AI-powered B2B sales management software

Record a visit, check customer agreements and assign the next step. Your team works in the app with the same company information and rules.

Go into each visit knowing what was agreed

Ask the assistant for customer agreements, the current proposal and pending work. Check them in the app without calling the office or searching old conversations.

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Record the request before visiting your next customer

Tell the assistant what the customer requested by text or voice note. The information stays in Patio so you can prepare the proposal with the right prices and terms.

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Assign the next step before moving on

Ask the assistant to create a task with an owner and due date. Visits, requests and follow-up stay with the company so your team can continue the sale.

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Keep your sales moving

Pick up sales that need attention

Review stages and pending work to decide with your team how to follow up on each opportunity.

New5

Switchboards for Nordelta site

Eléctrica Mitre
Laura Peña
$4,800,000
Antonella

Monthly rebar list

Corralón Don Pedro
Pedro Aguirre
$12,300,000
Marcos

Faucets for Callao tower

Sanitarios Rivera
Nadia Sosa
$1,850,000
Antonella

Biweekly warehouse restock

Distribuidora El Águila
Hernán Vidal
$3,240,000
Marcos

Structure, Escobar warehouse

Aceros del Sur
Julián Paz
$7,900,000
Marcos
Quote4

Cooling units for 3 branches

Frío Norte SRL
Diego Ferreyra
$9,100,000
Marcos

Scania clutch kit

Repuestos Balcarce
Jorge Ríos
$2,400,000
Antonella

AC splits, downtown offices

Climatización Paraná
Carla Méndez
$5,600,000
Antonella

Bolts and fasteners, Km 42 site

Bulonera Central
Rubén Salas
$980,000
Marcos
Won2

Wiring, Pilar plant

Electro Oeste
Ana Suárez
$6,700,000
Antonella

Aggregates and cement, slab

Materiales Ituzaingó
Gustavo Leiva
$3,150,000
Antonella
Lost0

Respond with the background at hand

Check quotes, purchase orders and customer documents before confirming terms or answering a question.

Keep agreements when a different rep takes over

The person taking over can ask the assistant for agreements, the current proposal and pending work.

Continue the work in your existing systems

We review which sales information your systems need and define the connections in the proposal.

WhatsApp

Messages and questions

Gmail

Emails and attachments

Outlook

Microsoft 365 email

Google Sheets

Spreadsheets and price lists

Microsoft Excel

Costs and business data

Google Drive

Team documents

Slack

Internal conversations

Microsoft Teams

Work across teams

Google Calendar

Meetings and commitments

OneDrive

Microsoft 365 files

Tango Gestión

Operations and invoicing

SAP Business One

Operational data

Odoo

Company processes

Xubio

Accounting and invoicing

Softland

Business management

Contabilium

Sales and administration

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Frequently asked questions

Adapts to how your industry works

IT resellers and technology

Daily changes to wholesale price lists, quotes in dollars, and thin margins on volume sales.

Building materials

Prepaid materials at locked-in prices, partial deliveries to job sites, and customer credit accounts.

Electrical supplies

Extensive catalogs, currency-linked prices, and itemized quotes.

Auto parts

Cross-brand equivalents and different price lists for retail customers and repair shops.

Refrigeration and HVAC

Imported equipment, supplies, and technician hours for each project.

Medical supplies

Institution-specific prices and different terms for clinics, pharmaceutical wholesalers, and private health plans.

Another industry?

Tell us how you work and where you'd like to start.

See how your team would sell with Patio

In 30 minutes, we show you Patio and discuss how your company sells and follows up on opportunities.

How customer information reaches you today.

What your team needs to prepare the proposal.