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Proxima Cloud CRM

proximacloudcrm.com

From $55/mo Free trial WebiOSAndroidAPI
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Spec score 8.6 #2 of 16 in Pharma CRM Software

What it 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, manage territories, and record information. Communication options include WhatsApp, Telegram, Viber, email, VoIP, SMS, and video. Proxima BI supplies reports and visualizations for HCP engagement, sales performance, analysis, and forecasting. The service supports Android, iOS, web, and API access, with online and offline mobility described for Android and iOS. Integrations listed include Outlook, OneKey, Power BI, and client systems through a CRM API. Low-code customization and a self-service admin panel let administrators configure CRM processes. The maker describes AWS hosting, GDPR-compliant data processing, annual security testing, and ISO 27001:2022 and ISO 27701:2019 certifications. Plans are $55 a month billed per user for Basic, $85 a month billed per user for Advanced, and $120 a month billed per user for Enterprise. A free trial is available; there is no free plan.

Spec sheet

What it does
Proxima Cloud CRM is a pharmaceutical CRM for managing healthcare-professional relationships, field activities, sales and marketing operations.Read 21 Oct 2026 · proximacloudcrm.com
Purpose
Proxima Cloud CRM is a pharmaceutical CRM for managing healthcare professional relationships and field team activity.Read 29 Sep 2026 · proximacloudcrm.com
Intended users
The product is presented for pharmaceutical companies, with role-based tools for representatives, sales force excellence teams, marketing managers, and CRM administrators.Read 29 Sep 2026 · proximacloudcrm.com
API
The integrations page states that customers receive access to a CRM API for connecting their own systems and databases.Read 21 Oct 2026 · proximacloudcrm.com
Integrations
Official integration material names Outlook, OneKey, Axioma, IQVIA, Salesforce Data-bridge, SKU catalogs, online stock systems and client databases.Read 21 Oct 2026 · proximacloudcrm.com
Security
The company states GDPR-compliant processing, annual penetration and vulnerability testing, ISO 27001:2022 and ISO 27701:2019 certification, and AWS hosting.Read 21 Oct 2026 · proximacloudcrm.com
Support
The support center offers step-by-step guides, administration tips, integration resources, release updates, and FAQ articles.Read 29 Sep 2026 · proximacloudcrm.com
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.Read 21 Oct 2026 · d7umqicpi7263.cloudfront.net
Headquarters
Fort Lauderdale, Florida, United StatesRead 23 Sep 2026 · proximacloudcrm.com
AI features
The product combines AI chatbots with photo-recognition technology for field-force performance and compliance workflows.Read 21 Oct 2026 · proximacloudcrm.com
BI reporting
Proxima BI provides reporting, visualization, forecasting and analysis of HCP engagement and sales data.Read 21 Oct 2026 · proximacloudcrm.com
Certifications
The maker states it is certified under ISO 27001:2022 and ISO 27701:2019.Read 29 Sep 2026 · proximacloudcrm.com
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.Read 21 Oct 2026 · proximacloudcrm.com
Company experience
Proxima Research says it has more than 30 years of healthcare industry experience and serves more than 40 countries.Read 29 Sep 2026 · proximacloudcrm.com
Company founding
LinkedIn lists Proxima Research as founded in 1998.Read 21 Oct 2026 · linkedin.com
Company headquarters
LinkedIn lists headquarters in Fort Lauderdale, Florida, with offices also shown in Kyiv and Bratislava.Read 21 Oct 2026 · linkedin.com
Company size
LinkedIn lists Proxima Research as a privately held software-development company with 501–1,000 employees.Read 21 Oct 2026 · linkedin.com
Customization
A low-code architecture and administrator panel allow customers to configure CRM processes, roles, languages and regional settings.Read 21 Oct 2026 · proximacloudcrm.com
Deployment model
The product is presented as AWS-hosted cloud software with one-click deployment and no infrastructure-maintenance requirement for customers.Read 21 Oct 2026 · proximacloudcrm.com
Documentation
The help center offers step-by-step user guides, administration instructions, release notes, integration resources and troubleshooting FAQs.Read 21 Oct 2026 · proximacloudcrm.com
Engagement automation
The omnichannel module provides templates, two-way HCP messaging, automated data collection and interaction-status insights.Read 21 Oct 2026 · proximacloudcrm.com
Field operations
Its ready made modules help sales and medical representatives plan visits and calls, manage territories, and capture and track information.Read 29 Sep 2026 · proximacloudcrm.com
Field-force analytics
GeoForce tracks coverage, visit overlap, routes, territory sales and resource allocation using a unified data space.Read 21 Oct 2026 · proximacloudcrm.com
HCP/HCO management
The platform maintains healthcare-professional and healthcare-organization records, histories and activity information.Read 21 Oct 2026 · play.google.com
Installation requirement
The installation guide recommends a stable internet connection and about 1 GB of free device storage.Read 21 Oct 2026 · learn.proximaresearch.com
Installation time
The installation guide says setup can take from five minutes to one hour depending on configuration and connection speed.Read 21 Oct 2026 · learn.proximaresearch.com
Integration
The maker lists integrations with Outlook, OneKey, Power BI, and client systems through a CRM API.Read 29 Sep 2026 · proximacloudcrm.com
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.Read 21 Oct 2026 · apps.apple.com
Limit: missing pharma CMS
The G2 reviewer said some expected features, including a pharmaceutical-specific CMS, were unavailable.Read 21 Oct 2026 · g2.com
Limit: report complexity and support speed
A Software Finder reviewer said the many reports take time to locate and configure and wanted faster technical-support resolution.Read 21 Oct 2026 · softwarefinder.com
Limit: third-party integration flexibility
The G2 reviewer considered third-party integration flexibility insufficient.Read 21 Oct 2026 · g2.com
Mobile app requirements
The iOS app requires iOS 15 or later; its Mac compatibility requires macOS 15 or later and an Apple M1-or-newer chip.Read 21 Oct 2026 · apps.apple.com
Mobile offline mode
The Android listing says the mobile app supports offline access while storing data in a secure cloud environment.Read 21 Oct 2026 · play.google.com
Notable news: releases
A Proxima Research LinkedIn update announced CRM releases 18.0 and 18.1 with Voice-to-Visit, custom objects, Event Machine analytics and Power BI Copilot integration.Read 21 Oct 2026 · linkedin.com
Offline access
The product page describes online and offline cross-platform mobility for Android and iOS devices.Read 29 Sep 2026 · proximacloudcrm.com
Omnichannel
The platform supports communication through WhatsApp, Telegram, Viber, email, VoIP, SMS, and video.Read 29 Sep 2026 · proximacloudcrm.com
Omnichannel messaging
Communication supports WhatsApp, email, SMS, push notifications, video calls, Telegram, Viber and audio calls.Read 21 Oct 2026 · proximacloudcrm.com
Pharma ecosystem
The ecosystem combines HCP and institution data, GeoForce territory management, CLM/e-detailing, Proxima BI and omnichannel engagement.Read 21 Oct 2026 · proximacloudcrm.com
Planning module
Users can schedule calls, create itineraries, plan representative checks and organize group events.Read 21 Oct 2026 · play.google.com
Praise: mobile workflow improvements
An App Store reviewer praised improved visit planning, client search, filtering and interface usability.Read 21 Oct 2026 · apps.apple.com
Praise: reports and ease of use
Software Finder reviewers praised the breadth of reports, ease of navigation, OCM/SCE marketing modules, support and smooth implementation.Read 21 Oct 2026 · softwarefinder.com
Praise: usability and support
The G2 reviewer praised the marketing modules, customer support, ease of use and ease of implementation.Read 21 Oct 2026 · g2.com
Rating on Apple App Store
3.9 out of 5 from 22 ratingsRead 21 Oct 2026 · apps.apple.com
Rating on G2
4.0 out of 5 from 1 reviewRead 21 Oct 2026 · g2.com
Rating on Gartner Peer Insights
No reviews yetRead 21 Oct 2026 · gartner.com
Rating on Software Finder
4.5 out of 5 from 2 reviewsRead 21 Oct 2026 · softwarefinder.com
Reporting
Proxima BI provides visualizations and built-in reports for HCP engagement, sales performance, analysis, and forecasting.Read 29 Sep 2026 · proximacloudcrm.com
SDKs
The reviewed public pages describe a CRM API but do not identify a public SDK.Read 21 Oct 2026 · proximacloudcrm.com
Self-hosting
The reviewed official material describes AWS cloud deployment and does not document a self-hosted installation option.Read 21 Oct 2026 · proximacloudcrm.com
Support scope
Professional services include data migration, integrations, user acceptance testing, deployment planning, multilingual training and post-launch consulting.Read 21 Oct 2026 · proximacloudcrm.com
Territory optimization
GeoForce uses more than 100 parameters to balance territories and recommend healthcare-professional distribution for representatives.Read 21 Oct 2026 · proximacloudcrm.com

Plans and prices

Basic Plan $55 a month 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 Read 21 Oct 2026 · proximacloudcrm.com
Advanced Plan $85 a month per user/month Basic features · Omnichannel marketing · Journey Builder · Post-visit digital surveys · Integrated webinar platform Read 21 Oct 2026 · proximacloudcrm.com
Enterprise Plan $120 a month per user/month Advanced features · Sales plan allocation · Territory alignment · Custom offer available Read 21 Oct 2026 · proximacloudcrm.com

Every Proxima Cloud CRM plan and price →

Strong points and limits

Strong points

  • Plans visits, calls, and territory activity.
  • Supports multiple messaging and calling channels.
  • Proxima BI includes engagement and sales reporting.
  • Online and offline Android and iOS mobility.
  • Low-code configuration and self-service administration.

Limits

  • No free plan is listed.
  • Basic starts at $55 a month per user.
  • Offline mobility is described for Android and iOS.

Who it suits

It suits pharmaceutical companies coordinating representatives, sales force excellence teams, marketing managers, and CRM administrators. Field teams can plan activity while administrators configure processes and review reports.

Verdict

Proxima Cloud CRM combines pharmaceutical field planning, multichannel communication, and reporting in one platform. The free trial offers a way to evaluate it, but ongoing plans are paid per user.

Where Specifiction places it

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