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Exeevo Omnipresence CRM
New York, New York, United States
What it is
Exeevo Omnipresence CRM is a customer relationship management platform for life sciences organizations, bringing sales, marketing, medical, and service teams into one system. Sales functions include managing leads and opportunities, activity, pipelines, quotes, and approvals, alongside forecasting, dashboards, reports, and workflow automation. AI tools cover predictive analytics, lead scoring, recommendations, content creation, and summaries of sales work and meetings. For HCP marketing, the platform supports personalized outreach, multichannel campaigns, customer journey mapping, social listening, and compliance management. It is built on Microsoft Dynamics 365, Power Platform, Dataverse, Azure AI, Outlook, and Teams; Exeevo says it supports hundreds of third-party apps and thousands through its Microsoft architecture. Its iOS and Android CRM supports offline record creation and sales activities, then syncs after reconnection. Medical science liaisons have tools for scientific plans, opinion-leader management, case workflows, knowledge articles, and pharmacovigilance reports. Pricing is on request, with all-in-one licensing and apps selectable as needed.
For and against
For
- Connects sales, marketing, medical, and service teams.
- Offline mobile records and sales activities sync later.
- Includes medical science liaison workflows and tools.
- Offers workflow automation and AI-assisted sales features.
Against
- Pricing is available only on request.
- Designed for life sciences organizations.
The verdict
Exeevo Omnipresence CRM combines commercial, HCP marketing, and medical-affairs functions with Microsoft platform components. Organizations evaluating it will need to contact sales for pricing details.
Who it suits
It suits pharmaceutical, biotechnology, and medical-device organizations connecting commercial and medical teams. Mobile teams that need offline record creation and sales activity may also find its mobile CRM relevant.
Plans and prices
Exeevo Omnipresence
Custom quote required
Read 21 Oct 2026 · getapp.com
Exeevo Omnipresence all-in-one licensing
Scale by selecting needed apps · dedicated Microsoft cloud storage
Read 21 Oct 2026 · exeevo.com
Exeevo Omnipresence CRM
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
On the record
- Activity management
- Emails, events, and engagements can be captured automatically and linked to leads, contacts, accounts, and opportunities.exeevo.com · read 21 Oct 2026
- AI capabilities
- Its AI features include predictive analytics, lead scoring, personalized recommendations, content creation, workflow automation, and sales and meeting summaries.exeevo.com · read 4 Oct 2026
- API and extensibility
- Software Finder describes an open API through the Microsoft architecture.softwarefinder.com · read 21 Oct 2026
- API limitation report
- GetApp’s FAQ states that Exeevo Omnipresence does not have an API available, conflicting with Software Finder’s open-API claim.getapp.com · read 21 Oct 2026
- Company founding
- Exeevo says it was founded in 2017 through a strategic partnership between Indegene and Microsoft.exeevo.com · read 21 Oct 2026
- Company profile
- LinkedIn lists Exeevo as privately held, headquartered in Montreal, Quebec, with 51–200 employees.linkedin.com · read 21 Oct 2026
- 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.exeevo.com · read 21 Oct 2026
- Conversational AI
- Exeevo describes a conversational AI assistant and reasoning engine that use customer data for recommendations, summaries, and workflow assistance.exeevo.com · read 21 Oct 2026
- Dashboards and reports
- Users can personalize dashboards and reports with drag-and-drop controls to visualize sales-performance drivers.exeevo.com · read 21 Oct 2026
- Data ownership
- Exeevo says it does not access, sell, or share customer data; data is encrypted in Microsoft Azure and controlled by the customer.exeevo.com · read 21 Oct 2026
- 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.exeevo.com · read 21 Oct 2026
- Forecasting
- Forecast management provides real-time forecasts based on opportunities and sales trends.exeevo.com · read 21 Oct 2026
- Funding and acquisition
- Crunchbase lists Exeevo as acquired by Valsoft and funded by Syneos Health.crunchbase.com · read 21 Oct 2026
- HCP marketing
- Marketing features include personalized outreach, automated multichannel campaigns, customer journey mapping, lead scoring, social listening, and compliance management.exeevo.com · read 4 Oct 2026
- 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.marketplace.microsoft.com · read 21 Oct 2026
- Intended users
- The product is designed for life sciences organizations, including pharmaceutical, biotechnology, and medical-device companies.exeevo.com · read 4 Oct 2026
- Lead management
- AI scores leads using high-performing customer profiles and creates prioritized action lists in CRM or Outlook.exeevo.com · read 21 Oct 2026
- Limit: customization and iPad analytics
- The Gartner review said customization was needed and that analytics were not fully functional on iPad.gartner.com · read 21 Oct 2026
