TikaCRM
AGENTIC CRM PLATFORM FOR LIFE SCIENCES
Medical Affairs teams deserve agentic intelligence.
Outcomes, not activity. An AI that acts, not just answers.
TikaMSL is the AI-native CRM purpose-built for Medical Affairs — MSLs, KOL engagement, Med Info, speaker programs, and scientific exchange. Deploy it as your standalone Medical Affairs CRM or layer it on top of your existing system without rip-and-replace. Companion products TikaPharma, TikaVEO, and TikaPayor extend the same platform to Commercial and Market Access teams.
Life Sciences
Utilization
Served
TRUSTED BY LEADING LIFE SCIENCES ORGANIZATIONS
OUR PHILOSOPHY
“Number of calls” tells you nothing about impact. We measure what moves the needle.
Whether you run TikaMSL as your primary Medical Affairs CRM or layer it on top of your existing platform, it replaces vanity KPIs with outcome-driven intelligence — insight-to-action rates, KOL development progression, response velocity, and engagement quality that connects scientific exchange to real-world outcomes.
Every dashboard, report, and alert is designed around one question: “What impact did we have on the healthcare ecosystem?”
IMPACT METRICS
Vanity KPIs vs. outcome intelligence.
Traditional CRMs count activities. Tika measures what those activities produce. Every legacy metric on the left has an outcome-driven counterpart on the right — select any highlighted metrici to see how Tika defines and tracks it.
| Legacy CRM metric | Tika outcome metric | |
|---|---|---|
| Number of interactions this month | → | Interaction outcomesi & follow-through ratei |
| Total HCPs in territory | → | KOL stage progression (Identify → Champion)i |
| Number of insights logged | → | Insight-to-Action % & avg. response time (days)i |
| Events attended | → | Conference KPIsi, session engagement, post-event intelligencei |
| Emails sent | → | Sentiment analysisi, strategic theme tracking |
| Speaker events booked | → | FMV compliance rate, spend-to-cap ratio, speaker development |
KOL CONTINUUM
From identification to championship.
Tika tracks every HCP’s journey along a development continuum that is fully customized to your organization’s strategy, therapeutic area, and product lifecycle stage. Whether you’re in pre-launch discovery or post-launch advocacy, the stages, labels, and progression criteria are yours to define.
Stages, labels, KPIs, tier definitions, and progression criteria are fully configurable per customer, per therapeutic area, and per product lifecycle phase. Pre-launch teams emphasize identification and initiation; mature brands focus on deepening collaboration and measuring advocacy impact. Every metric aligns with your strategic plan — not a generic template.
Generate streaming, dossier-style KOL reports on any HCP — with downloadable Word and Excel artifacts — to improve pre-call planning. Prioritize which KOLs to develop next based on engagement history, publication profile, and clinical trial involvement.
AGENTIC AI
An AI that acts, not just answers.
Tika’s embedded AI assistant doesn’t just chat — it reasons, queries live data, and writes reports. Powered by LLM function calling with real-time CRM data access, it is always grounded in truth, never hallucinating from stale training data.
Ask questions in plain English. The AI autonomously calls the right database functions, composes the answer, and streams it back in real time.
The assistant invokes the same service layer your REST API uses — HCP search, speaker profiles, interaction history, account details. No stale snapshot. Always current.
Stream-generate insight reports, KOL analysis dossiers, and conference summaries with section-by-section progress. Download as Word or Excel.
“Analyze Insights” mode uses RAG-powered AI to surface key themes, summarize sentiment trends, and identify strategic patterns across your territory’s insight corpus.
Tika exposes a Model Context Protocol (MCP) server — the “USB-C for AI.” Any MCP-compatible agent can discover and call Tika’s CRM tools without custom integration.
After conference sessions, Tika’s AI generates structured summaries capturing key scientific discussions, attendee engagement, and follow-up actions.
PLATFORM MODULES
Purpose-built for life sciences workflows.
Every module in TikaMSL is designed around Medical Affairs workflows — MSL engagement, KOL development, Med Info, speaker programs, and scientific exchange. Outcomes, field labels, and workflows are customized to each customer’s strategy and product lifecycle stage. Additional modules for Commercial (TikaPharma) and Market Access (TikaVEO, TikaPayor) teams run on the same platform. Each module has a short demo video from the Tika library.
Capture, categorize, and act on field intelligence with a module designed for scientific insight. Link insights to HCPs, products, and strategic themes. Track sentiment, set follow-up dates, and measure your team’s insight-to-action conversion rate.
- Insight-to-Action % — completed follow-ups vs. total insights with deadlines
- Average response time — days from capture to follow-up action
- AI Analyze mode — conversational AI surfaces key themes, sentiment, and strategic implications
- Streaming report generation — AI writes comprehensive reports section by section
- Voice dictation — capture insights in the field via speech-to-text
- Sentiment & product dashboards — contributor tracking and trend charts
Manage the complete speaker lifecycle from nomination through payment and tax reporting — with built-in FMV monitoring, contract management, and an HCP-facing portal.
- Full lifecycle — Nomination → Onboarding → Training → Events → Payment
- FMV dashboard — YTD spend vs. caps, exception requests, compliance alerts
- Contract management — generate, e-sign, renew, and track
- HCP portal — speakers submit receipts, sign contracts, provide W-9/TIN via magic links
- Invoice workflow — generate, submit, approve, dispute, pay with full audit trail
- 1099-NEC & Open Payments — automated IRS forms, CMS-format export, state templates
- Availability calendar — hold / claim / release scheduling workflow
- AI search — find speakers by expertise, availability, tier, or geography via chat
Plan medical conferences, manage sessions, assign MSL coverage, capture documents, and generate AI session summaries — tied back to your KOL strategy.
- Session-level execution — agenda, speakers, notes, documents, attendees
- MSL assignment & history — team coverage allocation with audit trail
- Conference calendar — visual timeline with drill-down
- AI session summaries — auto-generated structured session summaries
- Conference KPIs — engagement quality and outcome metrics
- Insights integration — conference insights link to the Insights module
Three-panel workspace: HCP list, interactive calendar, and map-based routing. “Plan My Day” builds optimized visit sequences weighted by engagement recency.
- Plan My Day — route optimization using engagement-recency weighting
- Territory-scoped — auto-filters to assigned geographies
- Drive-time estimation — realistic segment estimates with detour factors
- Maps integration — one-click turn-by-turn navigation
- Calendar sync — day, week, and month views with drag-and-drop
Log scientific exchanges with structured discussion topics, outcomes, and strategic imperatives. eMIRF management with full status tracking.
- Discussion topics with outcomes — what was discussed and what resulted
- Strategic imperatives — tie interactions to organizational priorities
- Interaction outcome reports — measure quality beyond volume
- Multi-type tracking — face-to-face, virtual, email, congress, and more
- eMIRF lifecycle — submission, review, response, and resolution
DATA INTELLIGENCE
Unified content & data layer.
Tika weaves internal CRM activity with external scientific data — publications, clinical trials, open payments, and diagnostic/referral insights — for a 360° view of every HCP and KOL.
PubMed-linked records on every HCP profile. Authorship, topics, recency — critical context for scientific engagement.
ClinicalTrials.gov data at the HCP level. Dashboard alerts surface new trial activity for your KOLs.
Sunshine Act / CMS data with spend aggregation, year-over-year tracking, and regulatory export formats.
Enrich HCP profiles with diagnostic patterns and referral networks to identify high-impact opportunities.
Cross-reference engagement, KOL development, and external data at the territory level.
Unified search across all domains. Data Change Management ensures master data integrity.
ARCHITECTURE & CAPABILITIES
Built for scale, security, and global reach.
PLATFORM DIFFERENTIATORS
What sets Tika apart.
Beyond features — TikaMSL is architected for the realities of Medical Affairs organizations: multi-brand, multi-team, compliance-first, and AI-ready.
TikaMSL for Medical Affairs. TikaPharma for Commercial. TikaVEO for MA Market Access. TikaPayor for Commercial Market Access. Each product has its own navigation, modules, and workflows — all on one configurable platform.
Layer TikaMSL on top of your existing CRM to add agentic AI, KOL development, speaker compliance, and outcome-driven insights. Or deploy it as your complete Medical Affairs CRM.
Territory-scoped data access. Role-based authorization. FMV monitoring. 1099 generation. CMS export. Full audit trails. Compliance is the foundation.
AI is embedded in the architecture with function calling — not a chatbot widget pasted on top. Same services, same security model, same data access.
KOL stages, outcome metrics, field labels, tier definitions, module visibility — everything is configurable per customer, per therapeutic area, per product lifecycle stage.
A dedicated external portal where HCPs submit receipts, sign contracts, provide tax information, and review invoices — via magic-link authentication.
Templated emails with reliable delivery. Magic-link portal access. Receipt requests, contract signing, W-9 collection — all triggered by workflow events.