Plan & prepare
Know exactly who to visit, when, and what to pitch.

Plato turns your ERP data into a prioritised visit plan with AI-powered customer context — so every conversation starts informed, not improvised.

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Core capabilities
Your weekly plan, informed by data, executed with confidence.

AI customer prioritisation

Plato shows you which clients to prioritise: It ranks them by the potential to upsell or cross-sell and shows you where the most revenue is at risk. That way, you know who to focus on and how to make a difference.

AI insights

See everything you need to know in one place: Plato highlights churn warnings, cross-sell opportunities, and customer insights. You’ll go into each visit fully prepared.

Route optimisation

Plan your visits in Plato, and get optimised routes while everything stays in sync with your calendar. Plato’s one-click export turns your plan into an efficient route.
View of the Plato app with growth potential and changes.
View of the Plato app with customer view.
View of the Plato app with route planning.

Plato surfaces the customers you should reach out to next.

Finally make use of your sales data: Plato highlights expansion opportunities, warns you about churn risks, and gives proximity-based suggestions. It even reminds you about opportunities for accounts you wouldn’t think of.

  • Get smart recommendations.

    Rethink how you view your accounts: Plato ranks interaction frequency by proximity and potential, not just habit.

  • Improve weekly planning.

    With Plato’s weekly planning overview, you can schedule visits with full business context in sight.

  • Prepare for customers with Plato’s voice AI. Coming soon

    It prepares your field sellers on the way to the customer and allows everybody to perform at their best.

View of the Plato app with growth potential and changes.

Everything you need for your visits, all on one screen.

Never switch between ERP tabs again.

Get an instant overview of your revenue and margin trends. See open quotes and orders. Browse AI-powered talking points and complete interaction history.

  • See where to win back revenue and where to grow.

    Support your rep to see where customers are at risk of churning or show possible cross-sells to protect your customer base and revenue.

  • AI-powered talking points.

    Plato shows you what’s worth addressing: It automatically surfaces churn risks, cross-sell gaps, and expansion opportunities — so that you can prepare your customer visit accordingly.

View of the Plato app with customer view.

Get smart visit recommendations.

One-click export turns your visit plan into a multi-stop driving sequence. Geographic clustering suggests profitable stops you would never think of.

  • Google Maps integration.

    With one click, Plato generates the optimal multi-stop routes based on your visit plan.

  • Geographic clustering.

    The suggested visit route is based on proximity to your planned stops.

  • Flexible replanning.

    If your priorities change, you can easily adjust routes — all plans will update instantly and automatically.

View of the Plato app with route planning.

Client testimonial

I used to spend five hours a week preparing for and following up on customer visits, hunting down information, and coordinating quotes with inside sales. Now I check Plato right before an appointment and I'm fully prepared in two minutes.

Aleksander Lazic
Field Sales, Holtzmann & Sohn Holtzmann & Sohn Logo

See visit planning in action.

Book a demo and we’ll show you how Plato builds your weekly plan from your actual customer data.

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Explore Plato’s AI features.

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

See Plato’s AI features

Common questions
How plan & prepare works:

The AI analyses purchase patterns, churn risk signals, expansion trajectories, and geographic proximity. It ranks your accounts by a combination of revenue opportunity and urgency — so you can focus on where it matters most.

Absolutely. Plato’s suggestions are recommendations, not mandates. You can add, remove, or reorder visits freely. The AI provides the intelligence, you make the decisions.

Yes. Plato opens multi-stop routes directly in Google Maps, with just one click. No separate app needed.

Real-time. Plato syncs continuously with your ERP, ensuring that revenue figures, open quotes, and order status are always up to date.