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.

CRM Managed Services

Synergistix Customer Analysis and Targeting Solutions (CATS) is backed by
comprehensive operational support from a team that’s been in the business
of CRM for life sciences for over twenty years. We deliver the highest levels
of quality and dedication, so you can do the same for your customers.

Your CRM for Life

We’re dedicated to ensuring every implementation is completed successfully—on time and within budget. As part of our total solution, we provide CRM managed services for the best possible outcome. Our team will:

  • Help you become proficient and independent with CATS and other supported programs
  • Realign your salesforce by zip code or full territory for maximum effectiveness
  • Implement system updates on a semi-annual basis or when new functionality becomes available
  • Ensure your cross-functional support team is built for optimal operational design
  • Implement a Learning Management System to support SCORM courses and all training efforts
  • Perform depot services on end-user devices as needed

System Configuration

We’ll provide all necessary hardware, setup, and configurations for software used by commercial teams in life sciences. We’ll also assist in field testing and data validation and can optionally import salesforce automation data from existing systems into CATS for one centralized record of all activity and call history.

Asset Management

In CRM managed services, we go beyond the initial setup of hardware and software, taking responsibility for physical inventory tracking, asset reporting, unit replacement, lost unit tracking, field unit refurbishes, and returns processing. We also maintain an adequate supply of hardware to replace defective or broken assets.

Prescriber Validation

We’ll manage the processing of prescriber validation to verify the State License Numbers of MDs, DOs, and mid-level practitioners. This includes additional business rules and state-level regulations regarding the right to sample by each practitioner type and revalidate all practitioners annually.

Help Desk & Backend Support

As part of our CRM managed services, we offer Help Desk support to user teams, answering questions and empowering you to succeed with the CATS solution and other supported programs. Further, our private cloud system offers the benefits of a SaaS but with a fully validated backend system and comprehensive services.

  • Server hardware for staging
  • Import file processing
  • Export file creation
  • Updates and maintenance
  • Business continuity

Project & Account Management

Ensure successful project implementation and ongoing partner engagement with a highly skilled, service-oriented team that understands the inner workings of a complex, ever-evolving industry and can provide quality CRM managed services for all CATS features and functions.

  • Designated project manager
  • Weekly project status meetings
  • Additional vendor management
  • Dedicated account managers
  • Monthly tracking and reporting
  • Quarterly performance reviews
  • Status conference calls as needed

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