The enterprise notepad for teams

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.

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.

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

“Pattern saves me a tremendous amount of time and makes it easier to capture notes from demos and update Salesforce.”

Taylor Thompson

AE @ SalesLoft

“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 

AE @ Campaign Monitor

“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 

CRO @ Handshake

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

See how closers everywhere are maximizing their productivity with Pattern

Meet Trevor

Account Executive Extraordinaire

Saves 5 hours a week using Pattern

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

Team Notes

Meeting Research

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

Templates

Sales Playbook

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

Sync to Salesforce

Deal Manager