--- title: Rattle Reviews meta_title: 'Rattle Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 107 reviews by the users' company size, role or industry to find out how Rattle works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 107 scale: '5' date_modified: '2026-08-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Rattle Reviews **Vendor:** Rattle Software Inc. **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 4.7/5.0 **Total Reviews:** 107 ## About Rattle Rattle makes intricate sales processes easy to follow Revenue teams have detailed, important-to-follow sales processes — it’s your winning formula for securing new business & delivering a consistent customer experience. But we know as much as building out these processes wasn’t easy, it’s even harder to get teams to consistently follow them. Rattle addresses this through automation and AI by creating a two-way workflow between the sales tech stack (CRM, Clari, Gong, etc.) and engagement tools (Teams and Slack). Rattle’s unique approach improves efficiency & streamlines operations for companies like Twilio, Figma, Miro, Gitlab, Algolia, Notion, & Intercom who report a win rate lift of 20%, 15% higher renewal rates, 50% faster lead response times, and 5+ hours/week in time saved for sellers. ## Rattle Pros & Cons **What users like:** - Users appreciate the **ease of use** with Rattle, enjoying quick setup and intuitive dashboard for efficient reporting. (25 reviews) - Users value Rattle's **reminder feature** , helping them stay organized and efficient with timely Slack notifications. (20 reviews) - Users love the **seamless integrations** of Rattle with Slack and Salesforce, enhancing efficiency and productivity in their workflows. (17 reviews) - Users value the **Slack integration** of Rattle, enhancing organization and enabling seamless notifications for opportunity updates. (15 reviews) - Users appreciate the **seamless Salesforce integration** of Rattle, enhancing productivity and organization with easy updates via Slack. (11 reviews) - Customer Support (9 reviews) - Automation (8 reviews) - Easy Setup (7 reviews) - Intuitive (7 reviews) - Daily Use (6 reviews) **What users dislike:** - Users experience **integration issues** with Rattle, especially regarding compatibility with platforms like Slack and other limitations. (4 reviews) - Users note the **missing features** , such as intuitive formatting tools and updated compatibility, which hinder the overall experience. (4 reviews) - Users find the **difficult settings** of Rattle challenging, requiring additional learning and context for effective use. (3 reviews) - Users feel there is **limited customization** for integrations and user management within Rattle, impacting their experience. (3 reviews) - Users report encountering **software bugs** that can hinder usability, although support is responsive in resolving issues. (3 reviews) - Technical Issues (3 reviews) - AI Limitations (2 reviews) - Implementation Challenges (2 reviews) - Learning Curve (2 reviews) - Limited Integrations (2 reviews) ## Rattle Reviews ### 1. Keeps Salesforce Updates Seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Abby W. | Account Executive, SMB, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Rattle?** I like that Rattle reminds me when my opportunities are out of date, which helps keep me organized. It sends me a Slack notification, allowing me to stay on top of my opportunities without the need to log into Salesforce. **What do you dislike about Rattle?** I wish it'd proactively tell me when opps are out of date. **What problems is Rattle solving and how is that benefiting you?** I use Rattle to update Salesforce in Slack without logging in, and it reminds me about important CRM updates, keeping me organized. ### 2. Trialed it through our evaluation **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Rattle?** The integration with Slack was helpful for staying in the loop about deals. **What do you dislike about Rattle?** There was a lot of noise from Rattle for notifications - would prefer if there was a way to filter down the types of notifications based on user preference. **What problems is Rattle solving and how is that benefiting you?** They help bring more communication / insight into deals through slack ### 3. Great tool to keep a tab on your sales performance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Rattle?** We have been using Rattle to log calls and keep a report of our day to day efforts which has been helpful. The ability to integrate with Slack and Salesforce makes it easy to record our meeting data. This is genuinely a great feature **What do you dislike about Rattle?** Sometimes it might not pull data automatically else I have no issues with the tool **What problems is Rattle solving and how is that benefiting you?** Helps me log my day to day calls helping us over all as an org to keep a track on the conversations happening on every accounts. This is also helpful when a new rep is allocated to an account as it makes it easier for them toa cdcess the past history on the account ### 4. Inside Sales Support Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Adam M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Rattle?** Account Executives can create and assign tasks to their Inside Sales counterpart. Each IS rep supports around 10 AEs, and staying organized and understanding task progress is critical. IS reps check their Rattle Board (likely) every hour to make updates to open tasks and to see if there are any new tasks assigned to them. With the /rattle-create Slack command, AEs can easily assign tasks to their IS counterparts, and the Rattle Board allows AEs and IS to update SFDC fields in directly from the board with in-line editing. **What do you dislike about Rattle?** It would be nice to have URLs hyperlinked / more formatting abilities in text boxes on the Rattle Board. It does take a long time for Boards to pull up / switching between Boards. **What problems is Rattle solving and how is that benefiting you?** Saving AEs time (in-line editing) and keeping them organized (assigning tasks to Inside Sales and collaborating on task progression). ### 5. Streamlining Salesforce with Slack Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Felipe C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Rattle?** Rattle has been a game-changer in how I manage sales and customer interactions by seamlessly updating Salesforce directly through Slack. Its real-time notifications for customer calls have kept my tasks in Salesforce consistently up-to-date without the need to switch between apps. The ability to create custom workflows it's amazing, allowing you to send notification/take actions in different apps. **What do you dislike about Rattle?** Nothing so far. I haven't had any issues while usin Rattle **What problems is Rattle solving and how is that benefiting you?** Rattle adeptly bridges the gap between communication and customer relationship management. It solves the problem of managing and updating customer interactions by bringing Salesforce functionality into Slack. ### 6. Rattle keeps our internal teams on the same page **Rating:** 4.0/5.0 stars **Reviewed by:** Christa M. | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Rattle?** We've been using Rattle for about a quarter now and it's one of the few slack extensions I use mutliple times a day. I really apprecaite the time savings through the automated creation of Slack deal win rooms that pull in the opportunity summary and notes. We are also able to save time updating SFDC next steps and notes through the slack ontegration. The ability to create rooms for custom logic is a huge plus. Our Rattle account team has been extremely responsive and helpful through our pilot process. It was very easy to get individual contributors onbaorded but cannot speak to back end integration since I'm in sales. **What do you dislike about Rattle?** Rattle has a lot of positives but it can create a lot of noise in your Slack in you aren't careful with how you use it. **What problems is Rattle solving and how is that benefiting you?** Manual creation of win rooms, qualified opportunities, and looping in the right people. ### 7. Rattle is great for easy CRM updates straight from Slack **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Rattle?** The implementation process was quick. Easy to build workflows. Allows even to send updates to Slack users who are not Rattle users. Allows to customize the layout of alerts more than I would have expected to be possible. **What do you dislike about Rattle?** I have experienced a few bugs, but nothing that their support team has not been able to quickly solve or even just logging in and out. **What problems is Rattle solving and how is that benefiting you?** Sales Reps productivity increases with being able to make updates and create new Salesforce records straight from Slack, easy to log calls and Sales Reps are promptly reminded to do so. Provide global visibility in latest opportunity updates. ### 8. Makes my day so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Rattle?** Rattle helps keep forecasting and deal management in check - the integration with Slack is a gamechanger **What do you dislike about Rattle?** Nothing to report back on yet, an easy tool to use. **What problems is Rattle solving and how is that benefiting you?** Rattle helps keep our team aligned on deal next steps + forecasting. Seamless integration with Slack. ### 9. Makes activity logging quick and easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Rattle?** Ease of use, I use the Slack app to log my activities directly **What do you dislike about Rattle?** Nothing, everything works as it should work **What problems is Rattle solving and how is that benefiting you?** It saves me from going to Salesforce and adding activities and tasks to each account or opportunity ### 10. Rattle Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Rattle?** The best part about Rattle is that it gives users the ability to update SFDC records direcrtly from slack. We have over 100 Rattles set up for our organization. Rattle is very user friendly and easy to set up. It typically takes me less than 5 minutes to set up a new workflow and even less to make modificatons to existing alerts. **What do you dislike about Rattle?** We have found multiple alerts that should not have been sent based on the conditions set up for multiple Rattles. **What problems is Rattle solving and how is that benefiting you?** Rattle gives the ability to mass update records in SFDC via boards, where as in SFDC there is not an option to do this based on how the custom objects were set up. Rattle also allows us to action approvals directly from Slack for multiple workflows in SFDC. Rattle also gives us real-time alerts when somethings needs to be actioned in SFDC. ### 11. Ease of integration between Salesforce and Slack. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Rattle?** Rattle has recently been integrated into our systems to enable the updating of Salesforce using our Slack app. This makes it easy for us who had to juggle multiple tools in our daily engagement. Saving us time and increasing productivity. **What do you dislike about Rattle?** Like other tools, the learning curve is a challenge. It takes a while for us to understand and use the tool. It is not as straight forward as expected. **What problems is Rattle solving and how is that benefiting you?** It enables integration between existing tools that we use daily. ### 12. Great Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Rattle?** It allows me to edit salesforce within Slack quickly and always keeps me in the loops of key dates. **What do you dislike about Rattle?** You can't edit who is in the slack channels. **What problems is Rattle solving and how is that benefiting you?** Rattle makes its easy to remember key dates and top events. ### 13. Rattle review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Rattle?** Integrates with Slack & Salesforce which is really nice. **What do you dislike about Rattle?** Not a huge fan of the icon being a trex! **What problems is Rattle solving and how is that benefiting you?** Rattle directs MQL leads my way. ### 14. Rattle Ux is an A++ **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney J. | Global Deal Desk Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Rattle?** As an admin for my company, I really appreciated the user experience with Rattle. It is easy to onboard and start utilizing the product. The features are great, I highly recommend the tool for Slack integration. **What do you dislike about Rattle?** Some Slack user settings are changed once Rattle owns creating messages with complex workflows or dealrooms, but once you understand the tool you can create work arounds. There isn't much I dislike about Rattle. **What problems is Rattle solving and how is that benefiting you?** Dealrooms have allowed us to create a consistent place for all internal stakeholders to have conversations about Opportunities and Accounts. ### 15. Rattle is the connective tissue of our sales process **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Rattle?** Rattle makes it super simple to create workflows that allow me be alerted on and to stay on top of all the moving pieces of data happening in Salesforce via slack which is where I spend most of my day working on my laptop and on my phone. **What do you dislike about Rattle?** The mobile experience using rattle could use improvement when configuring new workflows or modifying exist from a mobile device. **What problems is Rattle solving and how is that benefiting you?** Visibility of data within Salesforce and collaboration along the team of that data within slack. ## Rattle Discussions - [What is rattle in AI?](https://www.g2.com/discussions/what-is-rattle-in-ai) - 1 upvote - [How do you use a rattle GUI?](https://www.g2.com/discussions/how-do-you-use-a-rattle-gui) - [What is rattle data?](https://www.g2.com/discussions/what-is-rattle-data) - [What is use of rattle in R?](https://www.g2.com/discussions/what-is-use-of-rattle-in-r) - [View Rattle pricing details and edition comparison](https://www.g2.com/products/rattle/reviews?filters%5Bsentiment_snippet%5D=1823630&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+19%3A36%3A53+-0500&secure%5Bsession_id%5D=5e92f07e-9f16-418a-8763-6303b3b8180f&secure%5Btoken%5D=07726eb452ac8b28595ee48d2400b408c9a9442c4110c5ca947bd3bef2f22c1b&format=llm_user) ## Rattle Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Lead Facilitation** - Lead Follow-up **Agentic AI - Productivity Bots** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - Third-Party Integrations **Additional Functionality** - Image Editing - Collaboration Tools - Search/Filter - Drag & Drop - Alerts/Notifications - Notes Management - Assignment Management - Task Scheduling - Content Creation - AI Copilot - Reporting & Statistics - Productivity Analysis - Audio Recording - Focus Aid - Presentation Tools - Reminders - Email Management - Prioritization - Task Management - Single Sign On - Secure Data Storage - Generative AI - Office Suite - Database Creation - API - Activity Dashboard - To-Do List - Chat/Messaging - Calendar Management - Tagging - Workflow Management - Progress Tracking - Customizable Templates - Document Management - File Sharing - Data Import/Export - Team Collaboration - Video Content - Productivity Tools - Project Management - Business Process Automation **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Sales Analysis** - Sales Forecasting **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation ## Top Rattle Alternatives - [Scratchpad](https://www.g2.com/products/scratchpad/reviews) - 4.8/5.0 (1,472 reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - 4.5/5.0 (2,065 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews)