What we build
Four pieces. Built to fit your site.
Patient acquisition, record unification, reporting, and study lifecycle. We build the pieces your site needs, in the systems you already run — and add new building blocks to the library as your stack calls for them.
The building blocks
Four pieces. One toolkit.
Patient acquisition · Trial Link
Trial Link — Recruit Faster. Enroll Smarter.
Syncs your CRM to Advarra Clinical Conductor, Realtime CTMS, and CRIO — running in production today. Leads become call-ready patients without manual re-entry, with full funnel tracking end to end.
Automatic CRM to CTMS flow
A lead captured in your CRM lands in your CTMS as a patient record — matched, deduplicated, and attributed to the right study.
Every interaction logged
Calls, texts, and status changes are written back so the patient history is complete in the system your coordinators actually work in.
Duplicates caught first
Nickname and variant matching plus household detection catch the same person before a duplicate record is ever created.
No-code configuration
Operations teams change routing and mapping rules themselves. No IT ticket, no release cycle.
Record unification, reporting & lifecycle
The rest of the toolkit
The other three pieces. We build the ones your site needs into your environment — on their own or alongside Trial Link.
Trial Sync
One Patient Record. Always Current.
Matching and deduplication across multiple CTMS platforms: unifying patient databases into one deduplicated source of truth, migrating records between platforms with an audit trail, cross-system duplicate detection, bidirectional sync, and configurable merge strategies for conflicts.
Trial Insight
See Everything. Miss Nothing.
A unified data warehouse with executive dashboards pulling from CTMS, CRM, finance, HR, and project management — leadership visibility without chasing spreadsheets.
Trial Flow
From Feasibility to Follow-Up.
Study lifecycle management from pipeline tracking and feasibility through budget monitoring and close-out, with physician referral management built in.
Integrations
Works with what you already run
On the CRM side: we integrate with all popular CRMs. Don’t have one? We use your CTMS’s built-in CRM functionality, or build exactly what you need. On the CTMS side: Advarra Clinical Conductor, Realtime CTMS, and CRIO — already connected and running in production.
Everything is API-first and modular. If you run something else — a different CTMS, an ad platform, a BI tool, finance or ops software — we connect to the systems you already run rather than asking you to replace them. Tell us your stack and we’ll build the pieces you need into it.