Monthly Basis CRM | Life Sciences

The Challenges You Face

Are you tired of trying to force a generic CRM to fit the complex needs of your life sciences organization? Monthly Basis CRM is a purpose-built platform designed to address the unique challenges of the pharmaceutical, biotech, and medical device industries. With a focus on compliance, collaboration, and intelligent insights, we provide the features you've been looking for—without the expensive customization.

Key Features Life Sciences Teams Are Looking For (and Can't Find)

• Integrated Compliance & Regulatory Management: Go beyond basic data security. Our platform is engineered to meet the stringent requirements of HIPAA, GxP, and the Sunshine Act. We offer built-in audit trails, automated consent tracking, and a structured system for tracking the distribution and usage of drug samples and promotional materials.
• Specialized Stakeholder Management: Your "customers" are not just contacts in a spreadsheet. We provide a 360-degree view of every stakeholder, from healthcare professionals (HCPs) and key opinion leaders (KOLs) to patients and institutions. Our system allows you to track their affiliations, publications, and specific interests, enabling a more strategic and compliant engagement.
• Seamless Integration with Your Ecosystem: Say goodbye to siloed data. Monthly Basis CRM is designed to integrate with your existing systems, including EHRs, pharmacovigilance platforms, and other essential life sciences tools, to create a single source of truth for all your commercial activities.
• Advanced Mobile & Field Force Functionality: Your teams are in the field, not at a desk. Our mobile-first platform includes robust offline capabilities, allowing your reps to access and log critical data even in areas with no connectivity. With geo-tagging, routing tools, and quick data entry options, we save your team time and improve data accuracy.
• Built-in Workflow Automation: Life sciences workflows are complex. Our platform includes pre-built and customizable workflows for managing medical inquiries, adverse event reporting, and complex patient journeys. These automated processes reduce manual work and ensure that critical information is routed to the right people in a compliant and timely manner.

Monthly Basis CRM: The Features You Didn't Know You Needed (But Won't Be Able to Live Without)

• Intelligent AI Assistant: Our AI is trained on life sciences data, providing real-time insights and "next-best-action" suggestions to your field teams. This includes call summaries, personalized content recommendations, and data-driven insights to help them plan more impactful interactions.
• Compliant Free-Text Capture: Stop worrying about compliance risks from open-ended notes. Our AI-powered system validates free-text entries, flagging potential risks and allowing you to capture rich, qualitative insights without fear of regulatory violations.
• Collaborative Team Dashboards: Break down internal silos. Our platform allows for shared ownership of accounts with role-based visibility, enabling sales, medical, and market access teams to coordinate their activities on a single, compliant platform.