Instant Screening

Turn your study protocol into a ready-to-use screening questionnaire in just a few minutes.

Truly Unified

Screening, outreach, routing, and documentation all live in one connected place, together.

Built-In Human Control

Your team sets the direction here: approving each questionnaire, defining how the agent behaves, and signing off on every eligibility call before anything moves forward.

The Problem

Screening Takes Too Long

Building a compliant screening questionnaire from a dense protocol can take days of manual work.

Existing Patients Sit Idle

Most teams recruit new patients from scratch, overlooking qualified candidates already sitting in their database.

Routing Leads Takes Guesswork

Manually matching a lead to the correct site, study, and PI often leads to costly mistakes and missed enrollment targets.

Solution

Minutes,
Not Days

Calendax turns your uploaded protocol into a ready-to-use questionnaire, reviewed and approved by your team.

Your Database,
Reactivated

Calendax compares your existing patients against a new protocol automatically, surfacing candidates already on file.

Routed Automatically,
Correctly

Calendax automatically routes every lead to the right study, site, and PI, using their own exact location and eligibility data.

The Problem

Screening Takes Too Long

Building a compliant screening questionnaire from a dense protocol can take days of manual work.

The Solution

Minutes, Not Days

Calendax turns your uploaded protocol into a ready-to-use questionnaire, reviewed and approved by your team.

The Problem

Existing Patients
Sit Idle

Most teams recruit new patients from scratch, overlooking qualified candidates already sitting in their database.

The Solution

Your Database,
Reactivated

Calendax compares your existing patients against a new protocol automatically, surfacing candidates already on file.

The Problem

Routing Leads Takes Guesswork

Manually matching a lead to the correct site, study, and PI often leads to costly mistakes and missed enrollment targets.

The Solution

Routed Automatically,
Correctly

Calendax automatically routes every lead to the right study, site, and PI, using their own exact location and eligibility data.

INSIDE CALENDAX

See everything your team
needs at a glance.

No more searching. No more guessing. No more switching between different screens or separate tools. Everything is visible and ready the moment you log in.

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BENEFITS

Why research teams choose Calendax over alternatives

A good platform owes you far more than speed once real patients are involved, and that’s exactly the standard we hold ourselves to.

01

Security That Meets Every Standard

HIPAA- and GDPR-compliant, SOC 2 Type II certified, with strict access controls and audit-ready data integrity built into every step.

02

One Platform, Zero Context Switching

Screening, communication, and routing all live in one single platform, so nothing gets lost switching between disconnected tools.

03

Built On Trusted, Reliable Integrations

Facebook leads flow in automatically, backed by integrations built to just work, so your team never worries about a broken connection.

Customer stories

Trusted by top performers

”Calendax has made our patient recruitment process faster, more organized, and easier to manage. Its structured workflows have helped our teams handle leads more efficiently from first contact through follow-up.

Robert Turner

”What stands out about Calendax is the visibility it brings to the recruitment journey. It has helped improve coordination between teams while making lead tracking more consistent and reliable.

Rachel Morgan

”Calendax has significantly improved how we manage high lead volumes. The platform is efficient, scalable, and has helped reduce manual effort across our recruitment workflow.

Emily Carter

”My experience with Calendax has been very positive, particularly in managing outreach, follow-ups, and lead progression. It has made the overall process more streamlined and easier to monitor.

Christopher Bennett

”Calendax has become an important part of our recruitment operations by bringing structure, automation, and better control into one platform. It has helped our teams work more efficiently while maintaining a clear view of each lead’s progress.

M Umair Hassan

”Calendax has significantly transformed the way we manage patient recruitment by making the process more streamlined, organized, and efficient. Its automated outreach, structured lead management, and improved visibility across the recruitment journey have helped our teams manage higher lead volumes with greater consistency and control.

James Mitchell

FAQs

Still Have Questions?

Ask away. Here are honest, straightforward answers to a few questions research teams ask before making a decision.

Book a DemoContact Sales

Most tools handle one piece: screening, messaging, or tracking. Calendax connects all of it, plus AI that actually does the screening itself.

Setup happens through simple configuration; no code is required. Most teams can start screening leads shortly after uploading their first protocol.

No. Import leads gradually through Excel, manual entry, or connected sources, at whatever pace works for your team.

Not necessarily. Many teams start with one study or one site, then expand as it proves out.

Yes. Multiple coordinators, PIs, and admins can all work in Calendax simultaneously, each with permissions scoped to their specific role.

Calendax handles growing lead volume and additional sites without requiring extra staff or a new system.

Ready to Make Recruitment More Efficient?

See how Calendax can help your team turn more opportunities into qualified, engaged patients.

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