Exeevo Omnipresence CRM brings sales, marketing, medical and service teams at life sciences organizations onto one CRM platform. Sales tools cover lead and opportunity management, activity tracking, pipelines, forecasts, quotes, approvals, dashboards and reports. AI capabilities include predictive analytics, lead scoring, personalized recommendations, content creation, workflow automation, and summaries of sales and meetings. Marketing features support personalized outreach, multichannel campaigns, customer journey mapping, social listening and compliance management. The platform uses Microsoft Dynamics 365, Power Platform, Dataverse, Azure AI, Outlook and Teams. Exeevo says it supports hundreds of third-party apps and connects with thousands through its Microsoft architecture. Its iOS and Android mobile CRM supports offline record creation and sales activities, syncing when users reconnect. Medical science liaison tools include scientific plans, opinion-leader management, case workflows, knowledge articles and pharmacovigilance reports. Pricing is on request; prospective customers are directed to contact sales, and the licensing is described as all-in-one. Exeevo says customer data is encrypted and stored in Microsoft Azure and is not used to train AI.
Who it is for
The CRM is designed for life sciences organizations, including pharmaceutical, biotechnology and medical-device companies. It may suit teams coordinating sales, marketing, medical and service work on one platform.
What is good
- Sales, marketing, medical and service teams share a platform
- Offline mobile activity syncs after reconnection
- Medical science liaison tools are included
- All-in-one licensing with apps selected as needed
What to know first
- Pricing is available only on request
- Designed for life sciences organizations
Freedom251 review
Exeevo Omnipresence CRM: the full review
Omnipresence CRM combines commercial, marketing and medical workflows with mobile access and Microsoft platform components. Organizations must contact Exeevo for pricing details.
Exeevo Omnipresence CRM is a life sciences platform for coordinating commercial, marketing, medical, and service work. It suits pharmaceutical, biotechnology, and medical-device organizations that need those functions on one system. Its specialized workflows and offline mobile tools stand out; buyers must be prepared to engage sales for pricing.
Overview
Omnipresence is broader than a sales CRM: it brings several life sciences teams together on Microsoft Dynamics 365, Power Platform, Dataverse, Azure AI, Outlook, and Teams. That breadth can be useful when teams need shared workflows, and the Microsoft foundation may suit organizations already using that stack. A company seeking only a straightforward sales pipeline tool may find the scope unnecessary.
Exeevo supports provider relationships and HIPAA. It says customer data is encrypted and stored in Microsoft Azure, is not used to train AI, and is accessible only as the customer decides. The company also lists compliance with standards for IT service management, business continuity, cloud security, cyber-risk assessment, and personal-data handling. These are relevant considerations for sensitive work, though buyers should assess their own deployment requirements.
Key features
Commercial workflows and AI
Sales teams can automate workflows and manage quotes, approvals, activities, leads, opportunities, pipelines, and forecasts, with dashboards and reports for oversight. This range supports work from lead management through forecasting without limiting the platform to contact records. AI capabilities include predictive analytics, lead scoring, personalized recommendations, content creation, workflow automation, and summaries of sales and meetings. These tools may help teams prioritize and reduce routine work, but the breadth is most useful when an organization will adopt the connected workflows.
HCP marketing and medical affairs
Marketing teams can coordinate personalized outreach and automated multichannel campaigns, map customer journeys, score leads, monitor social channels, and manage compliance. That combination is suited to life sciences engagement where campaign execution and compliance must sit together. Medical science liaisons get mobile tools for scientific plans, opinion-leader management, case workflows, knowledge articles, and pharmacovigilance reports, giving medical affairs a more specific role than a general CRM typically centers on.
Mobile, integrations, and support
The iOS and Android CRM supports record creation and sales activity offline, then syncs when connectivity returns. That is a practical advantage for field work in areas with unreliable access. Exeevo says it supports hundreds of third-party apps and integrates with thousands through its Microsoft architecture; buyers should consider how that architecture fits their existing systems. Support is offered online, by phone, or on-site, with services described as tailored to life sciences.
Pricing
Exeevo Omnipresence CRM uses paid, all-in-one licensing with custom pricing; prospective customers must contact sales. Apps can be selected as needed, and Exeevo says there is no data metering, hidden fees, or charge to access new features. That model may suit organizations wanting a tailored app mix without data-metering charges, but it does not let buyers compare a published per-user price before a sales conversation. No lower-cost tier or free plan is described.
Platforms
The platform supports Android, iOS, web, and Windows. Offline record creation and sales activities are specifically described for the mobile CRM on iOS and Android, with later synchronization. The wider platform also uses Microsoft Dynamics 365, Power Platform, Dataverse, Azure AI, Outlook, and Teams.
Who it's for
Omnipresence is intended for pharmaceutical, biotechnology, and medical-device organizations coordinating sales, marketing, medical affairs, and service. It is a stronger fit for teams that need the specialized HCP and medical workflows, field mobility, and Microsoft ecosystem than for buyers looking for a low-commitment, general-purpose CRM. Its support for provider relationships and HIPAA is pertinent to healthcare settings, while deployment requirements still need to be assessed by each organization.
Pros and cons
- Pros: Sales, HCP marketing, medical-affairs, and service teams can work within a unified platform, reducing the need to treat each function as a separate CRM workflow.
- Pros: Offline mobile record creation and sales activity help field staff continue working without a connection.
- Pros: All-in-one licensing allows app selection without data metering or fees to access new features, according to Exeevo.
- Cons: Custom pricing requires a sales contact, making upfront cost comparisons difficult.
- Cons: The broad, Microsoft-based system may be more than a buyer needs if its priority is a standalone sales CRM.
Alternatives
For a wider category comparison, browse Healthcare CRM Software. Choose Zoho CRM instead if a general CRM with a free plan for up to three users and a published Standard price of 23.00 USD per month, billed annually, better suits a smaller team’s budget. FrontDesk is another freemium option, with a free plan covering 15 AI minutes per month, 60 staff calling minutes, 100 texts, a booking page, and a basic dashboard; its stated focus and limits differ from Omnipresence’s life sciences workflows.
BizzField Healthcare CRM is a paid alternative with custom quotes based on team size and enabled features. IQVIA SmartSolve Complaint Management is a paid option for buyers considering complaint management, with pricing handled through sales. TikaMobile CRM is another paid CRM for Android, iOS, and web. Trail CRM is a paid alternative whose Premium plan includes essentials features, multiple tour-plan types, master data management, deduplication, customer segmentation, RCPA, sales, and basic campaign management. IQVIA Orchestrated Customer Engagement is a paid option for iOS and web, with pricing available through a demo. Pega CRM is a paid, web-based CRM with a free trial.
Verdict
Choose Exeevo Omnipresence CRM if your life sciences organization needs one Microsoft-based platform for commercial work, HCP marketing, and medical affairs, especially with offline mobile use. Its main advantage is the depth across those connected workflows; its main drawback is that custom pricing leaves cost comparisons until you contact sales. Buyers who need a narrower CRM or a clear entry price should consider alternatives.
Get started with Exeevo Omnipresence CRM
- Visit https://exeevo.com/products/life-sciences-crm/.
- Contact sales to request pricing.
- Select the apps needed under the all-in-one licensing model.
- Use the platform on web or Windows, or use the mobile CRM on iOS or Android.
Questions about Exeevo Omnipresence CRM
How much does Exeevo Omnipresence CRM cost?
Pricing is on request. Exeevo describes licensing as all-in-one, with apps selectable as needed.
Which platforms are supported?
The product lists Android, iOS, web, and Windows. Its mobile CRM supports offline record creation and sales activities on iOS and Android, syncing after reconnection.
Who is the CRM designed for?
It is designed for life sciences organizations, including pharmaceutical, biotechnology, and medical-device companies.
Which Microsoft products does it use?
The platform uses Microsoft Dynamics 365, Power Platform, Dataverse, Azure AI, Outlook, and Teams.
Does it support integrations?
Exeevo says it supports hundreds of third-party apps and integrates with thousands through its Microsoft architecture.
How does Exeevo describe its data handling?
Exeevo says customer data is encrypted and stored in Microsoft Azure, is not used to train AI, and is accessible only as the customer decides.
Exeevo Omnipresence CRM plans and pricing
All plansCompared on healthcare CRM software
- Provider relationships
- Yes
- HIPAA support
- Yes
- Workflow automation
- Yes



