Clinical research CRM

More than a clinical research CRM.

TrialCurrent is the sales and sales operations platform for clinical research organizations: sponsors, contacts and pipeline, carried through feasibility, site selection and study startup to First Patient In.

Sponsors, CROs and contacts in one place

Each sponsor or CRO account holds its contacts, opportunities, studies, protocols, payments, tasks and notes, so the whole relationship is on one page.

A sponsor account in TrialCurrent listing its contact, three opportunities, two clinical studies, a protocol, a study payment and two activities.
TrialCurrent with demo data, amounts hidden. Open full size

A pipeline built around study stages

Deals move from Prospecting through Feasibility, Proposal and Site Evaluation to Awarded and Contract Signed. Each card shows the sponsor, the phase, the BD director, the win probability and the next step it is missing.

TrialCurrent Pipeline board: study deals in Prospecting, Opportunity, Feasibility and Proposal columns, each card with its sponsor, phase, BD director, win probability and next step.
TrialCurrent with demo data, amounts hidden. Open full size

Paste a call transcript, get the note

Paste a call transcript into a deal's notes and TrialCurrent drafts the note, the follow-up tasks with their dates, and the people on the call matched to your contacts. You edit the draft and save it; nothing is stored until you do, and passages with patient details are left out.

Every stage checks what's missing before a deal moves

Before a deal moves to its next stage, TrialCurrent checks that stage's exit criteria, such as an executed CDA, an MSA on file or a named feasibility owner, and links each gap to the place it is fixed. Moving ahead anyway needs a written reason, recorded on the deal.

TrialCurrent stage check: not ready for Feasibility, with four unmet exit criteria, each linked to where it is fixed, and an override reason field.
TrialCurrent with demo data, amounts hidden. Open full size

Moving from another system?

Bring your accounts, contacts and opportunities over with the import tool: upload a file from your current system and map its columns to TrialCurrent's records before anything is saved.

See TrialCurrent in action

See it with your own network.

Request a demo

Back to the home page. Questions about pricing? We cover them on the demo.