a manager's change goes to the admin for approval.
Coaching and dashboards
Managers follow reach, frequency and coverage against the cycle, run coaching and double visits, and export every panel.
A home screen for each rep
Each rep sees their own visits against plan and a chart of this month against their own past months. Reps never see each other's numbers.
Reports and exports
A reports hub grouped by CRM, coaching, orders, receivables, finance and audit. Excel and CSV exports, PDFs for orders, invoices, quotes and statements, and imports for clinics, doctors, products and plans.
Roles and security
Thirteen built-in roles, from CEO to inventory, plus custom roles with their own pages and permissions. Two-factor sign-in, passkeys, an audit log, and every company's data kept apart.
Samples
A free sample limit per product, sample deliveries through the warehouse, and a monthly sign-off by the manager and then the head, saved as a PDF.
WhatsApp Connect
WhatsApp campaigns with an approval step, where nobody approves their own. A shared inbox with notes, quick replies and handover, plus reports. Reps answer their own doctors with approved templates.
A smaller option
Amoura Mini is a lighter CRM for contacts, visits and the planner, priced per seat, for teams that do not need orders or stock. Sign-up has not opened yet.
