Mobile CRM App

Exeevo's Mobile CRM App is an AI-powered field CRM solution purpose-built for life sciences organisations. Powered by Copilot AI, it equips key account managers (KAMs), sales managers, medical science liaisons (MSLs), and field representatives with intelligent tools to manage HCP relationships, accelerate deal cycles, and streamline scientific and medical activities—all from a mobile device.

The platform consolidates customer engagement data across all channels into a single view, enabling field teams to deliver highly personalised interactions regardless of location. By combining real-time Customer Insights with advanced AI capabilities, the app helps life sciences teams work smarter, make faster decisions, and strengthen relationships with healthcare professionals and institutions.

Core AI Capabilities

• Conversational AI with voice-to-text technology for quick, accurate data capture and streamlined communication during real-time customer interactions.
• Intelligent workflow automation that reviews daily activities and automatically suggests or creates optimised workflows to boost efficiency.
• AI writing and summarisation tools to draft emails, actionable summaries, sales close plans, and scientific plans.
• Automated capture of customer activity and sales information from emails, meetings, events, and calendars, converting them into robust analytical data.
• AI-driven deal insights that identify priorities based on lead-to-opportunity information and other sales activities.
• Predictive forecasting to surface trends and identify pipeline and sales process gaps.
• Next best action recommendations and product recommendations based on customer history.
• Anomaly detection, best time to contact, and lead, opportunity, and deal prediction.
• Customer journey builder and data enrichment tools.

Scientific Plans and Medical Inquiries

• AI-assisted creation of personalised scientific plans, including detailed tasks, follow-ups, and milestones tailored to specific HCP needs.
• Plans enriched with real-time data from healthcare professionals and deep Customer Insights to ensure strategies are practical and informed.
• Creation and assignment of medical inquiries with comprehensive tracking of all related activities, including email, marketing communications, and phone calls.
• Pharmacovigilance reporting to support MSL compliance and safety monitoring requirements.
• KOL and OL management, with AI analysing publications and clinical data to identify and map key opinion leaders for strategic engagement.

Pipeline Performance and Analytics

• At-a-glance insights into revenue performance for life sciences field representatives.
• Ready-to-use or customisable AI-powered data visualisation charts to transform insights into results.
• Comprehensive visibility into customer interactions, pipeline status, forecasts, and sales representative performance.

Intelligent Route Planning

• Geo-location-based route optimisation that accounts for distance, scheduled appointments, and spontaneous visits.
• Single-click navigation to customer locations or planned routes directly from the mobile device.
• Seamless check-in and check-out at each location for precise updates to team members, leads, and events.

Offline Access and Productivity

• Enhanced offline access allowing field reps to search for information, create new records, perform sales activities, and build sales plans and marketing journeys without an internet connection.
• Automatic data synchronisation upon reconnection to ensure continuity and accuracy.
• Device-agnostic capabilities supporting both iOS and Android devices.

Role-Specific Feature Sets

• Medical Science Liaisons: All core field rep capabilities plus scientific plans, OL/KOL management, regulatory-approved auto-content syncing, case management with workflows, case routing with delegations, knowledge articles, pharmacovigilance reports, coaching, and time-off management.
• Field Reps for Consumer and Animal Health: All core field rep capabilities plus trade accounts, shelves photo capture, Realogram (Store Check), Planogram (Planned Inventory), promotions, opportunity and order management, and contract management.
• Account Managers: All core field rep capabilities plus account planning, CPQ, bids and tenders, catalogue and price list management, discount schemes, ERP integration, progress reports, field asset management, coaching, and time-off management.

Events Management and Omnichannel Engagement

• Management of all types of events with native Microsoft Teams integration and seamless Microsoft Office operability.
• Omnichannel CRM capabilities enabling HCP interactions across email, telephony, live chat, SMS, and social media.
• Performance management tools including time management tracking and field coaching reports to analyse rep performance and support continuous professional development.

Exeevo's Mobile CRM App is built on Microsoft's leading low-code platform, providing life sciences organisations with a trusted, scalable, and compliant foundation. The platform supports global field teams with AI-driven personalisation, real-time data enrichment, and deep integration with Microsoft's ecosystem, making it a strategic investment for CIOs and commercial leaders in the life sciences sector.