Life Sciences CRM

Drive Sales productivity with AI automation

Automating sales processes and workflows with drag and drop simplicity.

Close deals fast with templated quotes that pre-sync to opportunities. Speed up the approval process with automated workflows.

Seamlessly access the platfrom from any device. Collaborate from Outlook and Teams to share knowledge, files, and data to keep Teams and HCPs informed at every stage.

Build strong customer engagement

Automatically capture emails, events, and engagements in CRM, linking them to the right leads, contacts, accounts, and opportunities. Maintain a single source of truth and gain clear visibility into sales activities with built-in reporting to prioritize what matters most.

Engage HCPs and manage deals across all channels. Use AI to identify high-value leads based on top-performing customer profiles. Boost sales efficiency with prioritized, actionable to-do lists directly in CRM or seamlessly within Outlook.

Accelerate deal progress with AI-driven guidance at every stage of the customer journey. Use opportunity-specific insights, streamline account planning with unified data for a complete HCP view—on all devices.

Keep sales teams aligned

Manage the pipeline in one consolidated view. Track changes over time with built-in charts. Focus on the most important deals with the help of AI and use deal insights to provide proactive coaching.

Build real-time accurate forecasts that drive predictable customer engagement. Keep Sales on track with relevant opportunities and relevant trends.

Easily visualize metrics with the relevant drivers of sales performance. Drag n drop functionality make it easy to personalize dashboards and reports for better customer engagement.

Exeevo CRM customer engagement features

AI automates sales tasks to accelerate productivity

Omnipresence Copilot CRM automates life science field and commercial tasks to accelerate productivity

Predictive analytics uses AI to forecast sales trends, allowing proactive strategic adjustments.
Automated lead scoring prioritizes potential leads with AI-insights auto-scoring to maximize sales efforts.
Personalized recommendations automatically deliver customized engagement strategies to improve interactions.
Real-time insights provide instant access to essential data for informed, rapid decisions.
Content creation AI assistance writes personalized emails based on 360 data and makes personalized adjustments.
Workflow and process automation AI streamlines daily tasks, from data entry to automated workflow creation to reporting, enhancing operational efficiency.
Automated sales cycles speed up the entire sales process, from initial contact to close, with systematized real-time next-best actions reminders and tasks.
Content recommendations based on engagement, context, and calls boost relationships.
Email, sales, and meeting summaries capture key points and action items for prompt follow-up and improved productivity.
Personalized close plans craft strategies for closing deals, enhancing the likelihood of success.
Prospect and account research drives insights into prospects and accounts, equipping sales teams with necessary background information.
Deal insights analyze deal dynamics to offer strategic advice and improve negotiation tactics.
Conversation insights gather and analyze conversation data to refine communication strategies and improve outcomes.

Use AI to quickly create personalized HCP journeys

Enhance your life sciences marketing with Omnipresence Copilot CRM. Get a user-friendly interface, powerful inbound tools, and advanced AI segmentation to help build and manage HCP relationships.

Personalized Outreach driven by AI insights tailors marketing to individual HCP preferences, increasing engagement and response rates.
Predictive Analytics identifies and prioritizes high-potential leads, optimizing marketing efforts and improving conversion rates.
Automated Campaigns across multiple channels save time and ensure consistent communication with prospects and customers.
Content Creation with AI-powered writing assistance generates or enhances the quality and quantity of content marketing efforts.
Data Integration is enhanced with Customer Insights to get a comprehensive view of customer behavior and preferences, aiding in better decision-making.
Customer Journey Mapping visualizes and analyzes customer journeys to identify pain points and opportunities to enhance customer engagement.
Real-time analytics and performance metrics for marketing campaigns enable quick adjustments and optimizations to improve engagement.
Lead Scoring AI-driven lead scoring prioritizes leads based on their conversion likelihood, ensuring Sales and Medical teams focus on promising prospects.
Social Listening monitors social media conversations and trends to understand customer sentiments and identify emerging topics relevant to the Life Sciences industry.
Compliance Management ensures marketing activities comply with organizational and industry regulations and standards, reducing non-compliance risk and associated penalties.

With its user-friendly interface, Omnipresence Copilot CRM marketing automation empowers Life Sciences marketers to orchestrate seamless omnichannel marketing campaigns.

Customized transformation
Implement AI at your pace and simplify usage with intuitive interfaces, detailed guidance, and applications that integrate together to create one streamlined experience.
Eliminate siloed business models
Integrate processes and data across all applications to better understand HCPs and your organization.
Insightful analysis and insights
Add value to all touchpoints by making them relevant with proactive, data-driven insights into HCP needs and behaviors.
Customized to suit business needs
Adapt quickly and with greater agility to your market needs with customizable AI functionality.

Power up a life sciences CRM with AI and relevant real-time data

Exeevo delivers a unified and scalable solution with trusted AI natively integrated into our productivity apps. Leverage AI alongside your customer data to craft personalized, predictive, and generative AI experiences that align with your business needs. Exeevo CRM has conversational AI and an advanced reasoning engine that empowers all users and enhances operational effectiveness.

Conversational AI Assistance

This advanced feature is an intuitive assistant that engages users in natural, real-time conversations. By understanding and processing user queries, it can swiftly fetch information, offer recommendations, and automate routine tasks.

This AI assistant allows users to focus on strategic tasks and minimize administrative burdens to drive efficiency organization-wide.

Advanced Reasoning Engine

Enabled with deep learning and pattern recognition to analyze vast amounts of data, the advanced reasoning engine can understand the data context, including trends, outliers, and potential correlations, to provide actionable insights and recommendations and optimize workflows and processes.

Users can anticipate market changes, identify new opportunities, and respond to challenges with greater agility to make informed decisions that drive effective outcomes.