How does Planfix help CRO contractors stay inspection ready

Planfix centralizes tasks, deviations, and CAPA in one operational record per study, site, and subject. Every inbound message becomes a task with clear ownership, deadlines, and SLA rules. Planner boards give leaders a live view of risk and workload. Project Totals, data tags, and reports provide audit ready numbers that match the underlying work history so you walk into sponsor and regulator inspections with confidence.

Can Planfix support different sponsors and protocols at the same time

Yes. Planfix is built for situations where each sponsor and protocol has its own expectations. You configure fields, processes, and reports once, then create sponsor specific views on top of the same data. That means one internal backbone for your team, while each sponsor receives custom dashboards, exports, and reporting layouts that reflect their language and monitoring requirements.

How long does it take to get started with Planfix for studies

Most teams start by routing email and chat into Planfix so every item becomes a task. Next they configure a few study templates, Planner boards, and basic reports. Because workflows are no code, study leads and operations managers can adjust statuses, fields, and automation rules themselves. You roll out step by step, beginning with new studies or selected sponsors while ongoing projects continue without disruption.

How does Planfix work with our existing tools and portals

Planfix integrates with email, telephony, and external tools so you do not need to replace everything at once. Messages from portals, shared inboxes, and calls can create or update tasks. File integrations keep documents organized with tasks and projects. Automation, webhooks, and the open API help you sync data with study systems while Planfix becomes the operational layer your teams work in every day.

Study Execution Software for CRO Contractors

Turn Study Execution into a Repeatable, Controlled Process

Capture every request as a task from email, portals, and chat, route work with SLA rules, and keep tasks, deviations, and CAPA in one audit ready pipeline. Planner boards, Project Totals, and AI Dataminer keep studies controlled across sites.

Planner in Planfix

Capture Every Item

Capture every study task, deviation, and operational issue in one workspace instead of scattered trackers and inboxes.

Route by Site and SLA

Classify work by study, site, subject, and SLA so high risk items rise to the top automatically.

Track Investigations and CAPA

Link issues, root cause analysis, and CAPA tasks so you show a clean chain from detection to prevention.

Report with Trusted Numbers

Use Project Totals and data tags to build sponsor reports from live data instead of reconciling spreadsheets.

Start with the Easiest Win

Keep your current channels while Planfix turns every email, portal message, and chat into a structured task. Use templates for visits, deviations, and safety events so CRAs and PMs log issues in seconds and nothing lives only in an inbox.

Email and channel to task

Daily Control

Sponsor Ready Reporting

Life After Implementation

Daily Control

A sponsor asks about a deviation and you open the full chain of events, decisions, and CAPA in seconds.

Your PM sees all studies, all sites, and all overdue items on one Planner board instead of many spreadsheets.

Tasks move between conditional lists as work progresses so the board always reflects the real operational state.

Planner board for studies

Sponsor Ready Reporting

You capture every task and deviation without extra admin so nothing is lost or delayed before an inspection.

You route work by SLA and risk so safety and compliance items never hide inside personal inboxes.

You build sponsor reports from live Project Totals and data tags so numbers match what really happened across all sites.

Project reporting in Planfix

Life After Implementation

You feel calm walking into sponsor audits with a complete, searchable record of tasks, deviations, and CAPA.

You feel confident sharing status because your dashboards, reports, and story show the same numbers and trends.

You run complex studies without constant fire drills and win renewals because sponsors trust your visibility and discipline.

Workspaces and dashboards

How Planfix Supports Study Execution

Capture every item as a task and use no code workflows, templates, and status sets to encode study SOPs. Track investigations and CAPA as linked tasks, not standalone documents, and pull sponsor reporting from the same live operational data.

Automation and workflows

AI Dataminer

Let AI read deviation texts and emails, fill fields like site and subject, and keep structured data consistent at scale.

Summarizer Agent

Maintain a live brief for each study so new team members understand context without searching through long threads and documents.

Data Tags and Totals

Use data tags, calculated fields, and Project Totals to track hours, margin, and risk indicators per study and per site.

Pre Audit Scramble

You spend nights reconciling trackers, inboxes, and portals before audits because information lives in many places.

No Single Source of Truth

You chase CRAs and PMs for updates because each study uses its own trackers and no shared operational view exists.

Trusted by Sponsors

You want to be the CRO sponsors trust with complex studies and urgent timelines, not only simple work.

No Hidden Deviations

You worry about hidden deviations and late reporting and want predictable timelines without constant status chasing.

Reusable Study Playbooks

You want one backbone and templates so PMs do not rebuild processes from scratch for every sponsor and every protocol.

You Worry That Changing Tools Will Stall Current Studies

Planfix starts by piping email and channels into tasks and mirroring trackers so you gain visibility without disruptive change.

You Fear Long Setups and Consulting Projects

Use templates, no code workflows, and status sets so your team configures studies directly with light help from experts.

You Doubt One System Fits Sponsor Specific Demands

Create sponsor specific views, fields, and reports on shared data so you satisfy each sponsor with one internal backbone.

Spreadsheets and Manual Trackers

Replace scattered spreadsheets with structured tasks, Planner boards, and Project Totals that update in real time.

Email and Chat as the Main Workflow

Turn messages into tasks with triage rules so context and deadlines stay attached to the right study record.

Generic Project Tools That Ignore CAPA

Use data tags, AI Dataminer, and custom objects so deviations, safety, and CAPA are first class tracked entities.

Planfix integrations for CRO contractors

Connect email, portals, telephony, calendars, and automation platforms so study work lands in one shared system.

See all integrations

FAQ

CRO Contractors (Small / Mid) - Tasks, Deviations, Sponsor Reporting

Turn Study Execution into a Repeatable, Controlled Process

Capture Every Item

Route by Site and SLA

Track Investigations and CAPA

Report with Trusted Numbers

Start with the Easiest Win

Daily Control

Sponsor Ready Reporting

Life After Implementation

How Planfix Supports Study Execution

AI Dataminer

Summarizer Agent

Data Tags and Totals

Pre Audit Scramble

No Single Source of Truth

Trusted by Sponsors

No Hidden Deviations

Reusable Study Playbooks

You Worry That Changing Tools Will Stall Current Studies

You Fear Long Setups and Consulting Projects

You Doubt One System Fits Sponsor Specific Demands

Spreadsheets and Manual Trackers

Email and Chat as the Main Workflow

Generic Project Tools That Ignore CAPA

Bring study execution under control with Planfix

Planfix integrations for CRO contractors

How does Planfix help CRO contractors stay inspection ready

Can Planfix support different sponsors and protocols at the same time

How long does it take to get started with Planfix for studies

How does Planfix work with our existing tools and portals

Use all of Planfix's features for 14 days, completely free of charge