A pipeline that matches your protocol
Customizable Funnels
Design recruitment funnels stage-by-stage to mirror exactly how your site moves candidates from inquiry to enrolled.
What you get
- Custom stages configured per study
- Drag-and-drop pipeline with full audit history
- Bottleneck visibility at every stage
- Per-study and per-site views
Why it matters
No two studies recruit the same way. Build custom stages per study, drag candidates between them, and instantly see where people stall — so you can fix bottlenecks before they cost you enrollment.
See it in action
Customizable Funnels, inside Trialflow
FAQ
Customizable Funnels questions, answered
Can I build a different funnel for each study?+
Yes. Configure stages per study so the pipeline mirrors exactly how that protocol recruits — pre-screen, screening visit, consent, randomized, enrolled, or whatever your process calls for.
How do I move candidates through the funnel?+
Drag and drop candidates between stages on a visual board, or let workflows advance them automatically when conditions are met. Either way the move is recorded.
Can I see where candidates are getting stuck?+
The pipeline surfaces how many candidates sit in each stage and where they stall, so you can spot bottlenecks — a slow screening step, a consent backlog — and fix them before they cost you enrollment.
Is stage history tracked for auditing?+
Every stage change is logged with a full audit history, giving you a defensible record of how each candidate moved from inquiry to enrolled.
Can I view the pipeline by site as well as by study?+
Yes. Switch between per-study and per-site views so a multi-site team can manage one protocol across locations or focus on a single site’s pipeline.
What stages should I start with?+
You can start from a sensible default funnel and adjust it as you learn how your candidates actually flow. Stages are easy to rename, reorder, add, or remove at any time.
See Customizable Funnels in action
Get a personalized walkthrough tailored to your studies and therapeutic areas.