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.


Admin that takes a min

Take the complexity out of updating your Salesforce. Board offers real-time visibility and one-click edits for faster, more streamlined pipeline management.

Top sales teams love rattle

Clean data in a click

Board makes it easy to manage your data with quick access to one-click edits. Customize the view with any – standard or custom – fields you need to update on the fly. Log call notes, update deal stages, and change deal amounts faster than you can say “closed-won.”

Clean data in a click
Turn down the noise

Turn down the noise

Tame the flood of notifications and keep your eye on the prize. Board streamlines your workflow by bundling deal updates into one actionable alert.

See it all, all at once

Board pulls ALL your essential Salesforce data into one spot, so you can see everything you need to know at a glance. Create any view you can dream of! No toggling, no new windows.

See it all, all at once

Feature highlights

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Single view of all SFDC data
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Filter by all standard and custom objects/cross objects
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One-click field edits

“If you want your Salesforce to look like the way you always envisioned it, then go with Rattle.”

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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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