# OraTek CRM — Field sales CRM + AI assistant

> Field sales CRM + AI assistant (iPhone/iPad app by OraTek Diagnostics, LLC.)

- Source: https://appshunter.io/ios/app/oratek-crm/id6784045376 (this page in markdown: same URL + `.md`)
- Developer: [OraTek Diagnostics, LLC](https://appshunter.io/developer/6784045378)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 14 MB
- Languages: American English
- Released: 2026-07-02
- Data updated: 2026-10-10

## What is OraTek CRM?

OraTek CRM is the field sales platform for OraTek Diagnostics' reps — and any sales team that lives out of a pipeline and a phone. It puts your whole book of business, your next call, and an AI assistant in one app, on the device you actually carry.

Sign in with email, Google, or Apple and pick up exactly where you left off on the web.

WHAT YOU CAN DO
• Pipeline — a kanban deal board you can filter by segment, team, and rep, and move deals with a tap.
• Leads & clients — full contact records with notes, tags, follow-ups, and per-person cards.
• Map — see accounts near you and plan a visit route in the field.
• Dialer — a built-in call queue with logging, so every conversation is captured.
• Tasks — daily plan, reminders, and recurring follow-ups that never slip.
• Email & sequences — draft, send, and run multi-step outreach from your own mailbox.
• Calendar & events — schedule meetings and keep your week in view.
• Team chat & org chart — message teammates and see who owns what.
• Training — built-in courses and progress tracking for new reps.
• Commissions & leaderboards — track your numbers and where you stand.
• Secure vault — a personal, encrypted password vault with revocable sharing.

YOUR AI ASSISTANT
Julie, the built-in assistant, can pull up a lead, draft a follow-up email, plan your day, log a call, and move a deal — in plain language, grounded in what you're looking at.

BUILT FOR THE FIELD
Native push notifications for incoming leads and messages, offline launch, a share sheet, haptics, and a system-browser handoff for external links — so the app feels like an app, not a web page.

NOTE: OraTek CRM is a business application that requires an account from your organization. It is a sales CRM and does not contain any patient health information.

## Is OraTek CRM safe?

Not enough ratings yet to assess OraTek CRM.

## Is OraTek CRM legit?

OraTek CRM has limited verification signals. The AppsHunter Legitimacy Score for OraTek CRM is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 1.5.3 — 2026-10-07

• Chat photos now load in the app. Tap to view a photo, or retry if your connection drops.
• Reaction, reply and pin controls stay open after a tap. Emoji search and the message box stay within reach when the keyboard opens.
• Chat refreshes preserve your reading position and unfinished replies.
• The org chart is easier to read, with a phone list view, profile sheets and pinch-to-zoom charts.
• Choose Normal, Large or Extra large text in Settings.
• Lead names stay visible, Map opens the selected lead, and Back returns to your previous view.
• Faster pipelines and maps, cleaner screen edges, and a dashboard that follows White mode.
• The Floor adds an improved team view with optional meeting and location sharing.

### 1.5.2 — 2026-09-29

• Team chat is easier to read and use on phones, with a wider message box and clearer message actions.
• Julie can check do-not-contact records and find nearby clinics for your next visit.
• Maps fit phone screens with readable search fields, separate legends, and easier selection of small states.
• Partner Labs uses your app sign-in to load labs and documents.
• Notification time controls stay open and save reliably. Default chat notification hours are 9 AM–6 PM in your local time; personal schedules are preserved.
• Improved readability of the iPhone clock and status icons.

### 1.5.1 — 2026-09-24

This update addresses notification setup getting stuck after tapping Allow.

• Phone notifications are now grouped under Settings → Account → Notifications.
• Notification settings and status messages fit smaller iPhone screens.
• Clearer registration messages distinguish permission from completed setup.

After updating, open Phone notifications and tap Turn on notifications to finish setup.

### 1.5 — 2026-09-22

This update fixes phone notification registration. After updating, open Settings → Account → Phone notifications to turn notifications on for this phone.

• Files in Materials open reliably, including larger uploads.
• Julie’s message composer is available again.
• Client records and clinical onboarding are easier to manage, with clearer lab information and qualifier corrections.
• The Maps hub brings partner labs, state laws, the collector directory, and Medicaid testing information together.
• Includes stability and usability improvements throughout the CRM.

### 1.4 — 2026-08-26

Visits you log on the map now reach the lead. Log a visit from a pin and it posts to the lead's team notes, counts toward the deal's note badge, and your team can see it. Anything logged before is still on your device with a button to send it across.

Filter the map by how far along a deal is. Tap Working it, Ours, Not started or Lost in the pin key, or use In motion to see everything moving or already yours. Lost pins are reachable for the first time.

Close the map's filter panel to give the map the whole screen, and the pin key now closes from the bottom.

Pins fill solid blue as soon as a deal moves past the first stage, so progress reads at a glance.

The leads list stays collapsed if you collapse it, and your map settings no longer reset when you switch workspaces.

Clinical qualifiers can be revised after a lab has answered, and every client now shows its invoices.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-10.*