Category
Revenue Intelligence
Key features
CRM updates from Slack and Teams
Real-time deal alerts
CRM data agent for field hygiene
01 — Overview
What is
Rattle
Rattle connects the CRM to Slack and Microsoft Teams so revenue teams can update deals, get alerts and run approvals without leaving chat. AI agents keep CRM fields accurate, flag deal risks, prep meetings and pull insights from calls and emails for managers. RevOps and sales leaders use it to enforce process and keep pipeline data clean.
02 — Who it’s for
Ideal Customer Profile
Built for sales, RevOps and revenue leaders at growing and established B2B companies, with customers such as Rippling, Miro and Gong.
03 — Capabilities
Key Features
CRM updates from Slack and Teams
Real-time deal alerts
CRM data agent for field hygiene
Deal risk and coaching agents
Deal rooms and approvals
Meeting prep and call recaps
05 — Similar tools
Alternatives
Momentum
Turns sales calls into CRM data and action
Scratchpad
A faster workspace on top of Salesforce
Backstory
Revenue intelligence from captured sales activity
Gong
Revenue AI that turns conversations into action
DealHub
Quote-to-revenue platform with CPQ and billing
Myko
Voice to CRM updates for field sales
06 — FAQ
Frequently Asked Questions
What is Rattle used for?
It helps revenue teams keep CRM data accurate and act on deals from Slack or Teams, using alerts, workflows and AI agents.
Who is Rattle for?
Sales reps, sales managers, RevOps and revenue leaders who want cleaner pipeline data and earlier warnings on deal risk.
Which tools does Rattle integrate with?
Rattle lists Salesforce, Slack, Microsoft Teams, Gong, Zoom, Chorus, Gainsight and Outreach.
What are Rattle Agents?
AI agents that validate CRM fields with their reasoning, flag deal risks, summarize calls and send coaching and pipeline insights to managers.