Sell & execute
Answer every customer question while you’re still in the room.

Plato enables product search with live pricing, smart suggestions, and on-site quote creation — all from your phone. That way, you can close deals during the visit, not days later.

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Core capabilities
Secure the deal before walking out of the door.

View of the Plato app with opportunities and risks visible.
View of the Plato app with quote creation.
View of the Plato app with offer overview.

Know which accounts need your attention before they tell you.

Plato continuously reads your ERP data to surface what’s changing across your customer base: Who is at risk, who is ready to buy more, and who is quietly growing. No data exports, no manual digging.

  • Catch declining accounts weeks before they leave.

    Plato flags early warning signals in buying patterns before customers actually churn.

  • Find the categories your customers should be buying.

    Plato compares each customer’s purchase footprint against similar accounts to spot missing categories.

  • Spot growth momentum while you can still accelerate it.

    Plato identifies accounts quietly growing (in frequency, basket size, or category breadth) so you can invest in them.

View of the Plato app with opportunities and risks visible.

Your product catalogue, but smarter than your ERP.

Plato sits on top of your ERP’s product data and makes it actually usable in an everyday context. Your data becomes better connected and searchable, without a multi-screen lookup process.

  • Live prices and availability from your ERP.

    See current pricing and stock the moment you need it, without switching screens or applications.

  • Complementary and substitute products, identified automatically.

    Plato AI surfaces related and alternative products on its own, so upsell and substitution suggestions don’t depend on anyone’s memory.

  • Smart, typo-tolerant product search.

    Find items faster than your ERP allows — searches understand what you mean even with typos or partial names.

View of the Plato app with quote creation.

Professional quotes created on-site, synced to your ERP.

Access full quoting on your phone or tablet. See pricing controls, rebate logic, and discount visibility per line item. With Plato, your quote arrives in the ERP immediately.

  • Build quotes on the go, from a phone or tablet.

    Easy access to quote and order creation. No laptop needed.

  • Control pricing at all times.

    Rebates, margins, discount logic, and cross-sell recommendations are shown automatically for every product.

  • Sync everything back to the ERP.

    Quotes and orders sync automatically to your ERP.

View of the Plato app with offer overview.

Client testimonial

Plato brings more structure to our sales: we spot potential earlier, capture opportunities better, and manage our field reps more effectively.

Björn Augustin
CEO, DE Süd DE Süd Logo

Try the mobile experience.

Book a demo and we’ll show you product search, quoting, and suggestions on your actual product data.

Book a demo

Explore Plato’s AI features.

Mobile sales 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
Everything you need to know:

Yes, within the pricing rules you define. Reps see exactly how much flexibility they have per product and customer.

It syncs automatically to your ERP. Inside sales can review, adjust if needed, and convert to an order — or the field rep can confirm it directly.

Plato runs on any modern smartphone or tablet browser. iOS and Android. No app store installation required.