Win Smarter.

AI-Powered Revenue Intelligence

Discover the true health of your pipeline with an AI-generated Ideal Customer Profile (ICP) engine that prioritizes opportunities to increase efficiency, win more, and lose less.

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Pursue the right opportunities. 
Avoid the wrong ones.

$10b+  won

$34m+ saved

35k+ hrs saved

Discover your true Ideal Customer Profile (ICP) and focus your efforts accordingly.

Patri offers unique AI-powered lens that discovers and refines your ideal customer profile (ICP) and evaluates the ICP fit of all deals in your pipeline.

AI-Powered Pipeline Insights

Patri gives you a custom-trained ChatGPT-powered assistant for unique pipeline insights across all deals. Understand how to approach each deal through this ICP-enabled lens so you can win smarter.

Enhance Forecast Confidence

See valuable predictions based on your ICP and the current state of all deals in your pipeline such as predicted quota attainment, propensity to win, predicted close date, ICP fit, predicted close amount, and more.

Asynchronous Pipeline Communication

Get clear pipeline progress and health checks along with real-time deal-by-deal communications. Easily shareable reporting opens the door for seamless, asynchronous check-ins with your entire team.

Powering Your Revenue Ecosystem

Sales Leader

Know that your team is pursuing the right deals. Understand the health and ICP fit of every deal in the pipeline to focus your team, sell more effectively, identify risk and hit your numbers consistently.

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Sales IC

Find the winners and losers in your pipeline to see what deals can make or break your quarter. AI insights, predictive analytics and opportunity fit data is the secret sauce to help you nail quota quarter after quarter.

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Revenue Ops

A no-code instant ICP generator. Discover, rediscover, and monitor your ideal customer profiles automatically, all while keeping opportunities aligned with them for increased profitability in a challenging sales environment.

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Proposals and Capture

Nail the go/no-go decisions with data-backed qualification rooted in opportunity cost, win probability, and ICP fit. Stop wasting time chasing the wrong deals and start qualifying with Patri for free today.

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Companies Winning with Patri

Public Input




Hinz Consulting

Eco Interactive



David Jones
OpenGov | Strategic Pursuits Manager

"I encourage you to check out Patri! It's done wonders for my decision-making process, helping me filter our poorly-qualified opportunities so my internal resources can focus on only those opportunities that are best fit to pursue."

Jay Dawkins
PublicInput | CEO

"Patri brings a wealth of experience in doing business in complex markets like the public sector, and can quickly connect the dots to bring clarity and focus to seemingly complex questions. The team is a delight to work with and we're thrilled to have their help in growing our business and impact."

Eric Cao
EcoInteractive | COO

"Through Patri, we've gained meaningful insights about sales opportunities and go-to-market strategies, allowing us to accelerate our revenue growth and productivity."

Larissa Cornelius
nFold | Owner and Chief Winning Strategist

"Patri has been instrumental in helping our clients determine the best opportunities to pursue and which ones to leave alone. Together, we have generated tremendous revenue gains for our clients, while helping them save a great deal of time and money in the process."

Latest Insights

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January 10, 2023

Introducing Patri RFx Score Free

With Patri RFx Score Free, we are bringing the power of data-backed proposal qualification to Proposal and Capture professionals everywhere.

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March 14, 2023

Top Sales Performance Metrics to Track During a Recession

Recessions are difficult. These are the six most important sales performance metrics to track during a recession.

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March 14, 2023

6 Reasons to Upgrade to Patri RFx Score Pro

The Benefits of Patri RFx Score Pro Patri RFx Score brings the power of data to bid and proposal qualification. With three assessments in the first month and one every month thereafter, Patri RFx Score Free enables users to analyze their most complex...

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A businessman happily shakes hands because he closed a healthy sales opportunity.

March 7, 2023

The Three Essential Elements of a Healthy Sales Opportunity

The three elements of healthy sales opportunities will help you improve your qualification process, win, more deals and waste less time.

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March 3, 2023

The Importance of Quantifying Fit During Sales Qualification

This metric provides a quick, simple, and powerful way to understand the strength of your sales opportunities. Learn more here.

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December 21, 2022

The Sales Metrics Every Company Should Track

Sales metrics enable efficient sales operations. This article is a comprehensive list of sales metrics every company should track.

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December 13, 2022

Capture Methodologies Optimize the Capture Management Process

A capture methodology is the documented standard operating procedure for how an organization conducts its capture management process.

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A headshot of Jennifer Namvar, an an industry veteran in capture planning.

December 6, 2022

How Qualification Improves Capture Planning: An Interview with Jennifer Namvar

We sat down with capture veteran Jennifer Namvar to learn more about how intelligent qualification has aided her success in capture planning.

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November 22, 2022

What Should be Outlined in a Capture Methodology?

A capture methodology is a defined and documented systematic approach to capture management. These are its key elements.

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