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Exeevo Unified Life Sciences CRM
What it is
Exeevo Unified Life Sciences CRM brings sales, marketing, medical, and service teams together on a platform for life sciences companies, from startups to enterprises. Its applications include CRM, Medical CRM, marketing automation, event and content management, and customer insights. Sales capabilities cover lead and opportunity management, pipelines, activity tracking, forecasting, dashboards, reports, and workflow, quote, and approval processes. Medical CRM supports scientific plans, medical inquiries, adverse-event and case management, and engagement with healthcare professionals and key opinion leaders. AI features include conversational assistance, predictive analytics, lead scoring, personalized recommendations, and content creation. Built on Microsoft architecture, the platform has native integration with Copilot, Teams, and Outlook; Exeevo also says its architecture supports hundreds of third-party apps and thousands of applications. It is listed for Android, iOS, web, and Windows, and is described as compatible with desktop, tablet, and mobile environments. Pricing is available on request. Exeevo says customer data is encrypted and stored in Microsoft Azure and is not accessed, shared, sold, or used to train AI. The company was founded in 2017 through a partnership between Indegene and Microsoft.
For and against
For
- Includes CRM, Medical CRM, and marketing automation.
- Supports sales and medical workflows.
- Native Copilot, Teams, and Outlook integration.
- Listed for Android, iOS, web, and Windows.
- Pricing is available on request.
Against
- Pricing is available only on request.
- The platform is positioned for life sciences companies.
The verdict
Exeevo brings a broad set of life sciences applications and workflows together, with Microsoft integrations and support for multiple device environments. Organizations should request pricing and assess whether the platform's stated focus matches their needs.
Who it suits
It is positioned for life sciences companies of different sizes that want sales, marketing, medical, and service applications on one platform. Teams using Microsoft tools may find its listed integrations relevant.
Plans and prices
All-in-one licensing
use apps separately or together · no data metering fees · no hidden fees · no fees to access new features
Read 1 Oct 2026 · exeevo.com
On the record
- AI
- Exeevo CRM provides conversational AI, an advanced reasoning engine, predictive analytics, automated lead scoring, personalized recommendations, and AI-assisted content creation.exeevo.com · read 1 Oct 2026
- Applications
- The suite includes CRM, Medical CRM, marketing automation, event management, content management, and customer insights.exeevo.com · read 1 Oct 2026
- Company history
- Exeevo was founded in 2017 through a strategic partnership between Indegene and Microsoft.exeevo.com · read 1 Oct 2026
- Compliance
- Exeevo lists compliance with international standards covering IT service management, business continuity, cloud security, cyber-risk assessment, and personal-data handling.exeevo.com · read 1 Oct 2026
- Data privacy
- Exeevo states that it does not access, share, sell, or use customer data to train AI and that customer data is encrypted and stored in Microsoft Azure.exeevo.com · read 1 Oct 2026
- Device support
- The platform is described as device and browser agnostic, compatible with desktop, tablet, and mobile environments including iOS, Android, and Windows.exeevo.com · read 1 Oct 2026
- Medical CRM
- Medical CRM supports scientific plans, medical inquiries, adverse-event management, case management, and HCP and KOL engagement.exeevo.com · read 1 Oct 2026
- Microsoft integrations
- The platform includes native integration with Microsoft Copilot, Teams, and Outlook and is built on Microsoft architecture.exeevo.com · read 1 Oct 2026
- Purpose
- Exeevo connects sales, marketing, medical, and service teams on one AI-powered unified life sciences CRM platform.exeevo.com · read 1 Oct 2026
- Sales features
- Sales capabilities include workflow automation, quote and approval workflows, activity management, lead and opportunity management, pipeline management, forecasting, dashboards, and reports.exeevo.com · read 1 Oct 2026
- Support
- Exeevo offers support and inquiries online, by phone, or on-site, with customized technical support and services.exeevo.com · read 1 Oct 2026
- Target customers
- The platform is positioned for life sciences companies ranging from startups to enterprises.exeevo.com · read 1 Oct 2026
- Third-party integrations
- Exeevo says its Microsoft-based architecture supports hundreds of third-party apps and thousands of applications.exeevo.com · read 1 Oct 2026
