Capture sponsor and physician referrals right in the conversation.
Sponsors evaluating sites and physicians referring patients don't want a form — they want answers. Chatref answers their questions and captures their details in the same conversation, with no separate CRM step.
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Why it matters
The problem this solves.
The challenge
Sponsors evaluating investigator sites and physicians looking to refer patients reach a generic contact form and wait days for a
What it costs
Sponsors choose other sites. Referring physicians stop sending patients. Recruitment network opportunities are lost to slow
The Chatref way
Chatref answers sponsor and physician questions from your site capability content, captures their details in-chat, and routes
The Chatref solution
How Chatref captures sponsor and physician leads.
A sponsor evaluating your site or a physician looking to refer a patient arrives on your website, asks about your site's therapeutic areas, experience, or referral process. Chatref answers from your site capabilities content, captures contact details and inquiry type in-chat
Real questions
What Chatref answers here.
How do I refer a patient to one of your studies?
What therapeutic areas does your site specialize in?
How do I contact you about a new sponsor opportunity?
What is your site's patient database size?
How quickly can your site activate a new protocol?
Who should I contact about a partnership?
Loved by support teams
Research sites, turning partnership inquiries into captured leads.
How sites use Chatref to capture sponsor and physician referral leads without a separate form.
Chatref took over the after-hours inquiry calls and the eligibility pre-screening that used to fill our coordinator's mornings. Our team now spends their time on candidates who are actually likely to qualify — screening visit slots stopped going to waste.
Potential participants used to call, hit voicemail, and never follow up. Now Chatref captures their interest at midnight and delivers a pre-screened lead to the team by morning.
It answers participant FAQs from our own protocol docs, in plain language. Most candidates get everything they need to decide before they ever speak to a coordinator.
of study inquiries answered or pre-screened before coordinator involvement
One widget handles Spanish and English inquiries across three concurrent studies. We stopped losing community-based candidates to language barriers.
Can Chatref handle both participant and sponsor inquiries from the same widget?
Yes. Chatref identifies the type of visitor early in the conversation and routes accordingly — participants to pre-screening, sponsors and physicians to the BD or ops team.
What details does it collect from a referring physician?
Name, practice, contact details, patient details relevant to the referral, and any specific study they are inquiring about — all captured in the conversation.
How do sponsor leads reach the site ops team?
Via the shared inbox, tagged as sponsor inquiry, with the full conversation and contact details attached.
Can it push leads to our CRM automatically?
Yes. Via custom actions, Chatref can push lead data directly to your CRM or site management system.
Does it work after hours for sponsor inquiries too?
Yes. Chatref captures sponsor and physician leads at any hour so no partnership inquiry goes unanswered until morning.
Turn every site inquiry into a captured lead.
Add your site capability content, drop in one snippet, and let Chatref capture sponsor and physician leads — free to start.
Part of Chatref for Clinical Trial Sites & CROs · Healthcare hub · pricing.