Recruitment CRM Built for Research Teams
Replace spreadsheets, disconnected tools, and manual processes with a centralized platform for participant engagement, recruitment management, and operational visibility.
Recruit Faster. Stay Organized. Improve Visibility.
Research teams use OpenClinica Foundation to:
- Respond faster to participant inquiries
- Eliminate recruitment spreadsheets
- Centralize SMS, email, and phone communications
- Reduce manual follow-up and administrative work
- Standardize recruitment workflows across studies
- Monitor recruitment performance in real time
- Improve visibility across sites and teams
One Platform for Participant Recruitment
OpenClinica Foundation combines participant management, communications, workflow automation, and recruitment analytics in one compliant platform built specifically for clinical research.
Participant Management
Track every participant from first contact through screening, qualification, and enrollment with custom statuses and filtered list views.
Unified Communications
Manage SMS, email, and calls from a single participant record. Every interaction automatically logged and accessible to the whole team.
Workflow Automation
Automate follow-up, reminders, and participant outreach based on recruitment status. Coordinators focus on conversations, not manual tasks.
Recruitment Analytics
Monitor funnel performance, conversion rates, lead sources, and enrollment activity. Real-time visibility for every stakeholder.
Multi-Site Management
Manage recruitment across studies, sites, and teams with centralized reporting and site-level segmentation.
Compliance & Governance
Maintain participant records, communication history, and permissions within a governed research environment designed for clinical compliance.
One Platform Instead of Many
OpenClinica Foundation provides a single operational platform for participant recruitment and engagement — replacing the patchwork most research teams rely on today.
One Workflow from Lead to Enrollment
As participants progress through the recruitment process, Foundation tracks activity, automates communications, and maintains visibility across studies and sites.
Lead Generation
Ads and screeners capture qualified interest
Screening
Pre-screeners automatically create participant records
Qualification
Custom statuses and workflows triage eligible participants
Outreach
Automated SMS and email triggered on status changes
Follow-Up
In-app calling and two-way SMS
Enrollment
Clean handoff to OpenClinica EDC
Every Tool Your Team Needs, Built Into One Platform
A closer look at the four capabilities that make OpenClinica Foundation the operational backbone for modern clinical recruitment teams.
Participant Management & Funnel Tracking
Configure recruitment workflows that match your actual study protocol. Track every participant through custom stages with full history and drop-off visibility.
- Lead tracking and screening workflows
- Custom recruitment statuses and enrollment monitoring
- Saved views, filters, and participant history
- Funnel reporting with drop-off analysis
Multi-Channel Communications
Text, email, and call participants from inside OpenClinica Foundation. Every interaction is automatically logged so your whole team stays aligned on every participant record.
- Two-way SMS with STOP compliance
- Email outreach with reusable templates
- In-app calling with wrap-up notes
- Centralized message history per participant
Workflow Automation
Set up automated outreach sequences that trigger based on participant status, eligibility, or time elapsed. Coordinators focus on relationships, not follow-up logistics.
- Automated follow-up on new leads
- Status-based SMS and email outreach
- Appointment reminder sequences
- Reusable workflows and communication templates
Recruitment Analytics
See exactly where participants drop off, which lead sources convert, and how each site is performing — in real time, not at the end of the quarter.
- Funnel dashboards and conversion tracking
- Lead-source performance analysis
- Site-level reporting for multi-site studies
- Recruitment visibility for investigators and managers
The Operational Layer Connecting Recruitment to Research
OpenClinica Foundation serves as the operational layer connecting participant recruitment and clinical research execution — all included in OpenClinica Study Hub.
OpenClinica Patient Recruitment
Generate participant interest and capture qualified leads.
OpenClinica Foundation
Manage participant communications, screening, workflows, qualification, and enrollment operations.
OpenClinica EDC
Capture and manage clinical study data after enrollment.
The unified platform beneath every stage — connecting recruitment, engagement, and data capture into one continuous participant journey from first contact through study completion.
Explore the Full OpenClinica Ecosystem
OpenClinica Foundation is one part of a connected platform built end-to-end for clinical research teams.
OpenClinica Patient Recruitment
Precision digital ads, branded landing pages, and smart pre-screening — driving qualified participants into your Foundation funnel.
Learn About RecruitmentOpenClinica Study Hub
The connected platform that brings together Patient Recruitment, Foundation, and EDC into one end-to-end clinical research operating system.
Explore Study Hub