Product
Efficiency is everything
Get gapless team alignment, tighter execution on process, and far, far more predictable revenue outcomes with our ever-growing fleet of workflow tools.
“In less than 5 minutes, I was able to roll out new processes that I had been waiting to introduce for months. I have not seen any other Salesforce/Slack integration that is so easy for the end-user.”
Popular
Meeting Intelligence
Instant analysis, real-time notes, clear next steps, and one-click updates to your CRM – all powered by A.I.
Popular
Deal Rooms
Foster real-time visibility and drive smarter decision-making, and you’ll keep deals from slipping past your team.
A.I. Workflow Builder
Extract actionable intelligence from every sales call using Rattle's custom A.I. prompts. Whether you're an AE who wants to auto-identify MEDDIC fields or a VP of Customer Success seeking account health updates, our A.I. Workflow Builder delivers insights tailored to your needs.
Analytics
See our (Rattle’s) impact on your business – everything from engagement to influenced revenue.
Approvals
Keep the momentum going with instant approvals in your messaging app.
Atlas
Turn your revenue processes from paperweights to powerhouses of insight. Find and fix process revenue leaks and basically take your RevOps game to new previously unthinkable heights.
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.
Board
A user-friendly front-end for sales teams to manage their pipeline without ever logging into SFDC. Get a holistic view of any object, all in one place.
Commands
Unleash the power of “/” to manage your CRM without leaving Slack. It’s real-time, efficient, and right where your team already is.
Digest
Easily spot and tackle data hygiene-related tasks with Digest's single view—once updated, your to-dos clear out, keeping your list clutter-free.
Enablement
Get the right information to your sellers at the right time.
Leaderboard
Motivate your team to achieve shared goals through the (not-so) subtle art of pitting them against each other.
Moment in Time
Reduce interruptions and improve efficiency with bulk editing.
Reports
Bring your Salesforce reports to Slack or Teams.
Support Flows
Give your support team the support they need — with easy workflows that include one-click emoji triggers, shortcuts, and more.
Workflows
Put your processes to work and then let ‘em flow. Rattle's no-code workflow builder gives you the power to automate signals from SFDC to your messaging app of choice and get your team perfectly executing on your process.
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 — at all, 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.