Proxima Cloud CRM
Business
Free · Designed for iPad. Not verified for macOS.
The Proxima Cloud CRM mobile app is a flexible tool for optimizing field force operations.
It helps medical representatives efficiently work with their client database, schedule site calls, appropriately use customer communication channels, and quickly and easily capture, store, and track key information about their activities.
With an intuitive interface, offline access and data storage in a secure cloud environment, Proxima Cloud CRM mobile app is ideal for managing tasks while on the go.
The functionality of the mobile app includes three main blocks:
- Customer database management:
- Maintaining a database of HCO / HCP
- Keeping the entire history of customer relations (business card history, contact development history, categorization, call history and messenger communication)
Management of sales on the territory of the medical representative:
- Allocating and maintaining sales plans for the assigned territory of the medical representative
- Distribution of individual sales plans for each medical representative
- Displaying pharmaceutical balances at sales outlets.
- Business intelligence, allowing you to analyze plan-to-fact sales figures, balances, potential, and much more.
Medical representative activities management:
- Scheduling calls and creating an itinerary plan
- Recording the results of calls made, appointments made
- Planning and recording of rep checks
- Planning and recording of group events
- Recording expenses
- Conducting customer surveys to increase loyalty
- Conducting CLM presentations with subsequent analysis of the depth and duration of each slide
- Generation and distribution of orders, control of medication balances
- Auditing prescriptions and monitoring of promotional activities
- Automatic reporting for medical representatives
Advantages of using a mobile application:
- Minimizes routine user tasks and allows you to focus on meeting targets
- Provides a transparent picture to evaluate each employee's performance
- It has a built-in security system that protects data from loss and leakage
- Allows integration with Proxima OCM to increase communication channels with customers
You must have an account to use the application.
For access details, send an email to office@proximaresearch.com
more What’s New:
Samples. HTML consent forms now support two separate signatures (e.g., from the representative and the client) when completing sample transfers.
Signature Validation. The system automatically verifies the required number of signatures based on the selected form type before saving a sample record.
Improvements:
Enhanced signature capture experience within HTML forms
Validation and notifications for missing consent forms
Improved stability of digital signature processing during visits
Sample records can no longer be saved with incomplete signature data
16.1.0 6d ago
Detailed descriptions for visit photos, including brands and shelf data
Improvements:
Automatic removal of temporary draft records for cleaner list views
Improved search across translations and field types
Enhanced localization of connection-related error messages
Updated UI for report descriptions and disabled field statuses
Bug Fixes:
Fixed issues when saving customer cards with additional workplaces
Resolved cases when visits did not appear in the schedule after creation
Fixed record creation and data loading in custom objects
Improved synchronization stability and connection handling
Fixed UI errors when opening or viewing visit cards
Corrected issues with promotion material quantities not updating
Fixed navigation issues that could cause blank screens
16.0.0 May 18
Now presentations on IOS devices are opened without any delays
15.0.1 Apr 21
Presentation Zoom: High-resolution detail at your fingertips. We’ve added pinch-to-zoom support for PDF slides, allowing you to magnify content up to 400% with standard iOS gestures.
Stability: Under-the-hood optimizations and bug fixes for a smoother experience on iOS.
15.0.0 Apr 15
In this update, we have focused on high-speed data processing and new field tools to make your daily operations even more efficient.
Performance and Synchronization:
Enhanced Sync Merge: We have radically upgraded our database merging mechanism. Syncing and processing large registries with over 100,000 records is now significantly faster and more stable.
New Features in Surveying and Visits:
Flexible Surveys: You can now manually select which question groups to answer during a visit. Surveys can be empty by default, allowing you to add only the necessary blocks from a selection list.
Consents for Promo Materials: We have added the ability to collect signatures and consents for specific materials directly within the distribution card.
Material Limits Support: Implemented support for limits on materials distributed under signature to ensure strict compliance with distribution rules.
Bug Fixes:
Survey Improvements: Fixed an issue where the keyboard would close after typing the first character. We also resolved the problem where the "Survey" field would not appear when creating a visit according to targets.
Data Visualization: Fixed the display of custom fields on card previews. They now correctly show filled values instead of the "Not specified" status.
Search and Filters: Resolved the issue with searching for organizations containing an apostrophe in their name. Fixed the automatic application of the "Only mine" filter in the clients and organizations sections.
Interface Stability: Fixed the duplication of materials in write-off and transfer cards. Improved the display of interaction history in client cards.
Web Version Fixes: Resolved errors when adding responsible persons and fixed the display of organization names after closing task cards.
Thank you for helping us improve!
14.0.3 Mar 23
In this update, we have focused on high-speed data processing and new field tools to make your daily operations even more efficient.
Performance and Synchronization:
Enhanced Sync Merge: We have radically upgraded our database merging mechanism. Syncing and processing large registries with over 100,000 records is now significantly faster and more stable.
New Features in Surveying and Visits:
Flexible Surveys: You can now manually select which question groups to answer during a visit. Surveys can be empty by default, allowing you to add only the necessary blocks from a selection list.
Consents for Promo Materials: We have added the ability to collect signatures and consents for specific materials directly within the distribution card.
Material Limits Support: Implemented support for limits on materials distributed under signature to ensure strict compliance with distribution rules.
Bug Fixes:
Survey Improvements: Fixed an issue where the keyboard would close after typing the first character. We also resolved the problem where the "Survey" field would not appear when creating a visit according to targets.
Data Visualization: Fixed the display of custom fields on card previews. They now correctly show filled values instead of the "Not specified" status.
Search and Filters: Resolved the issue with searching for organizations containing an apostrophe in their name. Fixed the automatic application of the "Only mine" filter in the clients and organizations sections.
Interface Stability: Fixed the duplication of materials in write-off and transfer cards. Improved the display of interaction history in client cards.
Web Version Fixes: Resolved errors when adding responsible persons and fixed the display of organization names after closing task cards.
Thank you for helping us improve!
14.0.2 Mar 20
In this update, we have focused on high-speed data processing and new field tools to make your daily operations even more efficient.
Performance and Synchronization:
Enhanced Sync Merge: We have radically upgraded our database merging mechanism. Syncing and processing large registries with over 100,000 records is now significantly faster and more stable.
New Features in Surveying and Visits:
Flexible Surveys: You can now manually select which question groups to answer during a visit. Surveys can be empty by default, allowing you to add only the necessary blocks from a selection list.
Consents for Promo Materials: We have added the ability to collect signatures and consents for specific materials directly within the distribution card.
Material Limits Support: Implemented support for limits on materials distributed under signature to ensure strict compliance with distribution rules.
Bug Fixes:
Survey Improvements: Fixed an issue where the keyboard would close after typing the first character. We also resolved the problem where the "Survey" field would not appear when creating a visit according to targets.
Data Visualization: Fixed the display of custom fields on card previews. They now correctly show filled values instead of the "Not specified" status.
Search and Filters: Resolved the issue with searching for organizations containing an apostrophe in their name. Fixed the automatic application of the "Only mine" filter in the clients and organizations sections.
Interface Stability: Fixed the duplication of materials in write-off and transfer cards. Improved the display of interaction history in client cards.
Web Version Fixes: Resolved errors when adding responsible persons and fixed the display of organization names after closing task cards.
Thank you for helping us improve!
14.0.1 Mar 20
Now navigation in presentations becomes smoother
13.1.22 Mar 11
What’s New:
– Improved task management and planning to make daily work more reliable.
– Enhanced handling of materials and related data for better consistency across the app.
Improvements:
– Increased overall application stability and performance.
– Optimized data synchronization to reduce delays and incorrect updates.
– Improved user experience in common workflows such as visits, reports, and presentations.
Bug Fixes:
– Fixed issues that could cause the app to crash in certain scenarios.
– Resolved problems with incorrect data display.
– Addressed stability issues affecting regular daily usage.
13.0.21 Feb 24
This release focuses on expanding functionality, improving stability, and refining the user experience.
Key highlights include enhanced Agreements functionality, allowing users to select competitor brands for each pathology with flexible configuration options. Email campaigns in SCE now support unsubscribe language selection, ensuring a better experience for international audiences.
We’ve also improved overall system stability by fixing multiple issues related to tasks, visits, tickets, reports, filters, and data synchronization. UI and performance enhancements were applied across the app, including better behavior on tablets and improved responsiveness.
This update ensures smoother workflows, more accurate data handling, and a more reliable experience across all key CRM processes.
12.2.14 12/26/2025
Minor bug fixes for a smoother experience
12.1.43 12/19/2025
Change company logo
12.1.42 12/09/2025
Improvements
- General performance enhancements
- Minor bug fixes for a smoother experience
12.1.41 12/06/2025
Improvements
- Minor bug fixes
12.1.38 11/24/2025
Improvements
- Minor bug fixes
12.1.34 11/22/2025
What’s New
- Photo Attachments in Surveys
- Answer Weight Validation
Improvements
- Minor bug fixes
12.1.32 11/20/2025
Bug fixes and improving the overall app experience.
12.1.30 11/19/2025
New Features
- Orders in HCO Cards: View full order history, filter by status, and open detailed product information.
- Fuel Report on Web: Full-featured Fuel Report card now available on the web with full parity to the mobile app.
- Improved Planning Mode: Correct navigation when returning from entity cards, stable deep-link behavior.
Improvements
- Faster card loading and more stable Full ↔ Half screen switching.
- Cleaner UI: empty field groups are now hidden for a tidier experience.
- KPI data on tablets: dashboard-driven metrics available right on the Home screen.
Fixes
- Infinite loaders during creation of institutions/contacts/visits — fixed.
- Surveys and promo materials now save correctly without errors.
- Photos added to visits are now saved and displayed properly.
- Visits from the planner and subordinate visits open without “Access denied” errors.
- Schedule shows all activities; visit/task statuses and priorities now display with translations.
- Task sorting matches the mobile version for a consistent experience.
12.1.26 11/18/2025
Bug fixes and minor improvements
12.0.37 11/06/2025
- Smarter Task Management: create, edit, and delete tasks faster — now with calendar and priority options.
- Flexible Surveys: edit, archive, and filter questionnaires using AND/OR logic and grouped questions.
- More Languages: added support for 9 new languages for a smoother global experience.
Bug Fixes:
Fixed issue when saving tasks.
- Resolved problem with creating survey filters.
- Fixed incorrect display of the “Edit” button in some cases.
- Fixed data synchronization errors in Cloud CRM.
- Resolved issue with loading the questionnaire list.
- Fixed UI issues in multilingual questionnaires.
- Improved stability when opening a large number of surveys.
12.0.35 10/13/2025
This release focuses on enhancing the interface and improving the overall app experience.
11.2.17 09/25/2025
This release focuses on enhancing the interface and improving the overall app experience.
Interface
- Move visits and tasks directly in the calendar.
- Slide view time is not tracked when the app runs in the background.
- Order history and status now visible on the company card for easier tracking.
Chatbot & Support
- Added support contacts and a link to the knowledge base for faster issue resolution.
Bug Fixes
- Filtering errors fixed.
- Multi-answer questions in surveys restored.
- Issues after deleting details resolved.
- “Discount Campaigns” services display restored.
- “Home” page display fixed.
- Corrected filling the “Company” field when creating a visit from the “Companies” card.
- Fixed display of other client, report, or company cards via direct link in half-screen mode.
- Company creation issues fixed.
- Photo uploads with tags now work correctly.
- “Survey” card display issues fixed.
- Installation and sync issues resolved.
- Survey previews in brands and “Survey” field fixed.
- Copying visits in day/week view mode now works properly.
11.2.16 09/12/2025
Bug fixing and stability improvements
11.1.21 09/01/2025
Create navigator for Flutter cards
Implement opening of the "PDK" card from the preview/detail card
Implement mass actions mechanism in profile – copy / move / delete
Implement "promo" field in visit card
Implement functionality of subordinate profile management
EM to CRM Integration: display EM data in CRM interaction history
Bug fixes
11.1.20 08/22/2025
Bug fixes and stability improvements
11.0.18 07/30/2025
What’s New:
Samples. HTML consent forms now support two separate signatures (e.g., from the representative and the client) when completing sample transfers.
Signature Validation. The system automatically verifies the required number of signatures based on the selected form type before saving a sample record.
Improvements:
Enhanced signature capture experience within HTML forms
Validation and notifications for missing consent forms
Improved stability of digital signature processing during visits
Sample records can no longer be saved with incomplete signature data
more Version 16.1.0 6d ago
Data Not Collected The developer does not collect any data from this app.
