Clinical Research Integration

Connect Your Systems.
Accelerate Your Trials.

Integration built for clinical research sites — in the systems you already run, from a library of proven building blocks. We bridge the gaps between your CRM, CTMS, and operational systems so nothing falls through the cracks.

Connect. Synchronize. Automate.

The problem

Your Systems Don’t Talk to Each Other

Clinical trial sites run on a patchwork of tools — your CRM, your CTMS, finance software, recruitment platforms, and spreadsheets. Every gap between those systems means manual data entry, lost leads, and blind spots in reporting.

01

Manual data entry between systems

Your team copies the same data between your CRM and CTMS — hours wasted every week on work that should be automatic.

02

Leads fall through the cracks

Interested patients don’t make it to your CTMS until someone manually copies them over. By then, they’ve gone cold.

03

Blind spots in reporting

When leadership asks for a number, someone has to build a spreadsheet from scratch — pulling from five different systems.

Where recruitment leaks todayA site's CRM and its CTMS are separate systems with no connection between them. A coordinator manually retypes records across the gap, and leads that are never retyped are lost.YOUR CRMInterested patientscampaigns · calls · repliesYOUR CTMSEnrolled patientswhere coordinators workTHE GAPsomeone retypes itand the rest go cold
Every gap between systems is manual work, or a lead nobody followed up.

The solution

Built into your stack, not bolted on top.

We build the integration your site needs — in the systems you already run, from a library of proven pieces. We don’t replace your tools, and we don’t hand you another platform to adopt. We make the tools you already have work together.

Patient acquisition · Trial Link

Recruit Faster. Enroll Smarter.

Trial Link syncs your CRM to Advarra Clinical Conductor, Realtime CTMS, and CRIO. A lead captured in your CRM is matched, deduplicated, and written into your CTMS — without anyone retyping it. Running in production today.

  • Leads flow from CRM to CTMS automatically
  • Every patient interaction tracked and logged
  • Duplicate records caught before they’re created
  • No-code configuration — no IT tickets
See the workflow

What we connect

CRM
All popular CRMs — or none

CTMS
Advarra Clinical Conductor · Realtime CTMS · CRIO

No CRM? We use your CTMS’s own CRM features, or build exactly what you need. Everything is API-first.

The mechanism

What actually happens to a lead

How Trial Link moves a lead from your CRM into your CTMSA lead captured in your CRM is matched and deduplicated by Trial Link, then written once into Advarra Clinical Conductor, Realtime CTMS or CRIO. Calls, texts and status changes are written into the CTMS afterwards. Nothing flows back to the CRM.CRMYour CRMlead · study · sourceLEAD SYNCTrial LinkMatched against your patientsDeduplicated before it landsCTMSAdvarra Clinical ConductorRealtime CTMSCRIOcalls · texts · status changes
One direction. Coordinators work in the CTMS; nothing is retyped back into the CRM.

Who it’s for

Built for the people who run the site

Site directors & ops managers

Stop entering the same data twice

The platform automates the handoff between your recruitment pipeline and your CTMS — so your team focuses on patients, not data entry. Every lead is routed, every interaction is logged, and every record stays clean.

Site network executives

The same clean handoff at every site

Trial Link runs the same CRM-to-CTMS handoff at every site, so a record created at one site looks like a record created at any other — and coordinators aren’t retyping leads to keep the systems honest.

Trial Insight gives you the layer above that: cross-site dashboards and study-level reporting in one place — commitment against actuals, pipeline by site — without anyone chasing spreadsheets.

What we build

The pieces your site needs

You don’t buy a platform. We assemble the integration your site needs from a library of proven building blocks — and when your stack calls for something the library doesn’t have yet, we build it and add it. These are the pieces.

Trial LinkRecruit faster. Enroll smarter.
Trial SyncOne patient record. Always current.
Trial InsightSee everything. Miss nothing.
Trial FlowFrom feasibility to follow-up.
See everything we build

Get started

See it running against your stack.

A working demo against the systems you actually use — not a slide deck.

Request a demo (opens in a new tab)