Census CRM vs Exeevo Omnipresence CRM

Census CRM is a web-based customer relationship system for addiction treatment and behavioral health admissions teams. Its workflow uses Qualification, Approval, and Commitment stages, with a 14-step guided qualification process that branches dynamically and screens for substance, mental-health, and safety factors. Benefits are verified in real time and classified as HIGH, MEDIUM, or LOW risk. Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs. Listed connections include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave. Census CRM sends admission records to EMR systems such as Kipu and Sunwave but does not perform clinical charting. Security includes encryption, audit logging, session timeout, reauthentication, and five role-based access levels. The company states HIPAA compliance and 42 CFR Part 2 compliance. Pricing is on request, with a scoped onboarding fee for implementation, migration, and training.

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.