Guide

How to Choose a Pharma CRM in India: 8 Questions to Ask

Eight practical questions for evaluating a pharma CRM in India, from Hinglish support and PCD territories to ERP fees and where your data lives.

Quick answer

Choose a pharma CRM by testing it on your own workflow: Hinglish calls, PCD franchise territories, IndiaMART and Meta leads, and your accounting software. Ask about call storage, per-source assignment, ERP fees and whether the team will actually use it on a phone.

1. Does it understand PCD and third-party manufacturing?

Generic CRMs have "deals" and "accounts". Pharma sales has franchise territories, monopoly enquiries, MOQ and WHO-GMP questions. Check that leads can be split by division.

2. Can it handle Hinglish calls?

Ask for a demo on your own recording. See why this matters.

3. Which lead sources connect?

IndiaMART, Meta Ads, website forms, manual entry and Excel are the usual five. See IndiaMART to CRM.

4. Where do call recordings live?

Prefer a system that does not copy audio to its own servers.

5. Is there an ERP fee you did not expect?

Marg ERP 9+ and Busy license their APIs separately. A good vendor offers a core suite that works without them, and lets you add ERP sync later.

6. Is it easy for field reps?

If it is hard to use on a phone, reps will not use it. Ask to see the rep view.

7. How are leads assigned and reassigned?

Look for per-source assignment and a logged way to move stale leads between reps.

8. How does onboarding work?

Ask who connects your sources and imports your existing sheet. Allota AI onboards remotely and imports Excel files of 5,000+ records.

Next step

Compare plans on the pricing page or book a 20-minute demo on your own scenario.

By Allota AI team · · 7 min read

Questions

Frequently asked questions

Do I need Marg ERP to use Allota AI?
No. The Core Suite works without ERP integration. Marg ERP 9+ and Busy sync are part of the optional Commercial ERP plan.
Keep exploring

Where to next

GuideCall Recording CRM in India: What to Look For →Related reading. GuideHow to Move IndiaMART Leads into Your CRM →Related reading. ProductPricing →See how it works in Allota AI.
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Guides

Hinglish Call Summary Software for Pharma Sales TeamsCall Recording CRM in India: What to Look ForHindi Call Transcription for Pharma: How It WorksHow to Move IndiaMART Leads into Your CRMPCD Monopoly Rights Explained for Franchise Buyers and SellersHow to Choose a Pharma CRM in India: 8 Questions to AskPCD Franchise Lead Follow-Up Checklist for Sales TeamsThird-Party Manufacturing Enquiries: MOQ and WHO-GMP ChecklistPCD pharma glossaryFAQ