Momentum Clinical Research and Clinrol
Participant engagement platform for AU and NZ
February 2026
Why we're here
Following our January conversation, three themes emerged as priorities for Momentum's recruitment operations.
1
Lower cost and workload
Return time to recruiters by streamlining comms, prioritising qualified patients and removing duplicate CTMS entry.
2
Automate operations
Workflow automation, real-time CTMS sync and structured visibility across sites and studies, backed by AU/NZ local support.
3
Board-ready clarity
Board pack by end of March with clear scope and costs to enable approval and implementation.
Today is about showing how Clinrol removes friction, accelerates recruitment and delivers against your priorities.
Outcomes you're aiming for
1
Reduce manual screening
AI pre-screening filters patients before recruiter time is spent on ineligible candidates.
2
Automate bookings
Persistent follow-up and self-booking reduce patient leakage and engagement time.
3
One clear workspace
All SMS, email and call (AI or human) activity visible in a single unified view.
4
Seamless CTMS sync
Recruitment activity syncs automatically with the CTMS, with no duplicate data entry.
5
Make bottlenecks visible
Funnel visibility and recruiter performance insights surface inefficiencies quickly.
6
Safe and secure
AU and NZ hosted, ISO certified and fully aligned with local privacy and data regulations.
'Core' features currently live
AI call + pre-screening
Eligibility scoring
Appointment bookings
AI call summaries
Recruiter visibility
RealTime integration
AI call and pre-screening
Automatically calls and screens participants against protocol criteria before a recruiter engages, filtering early and reducing manual workload.
AI call summaries
Calls are automatically transcribed and converted into structured eligibility summaries, with status updates triggered in real time to reduce manual note-taking and admin.
Eligibility scoring
Automatically scores participants against protocol criteria, filtering out ineligible leads early and allowing recruiters to focus only on high-probability candidates.
Appointment bookings
Recruiters can book screening calls directly into calendars without back and forth, with automated confirmations and reminders to reduce no-shows and administrative overhead.
Recruiter visibility
Live dashboards provide real-time visibility of participant volume, status progression and individual recruiter activity across studies and sites.
RealTime CTMS integration
Screening outcomes and participant statuses sync directly to RealTime (and other CTMS /CRM solutions). Clinrol has engineered this native bi-directional sync, a complex integration few have achieved.
'Core' features we're working on
1
Workflow automation
Trigger-based journeys with conditional logic and persistent SMS and email follow-up.
ETA - 31 March
2
Unified inbox
Centralised inbound and outbound messaging and templated patient comms.
ETA - 30 April
3
Custom analytics
Decision-ready dashboards tailored to Momentum’s reporting requirements.
ETA - 30 May
Seamlessly integrates with your operations
Clinrol manages recruitment activity. CTMS remains the clinical system of record. Save time, cost and resources.
Scalable access for any team model
Momentum's 'core' feature requests
30
Available now
Features live - AI screening, calendar booking, CTMS integration and more.
14
On current roadmap
Enhancements in progress or on roadmap for delivery.
13
Custom enhancements
Custom features to be fast-tracked based on Momentum's requirements.
9
Non essential
Confirmed with Momentum to be descoped and non-blocking.
Proposed rollout
Phase 0: Configuration
Day 1
Study and user configuration, analytics, CTMS mapping and staff training
Phase 1: Go-live
Week 1
AI screening, calendar booking and real-time CTMS sync live
Phase 2: Automation
Week 3-6
Custom workflow journeys, persistent digital follow-up and unified inbox rollout
Phase 3: Custom analytics
Week 8-10
Custom reporting and performance dashboards
Phase 4: partnership
Ongoing
Clinrol and Momentum working together on new features and prioritising roadmap

✅ Built specifically for clinical recruitment teams and sites; not adapted from generic CRM platforms
✅ No heavy custom development required for 'core' features with seamless RealTime CTMS integration
✅ Go-live within a week
Security and compliance
Security in place
  • ISO 27001 certified
  • Encryption at rest and in transit
  • Role-based access control
  • AU and NZ privacy legislation
  • Audit trails and reporting
  • Multi-factor authentication (MFA)
Enhancements
  • Uplift audit trail views
  • Automated data minimisation controls
How Clinrol aligns to your evaluation criteria
76%
Requirements coverage
44 of 58 core items will be available with other items added to custom features and roadmap.
100%
Ease of use
Best-in-class UX for 15 recruiters, reduced manual entry, ease of training/onboarding.
100%
Low costs to Momentum
Avoid heavy CRM builds and reduce spend on manual processes and resourcing.
100%
Scalability and roadmap
Grow with Momentum, influence over future features, AI innovation and roadmap visibility.
100%
Partnership
Industry reputation and understanding of clinical-specific needs with AU/NZ support.
95%
Delivery dates
Plan that supports Momentum's board decision with 'Phase 1' live before end of April.
100%
Security and compliance
ISO 27001 controls plus privacy alignment, audit logging and documented security governance.
Next steps
1
User and usage inputs
Momentum to provide expected volumes across sites, studies, human and AI calls and SMS to finalise custom pricing.
2
Deliver board-ready pack
Clinrol to provide updated deck, pricing, implementation details and any other required info for March board meeting.
3
Go-live preparation
Confirm go-live date and onboarding requirements including user setup, call and SMS configuration and training.
Thank you
Thank you for the opportunity to show how Clinrol can enhance your recruitment operations. We’re confident we align with Momentum Clinical Research’s goals and look forward to partnering.
Questions? Please feel free to reach out.
Daniel Guda
Growth & Partnership Lead, APAC
daniel@clinrol.com
+65 8856 3615