Centralize Panel Management with the Participant CRM
The Participant CRM gives research teams a centralized hub to manage, filter, and track participants across studies, making it simple to build targeted panels and streamline recruitment. Complement the PlaybookUX built-in panel by importing and organizing your own participants, all in one place.
Trusted by leading teams worldwide
Upload Participants (.csv)
Upload your participant lists with unlimited custom attributes. No rigid schemas, no data left behind. Whether you’re tracking behavioral segments, past study participation, consent status, or niche demographic signals, every attribute is there when you need it.
Collect Participants with Intercepts
Capture participants in the moments that matter. Our intercept feature triggers at key touchpoints based on behavioral signals, location, or browser data, prompting visitors to join your research panel for future studies. Every response flows directly into your CRM, ready to recruit from.
Customize the intercept text, branding and form fields.
Customize Emails, Domain & Sender Settings
Built-in Project Creation
Configure fully featured projects, right in the PlaybookUX dashboard. Recruit participants, conduct studies, and analyze results — all inside PlaybookUX. No extra tools required.
Supplement your CRM with the PlaybookUX panel
Recruit from a highly vetted qualitative panel of over 7 million participants across more than 50 countries. Each participant has successfully completed a practice test to confirm their ability to articulate their thoughts clearly.Â
7 million consumers and professionals across more than 50 countries
90% of studies completed within 1-2 hours
