The Modern User Research CRM
Empower your teams to talk to their users, without disjointed tooling and spreadsheets.
Enabling world-class teams to run research at scale
Making research happen shouldn’t be a slog.
UX Researchers, PMs, and Designers spend hours each week manually sending emails, coordinating calendars, buying gift cards, and updating messy spreadsheets — all just to talk to users.
That’s where we come in.
Rally is the first User Research CRM to help teams spend less time recruiting and more time talking to their users.
Spend less time
recruiting.
Rally streamlines your research process by automating outreach, scheduling, and incentives. Cut out the tedious manual work of recruiting so you can focus on what matters most: doing meaningful research.
Email automation
Set up templates for every type of outreach, then schedule and sequence emails.
Smart screeners
Screeners with skip logic and auto-qualification to quickly find your best-fit participants.
Scheduling
Team scheduling that dynamically updates your availability, and supports moderators and observers.
Incentive distribution
Send incentives that are easy for you to manage and your participants to claim.
Track every
participant & study.
Rally brings all of your participants and studies together, lets you know when participants are eligible for new studies, and makes it easy for you to launch your next study with confidence.
Data integrations
Sync with your data warehouses and marketing/sales platforms to keep participant records up to date with accurate customer data.
Dynamic properties
Set screeners to automatically map to participant properties so you never have to manually update a spreadsheet again.
Advanced segmentation
Quickly target the right users with segmentation and filtering, then save those for your teams to easily find later.
Rich contact history
See every interaction a participant has with your brand across all your studies.
Supercharge
Research Ops.
Grow the impact of User Research across your entire company. Whether your goal is to democratize or centralize, Rally’s CRM platform helps you scale up repeatable research processes for any team.
Stay on brand
Ensure a beautiful, consistent Participant Experience by making every study feel crafted and intentional. Manage sub-brands with ease.
Collaboration
Make research instantly more visible across teams and departments. Teams can collaborate on research studies in one place.
Streamline tools
Remove the need for many of the tools teams are currently using (and not always liking).
Templates
Prep your Researchers, PMs, and Designers with the templates they need to run research well.
Explore Rally's Features
Participant Management
Build rich participant profiles using data from every participant touchpoint across your research efforts.
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Recruitment
Upload a list of opted-in customers or integrate with your company’s CRM to start recruiting ideal participants.
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Scheduling
Create a frictionless and happy scheduling experience for participants and team members with Rally.
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Incentives
Send thank-yous to participants around the globe, regardless of your research method.
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Panel Management
Recruit panelists for ongoing research while centralizing the end-to-end research process in one place.
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Governance & Compliance
Your customers are your best asset. Protecting them is core to Rally’s DNA.
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What our customers
have to say
“Rally has helped us centralize and streamline participant recruiting and communication. Its user-friendly dashboards make it easy to get a new study up and running within minutes.”
“We've gone through every tool possible — from spreadsheets to Airtable, and a bunch of management tools. We landed on Rally as our CRM, which has helped a ton and made our Research Ops digestible and easy for the team.”
”Rally allowed us to scale research (and Research Ops) across our organization 10x faster while setting the right guardrails to ensure an excellent participant experience, high-quality research outputs, and legal/ethical compliance.”
“Rally helped us shorten the recruiting time and optimize our recruiting processes. It’s easy to use and ultimately the perfect fit in helping us access existing users.”
“I love Rally’s simplicity and info architecture — power and control where we need it, no distractions where we don’t.”
“As my go-to source of truth for participant management and recruitment, Rally enabled my team to save costs and streamline research ops, end-to-end.”
“At first, I was skeptical that there was a tool that could actually do everything I was looking for, but as the months have gone by, Rally fits more and more to our needs and makes Research Ops significantly easier.”
Your user
data is safe
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SOC 2 Type II Certified
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GDPR and CCPA Compliant
