SiteCentric
SiteCentric is a cloud-based all-in-one CTMS platform built for clinical research sites, unifying CTMS, CRM, eISF, eSource, financials, patient recruitment, and business intelligence into a single workflow system with embedded AI capabilities.
- Company typePrivate
- Founded2007
- HeadquartersOrlando, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What SiteCentric does
SiteCentric operates an all-in-one cloud-based Clinical Trial Management System (CTMS+) platform purpose-built for clinical research sites, originating as an internal system at CNS Healthcare in 2007 and spun out as a standalone company in 2024. The platform unifies seven operational modules — CTMS, CRM/business development, eSource, eISF with blockchain-fingerprinted document integrity, patient recruitment with database mining and bulk SMS, financials/revenue management, and business intelligence dashboards — alongside three end-to-end workflows (study startup, regulatory & QA, study execution). The technical stack was rebuilt from the ground up in 2023 for modern performance, security, and scalability, and supports iPad-optimized documentation with ALCOA-compliant audit trails. The platform holds ISO 27001 certification and is compliant with 21 CFR Part 11, HIPAA, GDPR, and CCPA, positioning it for regulated clinical research buyers.
SiteCentric firmographics
Firmographics- Name
- SiteCentric
- Legal name
- CNS Healthcare, Inc. d/b/a SiteCentric
- Website
- https://sitecentric.us
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SiteCentric is a cloud-based all-in-one CTMS platform built for clinical research sites, unifying CTMS, CRM, eISF, eSource, financials, patient recruitment, and business intelligence into a single workflow system with embedded AI capabilities.
- Ownership category
- akta.pro rank
SiteCentric industry classification
Industry- Product category
- Clinical Trial Management Software
- NAICS
- Software Publishers (5132), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Clinical Trial Management Systems (CTMS) (HLACAOAD)
- akta.pro secondary industries
- Site & Investigator Platforms (Site Payments, Feasibility, Activation) (HLACAOAJ), Decentralized/Hybrid Trial Enablement (DCT) Platforms (HLACAOAL), Electronic Data Capture (EDC) Platforms (HLACAOAA)
Keywords
Where SiteCentric is headquartered
LocationHeadquarters
- HQ city
- Orlando
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SiteCentric business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Multi-tiered subscription model for access to CTMS platform including CTMS, CRM, eISF, eSource, financials, patient recruitment, and business intelligence modules. Pricing ranges from $19/month (Basic) to custom enterprise contracts with dedicated account management
- Professional Services & Implementation: Onboarding, training, data migration, and configuration services bundled with platform adoption
- Enterprise Licensing: Custom enterprise agreements for multi-site networks with single sign-on, custom API integration, enterprise-grade security, and custom SLAs
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Basic tier for startups and small businesses |
| Subscription | Monthly | Standard tier for growing businesses |
| Subscription | Monthly | Pro tier for established companies |
| Subscription | Multi-year contract | Enterprise tier for large organizations |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
SiteCentric product offering
Product offeringCore offering
SiteCentric sells a unified, cloud-based Clinical Trial Management System (CTMS+) designed for clinical research sites and multi-site research networks. The platform consolidates business development, eISF, eSource, financials, patient recruitment, and business intelligence modules into a single system, supported by AI capabilities (AI Study Builder, AI Protocol Feasibility Review, embedded AI screening agents) and offered via tiered monthly subscriptions plus custom enterprise contracts.
Product overview
SiteCentric is a unified all-in-one Clinical Trial Management System (CTMS+) platform purpose-built by clinical research sites for research sites. The platform consists of a core CTMS integrated with interconnected modules including CRM for business development, eSource for electronic source documentation, eISF for regulatory document management, Patient Recruitment, Financials for revenue management, and Business Intelligence for analytics. Supporting workflows include Study Startup, Regulatory & QA, and Study Execution. AI-powered features include AI Study Builder, AI Protocol Feasibility Review, and AI-powered knowledge base support. The platform is backed by CNS Healthcare with over 17 years of site experience and recent platform modernization.
Differentiator
Problem solved
Functional benefit
Products and services
- CTMS (Clinical Trial Management System) Core clinical trial management system that consolidates patient visits, enrollment tracking, scheduling, eSource documentation, and revenue management for clinical research sites into a single unified platform.
- CRM (Customer Relationship Management) Business development and customer relationship management module for research sites to connect with industry partners, nurture study leads, manage pipeline from pursuing through active trials, and convert opportunities into active studies.
- eSource Paperless electronic source documentation module enabling coordinators to document visits in real time with protocol-specific structured forms, built-in logic checks, auto-timestamps, authorship records, ALCOA-compliant audit trails, and iPad with stylus optimization. Designed for clinical research sites needing to reduce deviations and streamline billing and reporting.
- eISF (Electronic Investigator Site File) Digital regulatory document management system providing secure digital binders, bulk upload with drag-and-drop and email forwarding, centralized master file management, remote monitoring access, blockchain-integrity cryptographic fingerprinting for every document, and 21 CFR Part 11 compliance for clinical research sites.
- Patient Recruitment Patient recruitment module enabling database mining to identify eligible patients, bulk SMS messaging for outreach, IRB approval tracking, advertising campaign planning, budget management, and ROI tracking across recruitment channels for clinical research sites.
- Financials Revenue management and billing module supporting budget building and tracking, invoice generation, payment reconciliation with sponsor payments, patient stipend tracking, and integration with payment providers including Greenphire for timely reimbursements at clinical research sites.
- Business Intelligence Analytics and reporting module providing dashboards for tracking patient funnels, recruitment performance by channel, visit volume forecasting, staff workload balancing, study-level insights including revenue and deviations, and Listen360-powered participant feedback collection for clinical research sites.
- Study Startup Workflow Comprehensive study activation workflow covering milestone tracking for IRB submissions, regulatory approvals, budget finalization, contract execution, eSource template building, training assignment and tracking, and early recruitment strategy optimization at clinical research sites.
- Regulatory & QA Workflow Integrated regulatory and quality assurance workflow including IRB approval management, QA findings tracking, provider consistency monitoring, clinician dashboards, archive management with barcode tracking, and training oversight for clinical research sites.
- Study Execution Workflow Day-to-day study execution workflow managing visit scheduling, database mining for recruitment, ad campaign management, participant engagement via SMS, eSource data collection, patient payment processing, and ongoing compliance monitoring at clinical research sites.
- AI Study Builder Standalone generative-AI capability that ingests trial protocols and automatically produces complete study structures inside SiteCentric, standardizing protocol interpretation and reducing administrative study build effort from hours to minutes.
- AI Protocol Feasibility Review Standalone predictive-AI capability providing estimated screen fail and drop-out rates, projected site visits, equipment requirements, intelligent site matching, and financial risk analysis to accelerate protocol feasibility assessment.
- Live Chat Support with AI-Powered Knowledge Base Standalone in-app support product combining real-time chat with an AI-enabled knowledge base that continuously learns and evolves to provide accurate information, troubleshooting, and best practices for clinical research site customers.
Quantifiable outcome
- AI Study Builder reduces study build time from 2-3 hours to 2 minutes
- +3 more outcomes
Companies that use SiteCentric
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles2 records
SiteCentric technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability8 records
Feature10 records
SiteCentric partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and strategic.
- SamarascoreStrategic partnership to deliver the industry's first fully AI-integrated CTMS. Samaras' AI agent framework will be embedded directly within SiteCentric platform, bringing intelligent capabilities such as patient outreach, medical intake, protocol guidance, and operational coordination directly into site workflows. Multi-phase integration rollout planned.
- Cardea HealthcorePartnership embeds Cardea Health's AI-powered ScreenFLOW solution directly into SiteCentric as a native, white-labeled capability accessible through single sign-on. Eliminates double logins, reduces manual chart review, and embeds AI-driven patient screening into existing workflows. First network ClinSurge Research leading adoption.
- IQVIA One Home for SitescoreSiteCentric joined IQVIA One Home for Sites platform enabling users to access SiteCentric through single sign-on alongside 30+ other study-related systems. Reduces technology fatigue with centralized dashboard and collaborative workspace for sites.
- GreenphirestrategicAdded Greenphire invoice upload format support to SiteCentric CTMS+ platform. Enables seamless interoperability with Greenphire's ClinCard and eClinicalGPS systems for participant payments and reimbursements. Streamlines financial management and improves cash flow management.
- Payment Industry Leader (unnamed)strategicPartnership brings seamless patient reimbursement directly into SiteCentric CTMS. Delivers 30% cost savings compared to competing methods, greater efficiency, and improved compliance for research sites worldwide through integrated payment processing.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
SiteCentric competitors and assessment
Company assessmentEmerging players
- Castor: eClinical platform offering eCRF, ePRO, and clinical trial data capture to sponsors and sites. Overlaps partially with SiteCentric's eSource/EDC functionality with a more modern, cloud-native architecture.
Broad incumbents
- Oracle Clinical One: Oracle's unified clinical trial platform covering EDC, RTSM, CTMS, and analytics. A broad incumbent with deep sponsor-side presence that competes with SiteCentric's unified-platform thesis at enterprise scale.
- Veeva Systems (Vault CTMS): Large public eClinical suite offering Vault CTMS alongside Vault eTMF, CDB, and EDC. Competes with SiteCentric on enterprise sponsor-aligned trials but does not specialize in the site-only niche SiteCentric targets.
- Medidata (Rave CTMS): Dassault Systèmes-owned eClinical platform with Rave CTMS, EDC, and RTSM. A dominant incumbent in sponsor/CRO trial technology that overlaps with SiteCentric's CTMS/eISF category but at much larger scale.
- Advarra (Forte): Advarra (formerly Forte, merged with IRB services) provides a research site suite including OnCore CTMS-adjacent tools and Advarra eRegulatory/eISF solutions targeting academic and commercial research sites.
Direct peers
- Clinical Conductor: Site-management CTMS platform from Bio-Optronics serving research sites, networks, and site-management organizations with study management, financials, and eSource features. Direct overlap with SiteCentric's primary segment.
- Devana Solutions: Site-centric trial tech platform offering Devana CTMS, Devana Engage (patient recruitment), and Devana IQ (analytics). Targets the same multi-site research networks and site-management organizations as SiteCentric.
- RealTime Software Solutions (RealTime-CTMS): Direct site-focused competitor offering CTMS, eSource, eDoc/eISF, and payment solutions specifically built for clinical research sites. Closest head-to-head competitor in SiteCentric's niche.
- Veeva SiteVault: Veeva's free eISF solution for clinical research sites — directly targets SiteCentric's eISF and study-startup modules with a free-pricing model that puts pricing pressure on SiteCentric's mid-tier offering.
- Florence eISF (Advarra): Site-side eRegulatory/eISF and eBinders platform (now Advarra) widely adopted by US research sites. Overlaps directly with SiteCentric's eISF module category for site regulatory document management.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
SiteCentric social profiles
Digital presenceSiteCentric compliance and trust
Trust signalCompliance6 records
SiteCentric financial estimates
Financial estimateRevenue estimate
Valuation estimate
SiteCentric leadership team
Management profileNumber of profiles
Profiles16 records
SiteCentric funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SiteCentric M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SiteCentric
What does SiteCentric do?
SiteCentric sells a unified, cloud-based Clinical Trial Management System (CTMS+) designed for clinical research sites and multi-site research networks. The platform consolidates business development, eISF, eSource, financials, patient recruitment, and business intelligence modules into a single system, supported by AI capabilities (AI Study Builder, AI Protocol Feasibility Review, embedded AI screening agents) and offered via tiered monthly subscriptions plus custom enterprise contracts.
Is SiteCentric a public or private company?
SiteCentric is a private company. It is classified as corporate owned and is currently operating.
When was SiteCentric founded?
SiteCentric was founded in 2007. It employs 1 to 10 people.
Where is SiteCentric based?
SiteCentric is headquartered in Orlando, United States, in the North America region.
How does SiteCentric make money?
Three revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are professional Services & Implementation and enterprise Licensing.
Who are SiteCentric's main competitors?
Castor is listed as an emerging player. Broad incumbents are Oracle Clinical One, Veeva Systems (Vault CTMS), Medidata (Rave CTMS) and Advarra (Forte). Direct peers are Clinical Conductor, Devana Solutions, RealTime Software Solutions (RealTime-CTMS), Veeva SiteVault and Florence eISF (Advarra).
Does SiteCentric have an API?
Yes. SiteCentric offers API access as part of its Pro plan tier, and Custom API integration for Enterprise tier customers. The API enables developers to build custom integrations and automate workflows within the platform.
What industry is SiteCentric in?
SiteCentric's product category is Clinical Trial Management Software. Its primary akta.pro industry code is HLACAOAD, Clinical Trial Management Systems (CTMS), with a secondary code of HLACAOAJ, Site & Investigator Platforms (Site Payments, Feasibility, Activation). Its NAICS code is 5132 and its SIC code is 7372.