Vault CRM

Purpose-built application for life sciences

Announced 2022

Status Mature

Customers 100+

Vault CRM is a purpose-built application for life sciences that connects sales, marketing, and medical teams on a single platform with a unified customer database. It enables key capabilities such as customer profiling, content sharing and management, territory and account planning, key account management, sampling, and field engagement. Vault CRM is the evolution of �Թϱ�� CRM serving 500+ customers across pharma and medtech.

Core capabilities support critical region-specific business requirements and regulatory needs. Vault CRM is accessible online via a browser and desktop application, with full offline support on the iPad and iPhone.

�Թϱ�� AI for Vault CRM — featuring Pre-Call Agent, Media Agent, Text Monitoring Agent, and Voice Agent — will be available at no cost through 2030.

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�Թϱ�� PromoMats is a comprehensive solution for compliant, commercial content management.

�Թϱ�� Vault CRM Impact

AI to Work Smarter and Faster
Purpose-built industry-specific agents embedded in Vault CRM to increase productivity.
Greater Field Productivity
Keep field teams productive on any device, from any location, even offline. Find, assemble, and present compliant content across all channels.
Streamlined Processes
Simply workflows like sample management, consent capture, and medical inquiries. Maintains compliance and flags potential risks.
Stronger HCP Relationships
Complete view of customer interactions across teams and channels, preferences, and affiliations.

Redefining the CRM Experience in Medtech

“Moving CRM to Vault allows us to bring this industry leading application, built for life sciences, to medtech for the first time. With a robust data model, business rules, and compliance capabilities, it will redefine the customer experience.”

Seth Goldenberg, President, �Թϱ�� MedTech