Patio App

See what needs attention, review your numbers, and keep every sales operation moving from your iPhone.

Patio is where your sales operation comes together.

Bring your company's sales information and business context together so your team can respond, make decisions, and keep every operation moving from anywhere.

From your iPhone, you can:

• See what needs your attention and what is waiting for approval.
• Ask Patio about your operations, customers, and numbers.
• Follow the status of quotes, opportunities, and tasks.
• Review sales, revenue, and commercial performance.
• Open quotes with their context, line items, and totals.
• Keep agreements, documents, and owners connected to each operation.

Patio supports B2B sales teams working with price lists, margins, discounts, terms, and approval workflows. It adapts to your business rules and can connect with the systems you already use, keeping information organized and available when your team needs it.

The app requires an active Patio account.