Pattern

The notepad for salespeople

Take notes and update your CRM from one place

Pattern screenshot

Goodbye gruntwork

Spend more time with your customers and less time organizing and logging your notes. Simply take notes and Pattern will sync it all to Salesforce.

Taylor Thompson
“Pattern saves me a tremendous amount of time and makes it easier to capture notes from demos and update Salesforce.”
Taylor Thompson
Account Executive @ SalesLoft

Crush every meeting

Stay on top your day with everything in one place. Never drop the ball again on preparing for and following up after important customer meetings.

Jacquelyn Scharre

“I used to use a mix of Evernote, Salesforce and reports to keep my life in order. The first meeting I used Pattern, I never went back.”
Jacquelyn Scharre

Account Executive @ Campaign Monitor

Happy managers, productive reps

Share your notes and standardize the way your team wins. Organize your team’s knowledge with account folders and team templates.

Kiva Kolstein

“I’ve never rolled out a sales tool before and had a rep say it changed their life but that’s exactly what happened with Pattern.”
Kiva Kolstein

Chief Revenue Officer @ Handshake

Integrate the apps you love

Connect to the tools you use everday—get the full picture, in one place, without the work

Google, Salesforce and Microsoft logos

Save time, stay organized, close more deals

See how closers everywhere are maximizing their productivity with Pattern

Meet Trevor
Account Executive Extraordinaire
Saves 5 hours a week using Pattern
Trevor's headshot

Before the meeting

Reference company details, LinkedIn profiles, and past action items all in one place.

Team Notes
Meeting Research

During the meeting

Use templates to keep conversations on track and hit the right points with built-in sales guidance.

Templates
Sales Playbook

After the meeting

Sync notes to Salesforce and update critical fields in seconds. Goodbye clicks, hello free time.

Sync to Salesforce
Deal Manager

Easy to install. Free to get started!

Try it now for free