Everything you need to power your sales
All in one, intelligent platform
A Highly Configurable Backend Built to Match Your Business
Configuration, data systems, and sales logic that fit the way your teams work (or should).
CRM & Dashboards
Patter connects directly to your CRM– or can serve as its own! Manage your opportunity details, roles, and capabilities directly from the Patter platform.
Configurable Experiences
Patter's experiences are built to reflect your process and your brand — with configurable structure, flexible content, and a visual experience that feels like your own.
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Static Slide Support
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Presentation Configuration Dashboard
Industry Tools & Features
Patter currently includes a suite of advanced, solar-specific features to ensure every deal starts with accuracy and confidence.
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Accurate CAD Designs
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PreDesign Services
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Energy Modeling & Forecasting
Learn more about our solar features >
Everything you need
to sell... better
Present, quote, and close deals — the right way, every time.
Guided Presentation Environment
Your entire sales journey — streamlined, simplified, and sales-ready. Reps are walked through each step of the consultation with intelligent flows that adapt in real time. From site surveys and pricing to lender qualification and docs, everything is connected — so reps stay focused, homeowners stay engaged, and deals stay clean.
Guided in-app flows help reps collect the right info — no expert required.
Collect warm leads on the spot — even from non-buyers.
Reps don’t do math — they get accurate, business-ready quotes instantly.
Show homeowners their projected utility costs, live in the pitch.
Unlock proven flows built by solar veterans to close more deals.
Generate and sign contracts with zero extra steps.
Guide reps through loan and TPO flows with built-in logic and top-tier lender integrations.
Built-in Intelligence
Patter’s AI isn’t an extra feature — it’s the foundation. From the first tap to the final signature, every interaction is guided by real-time intelligence. Micro-coaching, presentation adaptation, and smart responses are all seamlessly embedded into the experience.
