CRM iPhone

The iPhone platform enables users to access certain CRM functionality from their iPhone devices and is intended as a supplementary platform for other CRM platforms. Users of the iPhone platform can perform the following functionality from the following modules:

Call Reporting

Users can schedule several different types of calls from different entry points and capture various types of information, including call attendees, products and product discussions, call channels, call location, and signatures for sampling.

Advanced Functionality

Executing a Call

Submitting a Call

Call Sampling

State Distributor license information can be automatically validated for a selected address when users capture HCP signatures for samples.

Engage Meeting

Default Functionality

Medical CRM

Medical users can gather key data on the call report using medical discussions and view the appropriate translated terms, as well as interact with MyInsights content for stakeholder and KOL accounts.

Medical Inquiry

Users can create multiple medical inquiries at once for different delivery methods and capture required signatures.


Content developers can customize Veeva's out-of-the-box visualizations or create dynamic and interactive custom content integrated with external sources. Admins can override profiles with dedicated MyInsights pages and manage user visibility to specific content.

My Schedule

Users can view their daily activities in agenda view and avoid call planning conflicts when scheduling calls with accounts.

Sample Management

Admins can require users to capture sample opt-in signatures and define sample limits.


Admins can define surveys for different account types and use branching survey questions. Users can execute surveys from the call report, including surveys for child accounts.