Customer Management for Pharma and Biotech Sales and Medical Teams

Inception CRM’s approach to customer management is built around customer insights. We make it easy for pharma sales teams to find and stay focused on the right customers for your business.

Inception CRM Search Module on iPhone

Find the right customers quickly and easily

Inception CRM’s Search module makes it easy to find the customers you’re looking for. Find them by keyword or use advanced filters to narrow your search by Customer Type, Specialty, Location and matching Profile Values.

Keep reps focused on priority customers

Target Groups help sales and medical teams prioritise customers who are important to your company. Reps don’t have to wonder where to go and whom to talk to next, or what to offer them. Target Groups keep them focused on the right customers with the right messages, every time.

Customer details that provide real insights

Our vision has always been to create customer management software that helps medical reps truly know their customers. With Inception CRM, that vision is now a reality.


Profiles make it really easy to classify contacts into useful segments that help you track the development and actual potential of each customer relationship.


Recent Activities allows users to easily review the contact history of each customer, with helpful summaries of each interaction.


Orders provides an easy way to quickly review all the orders a customer has made for your company’s products.


Expenses displays all of the direct investments made on behalf a customer. The user can choose to focus on their own expenses, or view those logged by other users, as well.


Notes displays free text notes created by reps when filling out call reports or added ad hoc to a customer’s card.


Warehouse shows the history of samples and promo goods given to a customer by every rep who has visited them.

Inception CRM gives reps the insights they need to create meaningful customer relationships.

An easier way to manage customer data

Inception CRM lets users request customer data changes right inside the app, making it easy for medical reps to keep your customer database up to date.

Update Request Inception CRM

A Customer Database You Can Trust

Inception CRM gives users an easy way to update customer data and add new customers directly inside the application. A structured review process makes sure each request is reviewed before it is added to the live database. This makes sure that your database is not only complete and up-to-date, but also trustworthy.

Update Request in Inception CRM

Update Customer Records Easily

Whether updating current contacts or adding new ones, Inception CRM’s update request process guides users through each step. This makes it very easy to manage customer changes and add new contacts quickly. Trusted users can even have their updates automatically approved so they can start working with them right away. 

Explore more inception CRM features

Planner Calendar

Inception’s intelligent workflow-based planner keeps Reps productively focused on the right tasks so that every sales campaign is a success.

Pharmacy Orders on Inception CRM for iPad

Inception’s flexible order management helps reps create customized offers that pharmacists need to ensure your products are always in stock.

Happy Key Account Managers

Inception CRM gives medical reps an easy way to capture expenses on the go for improved management of your company’s in-field sales spend.

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Inception CRM for Pharma and Biotech

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Inception CRM saves sales teams time while increasing their productivity, effectiveness, and efficiency.