Know where every trial stands.
From first sponsor contact to First Patient In.
TrialCurrent gives site networks one place to manage business development, feasibility, site selection and study startup. Teams can see what has been completed, what is delayed and who is responsible for the next step.
One platform for sales, feasibility and study operations
TrialCurrent connects the commercial and operational work that site networks often manage across a CRM, spreadsheets, shared drives and email.
Pipeline and deal economics
Manage sponsor and CRO opportunities using stages that reflect clinical-research business development. Contract value, annualized value and per-site value can be calculated from the information maintained on the opportunity.
See how it works →Protocol extraction
Upload a protocol and review the extracted study information before adding it to the opportunity. If an extracted value conflicts with information already entered, TrialCurrent shows both values for review.
See how it works →Feasibility management
Send feasibility requests to selected sites and monitor responses from a single study record. Site coordinators can respond through a secure link without needing a TrialCurrent account.
See how it works →Site selection
Compare protocol requirements with site capabilities, investigator qualifications, current capacity and previous study performance. TrialCurrent presents the supporting information so the feasibility team can make and document its decision.
See how it works →Delay management
See open blockers, aging feasibility requests, inactive opportunities and delayed startup milestones in one view. Each item identifies the responsible person and the next action.
See how it works →Study operations
After an award, teams can manage startup milestones, required documents, credentials, risks and First Patient In readiness without moving the study into another tracking system.
See how it works →More capabilities included
Built for clinical-research business development
Generic CRM stages rarely reflect the way site networks pursue and win studies. TrialCurrent supports the actual progression from initial sponsor interest through feasibility, site evaluation, proposal and award.
- ✓Track sponsor, CRO and study opportunities
- ✓Manage feasibility and site-evaluation stages
- ✓Calculate expected contract value
- ✓Compare value across participating sites
- ✓Record contacts, activities and follow-up tasks
- ✓Review pipeline by stage, therapeutic area, sponsor and owner
Financial calculations remain connected to the underlying study and site information, so users can see where each figure came from.
Review protocol information without re-entering the entire document
Protocol intake creates a large amount of repetitive work. TrialCurrent extracts the study information needed for opportunity planning, feasibility and site selection.
The user reviews the extracted information before it becomes part of the study record. Existing values aren’t replaced without review when the protocol contains different information.
- ✓Phase and therapeutic area
- ✓Indication
- ✓Study design
- ✓Visit schedule
- ✓Required procedures
- ✓Inclusion and exclusion criteria
- ✓Enrollment targets
- ✓Study duration
- ✓Investigator and facility requirements
The approved information can then be used to prepare feasibility requests and evaluate potential sites.
Manage feasibility across the network
TrialCurrent creates a feasibility request from the study information and distributes it to the sites selected by the feasibility team. Site coordinators can respond through a secure link without needing a TrialCurrent account.
From the study record, users can see sites selected, requests sent, responses received, sites interested, sites declined, outstanding responses, response dates, and feasibility scores with their supporting answers.
This gives the feasibility team a current network-level view without collecting separate spreadsheets from every location.
Match studies with qualified sites
TrialCurrent compares the protocol requirements with information maintained for each site and investigator.
- ✓Therapeutic-area experience
- ✓Investigator specialty and qualifications
- ✓Facility and equipment capabilities
- ✓Required laboratory and procedure capacity
- ✓Current site availability
- ✓Previous enrollment performance
- ✓Experience with similar studies
- ✓Missing or expired credentials
The result is a reviewable shortlist, not an automatic site award. The feasibility team makes the final decision and can document why each site was included or excluded.
Identify delays while there is still time to act
The Control Tower brings together items that may affect a study or opportunity timeline.
- ✓Opportunities with no recent activity, and feasibility requests awaiting a response
- ✓Contracts that have remained in negotiation beyond the expected timeframe
- ✓Startup milestones approaching or past their due dates
- ✓Blockers without an owner, escalated risks, and credentials or documents nearing expiration
Each item links back to the underlying record and shows the owner, age and recommended next action.
Track blockers on the study record
Users can record a blocker with the information needed to manage it:
- ✓Description and category
- ✓Owner
- ✓Date identified
- ✓Target resolution date
- ✓Current status
- ✓Escalation level
- ✓Resolution notes
- ✓History retained on the record
Open and overdue blockers appear in operational reporting and the Control Tower. Teams can review the history without searching meeting notes or email threads.
Compare feasibility expectations with study performance
TrialCurrent can retain the enrollment and performance estimates submitted during feasibility and compare them with actual study results.
- ✓Estimated versus actual enrollment
- ✓Startup estimates versus actual startup dates
- ✓Site response history and previous delivery on similar studies
- ✓Recurring gaps between feasibility commitments and performance
Sites without sufficient historical information are identified as having limited data. TrialCurrent does not create a performance conclusion when the supporting history is unavailable.
Manage startup milestones and First Patient In readiness
Once an opportunity is awarded, TrialCurrent creates the operational study record and related milestones.
- ✓Site selection and confirmation
- ✓Confidentiality agreements
- ✓Budget and contract status
- ✓Regulatory document collection
- ✓IRB submission and approval
- ✓Site qualification and training
- ✓Site initiation
- ✓Recruitment readiness and First Patient In
Study health is based on the status and timing of the underlying milestones. Users can review the records contributing to the current status.
Keep documents and credentials connected to the work
Documents can be associated with the relevant study, site, investigator or organization.
- ✓Document categories
- ✓Version history
- ✓Effective and expiration dates
- ✓Approval status
- ✓Missing-document tracking
- ✓Credential expiration reminders
- ✓Study-specific requirements
- ✓Expiration alerts at 30, 60 and 90 days
Record calls without creating more administrative work
Users can enter a natural-language summary of a sponsor, CRO or site conversation. TrialCurrent can use that note to help identify the related contact, the relevant opportunity or study, follow-up actions, due dates, and changes in status.
The user reviews the information before saving it to the record.
Reporting for leadership and operations
TrialCurrent includes reporting for commercial and operational teams. Common views include:
- ✓Pipeline by stage, sponsor or CRO
- ✓Expected contract value
- ✓Opportunities requiring follow-up
- ✓Feasibility response status and site-selection progress
- ✓Study portfolio status
- ✓Startup milestone performance
- ✓First Patient In risk
- ✓Open and overdue blockers
- ✓Site performance
- ✓Credential and document expirations
Users can open the records behind a report instead of relying on an unexplained summary.
A daily summary of what changed
The Morning Digest gives leadership a concise review of changes requiring attention. Depending on the recipient’s role, it can include new and updated opportunities, pipeline movement, feasibility responses, study-status changes, overdue milestones, new or escalated blockers, contracts requiring attention, and upcoming credential expirations.
The digest links users back to the relevant TrialCurrent records.
Separate data for each organization
TrialCurrent supports multiple organizations while keeping each organization’s records within its assigned environment.
Access is controlled by organization and user role. Administrative users can provision organizations and assign authorized users without creating a separate application deployment for each customer.
Four moves, one system
The handoffs between them are where days disappear today. In TrialCurrent they're the same record moving forward.
Win
BD tracks pursuit in stages that match your world, with contract value and win probability computed from the deal itself.
Assess
The protocol arrives and its structure is extracted, then seeds a trackable questionnaire to every selected site. Responses roll up on their own.
Activate
Milestones, documents, and blockers each carry an owner and an age. Study health and FPI risk compute continuously, with the reasoning attached.
See
The Control Tower ranks what's threatening timelines. The Morning Digest puts it in leadership's inbox before the first meeting.
No patient data. Ever.
TrialCurrent works with milestone-level operational data — sponsors, sites, studies, and the people who work at them. It is not an eSource, EDC, patient recruitment, or patient-record system, and protocols uploaded to it should not contain patient-level information. That boundary is deliberate, and it keeps the categories of data that drive the hardest compliance questions out of the platform entirely.
Records are scoped by organization on every read and write. Access is role-based, sessions are signed and revocable, and passwords are hashed with Argon2id. Read the full security overview →
Patient-facing platforms have to defend PHI handling, breach exposure, and consent architecture. TrialCurrent is the operations layer underneath that. Keeping patient data outside the platform can substantially reduce the scope and complexity of a security review, because the categories that drive the hardest questions simply are not present.
Built from the operational side of clinical research.
TrialCurrent was not designed from a generic CRM template and adapted to clinical research. It came out of years spent designing and operating the Salesforce systems that supported clinical research across a global site network of more than 200 locations — feasibility, study startup, regulatory tracking, site activation, and leadership visibility across decentralized and hybrid trials.
That work is why the stages are named the way your team names them, why every computed figure shows its arithmetic, and why the platform refuses to fabricate a number it cannot support. These are not design preferences. They are the things that broke, repeatedly, in systems that had to hold up under real operational pressure.
Questions, answered
Does TrialCurrent hold patient data?
How is it priced?
How long does it take to get started?
Where does AI fit, and where doesn't it?
We already have a CRM and a CTMS. Where does this fit?
See how TrialCurrent would fit your operation.
A demonstration can be tailored to your current sales, feasibility and study-startup process. We’ll review how your team manages opportunities and studies today, where information is being re-entered and which workflows would benefit most from being connected.
Request a DemoNot ready for a demo? Email us at info@trialcurrent.com — partnerships and press welcome too.