SurgStack Platform
The Operating System for Surgical Implant Distributors
6 fully integrated modules covering every aspect of implant distribution — from case management and inventory to revenue intelligence, expense tracking, and executive productivity.
48+
Total Features
6
Modules
19
Live in Demo
Legend:Live in this demoFull platform feature
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ImplantOps
Full surgical case & inventory management
5/12 features in demoLive in Demo
Case Log
Track every surgical case — PO number, procedure, surgeon, facility, rep, revenue, loaner fees, and status from scheduled to invoiced.
Case Line Items
Log every implant used per case — part number, lot number, quantity, price type, and extended price. Replaces 10-column Airtable pattern.
Sales Order Creation
Create new orders directly from the platform. Auto-populates from surgeon and facility records. Triggers PO confirmation workflow.
Invoice Generation
Generate invoices from completed cases. Auto-calculates based on line items and pricing matrix. Export to PDF.
Inventory Tracking
Real-time stock levels by rep, facility, and warehouse. Par level alerts when stock drops below minimum.
Inventory Transfers
Log all stock movement between locations. Full audit trail with tracking numbers and transfer status.
Purchase Orders
Create and track replenishment orders to vendors. Status from draft to received.
Loaner Set Management
Track loaner instrument sets — location, availability, loan status, expected return, and loaner fees billed.
Returns / RMA
Process product returns and RMA requests. Track disposition, condition, and credit status.
Scheduled Cases
Full upcoming surgery schedule by rep, surgeon, and facility. Confirmation status and notes.
QR Scan Logging
Scan implant QR codes at case to auto-populate line items. Eliminates manual data entry.
Facility Pricing
Custom pricing matrix per facility and contract type. Auto-applies correct pricing when creating orders.
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HQOps
Revenue command center & sales intelligence
7/12 features in demoLive in Demo
Executive Dashboard
MTD revenue, pipeline value, case count, and activity score at a glance. Distributor performance with progress bars.
Pipeline CRM
Full opportunity tracking with stage, probability, weighted value, and close date. Surgeon-level pipeline records with NPI.
Distributor Management
Complete distributor profiles with FY quota, YTD revenue, reps, contact info, and performance tracking.
Sales Rep Tracking
Individual rep profiles under each distributor. Territory, region, role, and activity performance.
Activity Tracker
Weekly call, appointment, site visit, and follow-up logging per rep. Performance vs targets with visual indicators.
Quota & Target Management
Monthly revenue targets by distributor. MTD actuals vs goal with gap analysis.
Commission Tracking
Rep commission calculations based on revenue. Tier structures, accelerators, and bonus thresholds.
Distribution Agreements
Create and manage distributor agreements. Templates with custom terms, pricing tiers, and territory definitions.
FY Quota Calculator
Calculate next FY quotas based on historical performance, growth targets, and territory potential.
Green Proposal Generator
Show distributors maximum discount structures on large volume commitments. Visual proposal output.
OPEX Budget
Full 12-month operating expense budget. Personnel, sales, marketing, and operations by category.
KPI Scoreboard
Monday morning revenue inspection format. Scoreboard for manager-rep alignment sessions.
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MarketingOps
Sales enablement & content management
0/6 features in demoComing Soon
Presentation Library
Store, organize, and share sales presentations by product line, indication, and audience.
Content Analytics
Track which presentations are being used, by whom, and which convert best.
Territory Performance
Visual territory maps with revenue, pipeline, and activity overlays.
Surgeon Targeting
NPI-based surgeon targeting by procedure volume, specialty, and geographic territory.
Campaign Tracking
Track marketing campaigns and measure impact on pipeline generation.
Product Sheets
Digital product sheets and clinical evidence summaries accessible in the field.
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ExpenseOps
Expense management like Expensify — built for med device
2/6 features in demoLive in Demo
Expense Submission
Submit expenses by category — meals, travel, hotel, mileage, supplies. Full description and vendor tracking.
Receipt Scanning
Scan receipts with your phone camera. Auto-extracts amount, vendor, and date.
Approval Workflow
Manager approval flow — submitted → approved → reimbursed. Full audit trail.
Category Reporting
Expense breakdown by category, rep, and time period. Budget vs actual.
Mileage Calculator
Auto-calculate mileage reimbursement from start/end locations at IRS rate.
Policy Enforcement
Configurable spending limits by category. Flags out-of-policy submissions for review.
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TripOps
Trip tracker with 0–120 day ROI measurement
5/6 features in demoLive in Demo
Trip Logging
Log every field trip — destination, airline, hotel, car rental, and total cost.
Visit Goal Tracking
Set visit objectives, log outcomes, and track follow-up actions with due dates.
ROI Timeline
Track revenue generated from each trip at 0–30, 31–60, 61–90, and 91–120 days. See exact return on every dollar spent.
Surgeon Meeting Log
Log every surgeon met on each trip. New vs existing relationships. Pipeline created.
Airline / Hotel / Car Tracking
Comparable to TripIt — full itinerary in one place.
Distributor ROI Report
Which distributor trips generate the highest return. Inform future travel budget allocation.
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VPOps
AI executive assistant — your second brain
0/6 features in demoComing Soon
Morning Briefing
Daily AI summary of the day ahead vs prior day performance. Revenue, cases, pipeline movement, and key actions.
Email Integration
Read, draft, and send emails from within SurgStack. AI-assisted replies for common distributor communications.
Calendar Management
View and manage your calendar. Meeting prep summaries pulled from pipeline and case data.
Booking Assistant
Book meetings, flights, and hotels through natural language commands.
Document Review
Upload contracts, agreements, and documents for AI review. Flags risks, missing terms, and key obligations.
Legal Assistant
Review distributor agreements, NDAs, and compliance documents. Plain English summaries of complex language.
Ready to run your business on SurgStack?
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Starting at
$118/mo
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