Clinrol Connect

Clinical trial recruitment software features

Bring screening, patient communication, recruitment workflows, appointments and reporting together with Clinrol Connect.

Book a 30-minute demo About Clinrol Connect

Connected patient journey

One record from first call to booked visit

Each step writes to the same patient record, so the next person always has the context.

Group 1

Qualification

Ask protocol-specific questions early so coordinators spend their time with people who may be a fit.

AI pre-screening

Ayla, the AI agent in Clinrol Connect, calls patients, asks protocol-specific questions and records structured answers for staff review.

Explore ai pre-screening

AI eligibility checks

Automated screening across calls and forms aligned to your protocol.

Explore ai eligibility checks

Patient prioritisation

A published customer case study reports AI-assisted patient prioritisation by likelihood of qualifying. Availability and setup for other sites must be confirmed.

Explore patient prioritisation

Group 2

Communication

Reach patients by phone and SMS, with every conversation kept against the patient record.

Staff calling

Make and receive patient calls inside Clinrol Connect, with recordings, transcripts and call history on the patient record.

Explore staff calling

SMS workflows

Use short text follow-ups, reminders and re-engagement messages with patient-record context and coordinator review.

Explore sms workflows

Email workflows

Use longer study information and email follow-up to support the next staff conversation in the patient journey.

Explore email workflows

Patient re-engagement

Reconnect with previous enquiries and organise appropriate follow-up without treating earlier interest as current eligibility.

Explore patient re-engagement

Group 3

Patient operations

Move qualified patients into visits without a separate diary or spreadsheet.

Workflow builder

Build protocol-specific journeys with triggers, tasks and escalations.

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Scheduling

Book qualified patients into staff calendars from the patient record, with automated reminders before each visit.

Explore scheduling

Group 4

Visibility

See where each study's recruitment funnel is moving and where it is stalling.

Recruitment analytics

Track funnel performance, conversion, drop-offs and staff workload across studies in one view.

Explore recruitment analytics

Patient sentiment

Identify disengaged or at-risk participants before they drop out.

Explore patient sentiment

Group 5

Connected systems

Explore study-system, CRM and Meta lead-ad connections; availability and scope depend on setup.

CTMS connections

A published customer case study documents one Clinrol Connect integration with a CTMS. Compatibility and scope for other systems are not established.

Explore ctms connections

Meta lead ads

Ask about Meta lead-form capture and enquiry routing for your campaign. Availability depends on campaign setup.

Discuss Meta lead ads

CRM connections

Clinrol can work alongside existing CRM systems. Available connections and scope depend on the system and implementation.

Discuss CRM connections

Separate service

Clinrol Recruit

Clinrol Recruit is a separate service from Clinrol Connect site software. It brings together patient acquisition, screening, medical verification where required and site-ready referrals.

Learn about Clinrol Recruit

Patient acquisition and advertising

Recruitment campaigns can draw on paid digital and traditional advertising, HCP referrals, advocacy networks, organic search, patient databases and community outreach.

Explore patient acquisition

Nurse and phone screening

Clinrol Recruit combines AI and custom web-based screening with phone screening by trained clinical staff.

Explore screening

Medical verification

Clinrol Recruit verifies diagnosis, medication history and relevant medical details where required before site referral. The scope depends on the study.

Explore medical verification

Site-ready referrals

Research sites receive verified candidates through a secure referral pathway with structured screening notes. Sponsors can view live funnel data across campaigns, channels, sites and regions.

Explore site referrals

Product screens