Exeevo

Exeevo is a unified, AI-powered CRM platform purpose-built for the life sciences industry. It seamlessly integrates with Microsoft's technology stack to connect sales, marketing, medical affairs, and service teams on a single customer engagement platform, giving every team a 360-degree view of the customer at every stage of their journey. Serving organizations from startups to global enterprises, Exeevo turns customer engagement into a decisive competitive advantage — all under one licensing fee with no hidden costs or upcharges.

Built on Microsoft Azure and the Power Platform, Exeevo leverages a common data model (Dataverse), built-in Copilot AI, and pre-built third-party connectors to deliver enterprise-grade security, compliance, privacy, and responsible AI. The platform is designed for data privacy, scalability, and ultimate productivity, enabling life sciences organizations to accelerate HCP engagement, shorten sales cycles, and drive measurable growth.

Core Applications and Modules

• CRM: A unified data model with AI capabilities and a 360-degree customer view that enhances organization-wide productivity, boosts HCP engagement, and supports better decision-making across commercial teams.
• Medical CRM: Combines full AI CRM sales capabilities with Medical Affairs-specific features including scientific plans and adverse event tools designed to support Field Medical teams and Medical Science Liaisons (MSLs).
• Marketing: Orchestrates omnichannel campaigns using unified transactional, demographic, and behavioral data to craft personalized HCP journeys with precisely timed messages.
• Event Management: Manages the entire event lifecycle, including content, venues, multi-channel promotion, attendee and speaker management, budgeting, and expense management.
• Content: A comprehensive digital asset management application that globally streamlines and compliantly controls all life sciences content from creation through to archiving.
• Customer Insights: Combines and enriches data from multiple sources to create a comprehensive, 360-degree view of each customer, unlocking the power of actionable customer intelligence.
• Mobile App: Delivers the complete CRM functionality with AI capabilities including voice-to-text, automated workflows, and personalized recommendations to enhance customer engagement in the field.

AI and Productivity Capabilities

• AI and machine learning are embedded platform-wide, across every app, user, and workflow.
• Personalized AI assistance empowers users to deliver impactful commercial, marketing, and medical results.
• AI-driven outcomes include increased pipeline and up to 40% more closed opportunities, improved marketing productivity through automation, and faster resolution of scientific cases and HCP queries.
• Voice-to-text, automated workflows, and personalized recommendations are available through the mobile application.
• Copilot AI is built into every product within the platform.

Microsoft Technology Integration

• Exeevo is fully embedded within the Microsoft technology architecture, enabling organizations to leverage tools they already use.
• Built on the Power Platform — the number one low-code platform for app development, automation, bot development, and business intelligence.
• Uses a single common data model via Microsoft Dataverse for unified data management.
• Runs on Azure AI, the world's leading enterprise cloud infrastructure, providing enterprise security, compliance, privacy, and responsible AI.
• Includes pre-built connectors with third-party systems for seamless integration.
• Offers a complete, unified suite of productivity, business data, and low-code applications.

Data Privacy and Security

• Customer data is fully owned by the customer — Exeevo cannot access, sell, share, or view it.
• Unlike some pharma CRM vendors, Exeevo does not force customers to purchase master data and does not use customer data to train AI or machine learning models.
• All data is securely encrypted and stored on the customer's own Microsoft Azure cloud instance.
• Customers retain full control over who can access their data and can develop, fine-tune, and manage their data and insights without external oversight.

Business Impact and Customer Experience

• Companies with the highest customer satisfaction scores deliver double the shareholder value and 3x higher growth than peers (PWC).
• Increasing customer retention by just 5% can increase profits by as much as 95% (Deloitte).
• Organizations that lead with employee experience see twice the revenue growth and Net Promoter Scores 2x as high as their peers (PWC).
• Exeevo helps life sciences teams close sales and boost retention by shortening the sales cycle, coordinating internally, and engaging HCPs on their preferred channels.
• The platform reduces technology overload by consolidating tools onto one platform, improving employee engagement, reducing maintenance burden, and improving ROI.

Notable Customers and Endorsements

• Sanofi's Chief Digital Officer, Ted Lai, cited positive experiences with Exeevo in India and highlighted the co-development approach and the advanced technology architecture of the Microsoft Dynamics platform as key differentiators.
• Casey McGee, Global Vice President at Microsoft, recognized Exeevo's ability to modernize workflows, improve collaboration and communication, and equip life sciences organizations with AI technology.
• Exeevo proudly supports life sciences innovators ranging from startups to large global enterprises.

Exeevo provides life sciences organizations with a truly unified platform that eliminates silos, aligns teams, and delivers the superior customer experiences that drive retention, growth, and competitive differentiation — all while keeping data ownership firmly in the hands of the customer.