buddy open buddy
the buddy universe is here

four packs.
one buddy.

a calm, smart partner for the rep on the road. medical device, pharma, finance, field sales. four worlds, one quiet desk colleague who knows your book by name.

field sales
pharma
medical device
$ $
finance
see what buddy can do

everything buddy does, in one place.

seven things you get the moment you sign in. no setup wizards, no power-user mode.

meet buddy

your new partner for the day. everything you need to run your territory, in one place.

  • one home for everyone you cover and everything you do
  • an AI that actually knows your work and helps you think
  • yours alone. your data is never shared with anyone else
  • works on planes. syncs when you are back online

plan your week

see the whole week at a glance. plan tomorrow in one tap. log everything in seconds.

  • a clean weekly calendar that moves back and forward in time
  • a daily game plan written for you based on what matters today
  • log visits, calls, stops, or notes right from the planner
  • send your week to outlook, google, or apple calendar
  • capture voice notes any time, anywhere

your book

every account, prescriber, firm, or venue you cover. organized the way your brain works, color coded so you always know what needs attention.

  • sorted by activity. hot, warming, going cold
  • last touch tracked per location
  • cheat sheets, custom tags, anything you want
  • one tap reminders so nothing falls through the cracks
  • everything stays in sync across every device

your people

every contact you work with. find anyone in the U.S. and save them to your list.

  • search the national registry by name, specialty, or state
  • save contacts with a warmth rating
  • buddy writes prep briefs in seconds before every meeting
  • add notes and track every interaction over time
  • link contacts to the locations where they work

buddy AI

your own personal coach. ask anything. buddy knows your work and helps you think.

  • ask anything from what to focus on today to deep prep
  • get briefs tailored to who you are about to talk to
  • talk through strategy like you would with a mentor
  • completely private. only your data, never anyone else's

track what matters

set your own targets. log your own wins. buddy tracks the progress.

  • set any quarterly target you want and watch attainment grow
  • create your own categories for what you measure
  • keep a brag book of every win you close
  • live progress rings show how close you are, every day

safe and private

your data belongs to you. buddy keeps it locked down.

  • your PIN is encrypted and only lives on your device
  • personal notes and AI chats are never visible to anyone else
  • managers see team performance, never your notes or chats
  • delete everything forever from settings in two taps
  • sign in on any new device and your world comes right back
the four packs

same buddy. different worlds.

each pack is shaped for the rep who lives inside it. nothing borrowed from another industry, nothing left out. switch your pack and the whole app reshapes itself, calmly.

field sales

the road, made calm.

for the cpg, beverage, food service rep with twenty venues and a single bag of samples. the pack handles route, weather, fuel, mid-day reroute, and char's recs for a quick bite.

  • the morning huddle. one card. weather, competitor signals, today's anchor pick.
  • smart routes powered by real drive-time. tap "i'm here now" to reroute from your current location.
  • venues with chain field, order history, due-to-reorder cycle.
  • tap-to-dictate touchpoint notes. private notes that never leave your phone.
  • char's recs. soda-can mascot. seed oil free spots near you, on demand.
the morning huddle
rain hitting orlando around 2pm. outdoor patios will be quiet.
a few venues had coke reps in yesterday. be ready.
today's focus. skipper's grill, 16 days. owner asked for a new menu.
pharma

every prescriber, by name.

a panel of providers, not a list of accounts. relationship-first, with sample inventory, clinical question follow-ups, and the night-before detailing prep card.

  • providers with specialty, practice, last visit, status pill.
  • sample inventory tracking with low-supply warnings before you run out.
  • clinical question log. resolve later. never lose a follow-up.
  • detailing prep card. shows up the night before any provider meeting.
  • seasonal awareness. flu ramp in september. allergy in april. quietly.
detailing prep · tomorrow 9:30am
dr. marisol r. · cardiology · last visit, recently
recent samples · entresto · jardiance
open question. dose adj. for renal impairment.
medical device

the territory, on a calm leash.

accounts, conversions, in-services, contract status, gpo affiliation. for the rep covering hospitals and surgery centers. bdpi tribe members get the curated library, mbo template, and an auto-link to anna at signup.

  • account directory with status pills, last visit, ports, conversions.
  • quota and mbo, your choice or both. picker at signup.
  • champion network. people who go to bat for you, tracked carefully.
  • signed touchpoints. tamper-evident, runs every time you log a visit.
  • jason's clean eats. seed oil free dinner picks near you.
your week · q2
visits logged · in-services done
contracts ending soon · check renewals
going cold. mount sinai. it's been weeks since dr. patel responded.
$ $
finance

capital markets, quietly.

for the structured products and capital markets rep. firms, ideas, watchlist, payoff calc, the spread, friday review. nothing borrowed from medical or pharma. all the right vocabulary.

  • firms instead of accounts. touchpoints instead of visits.
  • watchlist with real-time quotes and event radar around earnings.
  • payoff calculator for autocalls and digital notes. no fake quote data.
  • need a drink. coffee, happy hour, a quiet spot to meet near you.
  • friday review. weekly rhythm without the noise.
friday review · this week
several touchpoints · mandates in motion
macro: vix 18.4 · fomc next thursday
earnings ahead. nvda + crm next tuesday. brief your firms.
medical device

the territory, on a calm leash.

accounts, conversions, in-services, contract status, gpo affiliation. for the rep covering hospitals and surgery centers. bdpi tribe members get the curated library, mbo template, and an auto-link to anna at signup.

  • account directory with status pills, last visit, ports, conversions.
  • quota and mbo, your choice or both. picker at signup.
  • champion network. the people who go to bat for you, tracked carefully.
  • signed touchpoints. tamper-evident, runs every time you log a visit.
  • jason's clean eats. seed oil free dinner picks near you.
  • bdpi tribe library. peer-reviewed clinical content, curated for the pack.
open the medical pack
monday morning
good morning, anna.
your week
visits logged · in-services done
contracts ending soon · check renewals
going cold
mount sinai
it's been weeks since dr. patel responded.
today's anchor
jackson north · 9:30am
in-service prep card waiting.
planner
accounts
find mds
buddy
more
tomorrow · 9:30am
prep for dr. marisol r.
detailing prep
cardiology · last visit, recently
recent samples · entresto · jardiance
open question
dose adj. for renal impairment
left open last visit. follow-up tomorrow.
sample inventory
running low on entresto
low-supply warning before you run out.
planner
prescribers
find mds
buddy
more
pharma

every prescriber, by name.

a panel of providers, not a list of accounts. relationship-first, with sample inventory, clinical question follow-ups, and the night-before detailing prep card.

  • providers with specialty, practice, last visit, status pill.
  • sample inventory tracking with low-supply warnings before you run out.
  • clinical question log. resolve later. never lose a follow-up.
  • detailing prep card. shows up the night before any provider meeting.
  • seasonal awareness. flu ramp in september. allergy in april. quietly.
  • contracts in the open. free-write any agreement, link to a provider.
open the pharma pack
finance

capital markets, quietly.

for the structured products and capital markets rep. firms, ideas, watchlist, payoff calc, the spread, friday review. nothing borrowed from medical or pharma. all the right vocabulary.

  • firms instead of accounts. touchpoints instead of visits. firm-level only, no client names.
  • watchlist with quotes (delayed, illustrative) and event radar around earnings.
  • payoff calculator for autocalls, rc, ppn, fc+ki, digital, buffered. zero advice.
  • need a drink. coffee, happy hour, a quiet spot to meet near you.
  • friday review. weekly rhythm without the noise.
  • the spread. quick rates + vol context for any advisor call.
open the finance pack
friday · q2
your review is ready.
this week
several touchpoints · mandates in motion
macro: vix steady · fomc next thursday
earnings ahead
nvda + crm next tuesday
brief your firms over the weekend.
payoff calc
autocall · spx · 1y
illustrative scenario saved for monday's call.
planner
firms
markets
buddy
settings
tuesday · 7:14am
good morning, charlotte.
the morning huddle
rain in orlando around 2pm
outdoor patios will be quiet.
today's focus
skipper's grill
owner asked for a new menu. bring samples.
your route
i-4 east, no jams
tap "i'm here now" to reroute mid-day.
route
venues
buddy
brag book
more
field sales

the road, made calm.

for the cpg, beverage, food service rep with twenty venues and a single bag of samples. the pack handles route, weather, fuel, mid-day reroute, and char's recs for a quick bite.

  • the morning huddle. one card. weather, competitor signals, today's anchor pick.
  • smart routes powered by real drive-time. tap "i'm here now" to reroute from your current location.
  • venues with chain field, order history, due-to-reorder cycle.
  • tap-to-dictate touchpoint notes. private notes that never leave your phone.
  • char's recs. soda-can mascot. seed oil free spots near you, on demand.
  • fuel + weather built in. no second app to check.
open the field pack
how it works

what buddy does on day one.

no setup wizards. no power user mode. you sign in and the work starts.

buddy AI

your own coach. ask anything. buddy already knows your accounts, your week, your goals. zero generic answers, zero training prompts to write.

morning huddle

before your first call, buddy writes the day. who to see, what's at risk, what to celebrate. a one-tap morning ritual that beats any whiteboard.

the boop

a one-tap nudge to your buddy. lighter than a slack message, warmer than a text. your circle, set by you, no one else can see it.

privacy first

your notes, your AI chats, your contacts. yours alone. managers see team performance, never your private thinking. delete everything in two taps from settings.

signed touchpoints

every visit, every call, every win is signed and stamped. no spreadsheet drift. when audit season comes, your work speaks for itself.

works on planes

buddy is offline-first. log a visit at 35,000 feet, drive between hospitals with no signal, sync when you land. the work never blocks on the network.

privacy

your data is yours. full stop.

most sales tools were built so the manager could see everything. buddy was built the other way. you're the rep. it's your territory, your relationships, your chats with the AI.

your manager sees your roll-up numbers. they never see your private notes, your buddy AI conversations, or your boop circle. you can wipe it all in two taps from settings.

what stays private

  • buddy AI chats. only you ever see them.
  • private notes on accounts and contacts.
  • jess journal entries and voice notes.
  • your saved library and quiz history.
  • boops between you and your buddy circle.
  • PIN encrypted on-device. no shared keys.
the story

built by a rep, for reps.

i was carrying my territory in three notebooks, two spreadsheets, and a calendar i never trusted. i wanted a partner. someone who knew my accounts as well as i did, who could write the morning game plan, who could tell me what was at risk before friday. so i built one. for medical device first, because that's my world. then for the friends in pharma and finance and field sales who kept asking can buddy do mine too?

anna baker
founder · medical device rep · miami
your new buddy

your territory partner is ready.

open buddy, pick your pack, and the morning huddle writes itself. nothing to learn. nothing to set up.

talk to us

questions, bugs, ideas. come straight to anna.

buddy is built by one rep who reads every email. no support queue, no chatbot, no "submit a ticket and wait." you write, you hear back.

reply within 24 hours · usually faster