The First Fully Customizable All-In-One Pharmaceutical CRM & ERP
Unify all manufacturing, shipping and payment processes with marketing, partnership and sales opportunities via a single CRM system.
How Does a Pharmaceutical CRM & ERP Enhance Your Process?
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The Ultimate CRM for R&D, Sales & Marketing, or Manufacturing & Distribution in Pharma Business
A customizable CRM for life sciences that helps you improve engagement, scale sales, and grow your business productivity for pharmaceutical businesses.
Marketing Automation
Office24by7 pharmaceutical CRM helps plan and execute targeted marketing campaigns for healthcare professionals (HCPs), hospitals, and pharmacies. The CRMs omnichannel integration captures leads from multiple sources like medical conferences, digital ads, social media, referrals, etc., and then categorizes them based on specialty, prescription behavior, and location. Automated email, SMS, and WhatsApp campaigns nurture leads and improve brand awareness. Advanced analytics track campaign performance, allowing businesses to refine their marketing strategies for higher ROI.
Pre-Sales Management
The pharmaceutical CRM prioritizes inquiries from HCPs, hospitals, and distributors based on prescription trends, purchase potential, and engagement history. Leads are automatically assigned to sales reps based on region, specialization, and availability. Integrated communication tools, including email, chat, and cloud telephony, facilitate effective nurturing and smooth engagement. The system also automates document submission and contract approval workflows, streamlining the pre-sales process.
Sales Management
The pharmaceutical CRM enables sales teams to track pipelines, manage orders, and automate deal closures. Real-time sales tracking helps managers monitor team performance and forecast revenue. Integrated order processing ensures transparent pricing, stock availability, and timely deliveries. Automated notifications inform customers about order status, payments, and promotions, improving customer experience and retention.
Post-Sales Management
After-sales service is critical for pharmaceutical businesses. The CRM provides a centralized system for handling inquiries, complaints, and feedback from HCPs and distributors. Automated service ticketing ensures faster resolution of issues, while follow-up reminders help sales teams maintain relationships with customers. Integrated reporting tools allow companies to track post-sales interactions and improve service efficiency.
Field Force Management
Office24by7 pharmaceutical CRM’s task management module helps managers to assign and track progress of designated tasks to individual members. The CRM’s mobile version allows field reps to schedule and log visits, track HCP interactions, and record sample distributions on the go. GPS tracking optimizes route planning for better coverage, while real-time reporting enables managers to monitor field productivity. Automated reminders ensure timely follow-ups, helping sales reps strengthen customer relationships and maximize conversions.
Communication Management
Communication is rather the lifeforce of a pharmaceutical business. The pharma CRM is a crucial tool that allows businesses to take leverage of communication for growth. Internally, the CRM ensures seamless coordination between sales, marketing, R&D, production, and compliance teams. Integrated tools such as email, chat, and cloud telephony facilitate instant messaging and task updates. Automated notifications keep employees informed about critical deadlines, regulatory changes, and product updates. Secure document-sharing features ensure teams have access to the latest SOPs, reports, and training materials, promoting operational efficiency and regulatory compliance. Externally, the CRM enables multi-channel communication with external parties like healthcare professionals, distributors, wholesalers, and government agencies. Integrated email, WhatsApp, SMS, and voice call functionalities allow for automated appointment reminders, product updates, and promotional campaigns. Personalized engagement strategies help nurture customer relationships, while real-time tracking of interactions ensures a structured and data-driven approach.
Research & Development Management
The CRM helps R&D teams manage clinical trial data, track research progress, and collaborate with regulatory bodies. Automated workflows ensure compliance with FDA, EMA, and other health authorities. Omnichannel integration allows for gapless communication between teams for synchronized workflow. Secure and centralized document storage and version control enable efficient handling of research reports, patents, and regulatory submissions. Real-time analytics provide insights into market trends, aiding data-driven decision-making in drug development.
Supplier Management
The pharmaceutical CRM allows you to efficiently gather supplier inquiries and document them in a centralized database. This allows you to have a streamlined onboarding process for your suppliers keeping close interactions with them for smooth operations. The CRM also helps to centralize supplier data, tracks procurement requests, and automates purchase orders based on stock levels. Supplier performance monitoring helps assess delivery efficiency, product quality, and cost-effectiveness. Automated contract management and renewal reminders via multichannel communication such as voice calls, emails, SMS, or even WhatsApp and Google RCS, ensure seamless collaboration with raw material suppliers and third-party manufacturers.
Inventory Management
It is difficult to manage and coordinate between warehouses, research centers, and distribution centers, and other branches of the organization which are physically spread out. The Office24by7 CRM provides real-time tracking of pharmaceutical inventory across these centers. The CRM allows automated alerts to notify managers of low stock levels, expiry dates, and replenishment needs. The CRM allows you to manage various types of inventory management activities like batch tracking and serialization helping to ensure regulatory compliance, while integration with sales and procurement modules optimizes supply chain efficiency.
Vendor Management
Pharmaceutical companies rely on an extensive network of distributors, retailers, and vendors to ensure smooth product availability and sales. A pharmaceutical CRM streamlines the onboarding process by digitally collecting and verifying important documents such as contracts, tax forms, and compliance certifications. Businesses can efficiently track vendor performance through a centralized dashboard that monitors key metrics like sales volume, order fulfillment rates, and payment cycles. Automated contract management ensures timely renewals and minimizes the risk of lapses in agreements. Additionally, compliance tracking helps businesses identify non-compliant vendors, mitigating risks and ensuring smooth supply chain operations. With automated invoicing and payment tracking, companies can avoid delays and disputes, ensuring a more efficient and transparent order management process.
Compliance & Document Management
Regulatory compliance is a major concern for pharmaceutical businesses, requiring meticulous documentation and adherence to industry standards. A CRM centralizes critical compliance documents, including GMP certifications, FDA approvals, and SOPs, in a secure digital repository. Automated renewal reminders ensure timely updates of licenses, permits, and regulatory approvals via SMS, EMails, Voice calls or WhatsApp, reducing the risk of non-compliance. Role-based access control ensures that only authorized personnel can view or modify sensitive documents, preventing unauthorized data breaches. A built-in audit trail maintains a record of all document modifications, making compliance audits seamless and efficient. With quick search and filters, businesses can retrieve necessary compliance documents instantly, enhancing operational efficiency and reducing administrative burdens.
Legal Case Management
Pharmaceutical companies often face complex legal challenges, including patent disputes, regulatory compliance violations, and contractual litigations. A CRM streamlines case management by allowing legal teams to register and track cases, securely store relevant documents, and set up automated reminders for key deadlines. The system provides a centralized calendar integration to manage hearings, depositions, and compliance reporting schedules, reducing the chances of missing critical legal proceedings. Additionally, businesses can monitor legal risks by tracking industry regulations and identifying areas of potential non-compliance. By integrating with compliance management, the CRM ensures that legal teams have immediate access to the necessary regulatory documents for litigation or dispute resolution.
Certification Development
Obtaining and maintaining certifications such as FDA approvals, WHO-GMP, and ISO standards is crucial for pharmaceutical manufacturing and distribution. A CRM simplifies the certification process by tracking application submissions, regulatory approvals, and audit reports in a structured workflow. Automated reminders ensure timely renewals and help businesses avoid penalties or operational disruptions due to expired certifications. The system also enables businesses to store and retrieve all necessary documentation for regulatory inspections efficiently. By providing real-time updates on pending applications and approval statuses, the CRM helps businesses stay ahead of compliance requirements and ensures a smooth certification process.
HR Management
Managing a pharmaceutical workforce involves handling recruitment, onboarding, training, and compliance certifications efficiently. A CRM automates the hiring process by filtering applications, scheduling interviews, and assigning training programs to new hires. Onboarding workflows ensure that employees receive the necessary compliance training and certifications required for their roles. The system also manages payroll, tax deductions, leave tracking, and performance evaluations in a centralized platform. Employee engagement tools, such as feedback forms and surveys, help HR teams assess workplace satisfaction and productivity. With automated compliance tracking, HR can ensure that employees remain up to date with industry regulations, minimizing legal and operational risks.
Performance & Analytics
Data-driven decision-making is essential for optimizing pharmaceutical operations. A CRM provides real-time dashboards that track key performance indicators such as sales growth, product demand, and distributor performance. Managers can analyze sales trends to refine pricing strategies, marketing campaigns, and distribution networks. Operational efficiency can be monitored by tracking production output, workforce productivity, and resource utilization. Compliance and risk analysis reports help businesses identify regulatory gaps and implement corrective measures before they become major issues. Custom reports and predictive analytics assist businesses in making informed investment and expansion decisions. With automated reporting features, companies can share performance insights with stakeholders, ensuring transparency and strategic growth planning.
Office24by7 Integrations for Pharmaceutical CRM Software
A large library of integrations that are specifically tuned to meet all pharmaceutical businesses.
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Features That Set Office24by7 Pharmaceutical CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
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Read more about why CRM software is becoming a critical requirement for pharmaceutical businesses from top-rated resources.
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