Sales automation
Lean back. Plato handles the ERP-heavy work.

Plato takes over repetitive work and brings order to your sales organisation: Create quotes automatically, replace WhatsApp chaos with structured tasks, and have notifications keep everyone in the loop.

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Three pillars of automation
Plato makes your team more efficient.

Pillar 1 Document processing

Coming soon

Customers send requirements via PDF or email. Plato reads, interprets, finds matching products, and generates the quote automatically.

Pillar 2 Activity hub

Get full transparency in one place: On the activity hub, you see a consolidated view of everything happening in your team including tasks and notes.

Pillar 3 Workflow intelligence

Automate repetitive activities: With Plato you can follow up on the right quotes, automatically generate the next steps for your team to take.

View of Plato functionality showing automatic document processing and order creation.
View of the Plato app with team tasks.
View of the Plato app with week overview.
Coming soon

From PDF or email to ERP quote — without manual re-entry.

When customers send requirements, Plato reads the document, interprets line items, matches them to your product catalogue, and generates a quote. Inside sales reviews and approves instead of recreating the quote from scratch.

  • Plato AI processes requirements.

    It reads PDFs and emails and matches items to your product catalogue automatically.

  • It automatically generates quote drafts.

    Complete quotes are ready for review, no blank forms to fill in.

  • You save 15-20h per week.

    That way, your inside sales team can focus on customer advisory instead of data entry.

View of Plato functionality showing automatic document processing and order creation.

Replace WhatsApp chaos with contextual tasks.

When your outside rep needs something from inside sales, they create a task with the customer, quotes, and visit notes attached. No more unclear messages like ’Please quote 500 pieces of red fittings’.

  • Handoffs gain rich context.

    Plato automatically attaches customer information, quotes, history, and the reps’ visit notes.

  • Collaboration happens asynchronously.

    On Plato, comments and updates stay in one place to avoid repeated phone calls or other interruptions.

  • Coordinate tasks across the entire team.

    Send bulk tasks and campaigns based on your team’s activities and see who is working on which priority.

View of the Plato app with team tasks.

Plato automatically turns signals into tasks.

Stop having to manually decide what needs to be followed up on. Plato taps into what it already knows from customer signals, visit reports and location data. Then it automatically creates tasks for your team to act on.

  • Generate campaign tasks based on signals in your customer base.

    Plato turns account-level signals (like risk, opportunity, growth) directly into tasks for the team to act on.

  • Create tasks from voice-based visit reports.

    Follow-ups mentioned during a voice report are easily turned into assigned tasks, ensuring nothing falls through the cracks.

  • Identify the next customer visit based on location and customer data.

    Plato recommends who to see next by combining information about reps’ location with the accounts’ real-time needs.

View of the Plato app with week overview.

Client testimonial

By automatically creating quotes and orders in our ERP and through Plato’s intuitive interface, our sales reps save several hours every week. With Plato, we can directly access relevant customer information, and communication between inside sales, field sales, and sales management runs significantly more smoothly. We can now invest this time directly into our customer relationships.

Patrick Layer
Managing Director, LAYER-Großhandel LAYER-Großhandel Logo

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See automation in action.

Book a demo and we’ll show you how Plato automates your sales processes.

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See more
Explore Plato’s AI features.

Automation is just one part of Plato. Learn more about how its AI features improve the way you work.

See AI features

Common questions
How automation works:

Always. Plato generates draft quotes that inside sales reviews before approval. You maintain full control over pricing, product selection, and customer terms.

Plato’s voice logging captures spoken requirements. Reps can dictate what the customer needs and Plato transcribes and formats it into a structured task for inside sales.

Tasks are created with one tap during or after a visit. The customer context, visit notes, and relevant quotes are attached automatically. Inside sales gets a notification with everything they need — avoiding time-consuming back-and-forth.