What Rally UXR is
A research operations platform rather than a general CRM. It holds the participant pool, runs recruitment and scheduling, handles incentive payment, and keeps screening answers and participation history together so the next study can find the right people.
AI covers interview transcription, summarising and topic analysis once the sessions are done.
What you can do with it
- Maintain participant profiles and tags
- Store screening questionnaires and participation history
- Recruit and schedule participants
- Send reminders and pay incentives
- Transcribe and summarise interviews
- Analyse topics and sentiment across sessions
- Match participants to new studies
Who it is for
- User researchers and research ops roles
- Product teams running regular studies
- Organisations with a standing participant panel
- Teams whose recruitment is managed in spreadsheets
What to watch out for
- Participant data is personal data: consent, retention and access need clear rules
- Incentive payment involves financial records and possibly tax reporting depending on where participants live
- Recording and transcribing interviews requires participant consent
- A panel only stays useful if someone maintains it between studies
Pros & cons
✓ What we like
- Built specifically for research operations
- Recruitment through to incentives in one place
- Participant history improves targeting over time
- AI analysis of interviews included
! What to watch out for
- Participant data needs proper consent and retention rules
- Panel upkeep is ongoing work
FAQ
Is it a CRM?
Not in the sales sense. It is built around research participants and the recruitment process.
Does it handle incentives?
Yes. Incentive payment is part of the workflow along with scheduling and reminders.
What does the AI do?
It handles interview transcription, summarising, topic and sentiment analysis, and helps match participants.
Last reviewed: 2026-09-15
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