Customers & contacts
Maintain commercial customer and partner relationships.
Explore Customers & contactsPixie CRM for research service providers, laboratories and life-sciences commercial teams
CRM for Research & Life Sciences
Research-service relationships often involve a detailed requirement, a scoped proposal and several specialist handovers. Pixie can coordinate the customer and administrative work around those activities, helping commercial and delivery teams find the agreed brief and responsible contacts.
Research & Life Sciences · A connected workflow
Connect research-service enquiries to accountable delivery.
Illustrative process · configured around your team
- 01Understand the requirement
- 02Agree the scope
- 03Coordinate administration
- 04Review the engagement
How Pixie fits your business
Connect research-service enquiries to accountable delivery.
A change to a service requirement can affect timing, price and the information the customer expects to receive. Keeping the accepted scope and administrative decisions accessible supports a clearer commercial review.
For research service providers, laboratories and life-sciences commercial teams, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from understand the requirement to review the engagement. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for research & life sciences; the final process should reflect your service model and the systems you already use.
- 01
Understand the requirement
Record the service enquiry and responsible customer contacts.
- 02
Agree the scope
Keep the proposal, assumptions and commercial decisions together.
- 03
Coordinate administration
Assign project tasks, information requests and customer updates.
- 04
Review the engagement
Connect the administrative completion, billing and future account conversation.
Build around the work you do
Relevant modules for research & life sciences.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Proposals
Set out the agreed research-service scope.
Explore ProposalsProject management
Coordinate engagement-administration milestones.
Explore Project managementTasks & workflows
Assign information requests and customer follow-up.
Explore Tasks & workflowsContracts & e-signatures
Keep accepted commercial terms available.
Explore Contracts & e-signaturesInvoicing
Prepare agreed service billing.
Explore InvoicingAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Validate laboratory systems, sample tracking, scientific data, clinical research and regulated quality requirements independently. The CRM workflow described here is commercial and administrative.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from research & life sciences teams.
Use these answers to shape the conversation about your proposed configuration.
Can we keep scientific data outside CRM?
Yes. Define the minimum commercial references needed and retain specialist scientific information in its approved system. Validate any interface and access boundary before live use.
Which modules should our team start with?
Start with the relationship record and the most important handover in your research & life sciences process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in understand the requirement and review the engagement. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real research & life sciences customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.