Patter AI is an AI-native sales enablement platform built for companies that manage complex, consultative home services such as solar, roofing, HVAC, and windows. It unifies the in-home sales process—from qualification and design to proposal generation, CRM synchronization, and more—within a single system.
The platform includes real-time, adaptable customer journeys, integrated pricing and financing tools, and built-in CAD for accurate project designs. Its rules-based architecture allows teams to configure workflows that dynamically adjust to products, lenders, and sales conditions.
Patter AI also leverages conversational intelligence to capture, analyze, and enhance interactions throughout the sales process, providing insights that improve consistency, compliance, and customer experience.