# Clinical Conductor CTMS Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Clinical Conductor CTMS the right Clinical Trial Management solution for you? Explore 33 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/88069/Clinical-Conductor-CTMS/reviews --- Clinical Conductor CTMS 4.5 (33) [View alternatives](https://www.capterra.com/p/88069/Clinical-Conductor-CTMS/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Clinical Conductor CTMS Ease of use 4.0 Customer Service 4.4 ## Showing most helpful reviews Showing 1-25 of 33 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ellie M. CTMS Specialist Research Used the software for: 2+ years ### "I love Clinical Conductor!" November 16, 2018 5.0 Customer Service is second to none. I've always had a great experience with everyone from the sales team to the support staff. Fun people with a great work ethic and sense of humor! Pros It's easy to use, very intuitive and provides many of the reports that I need for our site. Cons I would like for it to be able to integrate and import data from our EHR system. Review Source JR Jade R. Research Assistant Research Used the software for: 1-2 years ### "Good but could be better for higher volume studies" June 13, 2025 4.0 Pros It is somewhat user friendly with live support which is nice. There are lots of loops and technicalities with functions within the program that can make it a bit difficult to learn quickly without help. It could use some updates to make things easier/ clearer. It could also use some updates for scheduling functions. Cons I do wish the program had more group options. Especially with scheduling. It would be very useful for studies with lots of patients and would save a lot of time spent scheduling, cancelling appointments, checking off patient arrivals, changing status, ect. It can be quite exhausting having to go into each subject manually and then into visit management, then having to click manually schedule to then be able to modify an appointment. Review Source MG Michelle G. Business owner and Director of Recruiting Research Used the software for: 2+ years ### "Disappointed" May 13, 2024 3.0 Pros I liked Clinical Conductor a great deal in the beginning. The IT support was top-notch and there was a genuine vibe that we, as customers, really mattered. Cons Ever since Clinical Conductor was bought by Advarra, the quality has gone way down. The customer service is okay, but nowhere near the level it was before. Also, Advarra must have switched something internally because the system is s-l-o-w; pages take a long time to load and I get booted out every single day (and it is NOT because I've been inactive. I sometimes get booted out just switching from one page to another within CC). Also, when I set my default filters, they don't always "take" and I have to set over and over again. Not happy, not at all. Review Source CB Christine B. Sub-Investigator Hospital & Health Care Used the software for: 2+ years ### "Clinical Conductor Strong & Steady " March 7, 2025 5.0 Clinical Conductor CTMS is wonderful for trial management, finance, recruitment, and scheduling. Once you learn the interface, there are lots of ways to view information. It's one downside is it does not offer electronic source or document management. If it did, it would truly be a one stop shop for clinical trial sites. Pros Lots of different reports and ways to view data available Cons That it does not offer an esource solution Review Source VR Verified Reviewer Clinical Trial Manager (Site Level) Research Used the software for: 2+ years ### "Sound Medical Research" November 19, 2018 4.0 I've been using Clinical Conductor for about 5 years both as a clinical research coordinator and clinical trial manager and for the most part I've been happy with the product however the time it takes to navigate around for instance completing a visit, looking up an available time on the calendar then scheduling a visit or speaking to a CRA who needs to schedule a visit requires checking the calendar then going into studies choosing the study finding the monitor and scheduling the visit Pros The interface looks good and it fairly easy and intuitive for navigate for the most part. I like the training that is available. Cons For many things it can take a lot of clicks to get to where you want to go. My personal wish would be able to much more from my weekly calendar screen, such as schedule appointments and non-stud appointments, approve stipends and complete visits. When scheduling a patient it would be nice to have the scheduled date ranges and times with a list of available time slots for that visit. Review Source DM Devona M. Assistant Manager of Research Research Used the software for: 2+ years ### "No Hurry to Fix issues...." July 19, 2023 3.0 When BioOptronics owed Clinical Conductor all the employees were invested in the success and it showed. Now Pros Prior to being purchased by Advarra I loved the product and the company. Service was great and personable. Now you are luck they even care. Cons At this time I dislike the service provided. When as they called it a program bug is detected and found they take over a month to get to it and uploaded. No rush no urgency they caused an issue that is impacting all the businesses using this product. Reason for choosing Clinical Conductor CTMS The service and support that had been given. Again this was when BioOptronics owed it. Review Source Ryan H. Budget Analyst Research Used the software for: 1-2 years ### "Comprehensive but limited in efficiency " December 3, 2018 4.0 Pros Comprehensive Lots of functionality Staff is helpful and responsive Somewhat intuitive Cons \-Too many features that are not connected with each other. Lots of functionality exists but there is a lack of coordination between them. I find myself asking "Why wouldn't they link these two things?" -Biggest complaint is that you need CCE and CCS to have a truly integrated system (expensive). Otherwise, you have to use work arounds to get the solution you need. Review Source VR Verified Reviewer Office Manager Research Used the software for: 2+ years ### "Happy User " November 16, 2018 4.0 Pros The system is very easy to navigate and user friendly. Cons It would be helpful if the system tracked manual payments, especially travel. Review Source VR Verified Reviewer Clinical Research Coordinator Research Used the software for: 6-12 months ### "Good, searching can improve" February 6, 2020 4.0 Pros Huge data base filtering options, handles thousand of patients easily, custom dashboard Cons Searching can improve, this is the only bad thing I cant think of Review Source EG Elizabeth G. Clinical Research Coordinator Research Used the software for: 1-2 years ### "Great for managing a study " November 22, 2019 5.0 Overall, this is an excellent application that helps you stay organized when managing a trial. Pros This application is very helpful for managing a clinical trial comprehensively. I use it more for daily visits and scheduling. I love how I can see the visits and timepoints very clearly. Cons It’s a bit hard to learn at first, there’s so much you can do with it. Once you get the hang of it it’s great. Review Source JB James B. Operations Coordinator Used the software for: ### "Best CTMS out there" July 10, 2014 5.0 We have used CC for quite a number of years now, and we know there are a lot of different options out there. What truly makes CC different from the rest is the level of customer service they provide for their clients. If you want a change, you can almost guarantee that it will happen in the next release. Their training is great and keeps everyone up to speed on the great changes. All modules we utilize are exactly what we need. Review Source CK Casey K. Research Systems Management Specialist Research Used the software for: 2+ years ### "Average Product" August 24, 2018 3.0 We've had the product for about 5 years. In my opinion, the product has great potential, but it consistently falls short on simple quality of life issues. For example, allowing the ability to sort all variables on a given page, and headers should remain static when scrolling down a large data set. Depending on the size of your organization, I would advise assigning an administrator for your site to help with establishing standard use guidelines and ensuring data quality. Without one, it can be very difficult to show reliable data or provide a "return on investment". Pros Pros: Financial functionalities are quite adequate. However, it does not conform to budgets with visit payments and conditional, invoiceable items for payment very well. Visit management is adequate. However, there are limitations conforming to protocols that require conditional, as needed items. For example, capturing reportable events at times outside of a scheduled protocol visit are challenging. Affordable. Customer service is responsive and unlimited. Cons Usability, user experience. Can be very difficult to navigate and answer questions clearly and quickly. Workarounds can be common and confusing for end users. Recruitment functionality is cumbersome and not customizable. Especially for sites where the pre-screening process can take weeks to months for a study. Review Source CE Christiana E. Practising Nurse-midwife Hospital & Health Care Used the software for: 6-12 months ### "Time Saving" August 27, 2021 5.0 Clinical Conductor CTM helps you focus on your patients and hence, improved patients care, thus minimizing complications that might result from delays from using other methods. Pros Clinical Conductor CTM Streamlines Complex Trial process, thereby maximizing Time. Cons it requires adequate knowledge or training of the record Staff or Software user. Review Source DM Douglas M. Clinical Research Coordinator, CTMS Admin Hospital & Health Care Used the software for: 2+ years ### "Fast, Reliable Cloud based software 5.0" August 30, 2018 5.0 The ability of the system to track elements of a study to ensure you are capturing the functionality of the coordinator/PI time, ability to instill bonuses should it be needed, capture team coverage while primary will be out of office, recruitment management using social media and real time matrix showing financial analysis to make informed decisions on future studies. I would use their service and recommend to other research sites as well. Bio-optronics team has addressed every concerned we had in a prompt, courteous manner. Pros I like the web conferences offered to ensure your staff and administrator for the system understand the full capabilities of the program used. The ability to manage your documents and print at multiple sites should you need to be very comforting. the two part verification for stipend payment to prevent errors Cons The inability to lock data once verified by the study manager or administrator to ensure all of the team who worked on study get the credit. Which once explained to their team is being addressed. During a rollback to correct data you may need to complete information twice as it resets to default staff, a minor inconvenience. Review Source KM KATRINA M. Research Admin / Research Coordinator Research Used the software for: 2+ years ### "Long Term User " March 8, 2021 5.0 As a company that has used this program since the beginning it has been a valuable tool to our organization and has continued to grow with Research and the ever changing world. It is continuing to meet the needs of its customers and continues to ask what they can do better. Pros This software helps to manage all aspects of our research organization from patient, study, billing, etc all in 1 software program. Cons There are so many tools within this software product, even after 10 years I still don't know everything and how to use each area. Review Source Response from Advarra March 18, 2021 Thank you for the nice review! We are pleased that CC CTMS is valuable to you and your research organization. As you know from experience, we are committed to your sucess and will continue adapting to industry trends and listening to the needs of our user community. This will be strengthened as part of Advarra. BH Betsy H. Project Manager/Database Admnistrator Used the software for: ### "Clinical Conductor Support cannot be beat!" June 18, 2014 5.0 We began using Clinical Conductor at our site in 2008 and have been very happy with our decision ever since! You couldn't ask for better customer support!! From the beginning, all of our data was transferred from our previous CTMS with ease. Support team provided excellent training and continues to do so as the CTMS continues to evolve with changing needs at the site level. We have been able to consolidate every aspect of our business and streamline processes from pre-study site selection through close-out activities. Where previously everyone had created their own spreadsheets to monitor and measure metrics, now everything is automatic and reports can be generated at the "click of a button". The ease of exporting to Excel for those who want to maintain their spreadsheets is also wonderful! We have been able to increase our budgets for recruitment advertising by providing detailed metrics and tracking of every call received and the outcome of enrollment in our studies. We are a dedicated clinical research site with multiple offices and multiple investigators and Clinical Conductor has been a "life-saver" to effectively manage all of our projects. Our site typically has 60-70 active studies (in various stages from site selection through close-out) at all times so as you can imagine we have encountered virtually any "odd" scenario you could imagine over our 6 years of using Clinical Conductor and we have always been able to make everything work. My one suggestion to anyone considering investing in a CTMS is to have a dedicated staff member as your Administrator for set-up; staff training and point of contact. The system can appear to be overwhelming because of the many capabilities but that Administrator can ensure things work appropriately for your site and can also develop SOPs for use and training users to ensure smooth operation. Once you get established the ease of use of the system is apparent and if you find something that doesn't work for your site the Support Team always welcomes your suggestions and provides quick instruction on how to accomplish your goals. Review Source SG Suzanne G. VP Research Used the software for: 2+ years ### "Infinity loves Clinical Conductor!" November 16, 2018 5.0 My owner is in another state and he can see everything from his computer that we are doing and can do his own reports....this is an amazing program! Pros You build your study in the beginning and everything is easy from there on out, like scheduling the appointments, stipends are automatically populated per patient! The reports that you can generate with a couple clicks makes our job so easy!! Cons Actually, I can't think of anything, I have always been so grateful to our owners that they picked this awesome program!! Review Source LL Lynn L. Sr. Financial Analyst Research Used the software for: 6-12 months ### "Review from the financial analyst perspective" November 20, 2018 4.0 Pros Once we fully understood the various components this system is very easy to get around...invoicing for "invoiceable" items became very transparent and simplified. We moved from a completely Excel based system of study 'trackers' to CTMS and we're currently working a blend of both Excel & CTMS. Having the data at our fingertips without having to wait for month end processing was a strong argument for going with this model. The consultants were awesome and understood our current state business processes, working diligently with us to create the current CTMS business process. Cons I think the reporting could be more dynamic. I'd like to be able to have trending report; also reports that provide multiple 'answers' on just one report. This can be done, but not currently as a 'one stop report'. Time cards are coming in the next release...this was a high priority for us in choosing Clinical Conductor...not a con per se, but have not seen the final product yet. Review Source JB Jennifer B. Administrative Director Research Used the software for: 2+ years ### "CC Review" November 21, 2018 4.0 Pros We purchased this program primarily for the scheduling functions. Coordinating multiple clinical trials in a small space with visits requiring patients to see multiple staff in multiple rooms requires more sophistication than we could manage. Having a program that schedules each element for us saves time and ensures that we are using staff and space as efficiently as possible. Cons The software is incredibly detailed, but that also makes it complicated. We've found that it generally takes staff 3-6 months to become proficient in navigating the system and even longer for staff to master it. Review Source MS Michelle S. Site Manager Research Used the software for: 2+ years ### "Site Manager" November 16, 2018 5.0 We moved over from Study Manager to CC about 10 years ago as the financials were so much more and extremely easy to use. The customer service and training is exceptional. The company really thinks about the sites and users and always makes updates to the system. Pros Ability to capture all aspects of the study, the site needs and financials. Cons really there is so much to offer that you find that you are never really sure how to work the system. When changes are made (really good as they are thinking of the users), it makes it hard because not all of the changes work with the way you did something before the change. Review Source DS Deborah S. Site Manager Research Used the software for: 2+ years ### "Clinical Conductor Review" November 27, 2018 4.0 The financial reports are helpful to our accounting department. We have used this program for many years and it has been getting better and more useful as we learn more on how to use it ourself. Pros We heavily rely on the schedule portion and it is fairly easy to use. Many improvements over the years that have made it even better. Cons A few more shortcuts would help especially in demographics entry. Review Source RM Rossmeri M. Site Director Research Used the software for: 2+ years ### "Highly customizable " November 16, 2018 5.0 Its great for prescreening study subjects. Keeping detailed study financials. Pros You can find several ways to use the software features to fit your site processes Cons Its very 'click' heavy and requires function- specific staff training and practice to become proficient. Said differently, it is not intuitive and you need someone to teach how to use it well. Review Source MB Marie B. Front Office Manager Used the software for: ### "Review of Clinical Conductor use" June 19, 2014 5.0 I had the privilege of being one of the first sites to get up and running and be trained by someone from Clinical Conductor at our office. It was still fairly new and had kinks to be worked out but over the years it has grown so much. I really like how when they get ready to do an update sometimes they will use our site as the one to test it out on first. I think they know I will be the one to say something first. LOL I feel like a part of the Clinical Conductor family and feel as if I helped change and come up with new ways and things this system can do because I based it on our system before CC and what that system could do and when we went live I saw things I felt CC could do even better. Like any new system there are kinks to work out even when they have updates, you don't know what or how it is going to really affect things until it comes out and the sites try it. If other sites are like me I play around with it to see how things work or not work and if I see where something would be better due to the fact that I work on CC so much I call or email them and share my ideas with them. They are very accommodating to suggestions to see how they can make it happen. Once they take it to the programmers and if the programmer does not see that the system can do it they usually try and come up with something very similar. Love working with the people at CC. You work with them so much and for so long you get attached to them. They know when I call I really need them or I have a problem, then sometimes I go for a while before they hear from me. It also make me feel very special when I call and they know who I am by my voice. The Dutchess I am called by some, I like that. lol Review Source JH Jennifer H. Research coordinator Medical Practice Used the software for: Less than 6 months ### "Easiest program to learn and maneuverable friendly. Scheduling made easy. " April 2, 2019 4.0 We use Clinical Conductor in our research dept here at Providence. I have not been using this program very long, going on five to six months now. This was the easiest program I have ever learned. There are multiple ways to find subjects. Scheduling them is easy and you have the ability to schedule subjects noting what visit in the study they will be coming in for. We can also specify if the subject's visit will be via phone or in the clinic. We also have the ability to put in AS MUCH info about the subject as we can. Contact info. Demographic info. Diagnosis etc. We can block time in a similar manner if we need to book a conference room for a monitor meeting. Scheduling is easy. I prefer to manually schedule. Basically, you review the site calendar. Find the subject, note you would like to schedule manually. Pick the date and the time. A few clicks of the mouse and the subject is scheduled also noting what visit # for the study the subject is coming in for. Easy to reschedule subjects as well. This program stores a lot of info , is easy to learn and maneuver, ability to do A LOT simply. Pros How easy it is to learn and navigate and the different ways you can search for a subject, either by study, by name, etc. How the system allows you to put in a lot of information about the subject. Cons Honestly, I am pretty satisfied with the software. Review Source WM Wendy M. VP Health, Wellness and Fitness Used the software for: 2+ years ### "CC" November 27, 2018 4.0 Tech support is AMAZING Pros Web based allows for access remotely from anywhere Cons Complicated features at times are cumbersome but I’ve been able to function without using all Review Source Similar Products Featured