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A high-performance, clean architecture CRM platform built for medical rep. Supports visit planning, comprehensive client management, and data-driven insights.

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🏥 Go Medical Rep CRM

Go Report Card GoDoc License: MIT Go Version PostgreSQL

An advanced, modular, and scalable Customer Relationship Management (CRM) system meticulously tailored for the dynamic needs of Medical Representatives, built with the power and efficiency of Go.

🌟 Overview

This project is engineered to provide a truly robust platform for managing sophisticated client interactions, from initial contact to ongoing engagement. It handles intricate visit planning, streamlined order processing, and insightful reporting. The system prioritizes:

  • ⚡ Exceptional performance for demanding workloads
  • 🛠️ Enhanced maintainability through clean code
  • 🔄 Clear boundaries for better scalability
  • 🚀 Future extensibility towards SaaS model

✨ Key Features

🏗️ Modular Architecture

  • Clear separation of concerns
  • Independent module development
  • Scalable component design
  • Future-proof architecture

👥 User Management

  • 🔐 Role-based access control (RBAC)
  • 🔑 Secure authentication
  • 📝 Detailed permission settings
  • 🔒 Future: 2FA & audit trails

🗺️ Territory Management

  • Hierarchical geographical structure
  • Performance tracking
  • Workload distribution
  • Sales strategy execution

👨‍⚕️ Client Management

  • 360-degree HCP profiles
  • Detailed demographics
  • Interaction history
  • Communication preferences
  • Client segmentation

📅 Visit Planning & Logging

  • Optimized routing
  • Compliance reporting
  • Field intelligence capture
  • Visit feedback tracking

📦 Product & Order Management

  • Detailed product catalog
  • Inventory integration
  • Order processing
  • Pricing tier management
  • Status tracking

📊 Activity & Expense Tracking

  • Non-visit activity logging
  • Expense report management
  • Approval workflows
  • Budget control
  • Operational insights

📈 Reporting & Analytics (Planned)

  • KPI tracking
  • Trend analysis
  • Comparative dashboards
  • Basic forecasting

🔔 Notifications & Messaging (Planned)

  • Real-time alerts
  • Visit reminders
  • Approval requests
  • Team coordination
  • Internal messaging

🛠️ Technology Stack

Category Technology Description
Backend Go (Golang) High performance, concurrency, standard library
Database PostgreSQL ACID compliance, JSONB support, extensibility
API GraphQL (gqlgen) Flexible data fetching, type safety
Auth JWT Stateless authentication
AuthZ Casbin Flexible access control models
Web Framework Gin/Echo/Chi Lightweight, efficient routing
ORM/DB GORM/Ent/sqlx Database interaction
Messaging NATS/RabbitMQ Async communication

📂 Project Structure

.
├── api/              # API definitions (GraphQL, OpenAPI)
├── cmd/              # Application entry points
├── configs/          # Configuration files
├── internal/         # Private application code
│   ├── app/         # Application services
│   ├── domain/      # Business logic
│   ├── handler/     # HTTP/GraphQL handlers
│   ├── infra/       # Infrastructure implementations
│   └── platform/    # Shared utilities
├── pkg/             # Public library code
├── migrations/      # Database migrations
├── graph/           # GraphQL generated code
└── scripts/         # Helper scripts

🚀 Getting Started

Prerequisites

  • Go 1.21+
  • PostgreSQL 15+
  • Docker & Docker Compose
  • golang-migrate CLI
  • make (optional)

Quick Start

# Clone the repository
git clone https://github.com/rixtrayker/medical-rep.git

# Navigate to project directory
cd medical-rep

# Start development environment
make dev

# Run migrations
make migrate-up

# Start the server
make run

Development

# Run tests
make test

# Build binary
make build

# Run linter
make lint

📚 Documentation

🤝 Contributing

We welcome contributions! Please see our Contributing Guide for details.

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments


Made with ❤️ by Your Team Name

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A high-performance, clean architecture CRM platform built for medical rep. Supports visit planning, comprehensive client management, and data-driven insights.

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