16/09/2026
Meta Ads. Google. The website. Physician referrals. A CRO campaign. Same Research Site, five different sources — and by the time someone asks "what happened to last month's 120 inquiries?", the answer lives in four different files. 📁
But here's what actually causes that: most CRMs are built for sales, tracking Lead → Opportunity → Customer. Clinical recruitment needs a completely different workflow — Inquiry → Pre-Screen → Referral → Site Screening → Enrollment — and forcing it into sales terminology is where the confusion starts.
Here's another thing that trips people up: adding a CRM doesn't automatically save time. If staff still have to copy participant info into a spreadsheet and then into the Site's own system, the CRM just became one more thing to update — not less work.
We break down what a clinical trial recruitment CRM should actually do (and what it shouldn't try to do) in our newest article:
https://www.bbk-marketing.com/blog/crm-for-clinical-trial-recruitment