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Proxima Cloud CRM

What Proxima Cloud CRM is
Proxima Cloud CRM is a pharmaceutical CRM for managing healthcare professional relationships and field team activity. Its modules help sales and medical representatives plan visits and calls, organize territories, and capture information. Communication can take place through WhatsApp, Telegram, Viber, email, VoIP, SMS, and video. The service supports Android, iOS, web, and API access, with online and offline mobility on Android and iOS. Proxima BI provides reports and visualizations for HCP engagement, sales performance, analysis, and forecasting. Listed integrations include Outlook, OneKey, and Power BI, while a CRM API can connect client systems. Administrators can configure processes through low-code customization and a self-service panel. The maker describes AWS hosting, GDPR-compliant data processing, annual penetration and vulnerability testing, and ISO 27001:2022 and ISO 27701:2019 certifications. Plans start at $55/user/mo; Advanced is $85 a month billed per user, and Enterprise is $120 a month billed per user. A free trial is available, but there is no free plan.
Who it suits
Proxima Cloud CRM is presented for pharmaceutical companies and teams managing healthcare professional relationships. Its role-based tools suit representatives, sales force excellence teams, marketing managers, and CRM administrators.
What it does well
- Plans visits, calls, and territory activity.
- Offers online and offline Android and iOS mobility.
- Supports WhatsApp, Telegram, Viber, email, VoIP, SMS, and video.
- Includes reporting for engagement, sales, analysis, and forecasting.
- Lists ISO 27001:2022 and ISO 27701:2019 certifications.
What to know first
- No free plan is listed.
- Starts at $55/user/mo.
- Offline mobility is described for Android and iOS devices.
Limits
There is no free plan. The Basic Plan costs $55 per user per month; Omnichannel Marketing, Journey Builder for Digital Communications, Post-Visit Digital Surveys, and the Integrated Webinar Platform are listed under Advanced at $85 per user per month.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Enterprise Plan | per user/month · Advanced features · Sales plan allocation · Territory alignment · Custom offer available | $120 a month |
| Basic Plan | per user/month · AI chatbot · Admin panel · Planning · HCP/HCO management · CLM · Cycle Plan Builder · Location Tracker · Surveys · Samples & promos · Events · Expenses · Reports · Photo AI Recognition | $55 a month |
| Advanced Plan | per user/month · Basic features · Omnichannel marketing · Journey Builder · Post-visit digital surveys · Integrated webinar platform | $85 a month |
As proximacloudcrm.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Proxima Cloud CRM website.
- Start a free trial.
- Choose a plan: Basic, Advanced, or Enterprise.
- Use the web platform or access it through Android, iOS, or API.
- Configure CRM processes through the self-service admin panel.
Verdict
Proxima Cloud CRM combines pharmaceutical field activity, communication, reporting, and configurable processes in one platform. Its entry price is $55/user/mo, and it has no free plan.
Questions
How much does Proxima Cloud CRM cost?
Basic is $55 per user per month, Advanced is $85 per user per month, and Enterprise is $120 per user per month.
Is there a free plan or trial?
There is no free plan, and a free trial is available.
Which platforms does it support?
The listed platforms are Android, API, iOS, and web. Android and iOS support online and offline mobility.
What integrations are listed?
The maker lists Outlook, OneKey, and Power BI, as well as client systems connected through a CRM API.
What security certifications are stated?
The maker states certifications under ISO 27001:2022 and ISO 27701:2019, GDPR-compliant data processing, AWS hosting, and annual penetration and vulnerability testing.
Who makes the product?
Proxima Research is identified as the company behind the CRM and says it has more than 30 years of healthcare industry experience.
Facts from Proxima Cloud CRM's own pages
- AI features
- The product combines AI chatbots with photo-recognition technology for field-force performance and compliance workflows. · proximacloudcrm.com, 21 Oct 2026
- API
- The integrations page states that customers receive access to a CRM API for connecting their own systems and databases. · proximacloudcrm.com, 21 Oct 2026
- BI reporting
- Proxima BI provides reporting, visualization, forecasting and analysis of HCP engagement and sales data. · proximacloudcrm.com, 21 Oct 2026
- Certifications
- The maker states it is certified under ISO 27001:2022 and ISO 27701:2019. · proximacloudcrm.com, 29 Sept 2026
- Company customers
- The official About page says more than 2,000 companies use Proxima Research data and services, while 350-plus pharmaceutical companies run Proxima Cloud CRM. · proximacloudcrm.com, 21 Oct 2026
- Company experience
- Proxima Research says it has more than 30 years of healthcare industry experience and serves more than 40 countries. · proximacloudcrm.com, 29 Sept 2026
- Company founding
- LinkedIn lists Proxima Research as founded in 1998. · linkedin.com, 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters in Fort Lauderdale, Florida, with offices also shown in Kyiv and Bratislava. · linkedin.com, 21 Oct 2026
- Company size
- LinkedIn lists Proxima Research as a privately held software-development company with 501–1,000 employees. · linkedin.com, 21 Oct 2026
- Customization
- A low-code architecture and administrator panel allow customers to configure CRM processes, roles, languages and regional settings. · proximacloudcrm.com, 21 Oct 2026
- Deployment model
- The product is presented as AWS-hosted cloud software with one-click deployment and no infrastructure-maintenance requirement for customers. · proximacloudcrm.com, 21 Oct 2026
- Documentation
- The help center offers step-by-step user guides, administration instructions, release notes, integration resources and troubleshooting FAQs. · proximacloudcrm.com, 21 Oct 2026
- Engagement automation
- The omnichannel module provides templates, two-way HCP messaging, automated data collection and interaction-status insights. · proximacloudcrm.com, 21 Oct 2026
- Field-force analytics
- GeoForce tracks coverage, visit overlap, routes, territory sales and resource allocation using a unified data space. · proximacloudcrm.com, 21 Oct 2026
- Field operations
- Its ready made modules help sales and medical representatives plan visits and calls, manage territories, and capture and track information. · proximacloudcrm.com, 29 Sept 2026
- HCP/HCO management
- The platform maintains healthcare-professional and healthcare-organization records, histories and activity information. · play.google.com, 21 Oct 2026
- Headquarters
- Fort Lauderdale, Florida, United States · proximacloudcrm.com, 23 Sept 2026
- Installation requirement
- The installation guide recommends a stable internet connection and about 1 GB of free device storage. · learn.proximaresearch.com, 21 Oct 2026
- Installation time
- The installation guide says setup can take from five minutes to one hour depending on configuration and connection speed. · learn.proximaresearch.com, 21 Oct 2026
- Integration
- The maker lists integrations with Outlook, OneKey, Power BI, and client systems through a CRM API. · proximacloudcrm.com, 29 Sept 2026
- Integrations
- Official integration material names Outlook, OneKey, Axioma, IQVIA, Salesforce Data-bridge, SKU catalogs, online stock systems and client databases. · proximacloudcrm.com, 21 Oct 2026
- Intended users
- The product is presented for pharmaceutical companies, with role-based tools for representatives, sales force excellence teams, marketing managers, and CRM administrators. · proximacloudcrm.com, 29 Sept 2026
- License
- The product is governed by a commercial Proxima Cloud CRM License Agreement covering licensed software, maintenance and support, so it is proprietary rather than open source. · d7umqicpi7263.cloudfront.net, 21 Oct 2026
- Limit: extra steps and unreliable filters
- An App Store reviewer complained that common actions required more taps than before and that filters worked poorly or not at all. · apps.apple.com, 21 Oct 2026
Where Proxima Cloud CRM stands on Freedom251
- Pharmaceutical CRM Software#5 of 28
- Pharma CRM Software#3 of 16
