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Proxima Cloud CRM
Fort Lauderdale, Florida, United States
What it is
Proxima Cloud CRM is a paid pharmaceutical CRM for managing healthcare professional relationships and field-team activity. Ready-made modules help medical and sales representatives plan visits and calls, manage territories, and record information. The platform supports communication through WhatsApp, Telegram, Viber, email, VoIP, SMS, and video. Android and iOS users can work online or offline, while web and API access support broader deployment. Proxima BI adds visual reports and visualizations for HCP engagement, sales performance, analysis, and forecasting. Integrations listed by the maker include Outlook, OneKey, Power BI, and client systems through a CRM API. Administrators can configure processes with low-code tools and a self-service panel. The service is hosted on AWS, with GDPR-compliant data processing, annual penetration and vulnerability testing, and stated ISO 27001:2022 and ISO 27701:2019 certifications. Plans start at $55/user/mo, with a free trial but no free plan.
For and against
For
- Works online and offline on Android and iOS
- Supports WhatsApp, Telegram, email, VoIP, SMS, and video
- Includes territory, consent, sample, and account management
- Offers Proxima BI reports and forecasting
- Integrates with Outlook, OneKey, Power BI, and CRM APIs
Against
- Paid plans start at $55/user/mo
- No free plan is offered
- Advanced and Enterprise features cost more
The verdict
Proxima Cloud CRM focuses on pharmaceutical field operations, HCP engagement, and configurable reporting. Its mobile access, communication options, integrations, and compliance statements make it suited to structured healthcare sales teams, provided they budget for a paid plan.
Who it suits
It suits pharmaceutical companies and teams managing HCP relationships, field activity, territories, consent, samples, and reporting. Role-based tools are presented for representatives, sales force excellence teams, marketing managers, and CRM administrators.
Plans and prices
Basic Plan
AI chatbot · Admin panel · Planning · HCP/HCO management
Read 21 Oct 2026 · proximacloudcrm.com
Advanced Plan
Basic features · Omnichannel marketing · Journey Builder · Post-visit digital surveys
Read 21 Oct 2026 · proximacloudcrm.com
Enterprise Plan
Advanced features · Sales plan allocation · Territory alignment · Custom offer available
Read 21 Oct 2026 · proximacloudcrm.com
On the record
- AI features
- The product combines AI chatbots with photo-recognition technology for field-force performance and compliance workflows.proximacloudcrm.com · read 21 Oct 2026
- API
- The integrations page states that customers receive access to a CRM API for connecting their own systems and databases.proximacloudcrm.com · read 21 Oct 2026
- BI reporting
- Proxima BI provides reporting, visualization, forecasting and analysis of HCP engagement and sales data.proximacloudcrm.com · read 21 Oct 2026
- Certifications
- The maker states it is certified under ISO 27001:2022 and ISO 27701:2019.proximacloudcrm.com · read 29 Sep 2026
- 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.proximacloudcrm.com · read 21 Oct 2026
- Company experience
- Proxima Research says it has more than 30 years of healthcare industry experience and serves more than 40 countries.proximacloudcrm.com · read 29 Sep 2026
- Company founding
- LinkedIn lists Proxima Research as founded in 1998.linkedin.com · read 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters in Fort Lauderdale, Florida, with offices also shown in Kyiv and Bratislava.linkedin.com · read 21 Oct 2026
- Company size
- LinkedIn lists Proxima Research as a privately held software-development company with 501–1,000 employees.linkedin.com · read 21 Oct 2026
- Customization
- A low-code architecture and administrator panel allow customers to configure CRM processes, roles, languages and regional settings.proximacloudcrm.com · read 21 Oct 2026
- Deployment model
- The product is presented as AWS-hosted cloud software with one-click deployment and no infrastructure-maintenance requirement for customers.proximacloudcrm.com · read 21 Oct 2026
- Documentation
- The help center offers step-by-step user guides, administration instructions, release notes, integration resources and troubleshooting FAQs.proximacloudcrm.com · read 21 Oct 2026
- Engagement automation
- The omnichannel module provides templates, two-way HCP messaging, automated data collection and interaction-status insights.proximacloudcrm.com · read 21 Oct 2026
- Field-force analytics
- GeoForce tracks coverage, visit overlap, routes, territory sales and resource allocation using a unified data space.proximacloudcrm.com · read 21 Oct 2026
- Field operations
- Its ready made modules help sales and medical representatives plan visits and calls, manage territories, and capture and track information.proximacloudcrm.com · read 29 Sep 2026
- HCP/HCO management
- The platform maintains healthcare-professional and healthcare-organization records, histories and activity information.play.google.com · read 21 Oct 2026
- Installation requirement
- The installation guide recommends a stable internet connection and about 1 GB of free device storage.learn.proximaresearch.com · read 21 Oct 2026
- Installation time
- The installation guide says setup can take from five minutes to one hour depending on configuration and connection speed.learn.proximaresearch.com · read 21 Oct 2026
