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Exeevo Omnipresence CRM

exeevo.com

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Spec score 8.8 #1 of 16 in Pharma CRM Software

What it is

Exeevo Omnipresence CRM brings sales, marketing, medical, and service teams at life sciences organizations together on a CRM platform. Sales tools cover lead and opportunity management, quotes and approvals, activity and pipeline management, forecasting, dashboards, reports, and workflow automation. AI features include predictive analytics, lead scoring, recommendations, content creation, and summaries of sales activity and meetings. Marketing tools support personalized outreach, automated multichannel campaigns, customer journeys, 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 reconnected. Medical science liaison tools include scientific plans, opinion-leader management, case workflows, knowledge articles, and pharmacovigilance reports. Pricing is on request; licensing is all-in-one, with apps selectable as needed.

Spec sheet

What it does
Exeevo Omnipresence is a unified, multichannel CRM for life-sciences organizations covering commercial, marketing, field, medical-affairs, events, content, expert, and patient engagement.Read 21 Oct 2026 · getapp.com
Purpose
Exeevo connects life sciences sales, marketing, medical, and service teams on a unified AI-powered CRM platform.Read 4 Oct 2026 · exeevo.com
Intended users
The product is designed for life sciences organizations, including pharmaceutical, biotechnology, and medical-device companies.Read 4 Oct 2026 · exeevo.com
Integrations
The product is built on Microsoft Dynamics 365, Power Platform, Azure, Outlook, and Teams and is marketed as supporting hundreds or thousands of connected applications.Read 21 Oct 2026 · marketplace.microsoft.com
Support
Exeevo offers support online, by phone, or on-site and describes its technical support and services as tailored to life sciences.Read 4 Oct 2026 · exeevo.com
Headquarters
New York, New York, United StatesRead 28 Sep 2026 · exeevo.com
Founded
2017Read 28 Sep 2026 · exeevo.com
Activity management
Emails, events, and engagements can be captured automatically and linked to leads, contacts, accounts, and opportunities.Read 21 Oct 2026 · exeevo.com
AI capabilities
Its AI features include predictive analytics, lead scoring, personalized recommendations, content creation, workflow automation, and sales and meeting summaries.Read 4 Oct 2026 · exeevo.com
API and extensibility
Software Finder describes an open API through the Microsoft architecture.Read 21 Oct 2026 · softwarefinder.com
API limitation report
GetApp’s FAQ states that Exeevo Omnipresence does not have an API available, conflicting with Software Finder’s open-API claim.Read 21 Oct 2026 · getapp.com
Company founding
Exeevo says it was founded in 2017 through a strategic partnership between Indegene and Microsoft.Read 21 Oct 2026 · exeevo.com
Company profile
LinkedIn lists Exeevo as privately held, headquartered in Montreal, Quebec, with 51–200 employees.Read 21 Oct 2026 · linkedin.com
Content management
Content Management supports AI-assisted medical, legal, and regulatory workflows, permission controls, audit history, approval e-signatures, metadata search, duplicate detection, and format conversion.Read 21 Oct 2026 · exeevo.com
Conversational AI
Exeevo describes a conversational AI assistant and reasoning engine that use customer data for recommendations, summaries, and workflow assistance.Read 21 Oct 2026 · exeevo.com
Dashboards and reports
Users can personalize dashboards and reports with drag-and-drop controls to visualize sales-performance drivers.Read 21 Oct 2026 · exeevo.com
Data ownership
Exeevo says it does not access, sell, or share customer data; data is encrypted in Microsoft Azure and controlled by the customer.Read 21 Oct 2026 · exeevo.com
Event management
The platform supports virtual, hybrid, and in-person events with registration, calendars, websites, budgets, speakers, exhibitors, agendas, chat, Q&A, polls, surveys, and attendance tracking.Read 21 Oct 2026 · exeevo.com
Forecasting
Forecast management provides real-time forecasts based on opportunities and sales trends.Read 21 Oct 2026 · exeevo.com
Funding and acquisition
Crunchbase lists Exeevo as acquired by Valsoft and funded by Syneos Health.Read 21 Oct 2026 · crunchbase.com
HCP marketing
Marketing features include personalized outreach, automated multichannel campaigns, customer journey mapping, lead scoring, social listening, and compliance management.Read 4 Oct 2026 · exeevo.com
Lead management
AI scores leads using high-performing customer profiles and creates prioritized action lists in CRM or Outlook.Read 21 Oct 2026 · exeevo.com
Limit: customization and iPad analytics
The Gartner review said customization was needed and that analytics were not fully functional on iPad.Read 21 Oct 2026 · gartner.com
Limit: narrow ecosystem
Software Finder lists the product’s specialization in life sciences and Microsoft-only integration as disadvantages.Read 21 Oct 2026 · softwarefinder.com
Marketing journeys
Marketing tools include AI-personalized outreach, predictive lead scoring, automated multichannel campaigns, journey mapping, social listening, and campaign analytics.Read 21 Oct 2026 · exeevo.com
Medical affairs
Mobile tools for medical science liaisons include scientific plans, opinion-leader management, case workflows, knowledge articles, and pharmacovigilance reports.Read 4 Oct 2026 · exeevo.com
Microsoft stack
The platform uses Microsoft Dynamics 365, Power Platform, Dataverse, Azure AI, Outlook, and Teams.Read 4 Oct 2026 · exeevo.com
Mobile and offline
The mobile CRM supports iOS and Android offline work, record creation, sales activities, route planning, check-ins, and synchronization after reconnecting.Read 21 Oct 2026 · exeevo.com
Notable news
On January 9, 2026, Exeevo announced its Winter 2025 CRM release with AI contact and account summaries, territory visualization, GPS-based nearby-contact planning, and compliance workflow improvements.Read 21 Oct 2026 · exeevo.com
Opportunity management
Opportunity-specific AI guidance and unified account data support deal progression and account planning.Read 21 Oct 2026 · exeevo.com
Ownership
Exeevo’s site identifies it as a division of Valsoft Corporation.Read 21 Oct 2026 · exeevo.com
Pipeline management
A consolidated pipeline view includes historical charts, deal insights, and AI-assisted coaching.Read 21 Oct 2026 · exeevo.com
Praise: offline access
The sole Software Finder reviewer praised access to clinical data both online and offline and reported no complaints.Read 21 Oct 2026 · softwarefinder.com
Praise: usability
A Gartner reviewer described the legacy Omnipresence application as easy to use and handy for reducing meeting-reporting workload.Read 21 Oct 2026 · gartner.com
Pricing detail
The pricing page gives no numeric price and directs prospective customers to contact sales; it says the licensing is all-in-one.Read 4 Oct 2026 · exeevo.com
Privacy compliance
Exeevo’s privacy policy addresses CCPA, GDPR, HIPAA, and Brazil’s LGPD and describes administrative, physical, and technical safeguards.Read 21 Oct 2026 · exeevo.com
Quotes and approvals
Templated sales quotes synchronize with opportunities and can move through automated approval workflows.Read 21 Oct 2026 · exeevo.com
Rating on Apple App Store
Rating not displayed because the app has not received enough ratings or reviewsRead 21 Oct 2026 · apps.apple.com
Rating on Gartner Peer Insights
4.4 out of 5 from 3 ratings for Indegene Omnipresence (Legacy)Read 21 Oct 2026 · gartner.com
Rating on GetApp
5.0 out of 5 from 1 reviewRead 21 Oct 2026 · getapp.com
Rating on Google Play
No star rating or review count is displayed on the opened listing; the app shows 1K+ downloadsRead 21 Oct 2026 · play.google.com
Rating on Software Finder
5.0 out of 5 from 1 reviewRead 21 Oct 2026 · softwarefinder.com
Sales features
The CRM supports workflow automation, quotes and approvals, activity management, lead management, opportunity management, pipeline management, forecasting, dashboards, and reports.Read 4 Oct 2026 · exeevo.com
Security and data
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.Read 4 Oct 2026 · exeevo.com
Support and training
GetApp lists email/help desk, forums, knowledge base, phone, 24/7 live representative, chat, in-person and online training, webinars, documentation, and videos.Read 21 Oct 2026 · getapp.com
System requirements
The Apple listing requires iOS 16 or later, iPadOS 16 or later, and macOS 13 or later on an Apple M1-or-newer Mac.Read 21 Oct 2026 · apps.apple.com
Trust certifications
Exeevo says it complies with industry standards covering IT service management, business continuity, cloud security, and third-party cyber-risk assessment.Read 21 Oct 2026 · exeevo.com
Workflow automation
The CRM provides drag-and-drop automation for sales processes and workflows.Read 21 Oct 2026 · exeevo.com

Plans and prices

Exeevo Omnipresence Priced on request Starting from $20.00; subscription; free trial shown as available Custom quote required Read 21 Oct 2026 · getapp.com
Exeevo Omnipresence all-in-one licensing Priced on request Contact sales; no data-metering, hidden, or new-feature fees Scale by selecting needed apps · dedicated Microsoft cloud storage Read 21 Oct 2026 · exeevo.com
Exeevo Omnipresence CRM Priced on request All-in-one licensing · Apps can be selected as needed · No data metering, hidden fees, or fees to access new features Read 4 Oct 2026 · exeevo.com

Every Exeevo Omnipresence CRM plan and price →

Strong points and limits

Strong points

  • Offline iOS and Android CRM syncs when reconnected.
  • Medical tools include pharmacovigilance reports and case workflows.
  • Customer data is encrypted and stored in Microsoft Azure.
  • HIPAA support is listed.

Limits

  • Pricing is available only on request.
  • No Linux platform is listed.

Who it suits

Designed for life sciences organizations, including pharmaceutical, biotechnology, and medical-device companies. It suits teams needing sales, marketing, medical, and service workflows in one CRM.

Verdict

Omnipresence CRM combines commercial, medical, and marketing tools for life sciences teams. Buyers should confirm pricing and which apps fit their needs.

Where Specifiction places it

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