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Clinical Research CRM

Manage Site Pipelines, Sponsor Proposals, and IRB Deadlines Without Spreadsheets

HelloGrowthCRM gives CRO teams a structured workspace for investigator site activation, sponsor proposal tracking, IRB deadline alerts, and patient enrolment milestones — all in one shared system of record.

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Clinical Research CRM

Live sample workspace for Clinical Research: Site pipeline: feasibility → site selection → activation → enrolment open.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Site pipeline

1

Clinical Research Account

Site pipeline: feasibility → site selection → activation → enrolment

Rs. 2.4L

Sponsor proposal tracker

1

Clinical Research Opportunity

Sponsor proposal tracker: log every RFP and bid with protocol,

Rs. 1.1L

IRB and EC deadline

1

Clinical Research Renewal

IRB and EC deadline alerts: automated reminders before ethics committee

Rs. 78K

Patient enrolment milestones

1

Clinical Research Follow-up

Patient enrolment milestones: track screened, enrolled, and randomised counts per

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for Clinical Research CRM?

Yes. HelloGrowthCRM gives Clinical Research CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like sponsor business development runs on conference contacts that go cold in the months between meetings — rather than generic sales busywork.
  • Site pipeline: feasibility → site selection → activation → enrolment open → study close — every investigator site tracked with PI contact, therapeutic area, and activation status
  • Sponsor proposal tracker: log every RFP and bid with protocol, indication, estimated budget, and decision date so BD knows exactly which sponsor opportunities are live
  • IRB and EC deadline alerts: automated reminders before ethics committee submission, renewal, and amendment deadlines so no site falls out of regulatory compliance

See pricingBook a demo

01

Why spreadsheets fail clinical research operations

A CRO runs on deadlines that don't forgive a missed reminder. An IRB renewal slips because it lived in a tab nobody owned. A sponsor RFP goes cold because the BD lead who tracked it privately took leave. A site that looked promising at feasibility under-enrols for two months before anyone notices the gap against target. Each of these is a spreadsheet problem — disconnected files, no shared owner, no automatic alert. HelloGrowthCRM replaces those scattered sheets with one workspace where every investigator site, sponsor proposal, and regulatory deadline carries a visible status, a named owner, and an automatic reminder, so the work that keeps studies on track stops depending on one person's memory.

02

How HelloGrowthCRM runs a CRO sales and delivery cycle

A sponsor enquiry enters the proposal tracker tagged with protocol, indication, estimated budget, and decision date. As the bid advances, candidate investigator sites move through their own pipeline — feasibility questionnaire, site selection, activation, enrolment open, study close. IRB and ethics committee deadlines generate automatic alerts, monitoring visits are scheduled per site with the assigned CRA, and screened, enrolled, and randomised counts roll up against targets. Protocol amendments and pass-through costs tie back to the sponsor opportunity so business development, clinical operations, and finance share one accurate view of every study.

03

What CROs gain in year one

Proposal win rates improve when every RFP has a documented follow-up rather than relying on one BD lead's recall. Site activation accelerates when feasibility responses are chased and ranked instead of waiting in an inbox. Enrolment timelines hold because under-performing sites are flagged early enough to act. And quality reviews go smoother because every note, visit, and deadline leaves an auditable trail. Growth plan starts at ₹899/user/month, free plan at ₹0 covering 200 records — enough to map a sponsor pipeline and a few sites before you commit.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • Sponsor business development runs on conference contacts that go cold in the months between meetings.

    Every sponsor contact sits in a nurture pipeline with scheduled touch-points, so the relationship is warm when the next study is scoped.Sponsor pipeline nurture

  • Proposals and budgets go through many revisions across email, and version confusion reaches the sponsor.

    Proposal versions and approvals attach to the opportunity record in order, so the team always sends the current document.Proposal version trail

  • Feasibility responses are time-boxed, and a slow answer removes you from the study before evaluation begins.

    Feasibility requests enter a deadline-tracked pipeline with owner tasks and escalating reminders, so responses ship on time.Feasibility deadline tracking

  • Site and investigator coordination lives in inboxes, with no shared view of who committed to what.

    Site contacts, commitments and follow-ups live on shared records with tasks, giving the project team one coordination surface.Site coordination records

  • Study milestones that trigger invoicing pass silently, and billing lags the work by months.

    Milestone stages trigger invoice tasks and payment reminders automatically, keeping cash flow aligned with delivery.Milestone billing

  • A sponsor asks whether you can find six sites with paediatric experience in western India, and answering means emailing four business development managers.

    Investigators and sites are records with therapy area, past studies, patient volumes and prior performance as searchable fields, so a feasibility answer takes an afternoon instead of a week.Investigator & site database

  • The confidentiality agreement has been with the sponsor's legal team for five weeks and the feasibility clock is running while nobody owns the chase.

    Agreement execution is a pipeline stage with the draft attached, a named owner and a dated chase task, so a document sitting with the other side is visible on the board rather than assumed to be moving.Agreement execution tracking

  • Three of eleven sites are well behind their enrolment commitment and it shows up in the sponsor's monthly report before it shows up in yours.

    Enrolment numbers are fields on each site record rolled up to a study dashboard, with an escalation task raised on the monitor's board when a site falls behind, so the conversation happens before the sponsor has it with you.Per-site enrolment escalation

  • The sponsor added two visits and an extra assessment mid-study, your team absorbed the work, and no change order was ever raised.

    Scope changes are captured as records on the study with the requesting email attached, an approval stage and a linked invoice, so additional work becomes a billed change order instead of goodwill.Change-order capture

  • Bid preparation stalls waiting on central lab, imaging and courier quotes that were requested on three separate email threads.

    Each vendor quote is a card on the bid board with an owner and a due date, and responses attach to the same pursuit, so the budget is assembled against a visible checklist instead of an inbox search.Vendor quote assembly

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Site pipeline: feasibility → site selection → activation → enrolment open → study close — every investigator site tracked with PI contact, therapeutic area, and activation status
  • Sponsor proposal tracker: log every RFP and bid with protocol, indication, estimated budget, and decision date so BD knows exactly which sponsor opportunities are live
  • IRB and EC deadline alerts: automated reminders before ethics committee submission, renewal, and amendment deadlines so no site falls out of regulatory compliance
  • Patient enrolment milestones: track screened, enrolled, and randomised counts per site against targets — flag under-enrolling sites before they threaten the timeline
  • Feasibility questionnaire follow-up: send and chase site feasibility responses, log returned questionnaires, and rank candidate sites by capability and prior performance
  • Change order and amendment tracking: tie protocol amendments and pass-through costs to the sponsor opportunity so delivery and finance stay aligned through long trials
  • Monitoring visit scheduling: record SIV, IMV, and COV dates per site, assign the CRA, and capture outstanding queries so monitors and project managers share next steps
  • Multi-site study view: manage a single sponsor study with many investigator sites underneath it — consolidated enrolment status and separate site-level activity logs
  • Auditable activity trail: timestamped notes, meeting records, and task completion per site and sponsor create a defensible history for quality and regulatory reviews
  • DPDPA compliant: sponsor, site, and contact data stored securely under Meru Technosoft Pvt. Ltd. as DPDPA Data Fiduciary — free plan at ₹0, no credit card required

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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