Field Book
CRM for the field

The notebook your territory deserves.

Field Book is the offline-first CRM for medical and pharma reps. Track every provider, plan the day's route, log visits and meals, and share live contacts with your team — encrypted, on your phone, even with no signal.

Start free See how it works
✓ Works offline ✓ Encrypted on-device ✓ No account required to start
What's inside

Everything a field day needs, in one place.

Built around the way reps actually work — moving between offices, logging as they go, syncing when they can.

01

Provider tracking

Keep every healthcare provider organized by specialty, territory, status, and priority — with notes, tags, and full visit history on each card.

02

Route & territory planning

Plan the day by distance, sort by who's overdue, and let proximity surface the closest stops. Less driving, more visits.

03

Visit & meal logging

Log a visit in seconds, schedule lunches, and track follow-ups. Every interaction lands on the provider's timeline automatically.

04

Live shared contacts

Share a contact with a teammate and keep it in sync. Visits, meals, and notes from either side show up on one shared, encrypted card.

05

Reports & calendar

See your month at a glance — visits logged, completion rate, and activity trends — with a unified calendar across every stop and meal.

06

Private by design

Your data is encrypted on your device and works offline. Nothing about your providers sits in the open — sync is end-to-end encrypted.

Who it's for

Made for people who work out of their car, not a desk.

PHARMA REPS

Pharmaceutical representatives

Manage a panel of prescribers across a territory, track detailing visits, and never lose the thread on a relationship — online or off.

MEDICAL DEVICE

Medical & device sales

Keep clinics, offices, and decision-makers organized, plan efficient routes, and log every touchpoint as it happens.

FIELD TEAMS

Small field teams

Share live contacts so the whole team works from the same, always-current record — with a clear trail of who did what.

How it works

Open it, and you're already working.

STEP 01

Add your providers

Import your panel or add providers as you go. Each one gets a card with specialty, location, status, and history.

STEP 02

Plan & visit

Sort the day by distance or who's overdue, drive the route, and log each visit and meal in a couple of taps — even with no signal.

STEP 03

Share & sync

Share live contacts with teammates. When you're back on a connection, everything syncs — encrypted end to end.

Built private

Your providers stay yours.

Field Book is offline-first and encrypted on your device. There's no public profile, no data broker, no contact list sitting in the open. Sync between your devices and your team is end-to-end encrypted.

  • Encrypted local storage on every device
  • Works fully offline — no signal needed
  • End-to-end encrypted team sync
  • Export your data anytime
Questions

Good things to know.

Does Field Book really work offline?

Yes. It's an offline-first app — you can add providers, plan routes, and log visits with no connection. Anything that syncs waits until you're back online.

Where is my data stored?

On your device, encrypted. There's no public directory of your contacts. Sync between your own devices and your team is end-to-end encrypted.

What are live shared contacts?

A way to share a single provider record with a teammate so both of you see the same card. Visits, meals, and notes from either side show up on a shared, encrypted timeline.

Do I need an account to try it?

No. You can start using Field Book right away. A subscription unlocks team features and cross-device sync.

What devices does it run on?

It's a web app that installs to your home screen — iPhone, Android, or desktop. iPhone is the primary, field-tested experience.

Get started

Your next visit is already on the route.

Start with your panel of providers and a plan for the day. Field Book keeps up with the field.

Open Field Book