Solutions overview
No matter how you handle distribution, Plato gives you a competitive edge.

Field reps walk into each visit prepared. Inside sales stops re-typing orders. Sales leadership makes decisions based on signals, not guesswork. Same platform, three different ways to win.

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AI for wholesale
Everyone in your sales organisation wins.

Outside Sales

Prepare better for each visit and log all insights — automatically and seamlessly.

Inside sales

Automate your order handling with smart document processing and quote generation.

Sales leadership

Use AI to steer your team with effective campaigns.
View of the Plato app with voice-based visit preparation.
View of Plato functionality showing automatic document processing and order creation.
View of the Plato app with campaign creation.

Prep in the car. Log on the way out. Never fill in another form.

  • Automated visit preparation.

    Plato automatically highlights relevant details such as open quotes, AI insights, and what to focus on.

  • Visit reports in seconds.

    A 30-second recording becomes a structured report — no typing, no forms.

  • Nothing gets overlooked.

    Follow-ups and next steps are captured and scheduled the moment you finish speaking.

See all outside sales features
View of the Plato app with voice-based visit preparation.

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

Customers rarely send a clean order. Plato reads whatever format it arrives in — PDF, email, or chat — matches it to your catalogue, and generates an order or quote automatically. Inside sales reviews and approves instead of retyping it from scratch.

  • Plato reads any format. Coming soon

    It parses PDFs, emails, and chat messages — no template required.

  • Quotes generate automatically.

    Plato matches line items to your catalogue and turns them into a complete order, not a blank form.

  • Save hours every week.

    Stop re-entering data and focus on customer advisory.

See all inside sales features
View of Plato functionality showing automatic document processing and order creation.

Turn AI insights into a campaign your whole team can execute.

Plato spots which accounts are ready to grow, at risk, or worth a push — and turns that data into a campaign your team can act on.

  • Campaigns build themselves from AI insights.

    Plato identifies opportunity and risk across accounts and drafts the campaign target list automatically.

  • Tasks assign themselves to the right rep.

    Every account in the campaign becomes a task for the rep who owns the relationship. No manual dispatch needed.

  • You see the revenue impact.

    Plato shows you exactly how your efforts are translating into revenue.

See all sales leadership features
View of the Plato app with campaign creation.