Rattle Features

Automatically contacts all leads.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Set up connections to third-party platforms to improve business processes

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Create, manage and track all task activities and progression

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

Manage, store and organize emails within the system or via third-party apps

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

Edit, touch up, and convert images for publishing

Provides a channel for team members to share media files, communicate, and work together

Search and filter data across systems to locate required information by entering keywords or certain criteria

Assemble applications and processes by dragging over and arranging pre-built components

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allow users to create, edit, and sort multiple notes

Assign issues and tasks based on availability or required skills

Track and manage the scheduling of tasks

The ability to create unique content

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Record and edit recorded audio and/or video

Tools that provide motivation and discipline to bolster productivity.

Share and present designs

Timed notification for any upcoming task, deadline, appointment, or activity

Manage, store and organize emails within the system or via third-party apps

Arrange tasks based on the level of priority or urgency

Create, manage and track all task activities and progression

Allow users to access multiple services after entering their login credentials once

Securely stores data to prevent data loss or breaches

Use AI to generate content in the form of text, images, videos, etc.

A collection of tools to be used for routine tasks within an organization such as word documents, spreadsheets, presentations, etc.

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A digital list of items that need to be completed

Communicate using direct chat or messages within the system

Track and manage schedules and meetings via an integrated calendar

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, design and manage workflows for repetitive tasks

Reporting on how each user, task or process has advanced since its initiation

Pre-designed layouts that can be customized to match preferences and requirements

Store, manage, and track all electronic documents in a centralized location

Public or private sharing of digital files such as documents, audio/video, images, and more

Import and export data to and from software applications

Allow multiple team members to edit and work on the same document

Supports video files

Tools to facilitate the production of information and promote efficiency

Plan and coordinate all the resources, costs and time needed to execute assignments

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes