For inside sales
Automate what slows you down and start selling proactively.

Plato takes care of repetitive tasks and gives you more time to consult your customers.

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What Plato accomplishes
A tool that’s made for how you actually work.

Without Plato

  • Little time for preparation and admin, repetitive tasks take up too much effort.

  • Sales are reactive, not based on proactive outreach.

  • Relevant customer information is scattered across many tools.

  • Sales teams are disconnected and struggle to communicating effectively.

With Plato

  • Save a significant amount of time each week thanks to automated quoting and document processing.

  • Data-driven sales insights increase revenue by 7-16%.

  • Plato integrates with your phone system and automatically launches a summary of the customer’s information when they call you.

  • Inside sales teams see where the outside sales reps are and can act as one unit.

Measurable impact
What changes for inside sales:

Flat revenue

7-16% revenue growth.

Typical sales trends over the course of a year: your team identifies the risk of customer churn and opportunities for cross-selling.

5-30 minutes per quote

40-60% quote time reduction.

A streamlined workflow replaces complicated ERP navigation.

60% of day in ERP

10x better sales efficiency.

Pick up calls with an automatic overview of all relevant context.

How Plato transforms inside sales
From manual ERP work to strategic customer advisory.

Build quotes faster. Get complete context from field reps. Manage your pipeline systematically. Become the strategic advisor your customers expect you to be.

View of the Plato app with quote creation.
View of the Plato app with overview of a specific client.
View of the Plato app with automatic document processing and order creation.

Build quotes in half the time.

No multi-screen ERP workflow anymore, instead one unified interface.

Get better product search, real-time pricing, and smart suggestions that help you increase order value. Convert quotes to orders with one click.

  • Enhanced product search finds items faster than ERP systems do.

  • Smart upsell suggestions surface automatically during quote creation.

  • One-click quote conversion to orders — no duplicate data entry.

  • Pricing history and contract details accessible without ERP navigation.

View of the Plato app with quote creation.

Get complete context from field reps. Never lose a quote again.

When field reps need support, they won’t send a WhatsApp message anymore. Instead, they create tasks with full customer context attached. Your quote pipeline becomes systematic: filter by value, age, and margin, then convert promising quotes to follow-up tasks with one click.

  • Get context-rich task requests with attached customer history and visit notes.

  • Collaboration happens asynchronously in comment threads — not over the phone.

  • Smart quote filtering shows value, age, margin, and customer priority.

  • Follow-up tasks for field reps are created automatically, with full quote context.

View of the Plato app with overview of a specific client.

Spend less time processing orders, more time growing accounts.

Incoming orders will be handled automatically — no manual entry, no re-keying line items. That time goes straight into proactively reviewing your customer base for expansion opportunities.

  • Incoming orders are dealt with automatically via document processing. Coming soon

  • Freed-up time goes into proactively reviewing accounts for expansion opportunities.

  • Drive revenue growth from the office, beyond any single field territory.

  • Cover long-tail accounts and regions that outside sales reps can’t reach in person.

View of the Plato app with automatic document processing and order creation.

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

Inside sales concerns
What inside sales teams ask us most:

No. Plato sits on top of your ERP. You build quotes in Plato’s faster interface, and they sync to the ERP automatically. Your ERP stays the system of record — Plato just makes the workflow faster.

Through structured tasks in Plato. Each task carries the customer context, visit notes, and specific requirements. You get a notification with a deep link — click and you’re exactly where you need to be. 
No more decoding WhatsApp messages.

Absolutely. When a customer calls, pull up their account in Plato. You’ll see their complete purchase history, AI-powered cross-sell suggestions, and open quotes. Build the quote while on the phone, just faster than in the ERP.