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.

Automatic CRM Data Entry

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

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. 

Simplify next steps
Forecast with confidence

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your forecast accuracy instantly with real-time close date suggestions from Rattle's A.I. No more second-guessing or outdated info affecting your sales projections.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.

Log and analyze

Feature highlights

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Next step and close date suggestions
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Salesforce integration
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One-click human validation

Zip used Rattle to reduce revenue leakage.

View case study

Three reasons you'll love using Rattle

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No change management

Every tool is built to drop into the way you work now and start improving your results ASAP.

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No coding – ever

Not even the teensiest bit of technical acumen is required to integrate and deploy any of our tools.

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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.

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