For clinical research teams

Participant engagement,
unified inside your boards.

Vision is your recruitment command center. Two-way SMS, email, and AI assistance, all routed to the right participant — so your team stops switching tabs and never misses a reply.

Secure sign-in for your CliniContact team. No new credentials to manage.
JM
Jordan M.
Cardiology trial · Pre-screen
Matched
Hi! I saw your email about the cardio study — still open?
Yes — thanks for getting back, Jordan. Quick screen takes 5 min. Free this afternoon?
3pm works.
Locked in. You'll get a confirmation text shortly.
Synced to participant record 2s ago
What Vision does

Recruitment ops that live where your data already does.

Vision keeps SMS, email, and AI in one workspace. No CSV exports, no parallel CRM, no chasing replies across inboxes and phones.

01

Two-way SMS, routed automatically

Inbound texts match against participants on every board and post into the right item thread within seconds. Reconciliation jobs catch anything carriers drop.

02

One timeline per participant

SMS, email, and team notes show up as a single chronological thread on every item — iMessage-style for texts, full-card for email. No cross-referencing logs.

03

AI built into every message

Polish outbound emails, shorten copy to fit SMS limits, and ask board-aware questions of the Vision assistant. Pluggable providers — swap models without rewiring.

04

Search every participant, instantly

One search box spans every board and participant record. Find anyone by name, phone, or email in seconds — no jumping between lists, filters, or spreadsheets.

Why Vision

Purpose-built for clinical research teams.

Vision is part of the CliniContact platform — built by a team that recruits for clinical trials every day. We know what breaks at 4pm on a Friday.

No replies fall through the cracks

Hourly reconciliation sweeps re-match unmatched messages as new participants join boards — so a text from yesterday lands on the right item today.

Email and SMS in one workflow

One participant, one timeline. Switch channels mid-conversation without losing context — and let AI polish or shorten copy before you send.

In-app support, with context attached

One click sends a help request straight to the CliniContact team — with the page you were on, the board, and the item already attached.

Ready to see Vision on your boards?

Log in to your Vision workspace, or reach out to the CliniContact team for a walk-through tailored to your study portfolio.