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.
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."
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"Delivered within both the deadline and the budget."
"They genuinely understand the vision and feel like part of our team."
"Hiring got faster the week we switched. The team just shipped."
"Delivered within both the deadline and the budget."
"They genuinely understand the vision and feel like part of our team."
"Hiring got faster the week we switched. The team just shipped."