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CRM · HEALTHCARE

Avana - Centralized CRM

Avana, a large-scale medical distributor in India, needed a smart, role-based platform to unify sales operations across distributors and field agents.

IdeationUI/UXDevelopment
Avana - Centralized CRM
Industry
Health Care
Location
India
Client
Vivekananda Mani
Duration
2 Months
Avana - Centralized CRM cover
Background

Avana runs a large-scale medical distribution network spanning super-admins, regional distributors and mobile application specialists. Each layer is critical for product demos, order placements and customer engagement.

They needed a centralized CRM with real-time tracking and role-specific access — and it absolutely had to work smoothly on mobile, since field agents live on their phones.

Objective

Build a centralized, role-sensitive CRM that handles Avana's complex distribution and sales workflows across the country.

  • Unified nationwide sales operations
  • Real-time visibility across every hierarchy level
  • Role-based access to sensitive data and actions
  • Track sales orders, customer visits and demos
  • Mobile-friendly reports and tables for field use
  • Structured, actionable reporting for decision-makers
Solution

We designed and developed a robust, mobile-friendly portal tailored to Avana's multi-level sales structure — modelled on how distributors receive orders and how specialists log demo outcomes.

The platform includes rich reports across sales, products, visits, doctors and demo conversions, plus fine-grained role-based access so every user works within their lane.

"We are really happy with the Cogntix team's delivery quality and support. They are always very responsive and handle our requests super quickly."

Vivekananda Mani
Director of Avana Surgical Systems · India
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"Delivered within both the deadline and the budget."

Gobiraj Karunananthan, CEO at MILTA
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100+
people using our own product, VOW
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"They genuinely understand the vision and feel like part of our team."

Kevin Bobroske, Lighthouse Integrations
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1 year+
average client relationship

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3 in-house
products built and running

"Hiring got faster the week we switched. The team just shipped."

Early Unblit customer
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Thamili logo
Recipe Lab logo
2 days
from idea to shipped VOW app
Maison d'etre logo

"Delivered within both the deadline and the budget."

Gobiraj Karunananthan, CEO at MILTA
Read the MILTA case study
MILTA logo
100+
people using our own product, VOW
BeReload logo
Avana logo

"They genuinely understand the vision and feel like part of our team."

Kevin Bobroske, Lighthouse Integrations
See how we work with founders
20+
AI products & platforms shipped
Identiq logo
Lighthouse logo
1 year+
average client relationship

"From idea to a live product our users actually stick with."

Team behind VOW
Read the VOW case study
Exambank logo
Massive logo
Oli's logo
3 in-house
products built and running

"Hiring got faster the week we switched. The team just shipped."

Early Unblit customer
Read the Unblit case study