
Trially CONNECT
Hey, Margo.
Convert qualified patients into study participants.


Connect
Trially CONNECT
Hey, Margo.
Convert qualified patients into study participants.

Connect
Stop losing patients to workflow gaps.
Qualified candidates often slip away due to insufficient follow-up, staffing and physician handoff.
Margo engages patients from pre-screening to enrollment.
Find the right patients faster — in just 3 steps.
Because your Top CRC needs to be on every patient call.
Drop your list.
Drop your patient list and enrich your data, or integrate directly with your current systems. Margo does the rest.
Drop your list.
Drop your patient list and enrich your data, or integrate directly with your current systems. Margo does the rest.
Drop your list.
Drop your patient list and enrich your data, or integrate directly with your current systems. Margo does the rest.
Get trial-ready.
Margo reactivates and engages dormant patient populations with voice call, text and email to build your trial-ready population.
Get trial-ready.
Margo reactivates and engages dormant patient populations with voice call, text and email to build your trial-ready population.
Get trial-ready.
Margo reactivates and engages dormant patient populations with voice call, text and email to build your trial-ready population.
Pre-screen pronto.
Qualify patients for trials with automated pre-screening, scheduling and engagement.
Pre-screen pronto.
Know why patients qualify, when they are visiting and how to focus your recruitment on who matters most.
Pre-screen pronto.
Qualify patients for trials with automated pre-screening, scheduling and engagement.
Pre-screen pronto.
Qualify patients for trials with automated pre-screening, scheduling and engagement.
Plug into what you already use.
Built by world-class Zapier AI engineers, we keep your workflow in-tact with pre-built connectors to any EHR, CTMS, CRM or list.
The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner
The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner
The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner
The value of Trially cannot be overstated for our site! It’s a super simple yet powerful technology that saves me a ton of [billable] time on prescreening. Any researcher of any level would benefit.

-Site Coordinator, CRIO Clinical Site Partner
Key Features
Apts & Reminders
Scheduling through call, email, SMS.
Apts & Reminders
Scheduling through call, email, SMS.
Apts & Reminders
Scheduling through call, email, SMS.
Apts & Reminders
Scheduling through call, email, SMS.
Max Randomization
Agent targets mostly likely candidates.
Max Randomization
Agent targets mostly likely candidates.
Max Randomization
Agent targets mostly likely candidates.
Max Randomization
Agent targets mostly likely candidates.
Interruption Handling
Stops and listens when interrupted.
Interruption Handling
Stops and listens when interrupted.
Interruption Handling
Stops and listens when interrupted.
Interruption Handling
Stops and listens when interrupted.
Patient Reactivation
Engage trial-ready population.
Patient Reactivation
Engage trial-ready population.
Patient Reactivation
Engage trial-ready population.
Patient Reactivation
Engage trial-ready population.
Qualification & Reporting
Qualify and pre-screen candidates.
Qualification & Reporting
Qualify and pre-screen candidates.
Qualification & Reporting
Qualify and pre-screen candidates.
Qualification & Reporting
Qualify and pre-screen candidates.
Selective Attention
Suppress noise, focus on patients.
Selective Attention
Suppress noise, focus on patients.
Selective Attention
Suppress noise, focus on patients.
Selective Attention
Suppress noise, focus on patients.
Loved by sites, trusted by experts.
The latest from Trially

Screen Smarter. Enroll Faster.
Team up with Trially to covert qualified candidates and predictably hit your enrollment goals.

Screen Smarter. Enroll Faster.
Team up with Trially to covert qualified candidates and predictably hit your enrollment goals.
Frequently Asked Questions
What compliance standards does Trially meet?
How does Trially ensure my patient data stays private?
Which Electronic Health Systems (EHR) systems does Trially integrate with?
Which CRM systems does Trially integrate with?
What encryption standards does Trially use to protect sensitive health information?
Can my IT team integrate their existing security protocols with Trially's system?
How do we implement Trially into our current workflow?
Frequently Asked Questions
What compliance standards does Trially meet?
How does Trially ensure my patient data stays private?
Which Electronic Health Systems (EHR) systems does Trially integrate with?
Which CRM systems does Trially integrate with?
What encryption standards does Trially use to protect sensitive health information?
Can my IT team integrate their existing security protocols with Trially's system?
How do we implement Trially into our current workflow?
Frequently Asked Questions
What compliance standards does Trially meet?
How does Trially ensure my patient data stays private?
Which Electronic Health Systems (EHR) systems does Trially integrate with?
Which CRM systems does Trially integrate with?
What encryption standards does Trially use to protect sensitive health information?
Can my IT team integrate their existing security protocols with Trially's system?
How do we implement Trially into our current workflow?
All information presented is for illustrative purposes only and does not represent actual data. Trially's product is fully compliant with HIPAA, SOC 2, FDA 21 CFR Part 11 and ISO 27001 regulations, ensuring the highest level of data security, safety and privacy.
All information presented is for illustrative purposes only and does not represent actual data. Trially's product is fully compliant with HIPAA, SOC 2, FDA 21 CFR Part 11 and ISO 27001 regulations, ensuring the highest level of data security, safety and privacy.