Participant management, simplified
Track your participants and build a connection between people, data, and insights, all in a safe and compliant way.
All of your research participants in one spot
Create profiles for your research participants and link them to your data and insights to track interactions and learnings.
Operationalize how participants are managed
Stay on top of data governance
Manage data subject access requests
Keep track of data retention and consent
Store demographic data with custom fields
Define the demographics that matter for your team, such as name, age and persona, as well as relationship information such as NDA status or last contacted date.
Link people to research data and insights
Attach participants to your research data and insights that you’ve generated so you can maintain a traceable record for each participant and build a deep understanding of their needs.
Search across projects and segment by fields
Find any participant you’ve researched based on their name and custom fields, track when they last participated in research, and identify participants who might be a good fit for future research.
Global profiles
Associate people with multiple projects over time and track when they’ve been contacted.
Link people and data
Connect research participants to data and insights and maintain traceability.
Search for people
Search and segment the people you’ve researched and discover insights.
Custom fields
Capture and segment by demographic data, contact details, or metadata.
Filter highlights
Filter your highlights by people or demographic data to generate insights.
SOC 2 Type II
Established mitigation of risks related to security, availability, and confidentiality.
GDPR-ready
Dovetail adheres to the EU’s GDPR legislation on storage and deletion of user data.
Participant privacy
Protect the privacy of your participants by allocating randomly generated profile pictures.
Secure, private, compliant
Dovetail is built on a modern cloud infrastructure utilizing world-class vendors like Amazon Web Services to ensure the safety of your data. We’re also SOC 2 certified and GDPR & CCPA compliant.
Visit security pageBuild your research CRM in Dovetail
All the basics
Great for small projects
Free
Usage
Features
Admin and security
Support
Backstage Pro
When you’re ready to build your CRM
$25
USD / month
Billed monthly
Usage
All the basics, plus:
Admin and security
Support
All the basics
Great for small projects
Free
USD / Month
Billed monthly
Backstage Pro
When you’re ready to build your CRM
$25
USD / Month
Billed monthly
Usage
Features
Admin and security
Support
Import and keep track of your participants today
