What Exeevo does

Exeevo provides a unified, AI-powered customer engagement platform purpose-built for life sciences organizations. Its core product, Omnipresence CRM, connects sales, marketing, medical affairs, and service teams on a single platform with a 360-degree customer view, and is sold alongside integrated modules for Medical CRM, Marketing Automation, Event Management, Content Management, Customer Insights, and a device-agnostic mobile app (Omnipresence Go). The platform is built entirely on the Microsoft technology stack — Dynamics 365, Azure, Power Platform, Microsoft 365, Teams, Outlook, SharePoint, Dataverse, and Copilot — which allows low-code configuration and a unified data model that the company positions as eliminating the integration overhead typical of competing CRM stacks.

Exeevo's AI capabilities are embedded platform-wide and include Omnipresence Copilot, the Ask-Nova AI workflow assistant, voice-to-text for field meetings, predictive analytics, generative AI for HCP personalization, and recommendation engines. Customer evidence includes Sanofi China (5,500 deployed users, $2B+ in annual sales), a Top-20 global pharmaceutical company live across 40+ markets, a leading biopharma that reduced CRM-related support tickets by over 30%, a specialty Medtech firm, and a Japanese specialty pharmaceutical company. Compliance posture is enterprise-grade, with ISO 20000, ISO 22301, CSA STAR, SOC 2, GDPR, and Chinese PIPL/CBDT residency via 21Vianet-hosted Azure.

The business is a SaaS subscription model with a unified license framework that prices the entire platform under a single annual fee for enterprise customers (quote-based, not publicly disclosed), supplemented by a self-serve tier called CXMnow.io available through Microsoft Azure Marketplace with transparent monthly pricing. Go-to-market combines direct enterprise field sales targeting large pharma, biotech, and MedTech accounts with Microsoft's co-sell and partner channel motion. Exeevo was acquired by Valsoft Corp in December 2024; Valsoft is backed by Coatue and Viking Global Investors. The company is headquartered in New York with offices in Redmond and operates across North America, Europe, and Asia Pacific.

Name

Exeevo

Legal name

Exeevo

Website

https://exeevo.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

101–250 employees

Short description

Exeevo provides an AI-powered, Microsoft-based unified CRM platform (Omnipresence) for pharmaceutical, biotech, and MedTech organizations, integrating sales, medical, marketing, and service on Dynamics 365 with in-country data hosting across global markets.

Ownership category

akta.pro rank

Product category

Life Sciences CRM Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Integration, iPaaS & Middleware Services (API/EDI) (BPAEAGAH)

akta.pro secondary industries

Web Content Management (WCM) & Experience Platforms (Content Services) (HDAEAGAK), API Analytics, Monetization & Developer Experience Tooling (HDAEAIAJ)

Keywords

• Life sciences CRM
• Pharma customer engagement
• HCP engagement platform
• Medical affairs software
• AI-powered CRM

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription Licensing: Exeevo operates as a SaaS company with subscription-based licensing. The company offers a unified license framework that provides access to the complete platform (CRM, Marketing Automation, Event Management, Content Management, Customer Insights) under one licensing fee. Pricing is quote-based and not publicly disclosed.
2. Azure Marketplace Subscription: CXMnow.io is available through Microsoft Azure Marketplace with online sign-up and transparent monthly pricing for organizations with well-defined life sciences business needs.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core offering

Exeevo provides a unified AI-powered customer engagement platform called Omnipresence CRM, purpose-built for the life sciences industry and built entirely on the Microsoft technology stack (Dynamics 365, Azure, Power Platform, and Microsoft 365). The platform connects sales, marketing, medical affairs, and service teams on a single data model with a 360-degree customer view, enabling healthcare professional (HCP) engagement, field sales operations, omnichannel marketing, medical science liaison workflows, event management, and compliant content management under one unified license. A self-serve variant, CXMnow.io, is available via the Microsoft Azure Marketplace for life sciences organizations with defined needs.

Product overview

Exeevo offers a unified, AI-powered life sciences CRM customer engagement platform called Omnipresence CRM. The platform consists of a core CRM system with integrated modules including Medical CRM, Marketing Automation, Event Management, Content Management, Customer Insights, and a Mobile CRM App (Omnipresence Go). All modules are accessible through a single license and unified data model. The platform is built on Microsoft technology stack (Dynamics 365, Azure, Power Platform) and offers AI capabilities including Copilot, voice-to-text, automated workflows, and personalized recommendations. CXMnow.io is a sub-brand offering targeted at Life Sciences organizations needing rapid deployment with online signup. The Low-code No-code Platform capability enables rapid customization without extensive development.

Differentiator

Problem solved

Functional benefit

Brands

• Omnipresence: Unified AI-powered life sciences CRM platform that connects sales, marketing, medical, and service teams on a single customer engagement platform
• Ask-Nova

Products and services

• Omnipresence CRM (Unified Life Sciences CRM Platform) Unified AI-powered life sciences CRM customer engagement platform that connects sales, marketing, medical, and service teams on a single platform with a 360-degree customer view. Built on Microsoft Dynamics 365 with native integration into the Microsoft ecosystem (Teams, Outlook, SharePoint, Power Platform, Azure). Includes Medical CRM, Marketing Automation, Event Management, Content Management, Customer Insights, and Mobile CRM App modules accessible through a single unified license. Designed for pharmaceutical, biotech, and MedTech organizations to engage with HCPs, KOLs, and patients across global markets.
• CXMnow.io Self-serve life sciences customer experience management technology available through the Microsoft Azure Marketplace. Combines CRM, omnichannel engagement, marketing automation, event management, advanced analytics, and AI capabilities in a single platform with online sign-up and transparent monthly pricing. Targeted at life sciences organizations with well-defined commercial or medical needs that can be activated almost immediately, in a variety of bundles for particular use cases.
• Omnipresence Go (Mobile CRM App) Device-agnostic mobile CRM application supporting iOS, Android, Windows, and Web. Enables field teams to record customer meetings via voice-to-text, conduct face-to-face and remote detailing, capture consent and sample orders, track call plans, and access AI-powered recommendations. Provides complete CRM functionality on mobile devices for life sciences field sales and medical affairs teams.
• Ask-Nova AI Solution AI solution embedded into daily workflows that automates meeting preparation and CRM data entry for life sciences commercial and medical teams. Claims to reduce administrative burden by 30-40% and deliver ROI within six months. Available as part of the Exeevo AI platform capabilities across the Omnipresence suite.
• Omnipresence Copilot AI Next-generation AI-powered Copilot embedded platform-wide across the Exeevo Omnipresence suite. Provides voice-to-text, automated workflows, personalized recommendations, predictive next-best-action suggestions, and AI-powered insights and analytics with machine learning. Designed to increase pipeline and closed opportunities by 40% and reduce time to resolve scientific cases and HCP queries.

Quantifiable outcome

• Reduces administrative burden by 30-40%
• +6 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability12 records

Feature7 records

Partnerships

Four partnerships are on record, tiered core and minor.

• MicrosoftcoreTechnology or IntegrationStrategic alliance with Microsoft leveraging Dynamics 365, Azure, Power Platform, and Microsoft 365. Exeevo is built entirely on Microsoft's low-code stack and is the only life sciences engagement platform deeply leveraging Microsoft's leadership position in low-code platforms (Forrester Leader Q2 2025).
• 21Vianet (Microsoft China Partner)coreTechnology or Integration21Vianet is Microsoft's partner in China providing locally hosted cloud services including Azure, Dynamics, and M365/O365. This enables Exeevo to comply with Chinese data residency laws (PIPL, CBDT) requiring in-country data storage.
• Microsoft Azure MarketplaceminorChannel Partner/ Reseller/ DistributorExeevo launched CXMnow.io in Microsoft Azure Marketplace, an online store providing applications and services for use on Azure. This enables life sciences organizations to sign up online for customer engagement capabilities with transparent monthly pricing.
• Sanofi (Customer and Technology Partner)coreStrategic or Co-development PartnerSanofi China implemented Omnipresence CRM and provided feedback that influenced product development. Sanofi is cited as a reference customer and co-development partner willing to co-develop solutions with Exeevo.

Scale indicators11 records

Recent moves7 records

Expansion highlights2 records

Broad incumbents

• Salesforce Health Cloud: Salesforce's life sciences vertical offering on its broader CRM platform. Named by Exeevo as a primary alternative it displaces; comparable customer base (global pharma) but with substantially broader platform scope and partner ecosystem.
• Pegasystems (Pega): Enterprise low-code CRM, case management, and customer engagement platform with named life sciences customers. Competes with Exeevo's Power Platform-based automation story at the broader enterprise engagement layer.
• IQVIA: Largest life sciences commercial technology and services provider, with proprietary CRM, data, and analytics products (e.g., IQVIA Orchestrated Customer Engagement). Competes for the same pharma commercial-operations budgets as Exeevo, but at vastly larger scale and with a services-led model.
• Medidata Solutions (Dassault Systèmes): Life sciences technology platform focused on clinical trials and R&D, with expanding commercial offerings. Adjacent buyer base (pharma CIOs and commercial leaders) and a similarly Microsoft-stack-adjacent enterprise sale, though weighted toward clinical rather than commercial CRM.
• Microsoft Dynamics 365: The underlying platform technology Exeevo builds on, and a potential competitor if Microsoft verticalizes life sciences CRM natively. Competes for the same pharma CRM budget at the parent-platform level, and is also the strategic ecosystem partner.

Direct peers

• Veeva Systems: The dominant life sciences CRM and content management platform with deep penetration across top-20 pharma. Exeevo explicitly positions as a lower-cost Microsoft-based alternative to Veeva, making it the closest direct competitor in product, customer base, and category.
• Aktana: AI-driven commercial engagement platform for life sciences focused on next-best-action recommendations for field and marketing teams. Direct overlap with Exeevo's Copilot/AI capabilities and the same HCP-engagement buyer persona.
• OptimizeRx: Digital engagement platform connecting pharma with HCPs at the point-of-prescribe via EHR workflows. Comparable life sciences buyer base and AI-driven personalization narrative, though more focused on provider-channel messaging than full CRM replacement.
• Indegene: Exeevo's former parent (originally Indegene Omnipresence, Inc.). Indegene provides life sciences commercialization, medical affairs, and technology services — direct overlap in target customers and the same vertical SaaS-plus-services motion.

Emerging players

• ZS Associates (ZAIDYN): Global life sciences consulting firm with its proprietary ZAIDYN AI platform for pharma commercial operations. Targets the same commercial-ops buyer persona with a consulting-plus-software model that overlaps Exeevo's AI-led value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/exeevo_com
• YouTubeyoutube.com/c/exeevo
• Facebookfacebook.com/exeevoinc
• LinkedInca.linkedin.com/company/exeevo

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Exeevo