Document & optimiseSee all customer info and keep track of their needs in one place.
Plato makes it effortless to document everything about your customers, even on the go. Save time, create more accurate reports, and keep all information safely stored.
Core capabilitiesEvery visit captured. Every follow-up closed. Nothing overlooked.
Voice AI sales coach
Speak with Plato’s voice AI on the road and know what to pitch. Keep track of all your visits with seamless audio notes that Plato automatically turns into reports with actionable next steps.
Visit intelligence
See patterns at scale to understand where the market moves and how to improve. Plato shows growth opportunities, analyzes competitive mentions, and identifies recurring complaints.
Quote follow-up
Use Plato AI to understand where you should focus your efforts: It’ll show you which quotes to prioritise, assist with pipeline management, and remind you to follow up on the most promising quotes.
Capture customer notes via voice and format them with AI.
No typing. No end-of-day catch-up. No detail lost.
Press record after your visit and tell your phone what happened. Plato transcribes, structures, and formats all information automatically — capturing customer preferences, objections, and next steps in under a minute.
Your field team is sitting on a goldmine of market intelligence. Plato surfaces it.
Every visit contains signals — what your competitors offer, which products your customers are switching to, and what pricing pressure you face. Plato structures this intelligence automatically and surfaces it as proactive summaries.
Stop chasing quotes by gut feel, close the ones that matter.
Most distributors lose track of hundreds of open quotes. Plato brings structure and intelligence to the follow-up process — by smartly ranking open quotes, flagging the ones worth chasing, and surfacing patterns that show you exactly where and why deals are being lost.
Client testimonial
Björn AugustinPlato brings more structure to our sales: we spot potential earlier, capture opportunities better, and manage our field reps more effectively.
CEO, DE Süd
Improve your customer data.
Book a demo and we’ll show you how easily your reps can document customer visits with Plato.
Explore Plato’s AI features.
Documentation is just one part of Plato. Learn more about how its AI features improve the way you work.