Rally

Rally

User research CRM with outreach automation

Overview

Rally is a User Research CRM that helps teams run studies with participants. It handles outreach, scheduling, incentives, and participant management in one place, so researchers don’t have to juggle spreadsheets and multiple tools. The product automates tasks like emailing potential participants, booking study sessions, distributing incentives, and tracking who has participated, all within a centralized system. This makes it easier to recruit and manage participants and keep study data organized. Rally differentiates itself by offering an end-to-end research workflow in a single platform, reducing the time and effort researchers spend coordinating studies and replacing scattered tools. The goal is to enable teams to run more studies efficiently by streamlining logistics and data management for user research.

YC Company

About Rally

Simplify's Rating
Why Rally is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Company Size

51-200

Company Stage

Series A

Total Funding

$19.9M

Headquarters

New York City, New York

Founded

2021

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Simplify's Take

What believers are saying

  • May 2026 Observer Rooms launches deepen collaboration and increase daily researcher engagement.
  • June 2025 Series A raised $11 million from Canapi, Stage 2, and Y Combinator.
  • Rally claims Adobe and GitLab customers, validating enterprise adoption and referenceability.

What critics are saying

  • Rally’s June 2026 MCP invites platform risk from OpenAI, Figma, and Perplexity.
  • Research ops workflows are sticky but narrow; one enterprise platform decision can displace Rally.
  • Competitors like UserTesting and Qualtrics bundle adjacent features, compressing Rally’s pricing power by 2027.

What makes Rally unique

  • Rally’s June 2026 MCP turns research ops into an AI workflow, not spreadsheets.
  • Observer Rooms unify live viewing, transcripts, clips, and Slack sharing inside one product.
  • Automatic consent, scheduling, and incentives make Rally a true end-to-end research CRM.

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Funding

Total Funding

$19.9M

Meets

Industry Average

Funded Over

3 Rounds

Notable Investors:
Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$8.2M
Discord
$11M
Rally
$15M
Canva
$30M
Kalshi

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

0%

2 year growth

-1%
Rally UXR
May 26th, 2026
Share interview clips, leave comments, and drop live reactions with Observer Rooms.

Share interview clips, leave comments, and drop live reactions with Observer Rooms. May 26, 2026 May was a full month! Rallyuxr added Observer Room clips, reactions, and new lobby music. Rallyuxr launched Rally MCP at Research Week and opened it up to all customers. And Rallyuxr shipped a handful of updates that quietly make the day-to-day a lot smoother: automatic co-signer consent, AI-powered screener mapping, AI-assisted availability blocks, and a full accessibility pass on participant-facing forms. Here's everything that's new. Watch the 2 minute overview: Share interview clips in Observer Rooms. Rallyuxr has rebuilt the Observer Rooms and interview recording experience in Rally and today it's live in your workspace. Here's what's new: Live experience * Drop emoji reactions while you're watching! * Leave comments during the session and chat with observers * See who else is viewing the session * Jam out to new lobby music while you wait for a session to start (recorded and produced by Blake, the lead engineer on this project!) * Create clips directly from the transcript * Share clips with team members in Slack * AI-generated clip titles make naming one less thing to think about Recording & playback * Redesigned recording viewer with a synchronized transcript, comments, and reactions timeline * Auto-scrolling transcripts + transcript search so you can jump to the exact moment you're looking for * Adjustable playback speed and 10-second skip forward/back Notifications * Send automatic Slack notifications before interviews start * Give Observer Rooms a custom name for observers * Observer Rooms now default to ON for new studies * Or opt out of the default in Workspace Settings if your team prefers Note: commenting and reactions are available to logged in Rally users. Guests joining via a shared Observer Room link will have a view-only experience. And as a bonus: every interview you run in Rally is now automatically recorded and transcribed, and those recordings are available in Rally's MCP. That means you can chat with your transcripts, surface insights, and query across sessions from your fave AI tool. Capture minor + guardian consent. If your research involves minors or participants who need a guardian to sign alongside them, Rally now handles the entire co-signature flow automatically. The participant signs as usual, Rally emails the co-signer a secure link, and once both signatures are collected, the consent record is marked complete - no manual follow-up required. Automatically map screener responses to properties in Rally. This feature uses AI to determine the best fit properties in your database, and automatically maps them to screener responses. Set your availability in seconds. Describe when you're available when setting up an Interviews study, and Rally will auto-generate the appropriate availability block. Accessibility improvements for the participant experience. Rallyuxr completed a full WCAG 2.2 audit and remediation pass across Rally's participant-facing screener and scheduling flows this month. Updates include proper heading structure, color contrast fixes across form elements, clearer error messages for screen reader users, and correct page titling. Participants using assistive technology can now navigate screener and scheduling flows more easily. ICYMI: Rallyuxr officially launched its MCP at Research Week! Connect Claude (or any MCP-compatible AI tool) and start asking it questions about your participants, studies, panels, and screener responses. The first version of the Rally MCP includes: * Audience search. Use natural language to narrow down the right people in your panel by behavior, properties, study history, or whatever signals matter to you. * Past research search. Pull transcripts, surface screener responses, and find what your team has already learned without opening Rally. * Study building. Kick off new studies from the chat surface you already use. Draft a study from a prompt, refine the screener, and configure the scheduler before anything goes live. Reach out to Rallyuxr to get early access to study building via Rally MCP. * Study management. Track consent submissions, incentive statuses, and the other tasks that come up when you're managing an active recruit. * Permissions that mirror Rally. Whatever you can access in the Rally UI is exactly what the MCP exposes. No need to worry about PII leaking or unauthorized access to a panel. Rallyuxr has been building its MCP alongside AI-native product orgs like Ramp, Figma, and Perplexity, and have found so much value using it to run research at Rally. Rallyuxr can't wait for you to try it as well. See what Oren and Alec (Rally co-founders) have to say in this blog post. Read the full release here. Improvements and Fixes

FinSMEs
Jun 2nd, 2025
Rally UXR Raises $11M Series A Funding

Rally UXR raises $11M Series A funding.

PR Newswire
Jun 2nd, 2025
Rally UXR Raises $11M for User Research

Rally UXR raised $11M in a Series A round led by Canapi Ventures, with Stage 2 Capital and Y Combinator participating. The funding will accelerate the adoption of Rally's User Research CRM platform, which automates user research processes for enterprises. Rally's platform is used by companies like Adobe and GitLab, and has seen 3x year-over-year revenue growth since its 2021 founding.

Venture Capital
Jun 2nd, 2025
Canapi Ventures Leads $11M Round to Accelerate Adoption of Rally's User Research CRM Platform

Rally UXR, a leading User Research CRM platform, raises $11 million in Series A funding led by Canapi Ventures.

Rally UXR
Oct 7th, 2024
Build Group Interviews Studies in Rally

With fall in full swing, Rallyuxr is excited to roll out some fresh updates in Rally.

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