Customer records that stay useful
Track customer activity, balances, and sales history from one workspace.
Patella helps businesses onboard faster, create a branded business profile, and run everyday customer-to-cash workflows with less admin.

Setup
2 min
Workspace
Branded
Flow
Customer to cash
Join Now creates the user account first, then continues into business profile setup so each company can add its trading details, logo, and operating preferences.
Track customer activity, balances, and sales history from one workspace.
Keep inventory movements visible while your team quotes, invoices, and collects.
See what is moving, what is overdue, and where your next action belongs.