Cloudbyz CTMS is designed so each role sees what it needs: CRAs see their visits, reports and action items, CTMs see site status and start-up progress, leaders see portfolio dashboards, and sites see their own records in a portal. Because Cloudbyz CTMS is built natively on Salesforce, it uses a familiar interface and shares one login with Cloudbyz EDC, eTMF and CTFM. It is used by teams at emerging biotechs, large pharma, global multinationals, CROs and device companies.
Why ease of use matters in a CTMS
Sites typically juggle six or more logins per study (DIA Global Forum), and sponsor and CRO teams face the same spread of systems. When a CTMS is hard to use, monitoring reports are written late, action items live in spreadsheets, and the oversight record ICH E6(R3) expects becomes incomplete (ICH E6(R3), EMA Step 5).
What makes it easier to use, by role
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Role
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What they see and do
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CRAs
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Visit schedule, report templates pre-filled with site details and open findings, follow-up letters, action items
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CTMs
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Site status from feasibility to activation, enrolment, monitoring timeliness
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CTAs and start-up teams
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Sites, contacts and documents entered once, shared across modules
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ClinOps leaders
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Portfolio dashboards and subscribed reports
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Sites and sponsors
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Portals with their own studies and records
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Features that reduce effort
- One login across CTMS, EDC, eTMF and CTFM.
- Study templates, so new studies start pre-configured.
- Feasibility in the system, with response tracking and one-toggle shortlisting.
- Dashboards and report subscriptions, so status reports arrive without anyone preparing them.
- The CRA Monitoring Copilot, an Agentforce agent that assembles pre-visit briefings and drafts follow-up letters, with every decision and send left to the CRA.
Training and support
According to Cloudbyz, role-based training is part of every implementation, each go-live includes two weeks of hypercare, and ongoing support is included, with premium and 24x7 options. Because the interface is Salesforce, many users already know how to navigate it.
Try it from your role
The Cloudbyz team can walk through Cloudbyz CTMS as a CRA, CTM or study leader. Book a demo or visit cloudbyz.com.
