Powerful Features, Simple to Use
Everything you need to manage customer relationships, close more deals, and grow your business—all in one platform.
Contact & Company Management
Keep all your customer data organized and accessible
Contact Management
Store and organize all your contacts with custom fields, tags, and segments. Track every interaction automatically.
- Unlimited custom fields
- Smart duplicate detection
- Activity timeline
- Import from CSV/Excel
Company Management
Track organizations, link contacts to companies, and see the full picture of every account.
- Company hierarchy
- Contact associations
- Deal history
- Company-level custom fields
Activity Timeline
See every email, call, meeting, and note in one chronological view. Never lose context on a customer.
- Auto-logged emails
- Call notes
- Meeting history
- Task tracking
Sales Pipeline
Visualize and manage your entire sales process
Deal Pipeline
Drag-and-drop deal management with customizable stages. See your entire pipeline at a glance.
- Multiple pipelines
- Custom stages
- Win probability
- Deal value tracking
Revenue Forecasting
Predict future revenue based on pipeline data. Make informed decisions with weighted forecasts.
- Weighted pipeline
- Monthly projections
- Goal tracking
- Historical trends
Sales Leaderboard
Track team performance with leaderboards. Motivate your team and identify top performers.
- Deals won ranking
- Revenue metrics
- Activity tracking
- Custom time periods
Email & Calendar
Native integration with the tools you already use
Email Integration
Two-way sync with Gmail and Outlook. Send, receive, and track emails without leaving Rally.
- Gmail sync
- Outlook sync
- Email tracking
- Template library
Calendar Sync
Sync meetings with Google Calendar and Outlook. Schedule from contact records and avoid double-booking.
- Google Calendar
- Outlook Calendar
- Meeting scheduling
- Availability sync
Email Campaigns
Create and send marketing emails directly from Rally. Track opens, clicks, and conversions.
- Drag-drop editor
- Personalization
- A/B testing
- Analytics dashboard
Automation & Workflows
Save time with powerful automation
Workflow Automation
Create automated workflows that trigger on events. No coding required.
- Visual builder
- Multi-step workflows
- Conditional logic
- Scheduled actions
Email Sequences
Set up automated email sequences for lead nurturing. Stop when prospects reply.
- Multi-email sequences
- Reply detection
- Personalization
- Performance tracking
Task Automation
Automatically create tasks when deals move stages or other events occur.
- Auto-assignment
- Due date rules
- Priority settings
- Team notifications
Forms & Lead Capture
Capture leads directly into your CRM
Web Forms
Build custom forms that feed directly into Rally. Embed on your website or share links.
- Drag-drop builder
- Custom fields
- Conditional logic
- Spam protection
UTM Tracking
Automatically capture UTM parameters to track which campaigns drive leads.
- Source tracking
- Campaign attribution
- Referrer capture
- Conversion reporting
Lead Scoring
Automatically score leads based on behavior and profile. Focus on the hottest prospects.
- ML-powered scoring
- Custom criteria
- Score history
- Threshold alerts
Reporting & Analytics
Data-driven insights for better decisions
Custom Reports
Build custom reports with drag-and-drop. Visualize any data in your CRM.
- Report builder
- 8 chart types
- Scheduled exports
- Shareable dashboards
Pipeline Analytics
Understand your pipeline with conversion funnels, velocity metrics, and stage analysis.
- Funnel analysis
- Deal velocity
- Stage conversion
- Win/loss analysis
Activity Reports
Track team activity with detailed reports on calls, emails, meetings, and tasks.
- Call analytics
- Email tracking
- Meeting logs
- Task completion
AI-Powered Features
11 AI features included on every plan — or bring your own AI provider
AI Email Drafting
Generate professional email drafts with AI. Customize tone, length, and style.
- One-click drafts
- Tone adjustment
- Template suggestions
- Context-aware
Deal Intelligence & Data Hygiene
AI scores your deals, detects stalling opportunities, and keeps your contact data clean automatically.
- Deal health scoring
- Stall detection
- Duplicate detection
- Auto data cleanup
Bring Your Own AI (BYOK)
Use Rally's built-in AI at no extra cost, or connect your own OpenAI, Claude, Groq, DeepSeek, or Ollama account for full control.
- 6 supported LLM providers
- Use your own API keys
- Control your AI billing
- Self-hosted Ollama option
Integrations & API
Connect Rally to your entire tech stack
Native Integrations
Built-in integrations with Google, Microsoft, and other essential tools.
- Gmail
- Outlook
- Google Calendar
- SendGrid
REST API
Full-featured API for custom integrations. Build anything you need.
- Full documentation
- Webhook support
- Rate limiting
- API keys
Webhooks
Get real-time notifications when events happen in Rally. Integrate with any system.
- Real-time events
- Custom payloads
- Retry logic
- Event filtering
Ready to See Rally in Action?
Start your 14-day free trial and experience all these features for yourself. No credit card required.