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CRM in Life Sciences

CRM in Life Sciences Reviews and Ratings

What is CRM in Life Sciences?

Life sciences customer relationship management (CRM) is a set of technologies and systems purpose-built for pharmaceutical, biotechnology, medical device and diagnostics organizations to enable compliant engagement across the entire customer life cycle. The main function of CRM is to enable and support key business activities, including nurturing relationships, delivering educational and promotional content and influencing demand with healthcare providers (HCPs), key opinion leaders (KOLs), payers and other medical stakeholders. CRM supports industry-specific use cases, including salesforce automation, omnichannel marketing campaign orchestration, medical information and scientific exchange, KOL relationship development, market access and strategic value planning, promotional tactics execution and regulatory compliance tracking.

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Logo of Veeva CRM

Veeva CRM

By Veeva Systems

4.4
(28 Ratings)

Veeva CRM is a software designed for the life sciences industry to facilitate customer relationship management activities. The software enables users to manage interactions with healthcare professionals and organizations, track multichannel engagement, and coordinate field force activities. It provides functionality for territory management, call planning, and capturing meeting outcomes, while supporting compliance requirements specific to the life sciences sector. Veeva CRM helps organizations streamline processes related to customer data, engagement history, and internal collaboration, assisting teams in organizing information and optimizing communication with key stakeholders. The software is accessible across mobile devices and integrates with other enterprise systems to support data-driven decision-making and operational efficiency.

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Logo of Close-Up CRM

Close-Up CRM

By Close-Up International

4.9
(13 Ratings)

Close-Up CRM is a software designed to manage customer relationships and sales processes for automotive dealerships and businesses. The software provides tools for lead management, sales tracking, and follow-up automation, enabling users to organize and prioritize customer interactions. Features include integration with dealership websites, reporting capabilities, appointment scheduling, and task management. The software aims to streamline sales workflows, improve communication between sales teams and clients, and enhance visibility into sales performance. It addresses the business problem of managing and nurturing leads efficiently within automotive retail environments, supporting users in converting prospects into customers through structured engagement and process automation.

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Logo of Creatio CRM

Creatio CRM

By Creatio

4.9
(7 Ratings)

Creatio CRM is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. The software offers tools for managing leads, opportunities, accounts, and contacts, as well as features for business process automation, analytics, and reporting. It provides capabilities for workflow configuration, document management, and integration with third-party applications. Creatio CRM aims to enable teams to collaborate efficiently, gain insights into customer interactions, and streamline processes to address challenges associated with customer engagement and business process management.

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Logo of AiDEA Sales

AiDEA Sales

By Trueblue

4
(5 Ratings)

AiDEA Sales is a software developed to support sales processes by utilizing artificial intelligence to analyze customer data, forecast sales, and provide insights into sales performance. The software offers features such as automated lead scoring, sales pipeline management, and real time reporting, which help organizations streamline their sales operations and improve data driven decision making. AiDEA Sales addresses business challenges related to managing complex sales cycles, identifying high potential opportunities, and increasing the efficiency of sales teams through automation and predictive analytics. The software is designed to integrate with existing customer relationship management and enterprise resource planning systems, allowing for a cohesive workflow and enhanced data accuracy throughout the sales process.

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Logo of Indegene Omnipresence (Legacy)

Indegene Omnipresence (Legacy)

By Indegene

4.6
(3 Ratings)

Indegene Omnipresence is a customer relationship management and multichannel engagement software designed for the life sciences industry. The software supports communication and collaboration across various digital and traditional channels by integrating contact management, sales automation, marketing automation, content distribution, and analytics. Indegene Omnipresence assists teams in capturing and organizing data related to customer interactions and preferences, helping organizations align their engagement strategies with regulatory requirements in the industry. The software aims to address challenges related to coordinating communications, tracking sales and marketing effectiveness, and ensuring compliance in customer outreach activities within highly regulated environments.

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Logo of IQVIA Orchestrated Customer Engagement (OCE)

IQVIA Orchestrated Customer Engagement (OCE)

By IQVIA

4.5
(3 Ratings)

IQVIA Orchestrated Customer Engagement (OCE) is a software designed to support life sciences companies in managing and optimizing customer relationships. This software centralizes customer data and interaction history across digital and in-person channels, enabling teams to organize engagement strategies, automate workflows, and ensure compliance with industry regulations. The platform offers features that include multi-channel communication management, analytics to gain insights on customer needs, and integration capabilities to connect with other enterprise systems. IQVIA OCE aims to streamline communication processes and provide actionable information to improve commercial operations and address the challenges of engaging healthcare professionals and stakeholders within regulated environments.

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Logo of Veeva Medical CRM

Veeva Medical CRM

By Veeva Systems

3
(3 Ratings)

Veeva Medical CRM is a software designed to support medical affairs teams in managing stakeholder engagement, tracking interactions, and maintaining compliance within life sciences organizations. The software enables users to consolidate information and communications with healthcare professionals, ensuring efficient collaboration and documentation. It offers features for managing scientific exchanges, organizing key opinion leader profiles, automating meeting scheduling, and capturing insights from field interactions. Veeva Medical CRM addresses the need for visibility and control over medical communications while supporting regulatory requirements and operational transparency. The software aims to facilitate informed decision-making and consistent interaction management across distributed teams.

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Logo of Media-Soft Suite

Media-Soft Suite

By Media-Soft

4
(1 Rating)

Media-Soft Suite is a software designed for managing customer relationships and optimizing sales processes within life sciences, pharmaceutical, and healthcare sectors. The software provides tools for contact and account management, territory alignment, reporting, and analytics to support sales force effectiveness. It enables users to track interactions, organize medical events, and manage samples and marketing materials, streamlining workflow and enhancing compliance. Media-Soft Suite addresses the business need for centralized data management, facilitating informed decision-making and supporting regulatory requirements by providing a structured environment for tracking activities and outcomes.

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Logo of Phyzii

Phyzii

By Cirrius

5
(1 Rating)

Phyzii is a software designed for pharmaceutical sales force automation. It streamlines field operations by enabling features such as territory management, call planning, reporting, sample tracking, and order management. The software facilitates real-time data synchronization for field representatives, providing managers with insights into sales activities and productivity. Phyzii enables efficient tracking of performance indicators and helps ensure compliance with business processes. Through centralized data management, the software aims to enhance coordination between sales teams and supports decision-making with analytics and reporting functionalities. The software addresses common business challenges in pharmaceutical sales operations, such as optimizing field force efficiency, improving data accuracy, and standardizing workflows.

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Logo of Pitcher

Pitcher

By Pitcher

4
(1 Rating)

Pitcher is a software designed to streamline sales enablement and customer engagement processes for organizations. The software provides functionalities for managing sales presentations, automating workflows, and tracking performance analytics. It supports mobile and omnichannel interactions, allowing field teams to access and share relevant content, capture data, and execute tasks in real time. Pitcher integrates with customer relationship management systems and offers customizable modules for activities such as order management, field reporting, and campaign execution. The software aims to enhance productivity and process consistency by enabling centralized control over content distribution and compliance, addressing challenges related to efficiency and effectiveness in sales and marketing operations.

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Logo of Customer Analysis and Targeting System (CATS)

Customer Analysis and Targeting System (CATS)

By Synergistix

Customer Analysis and Targeting System is a software designed to support organizations in managing customer interactions and targeting strategies. The software provides tools for analyzing customer data, segmenting audiences, and identifying potential opportunities for engagement. It facilitates the visualization and reporting of customer activities, enabling teams to understand patterns and trends within their customer base. The software addresses business challenges related to optimizing field activity, improving targeting efficiency, and supporting compliance requirements in customer engagement processes. It helps organizations align their approach to customer management with strategic objectives through data-driven insights and workflow automation.

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Logo of Euris

Euris

By Euris

Euris is a software designed to support pharmaceutical and healthcare companies in managing and optimizing customer relationship processes. The software provides functionalities for customer data management, multi-channel marketing operations, sales force automation, and regulatory compliance activities. Euris enables organizations to track and analyze interactions with healthcare professionals, coordinate marketing campaigns across different communication channels, and manage product information in line with industry regulations. By consolidating data and automating workflows, the software addresses business challenges related to data accuracy, process efficiency, and alignment with compliance requirements in regulated environments.

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Logo of FarmaSales

FarmaSales

By Infonis International

FarmaSales is a software developed by Infonis that provides analytics and reporting tools tailored for the pharmaceutical industry. The software offers features such as sales data tracking, market segmentation, and performance measurement, allowing organizations to analyze sales trends and market dynamics. By integrating pharmaceutical market data, FarmaSales supports users in identifying business opportunities and areas for improvement within their sales processes. The software facilitates informed decision-making aimed at optimizing commercial strategies and addressing challenges related to sales management and market analysis in the pharmaceutical sector.

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Logo of Inception CRM

Inception CRM

By D3S

Inception CRM is a software designed for sales force automation and customer relationship management, specifically tailored for pharmaceutical and life sciences organizations. The software integrates functionalities such as automated call scheduling, sample and promotional material tracking, reporting tools, and customer databases. It enables users to streamline daily sales activities, manage compliance documentation, and analyze performance metrics. By consolidating relevant data and workflows, the software supports efficient territory and resource management, enhances customer engagement processes, and facilitates regulatory compliance within the industry.

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Logo of Infonis Pharma CRM

Infonis Pharma CRM

By Infonis International

Infonis Pharma CRM is a software designed for organizations in the pharmaceutical sector to manage relationships with healthcare professionals and institutions. The software provides tools for organizing customer data, tracking interactions, and scheduling activities to support sales and marketing efforts. It enables users to analyze sales trends and monitor performance metrics, facilitating more informed decision-making. The software integrates with other business systems to streamline processes and enhance collaboration between field teams and office staff. It addresses the business need of improving efficiency in managing customer relationships within the pharmaceutical industry, aiming to support compliance, reporting, and strategic planning for sales operations.

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Logo of Inova Partnering Platform

Inova Partnering Platform

By Inova

Inova Partnering Platform is a software designed to streamline the management of innovation partnerships, licensing, and business development activities for organizations operating in life sciences and related industries. The software enables users to centralize collaboration, track opportunities, and organize data associated with partnering processes. It supports due diligence workflows, facilitates document sharing, and maintains records of partner interactions and agreements. By providing tools for managing and evaluating potential collaborations, the software addresses the challenge of coordinating complex partnership activities and enhances visibility into ongoing projects and negotiations within an enterprise.

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Logo of Interactive Medica

Interactive Medica

By Wilmington Healthcare

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Logo of Nomadia OpenPharma

Nomadia OpenPharma

By Nomadia

Nomadia OpenPharma is a software designed for the pharmaceutical sector to support the management and optimization of sales force activities, including field operations and customer engagement. The software offers features such as planning and scheduling of visits, mapping and segmentation of healthcare professionals, and real-time analytics of sales performance. It aims to address the business problem of maximizing field efficiency, streamlining interactions between representatives and healthcare professionals, and improving data-driven decision-making processes for pharmaceutical companies while ensuring compliance with industry regulations.

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Logo of Proxima Cloud CRM

Proxima Cloud CRM

By Proxima Research

Proxima Cloud CRM a New-Generation CRM with ready-made modules for efficient territory management, enabling medical representatives to quickly capture, store, and track critical activities. Proxima Cloud CRM enhances flexibility and scalability, offering tailored solutions for pharmaceutical companies of all sizes.

Available on AWS Marketplace – easily install and deploy our solution directly from the cloud to streamline your business operations.

CRM offers a role-based interface tailored specifically for the pharmaceutical industry.

Each user, from Sales & Medical Representatives to Executive professionals, accesses personalized dashboards and tools that streamline tasks, ensuring efficient workflows, data security, and compliance with industry standards.

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Logo of Salestrip SFA

Salestrip SFA

By Appstean

Salestrip SFA is a software designed to support field sales automation and management for businesses. The software typically provides functionality for planning and tracking sales activities, managing customer interactions, and monitoring field sales performance. It enables sales teams to record orders, schedule visits, and collect market data through mobile devices. Salestrip SFA assists in streamlining sales operations by offering modules for lead and opportunity management, route optimization, attendance tracking, and inventory oversight. The software aims to improve accountability and efficiency for sales personnel working outside the office, helping organizations address challenges related to sales process visibility, task allocation, and real-time reporting.

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Features of CRM in Life Sciences

Updated May 2025

Mandatory Features:

  • Omnichannel engagement orchestrates personalized customer interactions across physical and digital channels, delivering consistent experiences and targeted content through AI-enabled next-best-action intelligence.

  • Account/contact and activity management serves as a system of record, facilitates comprehensive record maintenance and enrichment, systematic interaction planning, tracking and follow-up, driving consistent engagement and relationship development.

  • Territory management facilitates field force coverage optimization and tracking, maximizing in-market presence and resource efficiency.

  • Platform extensibility provides flexible business process customization and workflow automation capabilities as well as custom development options using low-code/no-code tools, supporting evolving business needs.

  • E-detailing and content management facilitates interactive content delivery and presentation tracking, driving effective information sharing and customer education.

  • Enterprise connectivity enables seamless data exchange and process connectivity with enterprise systems, including marketing automation, ERP, compliance systems and HCP/HCO databases, driving unified operations and cross-functional efficiency.

  • Mobile and offline access delivers consistent functionality across online and offline environments through a mobile app, ensuring uninterrupted field force productivity and engagement with customers.

  • Reporting and dashboards provides comprehensive business intelligence and actionable insights to home office and field users, enabling data-driven decisions and strategic performance optimization.

Gartner Client Insights

Market Guide for CRM in Life Sciences

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Popular Product Comparisons

IQVIA Orchestrated Customer Engagement (OCE) vs Veeva CRMVeeva CRM vs Veeva Medical CRMPhyzii vs Veeva CRMClose-Up CRM vs Veeva CRMIndegene Omnipresence (Legacy) vs Veeva CRM

Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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