Ariv Healthcare CRM vs Exeevo Omnipresence CRM

Ariv Healthcare CRM is a web CRM for healthcare teams, offered as an add-on to any Ariv product. Its records model organizations, practices, providers, payers, and their relationships. Sales work includes leads, opportunities, activities, tasks, saved views, kanban boards, and global search. A report builder, shared dashboards, and automation flows support oversight and repeatable processes. Administrators can create custom fields and objects at runtime, while permission sets control visibility and editing. CSV import includes duplicate detection and merge. Accounts can show Medicare lives, quality standing, and market context from Ariv’s claims foundation, and organizations from other Ariv products can enter the CRM pipeline in one step. Ariv says its verified CMS claims data covers all 50 states and is refreshed weekly. It also describes small-cell suppression and architectural tenant isolation. Pricing is on request. The product is intended for home health agencies, hospices, skilled nursing operators, specialty practices, and risk-bearing ACOs and MSOs.

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.