Clinical trials are complex.
They involve several aspects that need attention — from recruiting diverse patient populations to managing studies, data analysis, reporting, monitoring logistics, and more.
Even if you miss out on a single protocol amendment, the result will be non-compliance, hefty penalties, and legal issues.
This is where Clinical Trial Management Systems (CTMS) come in to bring all the scattered processes under one roof. A CTMS platform ensures all critical processes are in one place, streamlining clinical trials and research operations and helping you make informed decisions faster.
This listicle includes the best clinical trial management software designed to improve your clinical trials. Explore them all and choose the ideal one that serves your purpose.
- Best Clinical Trial Management Software at a Glance
- What Is Clinical Trial Management?
- What Should You Look for in the Best CTMS Software?
- The Best CTMS Software
- 1. ClickUp (Best for Managing trial documentation, task tracking, and research workflows)
- 2. Zelta (Best for clinical data management)
- 3. Florence eBinders (Best for remote trial monitoring and management)
- 4. Clinion (Best for centralizing and automating clinical operations)
- 5. Veeva Vault (Best for centralizing clinical data and content)
- 6. Medidata (Best for study management and data visualization)
- 7. Oracle Siebel (Best for monitoring and managing clinical trial operations)
- 8. MasterControl CTMS (Best for clinical documentation and quality management)
- 9. TrialKit (Best for managing remote trials and decentralized studies)
- 10. RealTime CTMS (Best for streamlining patient enrolment and clinical trials)
- 11. Edge CTMS (Best for real-time clinical research management)
- 12. Castor EDC (Best for capturing clinical trial data)
- 13. Clinical Conductor CTMS (Best for optimizing recruitment and financial workflows)
Best Clinical Trial Management Software at a Glance
Here’s a comparison table for the Clinical Trial Management Systems (CTMS):
Tool Name | Best For | Key Features | Pricing |
ClickUp | Managing trial documentation, task tracking, and research workflows | Task tracking, document collaboration, automation, dashboards, HIPAA compliance, AI-powered insights | Free, Unlimited: $7/user/month, Business: $12/user/month, Enterprise: Custom pricing |
Zelta | Clinical data management | Real-time trial data insights, predictive resupply analytics, KPI-based dashboards | Custom pricing |
Florence eBinders | Remote trial monitoring and management | eISF, e-signatures, document storage, remote monitoring, built-in redaction controls | Custom pricing |
Clinion | Centralizing and automating clinical operations | AI/ML modules, protocol automation, IP inventory management, real-time visibility | Custom pricing |
Veeva Vault | Centralizing clinical data and content | Study registration sharing, eCOA, centralized study communications | Custom pricing |
Medidata | Study management and data visualization | Automated data transfers, visual analytics, eTMF and Rave EDC integrations | Custom pricing |
Oracle Siebel | Monitoring and managing clinical trial operations | Workflow automation, personalized portals, auto-tracking subject visit completion | Custom pricing |
MasterControl CTMS | Clinical documentation and quality management | TMF and GCP document management, site qualification and monitoring, integration of clinical operations and quality management | Custom pricing |
TrialKit | Managing remote trials and decentralized studies | EDC, RTSM, AI-powered analytics, native mobile app | Starting from $1,350 onwards |
RealTime CTMS | Streamlining patient enrollment and clinical trials | Patient tracking, automated scheduling, HIPAA compliance, advanced reporting | Custom pricing |
Edge CTMS | Real-time clinical research management | Workflow builder, finance module, patient recruitment tracking | Custom pricing |
Castor EDC | Capturing clinical trial data | eCRFs, real-time study insights, role-based access, survey features | Custom pricing |
Clinical Conductor CTMS | Optimizing recruitment and financial workflows | Recruitment tracking, financial management, centralized study information | Custom pricing |
What Is Clinical Trial Management?
Clinical Trial Management involves planning, executing, and monitoring clinical research to ensure it is ethically conducted in compliance with industrial regulatory standards.
Managing clinical trials requires coordinating several aspects, such as patient recruitment, data collection, data-driven decision-making, document management, budget management, maintaining compliance, and reporting across sites and stakeholders. Here, the goal is to perform the trial efficiently while maintaining data integrity and the safety of participants.
🧠 Did you know? According to a research study, conducting successful clinical trials requires various factors, including project planning, seamless collaboration, minimal work for investigators and participants, efficient systems, and proper recruitment of trial participants.
What Should You Look for in the Best CTMS Software?
Whether you’re looking for clinical trial management software or a platform to help you create utilization management processes, make sure the software has these features:
- Patient management: Choose a platform that can automate scheduling, organize appointments, track enrolment, and monitor compliance
- Document management: Implement a trial management system that helps you store and manage documents and research studies centrally. Make sure it offers secure storage with access permissions and version control
- Reporting and analytics: Pick software that offers custom dashboard and real-time reports so you can gain insights into trial activities, team productivity, and other performance metrics
- Regulatory compliance: Choose a platform that supports necessary healthcare standards, including HIPAA and SOC 2, and ensure complete compliance with standards and protocols
💡Pro Tip: Consider the platform’s user-friendliness and scalability. Make sure that the software can accommodate your growing trial volumes and complexities. This will help you choose software that can be sustained as your research evolves.
The Best CTMS Software
Let’s see the best CTMS software, their key features, pricing, and limitations.
1. ClickUp (Best for Managing trial documentation, task tracking, and research workflows)
Be it on-site, remote, or hybrid, clinical trials mean a lot of work—onsite visits, site monitoring, overwhelming documentation, complex trial processes, and strict regulatory requirements, resulting in disconnected workflows.
This is where ClickUp, the everything app for work, combines project, knowledge, and chat in one place—all powered by AI that helps make your clinical trials faster and more efficient.
ClickUp for Healthcare can improve patient experiences with automatic appointment scheduling and contract and SLA processes, fast-tracking record requests, and collaborating on patient data and research. It is a SOC 2 and HIPAA-compliant platform with advanced user permissions for data protection.
To start with, ClickUp Tasks streamlines clinical trials. It enables you to organize complex trial workflows into manageable tasks (with checklists), monitor trial supplies, assign responsibilities, and track clinical trial progress in real time. You can also Assign Comments to specific team members to ensure accountability during the trial phases.
ClickUp Docs make clinical documentation hassle-free. It serves as a central repository for storing and managing regulatory documents, research notes, and study reports. Trial research teams can easily collaborate within these documents, maintaining version control.
When it comes to processes, offload the burden of routine trial processes such as routing approvals, study reminders, changing task and data collection status, and follow-up task alerts with ClickUp Automations. You can also integrate ClickUp with other CTMS platforms to create trigger-based automation rules and make files searchable within a single, integrated workspace.
ClickUp also helps you monitor trial timelines and compliance checklists and helps you gain visibility into team productivity metrics. With customized ClickUp Dashboards, you can quickly access essential trial metrics and details without digging through heaps of data.
Besides these features, ClickUp makes your work easier with a huge template library. For instance, the ClickUp Patient Management Template helps you:
- Create custom care plans and track progress toward health goals
- Collaborate with your study team members in real time
- Organize appointments, medical records, and assessment forms in one place
Similarly, ClickUp has several process documentation templates to help you standardize processes and ensure consistency and transparency.
ClickUp best features
- Collaborate on clinical trial processes and research with ClickUp Docs
- Organize schedules with ClickUp Calendar and automate appointment scheduling, approvals, and other routine tasks
- Monitor the time spent on each clinical trial and adjust project timelines and resource allocation with ClickUp Time Tracking
- Set clear targets and goals to improve clinical trials and track them in one place with ClickUp Goals
- Keep all your trial-related discussions and queries in one place for easy access with ClickUp Chat
- Generate compliance documentation, create prescription templates, analyze patient records, extract information from clinical research, and more with ClickUp Brain
ClickUp limitations
- ClickUp can initially feel overwhelming as it offers a plethora of features in one place
ClickUp pricing
ClickUp ratings and reviews
- G2: 4.7/5 (10,000+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
What are real-life users saying about ClickUp?
💡Pro Tip: Learn how to set up ClickUp Dashboard for clinical trial project management.👇
2. Zelta (Best for clinical data management)
Zelta, by Merative Clinical Development (formerly, IBM Clinical Development), is a clinical data management platform that makes clinical trials more efficient. It has a customizable approach that allows you to select functionalities for specific studies.
With Zelta, you can gain insights into real-time trial data, including participant engagement, regulatory compliance, and more, in one place. It also comes with trial supply management and randomization features that help with even participant distribution and supply logistics optimization.
Zelta best features
- Collect data from participants, including surveys, assessments, and diaries with Zelta EDC (Electronic Data Capture)
- Forecast trial site inventory with predictive resupply analytics
- Get real-time insights, identify trends and roadblocks using KPI-based dashboards
Zelta limitations
- Might slow down when working on large clinical studies
Zelta pricing
- Custom pricing
Zelta ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
3. Florence eBinders (Best for remote trial monitoring and management)
Florence eBinders supports clinical research with eISF (electronic Investigator Site Files) and participant binders. It offers features like e-signature and document storage to accelerate trial management.
The software’s advantage lies in its remote monitoring capabilities. These features allow you to monitor trial activities in real time without the on-site-visit hassles, review priority documents, and track compliance on the go. Also, you can directly access redacted participant binders without uploading duplicate docs to sponsor portals.
Florence eBinders best features
- Utilize workflows for study setup and activation
- Identify risks with reporting and dashboards
- eSign documents and collaborate on study and writing soap notes
- Allow only authorized users to see Protected Health Information (PHI) with built-in redaction controls
Florence eBinders limitations
- Some features can be confusing. It takes time to understand the product
- Difficult to place the signatures in the right slots
- Search function doesn’t find the right information
Florence eBinders pricing
- Custom pricing
Florence eBinders ratings and reviews
- G2: 4.5/5 (80+ reviews)
- Capterra: 4.5/5 (100+ reviews)
What are real-life users saying about Florence eBinders?
4. Clinion (Best for centralizing and automating clinical operations)
Clinion’s eClinical platform integrates trial management, EDC, RTSM, eConsent, eProtocol, CSR automation, and eTMF (Electronic Trial Master File) to streamline clinical trials. One of its standout features is the real-time visibility that allows you to monitor every step of the trial—from subject recruitment to data capture and course corrections.
It also has integrated AI/ML modules, such as AI medical coding, to speed up trial timelines and enhance data quality and compliance.
Clinion best features
- Automate protocol and clinical study reports for faster approvals, reduce authoring time and cost, and regulatory compliance
- Track inventory—from receipt to issue to return with IP inventory management
- Track and manage clinical milestones and ensure timely protocol adherence
- View finances, projects, fields, and inventory with reporting and dashboards
Clinion limitations
- Batch data loading can be slightly complicated
- Handling large data volumes can make the software slow
Clinion pricing
- Custom pricing
Clinion ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
📖 Read More: Best AI Tools in Healthcare
5. Veeva Vault (Best for centralizing clinical data and content)
Veeva Vault is a trial management software with the features to meet your healthcare project management needs. It supports real-time collaboration with editing, commenting, and integrated chat. It allows you to track approvals for content and documents, ensuring regulatory compliance and standardized workflows.
The platform’s main highlight is that it serves as a single source of truth for clinical data and documentation. It directly connects with other Veeva apps, facilitating real-time insights, operational efficiency, and prompt decision-making.
Veeva Vault best features
- Manage study registration sharing using pre-configured registry rules, workflows, XML generation, submissions, etc. with Veeva Disclosures
- Capture questionnaire responses directly from trial patients, caregivers, or clinicians with eCOA (electronic Clinical Outcome Assessments)
- Centralize study communications, documents, and safety letter exchanges, payment information with Site Connect
Veeva Vault limitations
- The search function often shows irrelevant results
- It’s not as intuitive as its competitors. Functions like uploading docs to eTMF, starting or viewing a workflow, etc., require too many steps
Veeva Vault pricing
- Custom pricing
Veeva Vault ratings and reviews
- G2: 4.1/5 (50+ reviews)
- Capterra: 4.5/5 (20+ reviews)
What are real-life users saying about real-life Veeva Vault?
📖 Read More: Best Healthcare Project Management Software
6. Medidata (Best for study management and data visualization)
Medidata’s CTMS is a straightforward tool with automated workflows that helps you streamline manual clinical processes. The software’s seamless integration with eTMF and Medidata Rave EDC eliminates manual data entry, allowing you to manage trials, research studies, and sites. Additionally, it offers powerful visual analytics to monitor studies and trial processes.
Medidata best features
- Manage clinical studies efficiently with automated data transfers from EDC to dashboards, forecasts, and analysis
- Create graphs and intuitive visuals across studies in a single report or dashboard
- Optimize site collaboration and manage documents with Rave EDC and Medidata eTMF integrations
Medidata limitations
- No option to add information in bulk
- It’s easy to lose data if not saved or multiple users work simultaneously
Medidata pricing
- Custom pricing
Medidata ratings and reviews
- G2: 4.2/5 (20+ reviews)
- Capterra: Not enough reviews
What are real-life Medidata users saying?
📮ClickUp Insight: We recently discovered that about 33% of knowledge workers message 1 to 3 people daily to get the context they need. But what if you had all the information documented and readily available?
With ClickUp Brain’s AI Knowledge Manager by your side, context switching becomes a thing of the past. Simply ask the question right from your workspace, and ClickUp Brain will pull up the information from your workspace and/or connected third-party apps!
7. Oracle Siebel (Best for monitoring and managing clinical trial operations)
Oracle Siebel’s CTMS helps you enhance clinical trial operations, maintain trial quality, and better manage investigator relationships.
The platform has robust tools, such as trip reports, document management, site payment tracking, and calendar management, for running clinical trials more efficiently. It also offers advanced trial status and management reports to improve decision-making.
Oracle Siebel best features
- Improve clinical trial operations with real-time data visibility and workflow automation
- Access personalized portals to help site coordinators and CRAs manage clinical trials over the web
- Auto-track subject visit completion status, eliminating manual errors
Oracle Siebel limitations
- Configuring and managing the system might require training
- There might be high implementation costs, including software licensing, customization, and integrations
Oracle Siebel pricing
- Custom pricing
Oracle Siebel ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
📖 Read More: Best Clinic Management Software
8. MasterControl CTMS (Best for clinical documentation and quality management)
MasterControl combines CTMS and CQMS (Clinical trial and quality management systems) so you can manage everything — from collecting patient data to documentation, quality, and risk— improving data accuracy and efficiency in clinical trials.
The software streamlines the management of your eTMF, docs, activities, quality events, audits, training, and projects throughout a clinical trial. It simplifies information exchange using several data importing and exporting methods. Plus, it allows you to link, report, and extensively research each site’s information, including study qualifications and participation, audit histories, and monitoring visits.
MasterControl CTMS best features
- Collect and organize the TMF (Trial Master File) and GCP (Good Clinical Practices) docs across sites and CROs
- Manage site qualification, monitoring, performance, and vendor audits and training throughout the clinical study
- Integrate clinical operations, quality management, and quality events across CROs, vendors, and study sites
MasterControl CTMS limitations
- Searching for data can be tedious
- Steep learning curve
MasterControl CTMS pricing
- Custom pricing
MasterControl CTMS ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
9. TrialKit (Best for managing remote trials and decentralized studies)
TrialKit is an end-to-end clinical trial management system with resource management that simplifies running trial executions. It allows real-time data entry and direct data transfers into the EDC app, accelerating data collection.
The platform automates electronic consent processes and patient-reported outcomes, helping you conduct remote and hybrid clinical trials. Also, TrialKit offers AI-powered analytics to help you make informed decisions. The platform has a native mobile app that allows researchers to manage trials anywhere.
TrialKit best features
- Add sites and cohorts, modify dosing regimens, adjust with regulatory changes, and prevent protocol deviations using TrialKit Electronic Data Capture (EDC)
- Run flexible study designs and randomize patients accurately using resource management features like RTSM (Randomization and Trial Supply Management)
- Simplify the coding process in clinical data management using automatic coding with TrialKit Coder
TrialKit limitations
- There’s a learning curve to building and designing study EDCs
- You can filter the dashboard report by more than one site at a time
TrialKit pricing
- Starting from $1,350 onwards
TrialKit ratings and reviews
- G2: Not enough reviews
- Capterra: 4.6/5 (30+ reviews)
What are real-life users saying about TrialKit?
10. RealTime CTMS (Best for streamlining patient enrolment and clinical trials)
RealTime CTMS helps you streamline clinical trials, patient enrolment, and study management. It comes with scheduling tools that automate alerts on study target dates and upcoming events. It simplifies patient tracking and has advanced reporting capabilities to help you monitor site performance, recruitment, financial metrics, and staff productivity.
RealTime CTMS is also HIPAA-compliant software that helps ensure your clinical trials comply with current regulations and ethical standards with features like audit trails and data integrity checks.
RealTime CTMS best features
- Track and monitor new trial leads from CROs and build your study pipeline
- Create custom reports to identify industry trends and get insights into site activities
- Speed up scheduling with automated study target dates and window calculations
RealTime CTMS limitations
- Steep learning curve
- User access and permissions are not granular enough
RealTime CTMS pricing
- Custom pricing
RealTime CTMS ratings and reviews
- G2: Not enough reviews
- Capterra: 4.9/5 (60+ reviews)
What are real-life users saying about RealTime CTMS?
11. Edge CTMS (Best for real-time clinical research management)
Like most CTMS, Edge is built as clinical trial and patient management software. The software specializes in helping researchers track and manage their studies from start to end. Plus, it provides complete visibility and control of patient recruitment.
Edge CTMS has other beneficial features, such as a financial module and custom workflows. Hence, it can replace your spreadsheets to provide a more transparent view of financial reports, workflows, patient attributes, invoices, and more.
EDGE CTMS best features
- Capture and manage real-time workflow processes
- Assign workload the way you want with a custom workflow builder
- Track invoices and create reports with a comprehensive finance module
EDGE CTMS limitations
- Lacks interactive reporting, which might limit editing invoices and reports, affecting the ability to optimize record data quality
- Managing large data volumes of research sites can be difficult and time-consuming
EDGE CTMS pricing
- Custom pricing
EDGE CTMS ratings and reviews
- G2: Not enough reviews
- Capterra: 4.9/5 (30+ reviews)
What are real-life EDGE CTMS users saying?
12. Castor EDC (Best for capturing clinical trial data)
Castor EDC is a cloud-based CTMS and data entry software. Its user-friendly database is great for tracking patient records. You can enter data, generate automatic queries, and use the various filter options to search data quickly. The platform also shows the overall patient journey, their progress, and outstanding work—all in one place.
Castor’s highlight is its elaborate survey features. You can build case forms for trials and clinical research, create various surveys using templates, send web surveys, organize surveys into packages for easy distribution, and also display a form navigator on the surveys for participants to easily navigate between sections.
Castor EDC best features
- Capture and manage study data in a single hub, share them with your study management team, and build advanced eCRFs (Case Report Forms)
- Get real-time insights into study statistics and track record data entry
- Use role-based access permissions for granular control and data protection
- Get email alerts for specific events, such as repeating data entry, study events, etc.
Castor EDC limitations
- Data management can be challenging with issues like delayed data capture, change in dates when working in different time zones, etc.
Castor EDC pricing
- Custom pricing
Castor EDC ratings and reviews
- G2: 4.6/5 (100+ reviews)
- Capterra: 4.7/5 (200+ reviews)
What are real-life Castor EDC users saying?
13. Clinical Conductor CTMS (Best for optimizing recruitment and financial workflows)
Clinical Conductor CTMS, by Advarra, offers robust clinical study tracking, recruitment, compliance, and financial capabilities. It has a huge database with filtering options and custom dashboards, making it apt for handling thousands of patients.
The platform helps track patient recruitment, create detailed reports, and organize meetings and appointments. The standout feature of the tool is its patient scheduling. You simply enter each study, set intervals, enroll, and schedule.
Clinical Conductor CTMS best features
- Centralize information related to staff, protocols, finances, and more with study or research management
- Streamline recruitment tasks, get real-time enrolment updates with recruitment capabilities
- Manage budgets, track invoices, and identify outstanding payments
Clinical Conductor CTMS limitations
- The financial management features can be quite complex
- The interface with a lot of pages and buttons may appear clunky to some users
Clinical Conductor CTMS pricing
- Custom pricing
Clinical Conductor CTMS ratings and reviews
- G2: Not enough reviews
- Capterra: 4.5/5 (30+ reviews)
What are real-life users saying about Clinical Conductor CTMS?
Simplify Clinical Trials with the Right CTMS Software
Without technology, modernizing clinical trials is like a distant dream. Whether you want to organize documentation, enhance monitoring, or speed up processes, you need the ideal CTMS.
Our listicle has the top CTMS with varied features. All you must do is assess your needs, priorities, and budget to choose a platform that fits your bill. For instance, if your priority is research management, consider Edge CTMS, and if you’re dealing with remote trials, shortlist Florence eBinders.
But if you want a comprehensive solution with all project management aspects to streamline and accelerate your clinical trial processes, try ClickUp.
Sign up for free today to see ClickUp in action!