CRM Data Agent

Keep your CRM clean and up-to-date without chasing reps

CRM Data Agent

Data quality without the follow-up.

The CRM Data Agent can finds missing or outdated fields and nudge reps to confirm or correct them.

Top sales teams love rattle

Data execs want, before they have to ask

The Revenue Pulse Agent pulls insights from calls and emails—then delivers win/loss trends, competitor intel, and top objections straight to Slack. No dashboards, no RevOps requests.

Data execs want, before they have to ask
Ops teams love the CRM Data Agent

Ops teams love the CRM Data Agent

Eliminate the back-and-forth. No more data clean-up sprints before forecast reviews.

Feature highlights

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Rattle agents monitor your pipeline data and fills in gaps automatically
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Alerts reps and managers when something needs attention
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For those tricker updates the agent can prompt for approval before pushing updates to the CRM

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.

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