The all-in-one site clinical trial management system (CTMS) platform that seamlessly integrates with your eSource to streamline site operations and data capture is clearly CRIO.
Why Is CRIO the Leading Site CTMS Software in Clinical Trials?
CRIO’s site CTMS software was built to work in tandem with our eSource solution to increase operational efficiency and data quality. From managing patient recruitment to optimizing your finances, get ready for new levels of productivity.
Patient Recruitment
More than a third of sites under-enroll and roughly 1 in 10 enroll no patients at all (Tufts CSDD). CRIO’s built-in recruitment tools help you find and move the right patients through the funnel without leaving the platform, resulting in 40% higher enrollment.
- Manage your patient database, search for patients that meet feasibility criteria, and have website leads come in automatically
- Make calls and send texts from within the system to move patients through the funnel
- Simplify phone screenings with interactive patient questionnaires
- Book patients for special prescreening visits or studies
Do you need help with recruitment?
Are you hoping to integrate your site CTMS system with your existing recruitment vendor? CRIO has you covered.
Finance
80% of sites have six or fewer months of operating cash on hand, and more than 80% say payment delays hurt their operations (SCRS Site Landscape Survey). CRIO gives you tools to protect cash flow.
- Set visit or procedure-level receivables, patient stipends, and payables in different currencies
- Generate and automatically track invoices and payment vouchers
- Record and reconcile sponsor reimbursements
- Support generally accepted accounting principles (GAAP) and financial reporting requirements
Need Additional Tools to Optimize Site Operations?
Patient Stipends
- Deliver safe, hassle-free, and compliant patient payments with cash cards from Dash Solutions
- Configure stipend amounts and issue prepayments in one system
- Quickly and easily generate 1099 year-end reporting
eConsent
Automate informed consent form (ICF) management with our eSource-integrated eConsent software.
Reporting
Optimize data reporting and query capabilities with our customizable reporting offerings.
Frequently Asked Questions About the CRIO Site CTMS
CRIO is an all-in-one platform that combines eSource and CTMS in a single system built for clinical research sites, so site operations and data capture live in one place instead of across disconnected tools. Sites manage recruitment, scheduling, and finances alongside source data capture, reducing duplicate entry and giving teams one source of truth across the study.
Because the CTMS and eSource share the same platform, information entered once flows through the system rather than being rekeyed between tools, which is what lets sites streamline daily operations while capturing higher-quality data at the source.
CRIO’s site CTMS is built to work in tandem with CRIO eSource, so scheduling, patient management, finances, and source data collection connect in one workflow, and sites don’t have to deal with the manual handoffs and duplicate entry that slow them down when operations and data capture live in separate systems.
This integration gives sites a harmonized workflow in which a patient scheduled in the CTMS moves directly into source data collection, keeping the operational and clinical sides of a study in sync without extra administrative work. Similarly, procedures captured in eSource automatically flow into CTMS for invoicing.
CRIO’s site CTMS includes built-in recruitment tools that let sites manage their patient database, search for candidates who meet feasibility criteria, and capture website leads automatically. Sites can call and text patients from within the system, run phone screenings with interactive questionnaires, and book prescreening visits, helping move candidates through the funnel without leaving the platform.
For sites that already work with a recruitment vendor, CRIO also supports integrations with patient recruitment partners, so existing pipelines connect to the same system.
CRIO’s site CTMS lets sites set visit- and procedure-level receivables, stipends, and payables in multiple currencies, then generate and track invoices and payment vouchers automatically. Sites can record and reconcile sponsor reimbursements and meet GAAP and financial reporting requirements from the same system.
Patient payments are handled in-platform too, with compliant cash-card stipends through Dash Solutions, configurable amounts and prepayments, and automatic 1099 year-end reporting.
A site CTMS is clinical trial management software designed around the operational needs of research sites (patient recruitment, scheduling, finances, payments, and records) rather than sponsor- or CRO-level oversight across a portfolio of studies. CRIO’s CTMS is built by and for sites and integrates with CRIO eSource, so the tools sites use to run operations connect directly to the tools they use to capture data.
That site-first design means fewer disconnected systems and logins for staff, and because operations and source data share one platform, sites spend less time on administrative reconciliation and more time on patients.



