Automatic CRM Data Entry
Your time is valuable, so why waste it on repetitive, manual tasks when A.I. can automate them away? Rattle takes the grunt work out of CRM entry, while letting your humans double-check the inputs before they're logged.
Error-free, human approved
With Rattle's A.I., updating your CRM is as easy as confirming the suggested entries. You get the best of both worlds — automated data collection with the added safety net of a pair of human eyes on it first.
Top sales teams love rattle
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Simplify next steps
Forget the hassle of line-by-line transcript reviews. Rattle can identify next steps, allowing reps to verify and update them in Salesforce — also with a single click.
Forecast with confidence
Enhance your forecast accuracy instantly with real-time close date suggestions from Rattle's A.I. No more second-guessing or outdated info affecting your sales projections.
Log and analyze
Find essential info fast — without having reps spend valuable time untangling all their notes. Rattle's A.I. logs call summaries as custom objects in Salesforce, streamlining both retrieval and reporting.
Feature highlights
Three reasons you'll love using Rattle
No change management
Every tool is built to drop into the way you work now and start improving your results ASAP.
No coding – ever
Not even the teensiest bit of technical acumen is required to integrate and deploy any of our tools.
No flying solo
If you’ve got a goal, we’ve probably already got a solution waiting for you in The Playbook.
Meet the first-ever modern RevOps platform
Get your entire revenue team operating flawlessly through the power, speed, and consistency of Process Automation.