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Your Knowledge Hub

Access step-by-step guides, system administration tips, integration resources, and the latest release updates. Whether you’re managing data, configuring users, or exploring new features, you’ll find everything you need to work efficiently and confidently.

Proxima CRM

Learn how to navigate Proxima CRM: manage schedules, institutions (HCOs), clients (HCPs), reports, and use essential tools for daily tasks, call management, and data search.

Admin Panel

Access settings to manage languages, user roles, product lines, and regional/localization data. Configure divisions, positions, and geographic settings for your CRM environment.

Release Notes

Stay updated with the latest Proxima CRM features, tools, and improvements. Review new functionality, role and territory updates, and detailed version release notes.

Web Services

Explore integrations for cycle planning, CLM management, GeoForce tools (including mapping and territory balancing), and instant messaging.

Integrations

Learn how to connect Proxima CRM with Axioma DB, SKU catalogs, online stock systems, Salesforce Data-bridge, IQVIA, and other integrated platforms.

Recent Activity

Stay up to date with your latest actions, updates, and system changes. Review recent tasks, data updates, and notifications to keep track of ongoing work and team progress.

FAQ

Find answers to the most common questions about Proxima CRM. Explore topics related to setup, user access, modules, permissions, and troubleshooting.

Institution Coordinates Missing

Cannot Create a Visit to a Company

Unable to Schedule a Call:
The Client or Company Is Archived

First-time
CRM login error

GPS Setup for Android

GPS Setup for iOS

Distance in Call

My Synchronization Is Not Working

Incorrect Password

Someone Changed the Company Card. Why?

Someone Changed the Client Card. Why?

How to Create a Company?

How to Create a Client?

What Does the Red Line in the Schedule Mean?

Why Is the Call Not Closing?

How to Create a Call?

How to Delete an Activity?

How to Move an Activity?

How to Copy an Activity?

Why Are There No Brands/CLM in the Visit?

Additional Specializations of the Client

Additional Workplace of the Client

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