Healthcare & Life Sciences
πŸ₯
Healthcare & Life Sciences

Healthcare runs on trust.
Your CRM should reflect that.

Patient relationship management, HCP engagement tracking, and referral pipeline visibility β€” CRM built for the compliance requirements of healthcare organisations across the US, UK, Europe, and Asia-Pacific.

HIPAA-aware
Data architecture
HCP 360
Physician engagement
Referral CRM
Pipeline visibility
Compliant
Data handling

Healthcare & Life Sciences β€” the global reality

"Healthcare organisations manage relationships across patients, physicians, payers, and partners simultaneously. Each has different data sensitivity, different regulatory obligations, and different commercial dynamics β€” whether you are in the UK, US, Europe, or Asia-Pacific."

Patient relationship management HCP engagement Referral tracking GDPR compliance Clinical data separation MDR compliance

Challenges

What Healthcare teams tell us every week

01

Medical reps tracking physician relationships in email

HCP visit notes, product discussions, and sample records are scattered across personal email and notebooks. No visibility across the team.

02

Referral pipeline invisible to the commercial team

Hospital referrals, diagnostic orders, and specialist recommendations happen outside the CRM. Commercial decisions are made on incomplete pipeline data.

03

Patient and clinical data mixed with commercial CRM data

Commercially sensitive data and clinically sensitive data are in the same system with the same access controls. A GDPR audit would be very uncomfortable.

04

No CRM visibility into device placement or product usage

Medical devices are placed at hospitals but nobody tracks utilisation, reorder signals, or service history in the CRM. Renewal and expansion revenue is invisible.

Healthcare CRM Data Architecture Guide
Free download

Free resource

Healthcare CRM Data Architecture Guide

How to separate commercial CRM data from patient-adjacent data -- with GDPR, MDR, and ABPI compliance built in from day one.

HCP data model: physician, hospital, and payer hierarchies
Clinical vs commercial data separation framework
MDR traceability requirements in medical device CRM

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Our approach

How Celumai works in healthcare

01

Data separation by sensitivity

We design separate data models for commercial CRM data, HCP relationship data, and any patient-adjacent data -- with distinct access controls and retention policies for each.

02

Compliance architecture before configuration

GDPR, UK GDPR, HIPAA-adjacent requirements, and MDR obligations for medical devices are mapped to specific CRM fields and workflows before any configuration begins.

03

HCP relationship model

We design physician, hospital, and payer relationship hierarchies that reflect the real structure of healthcare commercial relationships -- not just account and contact.

04

Referral and outcome tracking

CRM workflows connect referral activity to commercial outcomes -- connecting HCP engagement to pipeline, orders, and revenue in a single reporting view.

🩺

Regulatory context β€” global coverage

We design CRM architectures that respect GDPR and UK GDPR requirements for personal health data, EU Medical Device Regulation (MDR) traceability obligations for medical device companies, ABPI Code of Practice for pharmaceutical companies operating in the UK, HIPAA-adjacent data handling principles for US-facing healthcare clients, and NHS data governance frameworks for NHS supplier relationships.

Client results

What we have delivered in Healthcare

All case studies →
Marketing Operations Rebuild for a B2B Healthcare Company β€” From Campaign Chaos to Scalable Engine
Case Study
180% increase in marketing-influenced pipeline

Marketing Operations Rebuild for a B2B Healthcare Company β€” From Campaign Chaos to Scalable Engine

B2B Healthcare Company

A B2B healthcare company had a marketing team of six producing campaigns manually from spreadsheets. No campaign tracking, no attribution, no lead scoring. HubSpot had been purchased twelve months earlier and barely used.

180%
Marketing-influenced pipeline
22%
Campaign spend reduction
12 weeks
Foundation built
Zero→full
Attribution visibility
Read full case study →

"For the first time we can see which physicians are engaged, which products they have discussed, and what the referral pipeline looks like. Commercial decisions are now evidence-based."

VP
VP Commercial Operations
European Medical Device Company

FAQ

Healthcare CRM questions answered

Answers to the most common CRM questions from Healthcare & Life Sciences organisations globally.

Free assessment β€” available globally

Start your healthcare CRM project

Tell us your HCP engagement or commercial data challenge. We will respond within 24 hours.

We respond within 24 hours β€” wherever you are
Free assessment, no commitment
Fixed-price options available globally
All data handled under NDA