# Best Pharmaceutical CRM Software - 2026 Reviews & Pricing

> Find the best Pharmaceutical CRM Software for your organization. Compare top Pharmaceutical CRM Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/crm/pharmaceutical-crm-comparison/

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# Best Pharmaceutical CRM Software of 2026

Updated July 20, 2026

On this page

1.  Popular Comparisons
2.  Buyers Guide

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191 results

### Compare Products

Showing 1 - 25 of 191 products

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### Product: Salesforce Sales Cloud

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18794)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/)

### What users love

-   360-degree customer relationship management
-   Comprehensive sales process control
-   Tailored workflows and flexibility

### To take in mind

-   Significant costs and add-on fees
-   Steep learning and onboarding demands
-   Complex and limited reporting tools

### Best rated features:

Proposal Generation

5.0

Drag & Drop

5.0

For Real Estate

5.0

Client Portal

5.0

[See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features)

### Starter Suite

$25.00/month

For up to 5 users

### Pro Suite

$100.00/month

This plan is designed for any size team and is billed annually.

### Enterprise

$165.00/month

This plan is designed for any size team and is billed annually.

[See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans)

### Product: Claritysoft CRM

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

4.50

[(255)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

Real-Time Notifications

5.0

Activity Dashboard

5.0

Calendar Management

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

### Product: Coevera

[Coevera](https://www.softwareadvice.com/product/113892-Coevera/)

4.60

[(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/)

### Best rated features:

Reminders

5.0

Forecasting

5.0

Source Tracking

5.0

Lead Nurturing

5.0

### Worst rated features:

Collaboration Tools

3.0

Prospecting Tools

3.0

[See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features)

### Basic

$65.00/month

[See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans)

### Product: Quickbase

[Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/)

4.42

[(332)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/)

### What users love

-   Responsive and knowledgeable support team
-   Highly flexible customization options
-   Automates complex business workflows

### To take in mind

-   Expensive for growing teams

### Best rated features:

Territory Management

5.0

Status Tracking

5.0

Compliance Tracking

5.0

Accounting

5.0

[See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features)

### Free trial

Custom

Pricing available upon request

### Team

$35.00/month

Minimum of 20 users

### Business

$55.00/month

Minimum of 40 users

[See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans)

### Product: Zoho CRM

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6983)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/)

### What users love

-   Flexible and intuitive usability
-   Affordable plans and value
-   Comprehensive feature-rich platform

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Complex and limited email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Widgets

5.0

### Worst rated features:

Chatbot

2.0

Sales Forecasting

3.0

Social Marketing

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features)

### Free

Custom

Pricing available upon request

Up to 3 Users

### Standard

$14.00/month

### Professional

$23.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans)

### Product: SalesOutlook CRM

[SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

4.25

[(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

### Best rated features:

Mobile App

5.0

Segmentation

5.0

Contact Database

5.0

Forecasting

5.0

### Worst rated features:

Referral Tracking

3.5

Territory Management

3.7

Internal Chat Integration

4.0

Email Marketing

4.0

[See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features)

### Basic

$40.00/month

[See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans)

### Product: Workbooks

[Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

4.33

[(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel. Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency. Finally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.... [Read more](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

### Best rated features:

Search/Filter

5.0

Access Controls/Permissions

5.0

Calendar/Reminder System

5.0

Interaction Tracking

5.0

### Worst rated features:

Activity Tracking

2.0

Lead Capture

3.0

Reporting/Analytics

4.0

[See all features](https://www.softwareadvice.com/crm/workbooks-crm-profile/#key-features)

### CRM

$45.00/month

The plan is billed annually.

### Business

$92.00/month

The plan is billed annually.

[See full pricing details](https://www.softwareadvice.com/crm/workbooks-crm-profile/#pricing-and-plans)

### Product: SAP Customer Experience

[SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

4.25

[(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SAP is a recognized leader in the CRM space, offering a solution to help manage every aspect of the customer relationship. They serve 26 industries and offer all the functionality to support large pharmaceutical companies.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

### What users love

-   Comprehensive client management tools
-   Robust customer service features

### To take in mind

-   Complex and unintuitive interface

### Best rated features:

Customer Complaint Tracking

5.0

Client Management

4.8

Customer Database

4.8

Interaction Tracking

4.8

### Worst rated features:

Campaign Planning

3.0

Pipeline Management

3.8

Forecasting

3.8

Campaign Management

4.0

[See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features)

### Basic

$58.00/month

[See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans)

### Product: HelpCrunch

[HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/)

4.78

[(195)](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution. The solution helps support, sales and marketing teams to acquire, convert leads and support their customers. HelpCrunch is suitable for SaaS, e-commerce and any other type of online business. Live chat works as a visitor engagement, lead acquisition and support tool. The feature enables companies to reply to customer queries instantly or later in the same thread, even after the customer has disconnected. An in-app messenger can be integrated with a website or application to engage with customers. Chatbot helps companies automate routine tasks and jumpstart their lead generation activities. Email marketing automation enables users to send email follow-ups right from the chat, launch one-time emails or create event-triggered automated email sequences for onboarding or marketing campaigns. The help desk module can organize all customer communication, prioritize actions, distribute tasks and manage each customer case. Pricing is tiered, based on the number of agents and emails.... [Read more](https://www.softwareadvice.com/crm/helpcrunch-profile/)

### Best rated features:

Real-Time Monitoring

5.0

Surveys & Feedback

5.0

Customer Database

5.0

Catalog Management

5.0

### Worst rated features:

Canned Responses

3.0

Third-Party Integrations

3.0

Call Center Management

4.0

Social Media Integration

4.0

[See all features](https://www.softwareadvice.com/crm/helpcrunch-profile/#key-features)

### Basic

$15.00/month

Total pricing depends on the number of team members and emails.

### Pro

$25.00/month

Total pricing depends on the number of team members and emails.

### Enterprise

Custom

Pricing available upon request

Contact for pricing details

[See full pricing details](https://www.softwareadvice.com/crm/helpcrunch-profile/#pricing-and-plans)

### Product: NetSuite

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.23

[(2054)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

### What users love

-   Flexible system tailored to needs
-   Comprehensive and scalable functionality
-   Centralized financial process management

### To take in mind

-   Steep learning curve and complexity
-   Complex and rigid reporting tools
-   Slow and inconsistent support experience

### Best rated features:

"What If" Scenarios

5.0

Aging Tracking

5.0

Vendor Master Data Management

5.0

Project Tracking

5.0

[See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features)

### Product: Five9

[Five9](https://www.softwareadvice.com/call-center/five9-profile/)

4.22

[(484)](https://www.softwareadvice.com/call-center/five9-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email, chat, mobile, social and more. The AI-driven Five9 Engagement Workflow uses NLP and intelligent routing to get customers to the right agent while Five9 Genius derives customer intent data to provide agents with next step guidance before they pick up the phone. Four adjustable dialing modes skip no-answers and busy signals to triple agent talk time. Five9’s IVR with speech recognition can be used for common customer inquiries to free up agents for high-value interactions. Monitor, analyze and report on the contact center’s performance with real-time metrics and dashboards, and automatically sync all interactions with CRM. The contact center can be up and running in a matter of days and can be scaled up or down based on business needs.... [Read more](https://www.softwareadvice.com/call-center/five9-profile/)

### What users love

-   User-friendly and accessible interface
-   Responsive and helpful support team
-   Robust call center functionality

### To take in mind

-   Challenging call handling features
-   Frequent call drops and outages

### Best rated features:

Performance Metrics

5.0

Online Voice Transmission

5.0

Dashboard

5.0

Lead Generation

5.0

### Worst rated features:

Progressive Dialer

1.0

Integrations Management

1.0

Quality Management

1.0

[See all features](https://www.softwareadvice.com/call-center/five9-profile/#key-features)

### Digital

$119.00/month

### Core

$159.00/month

### Premium

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/call-center/five9-profile/#pricing-and-plans)

### Product: Salesforce Service Cloud

[Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/)

4.46

[(825)](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions. Key features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers. Service Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.... [Read more](https://www.softwareadvice.com/crm/service-cloud-profile/)

### What users love

-   Centralized and efficient support
-   Flexible integration capabilities
-   Comprehensive sales tracking tools

### To take in mind

-   Outdated and complex interface
-   Steep learning curve for users
-   Expensive for small businesses

### Best rated features:

File Sharing

5.0

Proactive Chat

5.0

Inventory Management

5.0

Issue Tracking

5.0

### Worst rated features:

Inspection Management

2.0

AI Copilot

2.0

[See all features](https://www.softwareadvice.com/crm/service-cloud-profile/#key-features)

### Free Suite

Custom

Pricing available upon request

Upto 2 users

### Starter Suite

$25.00/month

### Pro Suite

$100.00/month

[See full pricing details](https://www.softwareadvice.com/crm/service-cloud-profile/#pricing-and-plans)

### Product: Dynamics 365

[Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)

4.37

[(5837)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/)

Best for:Popular

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Microsoft Dynamics CRM is a legacy system with a rich set of features to meet the needs of pharmaceutical organizations. The web-based software can sync with your mobile device to give reps access to information while on the go.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/)

### What users love

-   User-friendly interface and workflow
-   Seamless Microsoft ecosystem connectivity
-   Centralized workforce and operations control

### To take in mind

-   Expensive licensing and add-ons
-   Complex and limited customization options
-   Steep learning curve for users

### Best rated features:

Financial Analysis

5.0

Trend Analysis

5.0

Commission Management

5.0

Monitoring

5.0

### Worst rated features:

Lead Scoring

3.5

Sales Trend Analysis

3.8

Prospecting Tools

3.9

API

3.9

[See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features)

### Professional

$50.00/month

### Enterprise

$105.00/month

### Premium

$195.00/month

[See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#pricing-and-plans)

### Product: LiveAgent

[LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/)

4.67

[(1787)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features. With multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases. Start with a 1-month free trial, no credit credit card needed.... [Read more](https://www.softwareadvice.com/crm/liveagent-profile/)

### What users love

-   Unified customer service platform
-   Real-time chat for support
-   Intuitive and simple navigation

### To take in mind

-   Complex and limited email handling
-   Outdated and cluttered interface design
-   Limited and outdated mobile experience

### Best rated features:

Corrective and Preventive Actions (CAPA)

5.0

Drag & Drop

5.0

Transfers/Routing

5.0

Issue Tracking

5.0

### Worst rated features:

Audit Trail

1.0

Multi-Channel Management

2.0

[See all features](https://www.softwareadvice.com/crm/liveagent-profile/#key-features)

### Small

$15.00/month

$15 agent/month (billed annually) — $19 agent/month (billed monthly)

### Medium

$29.00/month

$29 agent/month (billed annually) — $35 agent/month (billed monthly)

### Large

$49.00/month

$49 agent/month (billed annually) — $59 agent/month (billed monthly)

[See full pricing details](https://www.softwareadvice.com/crm/liveagent-profile/#pricing-and-plans)

### Product: Google Contacts

[Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/)

4.71

[(705)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/)

Best for:Contact Database

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/)

### Best rated features:

Contact Database

4.7

Search/Filter

4.6

Shared Contacts

4.6

Data Import/Export

4.6

### Worst rated features:

For iPad Devices

4.0

[See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans)

### Product: The Mortgage Office

[The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/)

4.83

[(286)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders. The Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements. The Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.... [Read more](https://www.softwareadvice.com/crm/the-mortgage-office-profile/)

### Best rated features:

Online Applications

5.0

Electronic Applications

5.0

For Borrowers

5.0

Activity Dashboard

5.0

### Worst rated features:

Business Loans

1.0

CRM

1.0

Customizable Reports

1.0

[See all features](https://www.softwareadvice.com/crm/the-mortgage-office-profile/#key-features)

### Product: Veloxy

[Veloxy](https://www.softwareadvice.com/crm/veloxy-profile/)

4.85

[(216)](https://www.softwareadvice.com/crm/veloxy-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Veloxy is a sales enablement solution that helps businesses using Salesforce CRM track potential leads, schedule and send emails to customers in bulk and share product information with prospective clients in real-time. The artificial intelligence (AI)-enabled platform lets teams streamline the sales pipeline, automatically log sales activities and add prospects using geolocation. Sales representatives can use the application to extract data from Salesforce, email, calendars and other sources and gain actionable insights for upcoming meetings, tasks and business opportunities. Veloxy allows teams to view leads, clients and customer details on maps and receive alerts via location-based prospecting functionality. Veloxy comes with an application programming interface (API), which facilitates integration with several third-party platforms such as Gmail, Microsoft Exchange Server, Office365, Microsoft Outlook and more. Pricing is available on monthly or annual subscriptions and support is extended via phone, email, documentation and video tutorials.... [Read more](https://www.softwareadvice.com/crm/veloxy-profile/)

### Best rated features:

CRM

1.0

Sales Pipeline Management

1.0

Customer Database

1.0

Email Management

1.0

### Worst rated features:

Client Management

1.0

Data Import/Export

1.0

Reporting/Analytics

1.0

Lead Management

1.0

[See all features](https://www.softwareadvice.com/crm/veloxy-profile/#key-features)

### Basic

$25.00/month

[See full pricing details](https://www.softwareadvice.com/crm/veloxy-profile/#pricing-and-plans)

### Product: EngageBay CRM

[EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)

4.65

[(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/)

### What users love

-   Responsive and helpful support team
-   Affordable and feature-rich plans
-   Intuitive and user-friendly interface

### To take in mind

-   Email deliverability and limitations
-   Limited reporting and analytics depth

### Best rated features:

Responsive Web Design

5.0

Multi-Campaign

5.0

Customer Engagement

5.0

Service Level Agreement (SLA) Management

5.0

[See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features)

### Product: noCRM

[noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)

4.65

[(492)](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster. Why salespeople love noCRM: ⚡ Action-driven: stay focus on what matters the most: turning leads into deals. 👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews. 🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/)

### Best rated features:

Calendar Management

5.0

Sales Activity Management

5.0

Document Storage

5.0

Reporting & Statistics

5.0

### Worst rated features:

Collaboration Tools

1.0

Call Logging

3.0

Alerts/Notifications

4.0

[See all features](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#key-features)

### Starter

$13.00/month

Shift your attention to what truly drives revenue: converting prospects into customers.

### Expert

$26.00/month

Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your business momentum.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

### Dream

$39.00/month

Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate your sales operations.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans)

### Product: Yonyx

[Yonyx](https://www.softwareadvice.com/crm/yonyx-profile/)

4.75

[(258)](https://www.softwareadvice.com/crm/yonyx-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The platform includes decision trees, which enable organizations to design and visualize customer interactions using multimedia flowcharts. Yonyx enables authors to design custom guides for agents using images, hyperlinks, videos, data sorting, and other attributes to streamline customer service operations. It offers various features such as automated guide authoring, user defined commands embedded in guidance steps, analytics, integration with CRM systems and more. Additionally, administrators can invite users, provide role-based permissions, and update tags to facilitate search functionality. Yonyx lets managers gain insights into account usage, incidents, author/user activities, compliance and other metrics via reports and analytics. It supports integration with various third-party applications using REST and JavaScript APIs. Pricing includes monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/)

### Best rated features:

Help Desk Management

5.0

Decision Support

5.0

Web-based Deployment

5.0

Opportunity Management

5.0

[See all features](https://www.softwareadvice.com/crm/yonyx-profile/#key-features)

### Professional

$25.00/month

This plan provides all features of Yonyx platform for stand alone use. Integrations, SSO or API access require upgrade to Enterprise Plan.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans)

### Product: monday CRM

[monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/)

4.69

[(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/)

### What users love

-   User-friendly and intuitive interface
-   Highly customizable workflow management
-   Efficient client relationship tracking

### To take in mind

-   Expensive for small teams

### Best rated features:

Opportunity Management

5.0

Lead Scoring

5.0

Prioritization

5.0

Project Management

5.0

### Worst rated features:

Dashboard

2.0

Meeting Management

3.0

Campaign Management

3.0

Data Security

3.5

[See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features)

### Basic

$12.00/month

### Standard

$17.00/month

### Pro

$28.00/month

[See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans)

### Product: PhoneBurner

[PhoneBurner](https://www.softwareadvice.com/crm/phoneburner-profile/)

4.78

[(176)](https://www.softwareadvice.com/crm/phoneburner-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalities that include power dialing, lead management, email follow-up, SMS, sales cadence, performance management and analytics. The PhoneBurner system is a leader in its support of TCPA/FCC compliance and provides cutting edge tools to help teams engage in efficient, effective, and compliant communications. Use the built-in CRM, or integrate with Salesforce, HubSpot, Zoho, monday.com and other leading CRMs and apps. Other features include 1-click voicemails, one-touch emails and SMS, email tracking, custom dispositions, call recording, call transfer, local ID, sales cadence, automatic lead distribution and more. PhoneBurner scales to any size team and can be managed from one central admin portal. Analytics, reporting and live call monitoring/coaching features offer real-time visibility into ongoing activities and calling performance. The platform is cloud-based and requires no installations, setup fees, or contracts. The solution is available on a monthly subscription basis and provides customer support via phone and email.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/)

### Best rated features:

Reporting & Statistics

5.0

Workflow Automation

5.0

Email Marketing

5.0

Performance Management

5.0

[See all features](https://www.softwareadvice.com/crm/phoneburner-profile/#key-features)

### Standard

$165.00/month

The plan includes CRM solutions and an powerful dialer.

### Professional

$195.00/month

The plan includes all features from the standard plan with additional add-ons to help teams grow.

### Premium

$215.00/month

The plan includes all features from the standard and professional plans plus a dedicated inbound number with text messaging capabilities.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans)

### Product: Supportbench

[Supportbench](https://www.softwareadvice.com/help-desk/supportbench-profile/)

4.87

[(116)](https://www.softwareadvice.com/help-desk/supportbench-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

The AI-Powered Helpdesk for Modern B2B Teams Supportbench is the most complete helpdesk platform built specifically for B2B support and success teams. Designed for high-touch customer relationships, we embed AI throughout your workflow to automate the manual, reduce costs, and empower your agents with real-time intelligence. No IT team required. Top Benefits: Reduce support costs by automating repetitive work Improve resolution times with AI-powered case context and suggestions Increase agent productivity with an AI Copilot that guides every reply Get faster time to value—Supportbench is easy to configure and launch Gain visibility into KPIs and customer health with built-in analytics Key AI Features: AI QA Bot that answers questions or raises tickets automatically AI Copilot that suggests the next best response based on history and KB Automatic case summaries when tickets are opened or closed Turn cases into knowledge base articles instantly Predictive CSAT and CES scores without needing survey responses Auto-tagging, auto-prioritization, and issue classification via AI Powerful Enterprise Functionality: Dynamic SLAs that adapt based on customer and case context Native Salesforce synchronization to show licensing and contract data Secure, branded customer portal with full customization Rich email editor that supports inline images and formatting Escalation management with notes, stages, and auto-escalation rules Internal and external knowledge bases for both agents and customers Built for B2B Teams That: Need to manage complex or high-value accounts Want fewer support escalations and better visibility Prefer a platform that doesn't require constant IT involvement Are scaling fast and need a modern, all-in-one solution Supportbench is the #1-rated B2B helpdesk on G2, Capterra, and Software Advice with a 4.9/5 average rating. It’s the helpdesk that helps you do more—with less.... [Read more](https://www.softwareadvice.com/help-desk/supportbench-profile/)

### Best rated features:

Real-Time Chat

5.0

Customer History

5.0

Real-Time Analytics

5.0

Interaction Tracking

5.0

### Worst rated features:

Monitoring

3.0

CRM

3.8

Reporting & Statistics

4.0

[See all features](https://www.softwareadvice.com/help-desk/supportbench-profile/#key-features)

### Supportbench

$32.00/month

Pricing starting at $32 USD a month per agent all modules included including ticketing, knowledge base, AI, and Chat. Special discounts for Startups and Non-Profits available as well.... [Read more](https://www.softwareadvice.com/help-desk/supportbench-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/help-desk/supportbench-profile/#pricing-and-plans)

### Product: Creatio CRM

[Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/)

4.74

[(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/)

### Best rated features:

Task Management

5.0

Calendar Sync

5.0

ROI Tracking

5.0

Conversion Tracking

5.0

### Worst rated features:

Surveys & Feedback

3.0

Live Chat

3.0

Activity/News Feed

4.0

[See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features)

### Product: Sage Sales Management

[Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

4.63

[(169)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

### Best rated features:

Marketing Automation

5.0

For Insurance Industry

5.0

Document Storage

5.0

Quotes/Estimates

5.0

### Worst rated features:

Product Catalog

3.0

[See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features)

### Basic

€19.00/month

[See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/crm/pharmaceutical-crm-comparison/?page=2)[3](https://www.softwareadvice.com/crm/pharmaceutical-crm-comparison/?page=3)[4](https://www.softwareadvice.com/crm/pharmaceutical-crm-comparison/?page=4)[5](https://www.softwareadvice.com/crm/pharmaceutical-crm-comparison/?page=5)

...

[8](https://www.softwareadvice.com/crm/pharmaceutical-crm-comparison/?page=8)

## Popular Comparisons

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HubSpot CRM vs Salesforce Sales Cloud

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EngageBay CRM vs Mailchimp

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Dynamics 365 vs Zoho CRM

](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[

Nutshell vs Pipedrive

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LiveAgent vs Zoho Desk

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Odoo vs NetSuite

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Intercom vs Salesforce Service Cloud

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## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

Pharmaceutical customer relationship management (CRM) is a way for the pharmaceutical industry to provide better and more reliable support for its customers and clients. Software can help with that process, as well as help you to face the unique industry-specific challenges of pharmaceutical CRM, such as inventorying your samples, keeping track of new laws and regulations and maintaining positive long term relationships with care providers.

On this page, we’ll provide you with a guide to pharmaceutical CRM software that will help you decide between the various systems out there.

Here's what we'll cover:

[What Is Pharmaceutical CRM Software?](#WhatIsPharmaceuticalCRMSoftware)

[Common Features of CRM Software](#CommonFeaturesofCRMSoftware)

[Common Features of Pharmaceutical CRM Software](#CommonFeaturesofPharmaceuticalCRMSoftware)

[Evaluating Pharmaceutical CRM Software](#EvaluatingPharmaceuticalCRMSoftware)

## What Is Pharmaceutical CRM Software?

Pharmaceutical CRM software helps pharmaceutical companies execute sales campaigns, while also adhering to industry compliance requirements. Given the challenge of getting in front of doctors and the intense competition within the pharmaceutical industry, sales reps need to be as efficient and on-target as possible. Pharmaceutical companies are responding by turning to [CRM software](https://www.softwareadvice.com/crm/) as a means of gaining sales and marketing efficiency, as well as improving industry compliance to enhance credibility with physicians.

## Common Features of CRM Software

Using CRM software, businesses become better at organizing and managing relationships with their customers. The software allows for a consolidation of contact information into one location that multiple users across the company can easily access. Some systems will also help to create specific automated processes and generate reports and analytics that can be used to judge performance and productivity.

CRM software allows businesses to better organize and manage relationships with their customers and clients by consolidating contact information into one location accessible by stakeholders across the company. Some software will allow for certain processes to be automated, and for management to monitor performance and productivity, both across the board and for individual employees.

Although different systems will have different features, most CRM software suites will include the following four core functions:

**Contact management.** The central purpose of most CRM software is to store customer and client contact information in a searchable database accessible by multiple users across the company. Some systems will also provide access to contracts, sales proposals and other important documents.

**Interaction tracking.** In addition to just managing your contacts, most CRM programs can track interactions with clients, whether those conversations are on the phone, in person, or via chat, email or other online channels. Some of these interactions need to be logged manually by the sales team member or other employee who was involved in the conversation, but some can be automatically tracked through phone/email integration. Modern CRM systems will increasingly track social media interactions, as well, on Facebook, Twitter, LinkedIn etc.

**Reporting and analytics.** A robust CRM system can create reports and generate analytics based on a specific set of logged-in activities, such as the number of contacts created or the amount of revenue generated. These reports can help you to not only track performance and productivity amongst your sales team, but also predict your next-quarter pipeline, ROI and other important financial figures.

**Workflow automation.** By combining your calendar with various task lists, alerts and templates, workflow automation helps to standardize business processes. For example, you can create a predetermined sequence of tasks that need to be completed. When one task is marked as completed, the next one in the sequence is automatically assigned. You can also set up your system to create automated reminders for follow-ups and alerts for events that need to be taken care of personally/manually.

## Common Features of Pharmaceutical CRM Software

CRM software is designed to manage relationships between sales and marketing professionals and their customers. This is true in pharmaceuticals, too, where the sales people are the reps and the customers are physicians. Look out for these features when considering pharmaceutical CRM software.

**Medical representative management**

Manage medical representative office visits based on factors like route convenience and physician specialty. They can also track visits based on medication, representative and region, leveraging that information to enhance and focus future marketing efforts.

**Marketing campaign management**

Sales reps should be able to execute marketing campaigns both in-office and virtually. With CRM for pharmaceutical sales, the rep can access organized product and physician information to create targeted email messages and effective presentations. The software may also have capabilities for creating segmented calling lists to execute phone campaigns more efficiently.

**Sample tracking**

A more advanced feature, sample tracking helps reps manage their drug sample inventory and track drug prescription preference among physicians.

**Regulatory compliance**

Since failure to comply with industry regulations can cost millions of dollars, pharmaceutical CRM software should have embedded compliance modules that allow organizations to carry out sales, marketing and service activities while remaining within the bounds of the Food and Drug Administration (FDA) regulations.

**Mobile device support**

If you’re making a lot of in-person visits, support for mobile devices will be incredibly valuable to you, but due to the complexity of the pharmaceutical industry, the technology has only recently been developed. Vendors are beginning to release mobile applications with specific tools for drug sales reps, such as digital signature capture, barcode recognition and sample tracking.

## Evaluating Pharmaceutical CRM Software

Regulatory compliance support is a must for any pharmaceutical CRM solution, as well as the ability to manage physician contacts and marketing efforts. For an additional level of support, consider adding the sample tracking feature to track your inventory, and if you’re highly mobile then make sure the software connects to your mobile device.

Consider the following questions when evaluating pharmaceutical CRM software:

-   Does the software integrate seamlessly with back-end operations such as accounting, [billing](https://www.softwareadvice.com/medical/medical-billing-software-comparison/) and ERP?
    
-   Does the software have embedded compliance modules to keep your organization in line with industry regulations?
    
-   Can the software support the scale and size of your organization (i.e. suppliers, representatives, accounts, etc.)?
    
-   Does your organization require a software solution with mobile capabilities for your reps in the field?
    
-   Does the vendor offer multiple vertical market CRM solutions, or do they specialize in pharmaceuticals?
    
-   Who in your company will need to have access to the software?
    
-   What processes would you like to have automated by a CRM system?
    
-   What kind of license do you want for your software—perpetual (one upfront fee) or subscription?
    
-   How do you want your software deployed to you—cloud-based or on-premise?