SampleIQ is the engine that drives smart sampling programs, automating processes to optimize inventory and reconciliation data collection and compliantly provide samples to HCPs. SampleIQ enables our team to dive deeper into your engagement.


The most complete CRM engineered for life sciences and equipped with omni-channel capabilities. CATS empowers you to manage all interactions with partners and customers, access markets, and grow your business for accelerated commercial success.


Translating complex data into relevant information requires experience and knowledge. Synergistix and Archi-Tech bring decades of hands-on experience in life science data.

Operational Support

Our mission is to deliver commercial solutions for life sciences in sampling services, CRM, and data management and analytics backed by comprehensive operational support.

Our Story

Synergistix started as a consultancy in 1997 and quickly evolved to focus on salesforce automation in life sciences, incorporating compliant sampling services over time. For nearly three decades, we’ve enabled pharmaceutical and medical device manufacturers to build effective teams, lasting customer relationships, and sustainable business growth.


With 25+ years immersed in sampling, CRM, and data management and analytics, we have an impressive, ever-evolving reserve of industry knowledge to share with you. Keep a finger on the pulse with Synergistix.

How to Choose the Right CRM for Your Life Sciences business

April 9, 2021 | Synergistix

Customer relationship management systems, also referred to as CRMs, have been around for many years. What started with handwritten notes and ledger books has evolved into sophisticated digital programs that manage everything from daily schedules, call recording, electronic signatures and more. In the life sciences space, CRM pharmaceutical software is also critical to ensure state and federal guidelines are being followed especially when prescription sampling programs are in play.

There are several items and CRM requirements to consider when choosing the right CRM solution for your organization. Management software can be customizable, so that it’s configured specifically to support your needs. By selecting a highly configurable platform, you are assured to implement a solution that is suitable to your business goals. Scroll below to learn how to choose the right CRM for your business!

How to Choose the Right CRM by Synergistix

Choosing CRM Tools

Once you understand what your business needs, you can start looking for the specific CRM tools offered that will benefit your business the most. When it comes to tools in Life Sciences, your CRM software selection criteria should include ease of use, total cost of ownership, robust reporting capabilities and scalability. A proper CRM software should allow you to create a personalized experience for all users within the organization. CRMs are most effective when used more frequently, but whether you use it once a day or once a week, it must be effective and reliable providing your team with the information they need to be successful in their positions, from managing meetings, sales calls follow up, calendaring in addition to handling marketing materials appropriately. By effectively managing relationships within a life sciences CRM, you foster a strong connection that will remain in place for many years.

CRM Solutions

Life science CRM solutions must contemplate your company’s business objectives and needs, but also cater to end users. For example, the platform should be hardware agnostic allowing multiple types of devices to be used without issue.  Managing relationships between your company and the customers you serve involves knowing as much about them as possible. You need to know prescribing trends, the ideal form of communication (phone, text, or email), product reimbursement information, delivery options and any other information that will allow you to provide them the degree of quality service they expect. Effective CRM solutions give you a chance to stay on top of all aspects of your business and allow for maintenance of solid relationships with each of your customers.

Learn How to Choose The Right CRM by Synergistix

CRM Protocols

Older customer relationship management solutions demanded hours out of a field representative’s regular workday. With today’s technology, however, managing customer relationships takes just a few seconds. The right CRM software can organize large quantities of information in a short period of time with ease and enable cross-departmental collaborations. Protocols can be implemented that will allow the software to broadcast organizational notifications, track inventory, pre-schedule calls and many other tasks that would have been previously time consuming.

Choose the Right CRM Solution for Your Business Today!

Knowing how to choose the right CRM vendor for your business starts with determining what is available that meets your needs. Synergistix gives you the important CRM tools and solutions you need to cater to your clients and help improve customer retention. The advantages of using a top CRM software goes far beyond simply organizing data, they facilitate solid working relationships that life science companies can build on. Synergistix helps lay the foundation for those relationships so that your company can continue to build a strong, integrated bond that will result in many years of growth for both you and your clients.

Contact us online or at 1-866-SFA-TOOL to schedule a demo.


More Than a Solutions Provider

Speak to the team dedicated to the sample accountability
and your commercial success.

Our company has been a Synergistix client for nearly ten years, and we've had nothing short of a positive experience! The dedication of the organization to the client is next level. Synergistix's expertise and attention to detail are truly unmatched, and we look forward to our continued partnership.

- Taylor Kananen: Manager, Commercial Operations
Almirall, LLC

We've been a Synergistix customer for over ten years now. I'd highly recommend Synergistix for their incomparable level of commitment to top-notch customer service and dependability. Our partnership is backed by their strong track record in the life sciences arena and excellent CATS CRM ecosystem.

– David Rodrigues: Director, Sales Operations
Exeltis USA, Inc

We've partnered with Synergistix for over fifteen years. As we deliver our products to diabetes patients nationwide, we need simplified, aligned data. Synergistix supplies us with precise target groups and tools to generate analytics and reporting for our sales reps and leadership team. Synergistix has replaced the need for specialized IT and allows us to be more nimble in decision-making. Customer service is impeccable. Our relationship is one of family, hence the term “partners.”

– Michelle Wakeley: Senior Manager, Strategic Sales Effectiveness
Ascensia Diabetes Care

Regardless of our business challenges and opportunities, I've found that Synergistix has always been able to keep up with our high expectations. Whether looking to expand our sales footprint, build new features into our CRM system, or leverage our CRM to its full capabilities, I've always counted on Synergistix for their opinions and expert feedback. I truly value our partnership with Synergistix and thank them for their continued support and dedication.

– David Rodrigues: Director, Sales Operations
Exeltis USA, Inc