Built natively for life sciences

Most CRM platforms are general-purpose tools with life sciences features added later, or point solutions that only solve one part of the problem. Here's what a platform built natively for the industry gets you.

Regulatory & compliance built in

  • FDA

    21 CFR Part 11

    Compliant audit trails and e-signatures for regulated content, approvals, and case documentation, built directly into the platform.

  • EU

    GDPR

    Consent management and data-subject controls built into how HCP and customer data is captured and stored.

  • China

    PIPL

    Data residency and localization controls for operating compliantly in China.

  • US

    HIPAA & Sunshine Act

    Transparency reporting and PHI safeguards built into the same workflows your commercial and medical teams already use.

The best of both worlds

Through close collaboration with Microsoft and our accredited implementation partners, Exeevo CRM Suite delivers the best of both worlds: Gold-standard hosting, performance and security, with Exeevo's Life Science capabilities and compliance features built on top.

Microsoft

Gold-standard hosting, performance and security

Exeevo

Exeevo's Life Science capabilities and compliance features, built on top

Microsoft Customers can benefit from their existing investments and deployments, expanding the use of Microsoft's Customer Data Platform, Power Platform, Advanced Analytics and AI capabilities within Exeevo CRM Suite.

Why life sciences chooses Exeevo

  1. 01

    Built on Microsoft

    Native Dynamics 365, Dataverse, Power Platform and Azure, with the security, identity and governance IT already trusts.

  2. 02

    Compliant from day one

    Designed for 21 CFR Part 11, GDPR and PhRMA/EFPIA requirements.

  3. 03

    AI Innovation you inherit

    As Microsoft ships new Copilot and Azure AI capabilities, Exeevo customers benefit.

  4. 04

    Lower total cost of ownership

    A single licence replaces multiple subscriptions, and every user can extend the platform with Power Platform at no extra per-user cost.

  5. 05

    Adoption, not resistance

    Reps work in a modern interface that connects natively with Outlook, Teams and Microsoft 365.

One configurable platform, no bolt-ons

Exeevo CRM brings the capabilities life sciences teams need into a single, highly configurable platform, with no bolt-on modules and no separate contracts as teams grow:

  1. 01

    Commercial & Medical CRM

    Territory Management, Account & Cycle plans, call planning and execution, HCP/HCO 360, samples, medical inquiries, fully available offline in our Mobile application.

  2. 02

    Key Account Management, Retail & Order Management

    For Rx, Rare Disease, Consumer Health and Retail/OTC models. Full capabilities are available on request.

  3. 03

    Marketing Automation & Event Management

    Omnichannel campaigns, mass email, and HCP events on the same data model, combining sales, medical and marketing activities in a 360 view.

  4. 04

    Content & Consent Management

    Approved content (CLM) and compliant consent capture across channels.

  5. 05

    Analytics & Reporting

    Embedded dashboards, extended with Microsoft Power BI.

  6. 06

    Nova AI

    AI summaries, proactive insights and a conversational assistant built into every screen, included in the licence.

Explore the platform

Device agnostic · desktop, tablet and mobile

Exeevo CRM across devices: the marketing journey builder on a desktop monitor, the customer map on a tablet and the mobile app on a phone

How the approaches compare

  • AI-powered next-best-action

    ExeevoIncluded, platform-wide

    Generic CRM platformNot life sciences-specific

    Point solution add-onsVaries by add-on

  • Native Microsoft integration

    ExeevoBuilt on Dynamics 365 / Dataverse

    Generic CRM platformOften a separate stack

    Point solution add-onsRequires custom integration

  • Life sciences compliance (Part 11, GDPR, PIPL, Sunshine Act)

    ExeevoBuilt in

    Generic CRM platformConfigured after the fact, if at all

    Point solution add-onsDepends on each vendor

  • Additional licensing for AI & analytics

    ExeevoIncluded in one license

    Generic CRM platformOften extra cost

    Point solution add-onsPriced per module

  • Where customer data lives

    ExeevoStays in your own Microsoft tenant

    Generic CRM platformTypically vendor-hosted

    Point solution add-onsTypically vendor-hosted

Comparison describes typical characteristics of general-purpose CRM platforms and point-solution add-ons in life sciences as a category.

Your data stays where you put it. It never leaves your Microsoft tenant.

Your customer data is stored and processed in your own Microsoft Azure environment. We don't sell it, share it, or use it to train AI models across other customers, and it's never moved outside the tenant you control.

Already part of your Microsoft stack

No parallel system for IT to secure and patch. Exeevo runs on Dynamics 365, Power Platform, and Azure, the infrastructure your organization has already invested in and your team already knows.