The Modern User Research CRM

Empower your teams to talk to their users, without disjointed tooling and spreadsheets.

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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.

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Email automation

Set up templates for every type of outreach, then schedule and sequence emails.

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Smart screeners

Screeners with skip logic and auto-qualification to quickly find your best-fit participants.

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Scheduling

Team scheduling that dynamically updates your availability, and supports moderators and observers.

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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.

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Data integrations

Sync with your data warehouses and marketing/sales platforms to keep participant records up to date with accurate customer data.

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Dynamic properties

Set screeners to automatically map to participant properties so you never have to manually update a spreadsheet again.

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Advanced segmentation

Quickly target the right users with segmentation and filtering, then save those for your teams to easily find later.

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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.

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Stay on brand

Ensure a beautiful, consistent Participant Experience by making every study feel crafted and intentional. Manage sub-brands with ease.

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Collaboration

Make research instantly more visible across teams and departments. Teams can collaborate on research studies in one place.

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Streamline tools

Remove the need for many of the tools teams are currently using (and not always liking).

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Templates

Prep your Researchers, PMs, and Designers with the templates they need to run research well.

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Scale Research responsibly

Rally helps teams engage with their users, responsibly and at scale.

Governance

Create rules around contact frequency, research participation, total incentives paid out, and more.

User management

Set up SSO and permissions that give each user the right level of access.

Consent

Centralize where you manage your consent forms, opt-outs, and research agreements.

Privacy & Security

Rally is engineered from the ground up to keep your research compliant and your user data safe.

Learn More Rally for Enterprise

What our customers
have to say

“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.”

Lindsay Boylan

VP Product at Xplor

”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.”

Megan Scheminske

Senior UX Researcher at Teachable

“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.”

Dmitry Bortnitski

Head of Product Research at PandaDoc

“I love Rally’s simplicity and info architecture — power and control where we need it, no distractions where we don’t.”

Brett Leber

Senior Manager of UX Research at Angi

“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.”

Tyreek Houston

UXR Lead at ConsenSys

“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.”

Liron Blum

Product Ops Coordinator at Gong

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