Proxima Cloud CRM
Proxima Cloud CRM is a pharmaceutical CRM for managing healthcare professional relationships and field team activity.
What Proxima Cloud CRM is
Proxima Cloud CRM is a pharmaceutical CRM for managing healthcare professional relationships and field team activity. Its modules help sales and medical representatives plan visits and calls, manage territories, and capture information. Communication options include WhatsApp, Telegram, Viber, email, VoIP, SMS, and video. The platform supports Android and iOS mobility online and offline, along with web and API access. Proxima BI provides reports and visualizations for HCP engagement, sales performance, analysis, and forecasting. Listed integrations include Outlook, OneKey, Power BI, and client systems through a CRM API. Administrators can configure processes with low-code customization and a self-service panel. The maker describes AWS hosting, GDPR-compliant data processing, annual penetration and vulnerability testing, and ISO 27001:2022 and ISO 27701:2019 certification. A free trial is available, but there is no free plan.
Good
- Visit, call, and territory planning modules
- Supports online and offline Android and iOS use
- Communication includes messaging, email, VoIP, SMS, and video
- Proxima BI provides engagement and sales reporting
- Low-code customization and self-service administration panel
Watch out
- No free plan is offered
- Platform list does not include desktop apps
Who it suits
It suits pharmaceutical companies coordinating representatives, territory activity, HCP engagement, and CRM administration. It is also relevant to sales force excellence and marketing teams.
Verdict
Proxima Cloud CRM combines pharmaceutical field operations, communication, and reporting in one system. Its paid plans and healthcare-specific focus are worth weighing against your organization’s needs.
Plans and prices
From Proxima Cloud CRM's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic Plan | $55 a month | AI chatbot · Admin panel · Planning · HCP/HCO management · CLM · Cycle Plan Builder · Location Tracker · Surveys · Samples & promos · Events · Expenses · Reports · Photo AI Recognition · per user/month |
| Advanced Plan | $85 a month | Basic features · Omnichannel marketing · Journey Builder · Post-visit digital surveys · Integrated webinar platform · per user/month |
| Enterprise Plan | $120 a month | Advanced features · Sales plan allocation · Territory alignment · Custom offer available · per user/month |
The facts
Each one read from Proxima Cloud CRM's own pages, with the date it was checked.
What it does
- AI features
- The product combines AI chatbots with photo-recognition technology for field-force performance and compliance workflows.checked 21 Oct 2026
- API
- The integrations page states that customers receive access to a CRM API for connecting their own systems and databases.checked 21 Oct 2026
- BI reporting
- Proxima BI provides reporting, visualization, forecasting and analysis of HCP engagement and sales data.checked 21 Oct 2026
- Certifications
- The maker states it is certified under ISO 27001:2022 and ISO 27701:2019.checked 29 Sep 2026
- Customization
- A low-code architecture and administrator panel allow customers to configure CRM processes, roles, languages and regional settings.checked 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.checked 21 Oct 2026
- Documentation
- The help center offers step-by-step user guides, administration instructions, release notes, integration resources and troubleshooting FAQs.checked 21 Oct 2026
- Engagement automation
- The omnichannel module provides templates, two-way HCP messaging, automated data collection and interaction-status insights.checked 21 Oct 2026
- Field-force analytics
- GeoForce tracks coverage, visit overlap, routes, territory sales and resource allocation using a unified data space.checked 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.checked 29 Sep 2026
- HCP/HCO management
- The platform maintains healthcare-professional and healthcare-organization records, histories and activity information.checked 21 Oct 2026
- Installation requirement
- The installation guide recommends a stable internet connection and about 1 GB of free device storage.checked 21 Oct 2026
- Installation time
- The installation guide says setup can take from five minutes to one hour depending on configuration and connection speed.checked 21 Oct 2026
- Integration
- The maker lists integrations with Outlook, OneKey, Power BI, and client systems through a CRM API.checked 29 Sep 2026
- Integrations
- Official integration material names Outlook, OneKey, Axioma, IQVIA, Salesforce Data-bridge, SKU catalogs, online stock systems and client databases.checked 21 Oct 2026
- Intended users
- The product is presented for pharmaceutical companies, with role-based tools for representatives, sales force excellence teams, marketing managers, and CRM administrators.checked 29 Sep 2026
- License
- The product is governed by a commercial Proxima Cloud CRM License Agreement covering licensed software, maintenance and support, so it is proprietary rather than open source.checked 21 Oct 2026
- Limit: extra steps and unreliable filters
- An App Store reviewer complained that common actions required more taps than before and that filters worked poorly or not at all.checked 21 Oct 2026
The company
- 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.checked 21 Oct 2026
- Company experience
- Proxima Research says it has more than 30 years of healthcare industry experience and serves more than 40 countries.checked 29 Sep 2026
- Company founding
- LinkedIn lists Proxima Research as founded in 1998.checked 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters in Fort Lauderdale, Florida, with offices also shown in Kyiv and Bratislava.checked 21 Oct 2026
- Company size
- LinkedIn lists Proxima Research as a privately held software-development company with 501–1,000 employees.checked 21 Oct 2026
- Headquarters
- Fort Lauderdale, Florida, United Stateschecked 23 Sep 2026
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