Everything your site needs to enroll faster
Trialflow brings your entire recruitment operation into one platform — capture, match, engage, schedule, and report, without the spreadsheet sprawl.
Lead Tracking CRM
Every prospective participant, in one place
A purpose-built CRM for clinical research that captures leads from every source and tracks each person from first touch to enrollment.
Learn moreEmail, Phone, and SMS
One inbox for every conversation
Call, text, and email candidates without leaving Trialflow — every interaction logged automatically to the right record.
Learn moreAutomated Outreach
Follow-up that runs itself
Reach candidates the moment they qualify with multi-step email and SMS campaigns that nurture leads automatically.
Learn moreCustomizable Funnels
A pipeline that matches your protocol
Design recruitment funnels stage-by-stage to mirror exactly how your site moves candidates from inquiry to enrolled.
Learn moreAI Scoring and Matching
The right patient for the right protocol — automatically
Trialflow reads your inclusion and exclusion criteria and scores every lead against every open study, with plain-language explanations.
Learn moreQualification Forms
Pre-screen before you pick up the phone
Build dynamic screening forms with a no-code builder, embed them anywhere, and auto-score responses straight into your pipeline.
Learn moreReferral Partners and Campaigns
Know which channel actually enrolls
Track every recruitment partner, ad, and referral source with campaign links that follow a candidate all the way to randomization.
Learn moreManaged Recruitment
Flip a study on — Trialflow does the recruiting
Open a study to Trialflow-managed recruitment and we provision the screener, follow-up sequence, and campaign. Every lead is yours.
Learn moreWorkflows and Automations
Put your busywork on autopilot
Trigger actions automatically when leads change status — message, assign, schedule, or advance candidates without lifting a finger.
Learn moreMeeting Scheduling
Book screening visits without the back-and-forth
Coordinate screening calls and site visits with scheduling and automated reminders that cut no-shows.
Learn moreE-Consent
Informed consent, signed from anywhere
Send versioned consent documents that participants read and sign on their phone, with the audit trail a monitor expects.
Learn moreParticipant Monitoring
Keep every enrolled participant on track
Track visit windows, follow-ups, and retention across your active participants so nobody falls behind.
Learn moreParticipant Surveys
Find out what taking part was actually like
Send post-study and satisfaction questionnaires automatically, and get rated results back — not a folder of free-text you never read.
Learn moreAnalytics and Reporting
Decisions backed by real numbers
Real-time dashboards show enrollment velocity, source performance, and funnel conversion — exportable for sponsors and IRBs.
Learn moreReport Builder
The list your sponsor asked for, in a minute
Filter your database on any field, choose your columns, and export a CSV — without a data request or a spreadsheet marathon.
Learn moreDocument Management
Consent forms and source docs, organized
Store protocols, consent forms, and participant documents securely, linked to the right study and candidate.
Learn moreOpen API and Integrations
Trialflow fits your stack
Connect Trialflow to your existing tools with a developer-friendly API and integrations for email, SMS, and more.
Learn moreSee Trialflow on your own studies
Get a personalized walkthrough tailored to your therapeutic areas and recruitment goals.