Learn about Rally and the benefits of streamlining your research with our powerful User Research CRM and integrations.

What is Rally?

Rally is a modern User Research CRM that revolutionizes research by simplifying participant recruitment and management.

By leveraging Rally's user-friendly platform and powerful features, you can streamline your research operations and eliminate manual tasks. Rally frees up your time and energy, enabling you to concentrate on conducting high-quality research that drives meaningful insights.

Use Rally to handle the Ops so you can focus on the Research.

Key benefits of using Rally

Build your audience

Rally offers multiple options for populating your research CRM. You can integrate with Salesforce or Snowflake, create a branded landing page with a sign-up form, or upload a .csv file to quickly build your participant database.

Manage participants

Keep track of research participation across your audience with ease. Rally provides comprehensive participant management features, including tracking contact frequency, participation history, incentives paid out over time, opt-out status, and more.

Automate recruitment

Rally enables end-to-end recruitment automation for your studies. Automate essential processes such as email communication, participant screening, study scheduling, consent forms, and incentives. This automation saves you time and effort while ensuring a smooth participant recruitment experience.

Democratize research

Rally empowers you to set governance rules, create templates, and invite colleagues to participate in research. Collaborate with team members and establish standardized processes to democratize the research efforts within your organization.

​AI-powered workflows

Bring Rally into your everyday AI tools with Rally Agent and Rally MCP. Set up studies, review responses, and check on recruitment through a conversational interface. Get started with the Rally Agent walkthrough or the MCP walkthrough.

Next, check out the Rally Product Overview for a tour of the product, or jump straight into New User Onboarding to get your account set up. Questions along the way? See Rally's Support Commitment.