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Inception CRM VS Lively HSA

Compare Inception CRM VS Lively HSA and see what are their differences

Inception CRM logo Inception CRM

CRM for Pharma and Biotech. We help life science sales & medical teams reach the right customers with the right messages at the right time.

Lively HSA logo Lively HSA

Lively HSA offers solutions to users for saving accounts in a modern way.
  • Inception CRM Landing page
    Landing page //
    2023-01-15

Inception CRM is an intuitive and incredibly easy-to-use CRM app that helps life science sales teams target the right HCPs, formulary managers, and pharmacists with the right messages at the right time so that when they make decisions, your products are always top of mind.

Inception CRM makes it easy for med reps to research their territories and accounts, update customer records, schedule calls, host virtual meetings, and optimize their productive time, all while collecting valuable customer insights.

With Inception CRM, med reps can report calls, record expenses, drop samples, create pharmacy orders, analyze sales, and track their performance in less time than it takes to make a cup of coffee.

Inception CRM’s GDPR-compliant iOS apps guide med reps through even the most complex workflows with ease and efficiency, so they can stay focused on what really matters: helping healthcare professionals serve their patients better.

It supports hybrid, face-to-face, and remote sales teams with a wide range of tools that are ideal for primary and specialty care, pharmacy sales, and key account management. Best of all, Inception CRM is highly configurable and can be tailored to support each part of your business that uses it.

If you are a pharmaceutical or life science company looking for a CRM built for your business, Inception CRM is the solution for you. Users love it. Managers love it. Book a demo and see for yourself why reps rate it the number one pharma CRM.

  • Lively HSA Landing page
    Landing page //
    2023-10-21

Inception CRM videos

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Lively HSA videos

Lively HSA Review & Tour: Invest with your Health Savings Account

More videos:

  • Review - Lively HSA Review - Choose Your Own HSA Provider | Triple Tax Advantage

Category Popularity

0-100% (relative to Inception CRM and Lively HSA)
CRM
100 100%
0% 0
Medical Practice Management
Sales
100 100%
0% 0
Practice Management
0 0%
100% 100

User comments

Share your experience with using Inception CRM and Lively HSA. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Lively HSA seems to be more popular. It has been mentiond 13 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Inception CRM mentions (0)

We have not tracked any mentions of Inception CRM yet. Tracking of Inception CRM recommendations started around Mar 2021.

Lively HSA mentions (13)

  • Moving over HSA from Fidelity
    I use https://livelyme.com and their hsa uses tdameritrade as the broker….td told notified that account will be folded into Schwab…. Source: about 1 year ago
  • How to set up an FSA for employees?
    I recognize that you asked specifically about an FSA, but I have an HSA for my single member LLC through Lively which I am very happy with. Source: about 1 year ago
  • Beware of keeping a savings account with Marcus (Goldman Sachs)
    Lively is an option. Just be careful. You have to have an eligible health insurance plan. Not just over the minimum for the “high deductible” but also under the out of pocket max. I have no idea why that lag part is a rule but it is. Source: over 1 year ago
  • Schwab doesn't offer HSA accounts
    Lively use Schwab's Health Savings Brokerage Account for the investing side of things. Unfortunately Lively's pricing structure is not competitive compared to Fidelity:. Source: over 1 year ago
  • For Those Aware of And Using the HSA Delayed Reimbursement Hack, What Approach Are You Using to Track Receipts For the Super Long Term (20-30 years)?
    I upload to my HSA provider's website https://livelyme.com/. Source: over 1 year ago
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What are some alternatives?

When comparing Inception CRM and Lively HSA, you can also consider the following products

Veeva CRM Suite - Watch how Vault Quality Suite unifies quality, document, and training management applications to automate and harmonize quality processes globally.

MocDoc - Most Advanced Hospital Management Software, Laboratory Management Software, Pharmacy / Clinic Software providing OP, Billing, IP, Stock Management, Sample Management & Mobile Apps and more

Aurea CRM - CRM w/ integrated campaign management, previously update.CRM

drchrono - An EHR built for your specialty:

PharmaWorx - A customizable field sales automation solution to enhance the field sales process and provide effective reporting and tracking for management

DuxWare - DuxWare is a web-based medical practice management system that is designed to meet the needs of your practice.