Empower your sales team with a 3D sales tool

Planner 5D for Business helps sales teams create 2D/3D layouts, visual proposals, and itemised product lists in one workflow. Instead of relying on CAD specialists for every customer layout, your team can design with real products, present ideas visually, and move from conversation to quote faster.

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Sales teams should not wait on CAD for every customer conversation

For many companies, the sales process slows down when design and quoting depend on specialist tools. Planner 5D gives your commercial team a faster way to create visual, quote-ready layouts before technical handoff is needed.

Only a few people on the team can use AutoCAD, SketchUp, or technical design tools

Sales reps rely on static drawings, screenshots, or manually prepared PDFs

Customers struggle to understand flat plans or technical layouts

Product lists and quotes are created separately from the design

Planner 5D gives your commercial team a faster way to create visual, quote-ready layouts before technical handoff is needed.

Where the sales tool fits in your workflow

Planner 5D works at any stage of the commercial conversation — from first contact through to quote handoff.

Customer conversation

During the sales meeting

Sales reps open a planning session live with the customer — building the layout together in real time instead of returning days later with a drawing.

Proposal preparation

Before sending a proposal

Reps create a full visual layout with product selections, quantities, and pricing context — without waiting for a specialist to prepare a drawing.

Quote handoff

Before handing off to CRM or ERP

The completed layout generates a product list, quantities, and project data ready for your CRM, ERP, or quoting workflow — no manual transcription.

See a visual proposal in the making

A rep opens a planning session, places products from your catalogue, and generates a proposal — all without CAD training.

3D Sales Tool — visual proposal session

3D Room Layout

Project

Riverside Office — Floor 2

Created by A. Kowalski · Today

Selected products

Executive Desk 160×1€ 890

Open Shelf Unit 120×2€ 640

Storage Cabinet 80×1€ 520

Reception Counter 200×1€ 1,240

Display Gondola×3€ 780

Total estimate

€ 4,070

Send to CRM

Export PDF

How Planner 5D helps

Visual proposals, connected product lists, and quote-ready project data — from one tool your whole commercial team can use.

Create visual proposals in minutes

Sales reps create 2D and 3D layouts using your real products, without specialist design training — in a single session.

Connect design and product lists

As the layout is built, selected products become an itemised list with SKUs, quantities, and pricing logic — automatically.

Present in 3D instead of flat drawings

Customers understand the proposed layout more easily when they see the space visually — not just a technical plan or static PDF.

Move faster from conversation to quote

The design session produces what your team needs for a quote, CRM record, ERP handoff, or follow-up proposal in the same meeting.

One tool, every channel

The same platform supports customer self-service on your website and internal sales-led workflows — from one integration.

Example workflow

From opening a planning session to sending quote-ready project data into your sales workflow.

Open a planning session

A sales rep opens Planner 5D from your website, CRM, sales portal, or internal system — in the office or during a customer meeting.

Build the layout with real products

The rep creates a 2D/3D layout using your product catalogue, templates, and item data — no CAD skills required.

Share and present the proposal visually

The customer reviews the layout in 3D instead of relying on static drawings or technical plans — making it easier to understand and approve.

Generate product and project data

The project produces item lists, quantities, pricing data, room metrics, renders, or export files — ready for the next step.

Send the next step into your workflow

Project data connects to your CRM, ERP, quoting process, order workflow, or technical handoff — with all product and room context attached.

Metrics that matter

Planner 5D helps sales teams turn early customer conversations into visual layouts, product lists, and quote-ready project data — measurable across sales efficiency and pipeline quality.

Proposal turnaround time

Track how long it takes your team to move from customer brief to visual proposal or quote-ready layout.

Sales team design capacity

Track how many team members can create customer layouts without relying on a CAD-trained specialist for every early-stage proposal.

Quote readiness

Track how often layouts include the product list, quantities, pricing data, or project information needed for the next step in your sales workflow.

Customer decision time

Track whether customers move faster from first conversation to quote approval when they can review the proposed layout visually.

Help your sales team sell visually

Give your team a faster way to create layouts, present ideas, and move customers toward a quote.

Book a demo Explore API & integrations

Best fit

Planner 5D works especially well for sales teams selling spatial or configurable products where customers need to visualise before they commit.

Furniture & home → Gym & fitness → Retail & shopfitting → Garden & outdoor → Product configurator → Educational furniture → Real estate → Ecommerce planner →

Something else?

If you sell configurable physical products and need customers to visualise before buying, we can help. Talk to us →

Key capabilities

Everything a commercial team needs to create visual proposals, product lists, and quote-ready data — without specialist tools.

2D and 3D room planning

Full 2D floor plan and 3D view — sales reps switch between both to show customers the space from any angle.

Custom product catalogue

Your products, SKUs, item data, and branding — sales reps design only with things you sell.

White-label sales environment

Your branding, your domain. Planner 5D runs silently behind the experience your team and customers see.

Real-time cost estimation

Total project cost updates as products are placed — giving reps and customers live budget context during the session.

4K renders and proposal assets

Export high-quality renders, walkthroughs, and product lists for emails, presentations, or client portals.

Unlimited end users and projects

Your whole sales team can create layouts — no per-seat limits on the number of reps or active projects.

Frequently asked questions

No. Planner 5D is not intended to replace professional CAD, BIM, or engineering tools. It helps sales teams create visual layouts, proposals, and product lists faster, before technical handoff is needed.

Yes. Planner 5D is designed to be usable by sales reps and commercial teams without specialist CAD or 3D design training.

Yes. Planner 5D can support CRM-connected workflows, including opening planning sessions from a sales environment and sending project data back into your workflow using API.

Yes. Projects can include selected products, quantities, SKUs, and related item data that can support quoting, CRM, ERP, or order workflows.

Yes. Planner 5D for Business can be set up with your custom 3D product catalogue, including your products, item data, and branding.

Yes. Layouts can be shared as visual proposals — including 3D views, renders, and product lists — so customers can review the concept before committing to a quote.

Let’s find the right Planner 5D setup for your business

Help your sales team sell visually. Give your team a faster way to create layouts, present ideas, and move customers toward a quote.