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Best Presales Software Shortlist 

Here’s the roundup of the best presales software available today. Dive into the details of their features and tools below.

  1. Vivun - Best for AI-powered presales activities
  2. HighSpot - Best for guiding, coaching, and training reps on winning sales behaviors
  3. Cloudshare - Best for combining all the tools you need to create high-impact virtual environments
  4. Walnut - Best for tracking demo insights directly in your CRM
  5. Chili Piper - Best for qualifying, routing, and scheduling leads from anywhere
  6. Gong - Best for turning customer interactions into strategic insights
  7. Sendoso - Best for integrating tech, data, and logistics on a global scale
  8. Homerun - Best for solutions that address SE, SC, and SA needs
  9. Storylane - Best for building product demos in just 10 minutes
  10. Seismic - Best for project planning with playbooks and onboarding programs
  11. Walkme - Best for taking a user-first approach to software adoption
  12. MindTickle - Best for building seller knowledge and encouraging winning behaviors

Anyone who wants to streamline their sales operations to increase productivity should consider adding presales software to their digital solutions. With these types of platforms, you can track customer interactions, analyze data, manage deals and pipeline, and measure performance. 

From easy access to customer data that can help salespeople make more informed decisions to improved pipeline visibility with customizable reports and metrics tracking, presales software is designed to ensure you can provide customers with top-quality service as a way to improve the overall customer experience, increase customer loyalty, and improve brand perception.

Discover which tools made my list and why when you read more about how these presales tools can help you close deals and increase revenue.

What Is Presales Software?

Presales software is a type of SaaS that helps sales professionals manage and streamline the presales process. You can utilize the tools within each of these products to provide sales and product demos, track the sales cycle, automate sales processes, and support your customers.

Most presales software platforms offer contact management with customer details, customizable pipeline building, workflow automation tools, analytics and reporting, and monitoring tools with real-time visibility into customer behavior.

Overviews of the 12 Best Presales Software

When you jump into these overviews, you can expect to see a brief summary of the platform, its standout features, a few of the most popular integrations, and a snapshot of the tool’s inner workings. I’ve also included a few pros and cons that can help you narrow down the right tool for your needs more quickly.

1. Vivun - Best for AI-powered presales activities

vivun presales software screenshot
Vivun provides you with a single-page view of your most important metrics and KPIs.

As a leading provider of presales software, Vivun focuses on providing an AI-powered platform with a variety of solutions for your operational needs, including demo automation, sales and product team alignment, and risk assessment. Vivun is designed to help you do more with fewer resources through AI automation.

Why I picked Vivun: This tool made my list because of its AI-driven sales demo creation and sharing features. With demo automation through Vivun, you enjoy simple editing to on-screen data to create the perfect story and describe product value with engaging video and text elements in a no-code demo environment.

Vivun Standout Features and Integrations

Standout features include SE Copilot to optimize, automate, and align your entire sales process and Hero Score, which gives you a deeper view of deal risks.

Integrations include AutoCAD, Drone, Fivetran, Google Calendar, Okta, Seismic, SpotIQ, Twilio, and Xactly Incent.

Pricing: From $100/user/month

Trial: Free demo available

  • Easy adoption for all teams
  • Simple software integration process
  • Supportive client success team
  • Has a slightly clunky user interface
  • Limited report customization and value

2. HighSpot - Best for guiding, coaching, and training reps on winning sales behaviors

highspot presales software screenshot
HighSpot strives to deliver a modern, easy-to-navigate user interface.

As a sales enablement-focused platform, HighSpot targets high adoption rates through simplified navigation and useful tools. With this platform, you can combine content management, training and coaching, customer engagement, actionable analytics, and contextual guidance into one to help go-to-market teams deliver a more unified buying experience.

Why I picked HighSpot: What caught my eye about this platform was its focus on training and guiding reps. HighSpot offers training tools that are fully embedded into your workflow to ensure in-context training that helps your sales team respond to customers more appropriately. HighSpot also delivers guidance that suggests what your reps should say, do, or show next to close deals.

HighSpot Standout Features and Integrations

Standout features include sales content management that organizes and updates your resource libraries in real time and sales training that bridges the gap between sales strategy and execution.

Integrations include Alfresco, BlueJeans, Gong, Google, Klue, Microsoft, Salesforce, SalesLoft, Slack, and Turtl. HighSpot offers over 80 native integrations.

Pricing: Pricing available upon request

Trial: Free demo available

  • Intuitive user interface and navigation
  • Easy to learn how to use
  • Integrates easily with the most popular apps
  • Implementation can be arduous
  • Pricing is a bit on the higher side

3. Cloudshare - Best for combining all the tools you need to create high-impact virtual environments

cloudshare presales software screenshot
Ready-made dashboards can help you calculate costs and track resources in Cloudshare.

Cloudshare is a sales enablement and presales platform that was designed to help you keep up with an increasingly fast-paced digital world. This platform focuses on helping you build demos faster, spin up complicated POC environments with a few clicks, and provide channel partners with what they need to train, sell, and demo products and services.

Why I picked Cloudshare: The feature that stood out to me the most here was the powerful analytics that can be set up to track the KPIs that matter to you the most. When you monitor those metrics in real time, you get live analytics with actionable insights, notifications delivered to your inbox on a regular basis, and prospect engagement measurement to reduce churn.

Cloudshare Standout Features and Integrations

Standout features include live experience-level analytics for leveraging information in real time and custom, no-code POC creation for engaging product tours.

Integrations include Docebo, Google Cloud, Google Sheets, Microsoft Azure, Salesforce, and Webhooks. This platform offers a RESTful API so you can integrate with your LMS as well.

Pricing: Pricing available upon request

Trial: Free demo available

  • Lots of no-code customization and editing options
  • Quick and simple navigation
  • User-friendly interface
  • Platform can slow down depending on internet connectivity
  • Limited options for adjusting screen resolution

4. Walnut - Best for tracking demo insights directly in your CRM

walnut presales software screenshot
Customize your dashboard with branding and metric tracking for campaigns, schedules, and payouts.

As a sales experience platform designed for B2B presales professionals, Walnut is here to help you create custom, interactive product demos on demand. You can easily scale demo creation with personalization for each prospect that collects insights to ensure you’re reoptimizing your sales cycle periodically to resolve product gaps.

Why I picked Walnut: The main reason this platform caught my eye is because it offers you demo insights directly in your CRM. You can integrate with the most popular CRM solutions to learn how prospects are using your demos, leveraging that data to address client pain points, find new opportunities, and shorten your sales cycle.

Walnut Standout Features and Integrations

Standout features include on-site demos so prospective customers can try the product without scheduling a call and interactive onboarding demo creation that walks leads through your product.

Integrations include Gmail, HighSpot, HubSpot, OpenAI, Salesforce, and Slack.

Pricing: Pricing available upon request

Trial: Free demo available

  • It’s easy to navigate the platform
  • Doesn’t require any coding
  • Customizable platform options 
  • Could use a few more tutorials
  • Lacks some API support

5. Chili Piper - Best for qualifying, routing, and scheduling leads from anywhere

chili piper presales software screenshot
Chili Piper makes it simple to schedule leads with automation for your calendar.

Built to be a meeting lifecycle automation platform, Chili Piper helps your revenue operations team connect with potential customers faster through automated qualifying, routing, and scheduling that integrates and syncs directly with your CRM, campaigns, G2 page, web form, or cold calls.

Why I picked Chili Piper: This tool was an essential addition to my list because of a feature called Handoff. With Handoff, sales teams with SDRs and AEs can connect buyers with reps right away — whether you need to use location and company size rules-based routing or you simply want to ensure fairness through round-robin routing.

Chili Piper Standout Features and Integrations

Standout features include Concierge, which allows sales reps to qualify leads directly from your web form, and Instant Booker to schedule one-click meetings with prospects.

Integrations include Act-On, Candu, Chameleon, Drift, G2, HubSpot, LeadPages, Marketo, Microsoft Teams, and Salesforce.

Pricing: From $22.50/user/month

Trial: Free demo available

  • Easy to set up and use
  • Intuitive navigation and learning process
  • Responsive customer service team
  • Integrations can be complex to set up
  • Some issues with time zone scheduling

6. Gong - Best for turning customer interactions into strategic insights

gong presales software screenshot
Gong’s Deal Intelligence tools allow you to drill down into specific conversations for more insights.

Gong is a revenue intelligence platform that strives to provide you with a deep and accurate understanding of every customer interaction. With the data to make better business decisions, you can improve efficiency, customer experiences, and product design. Gong uses proprietary AI technology to analyze customer interactions for more successful outcomes.

Why I picked Gong: The reason this platform stood out to me was its collaborative forecasting, which uses AI and data-backed pipeline inspection. You don’t have to rely on sales rep notes to get alerts about new risks to a deal, so you can respond faster with solutions to upcoming issues. Gong will tell you exactly what the issue is so you can deal with it in the right way.

Gong Standout Features and Integrations

Standout features include Gong Insights to enrich critical reports, Gong AI to customize automation and guidance, and forecasting tools to catch unseen risks to deals.

Integrations include Gainsight, Highspot, HubSpot, LinkedIn Sales Navigator, Outreach, Salesforce, Slack, Vidyard, Workato, and Zoom.

Pricing: Pricing available upon request

Trial: Free demo is available

  • Easy to use the platform
  • Very accurate voice transcription
  • Intuitive to navigate dashboard and tools
  • Takes notes in third person
  • Limited digital training materials

7. Sendoso - Best for integrating tech, data, and logistics on a global scale

sendoso presales software screenshot
Sendoso allows you to send e-gifts to entice and reward clients to continue working with you.

With direct email automation, worldwide fulfillment and inventory management, seamless integrations, and intelligent analytics, Sendoso is designed to enable any organization to streamline account-based marketing and enhance the customer experience from one unified platform.

Why I picked Sendoso: This presales platform made my list because it offers intelligent sending that targets key people and accounts with personalized direct messages that address their needs. Whether you’re choosing a gift yourself or asking the experts at Sendoso to do it for you, this platform delivers a unique way to connect with buyers.

Sendoso Standout Features and Integrations

Standout features include worldwide logistics to store and manage inventory and a globally curated marketplace that allows you to send physical gifts, branded merchandise, e-gifts, virtual experiences, or philanthropy.

Integrations include 6Sense, Accelerate Media, ActiveCampaign,, Bombara, Calendly, Enboarder, Groove, HubSpot, and Microsoft Azure. 

Pricing: Pricing available upon request

Trial: Free demo available

  • Very user friendly platform
  • Amazing customer support team
  • Easy to navigate the platform
  • Onboarding can be a little challenging
  • No editing an order after submission

8. Homerun - Best for solutions that address SE, SC, and SA needs

homerun presales software screenshot
Homerun provides a space for call and demo prep, as well as deal and POC tracking. 

This presales workspace is designed for sales leaders, as well as SE, SC, and SAs. With Homerun, you can enjoy a single place for tracking, organizing, managing, and informing all presales efforts through a focus on productivity, visibility, and collaboration. Homerun is both GDPR compliant and SOC2 certified.

Why I picked Homerun: I like this platform because it addresses the needs of various levels of your organization in one place, including solutions that ensure you’re standardizing your presales processes and defining POC/POV test cases. You can use the templates to ensure best practices or tailor any plan to custom-fit the deal as needed.

Homerun Standout Features and Integrations

Standout features include automated activity tracking to gain visibility into sales rep workload and notifications that alert you to time-sensitive next steps.

Integrations include AHA!, Dynamics 365, GitHub, HubSpot, Jira, Microsoft Teams, Okta, Productboard, Salesforce, and Slack.

Pricing: From $31/month

Trial: Free demo available

  • Easy to use
  • Incredibly intuitive navigation
  • Very low barrier for entry
  • It's a newer product that hasn’t reached its full potential
  • Requires support during implementation

9. Storylane - Best for building product demos in just 10 minutes

storylane presales software screenshot
The Storylane no-code demo editor allows you to customize text, graphs, and images.

As a cloud-based demo platform, Storylane focuses on helping businesses of all sizes optimize sales enablement through customized product demonstrations. With personalized, automated demo creation, you can create a demo, edit without any coding required, include interactive guides, publish your content, or share it via a link.

Why I picked Storylane: The reason this platform caught my attention was due to how easy their demo building tool was to use. Their editor requires no coding and allows you to click directly into the content to edit text, blur sensitive data, embed images, change graphs, and add charts.

Storylane Standout Features and Integrations

Standout features include demo engagement tracking that allows you to clone successes and an AI demo builder assistant that can improve and translate guides into 25 languages.

Integrations include Google Analytics, HubSpot, Intercom, Marketo Engage, Microsoft Dynamics, Pardot, Salesforce, Segment, Slack, and Zapier. 

Pricing: From $50/user/month

Trial: Free plan available

  • Very easy to use
  • Focuses on streamlining demo creation
  • Has a free plan option
  • HTML editing can be a little tricky
  • Some technical bugs and glitches

10. Seismic - Best for project planning with playbooks and onboarding programs

seismic presales software screenshot
Seismic integrates with Salesforce so you don’t have to leave your CRM to use its tools.

As a global leader in sales enablement, Seismic offers a variety of tools to help your business engage with customers and close more deals. Seismic offers robust presales tools through its Strategy & Planning product, which focuses on creating a purpose-built planning, reporting, and auditing hub for your team.

Why I picked Seismic: This tool caught my eye because it offers intelligent content auditing to help you decide which content to keep, update, or archive based on performance data and analytics. See which playbooks, scripts, and communications work best and streamline your content workflows to ensure best practices throughout your entire organization.

Seismic Standout Features and Integrations

Standout features include planning impact reporting for actionable insights into how time and effort are impacting your revenue and capacity planning to triage new requests with burndown charts and timelines.

Integrations include Box, Dropbox Business, Gmail, Google Drive, Jira, Microsoft 365, Microsoft SharePoint, OneDrive, Slack, and WordPress.

Pricing: Pricing available upon request

Trial: Free demo is available

  • Easy to understand the data
  • Platform is very user friendly
  • Provides a single source of truth
  • Limited sharing of digital salesrooms
  • Does require some admin and upkeep

11. Walkme - Best for taking a user-first approach to software adoption

walkme presales software screenshot
Walkme as seen through the Salesforce integration.

Walkme is a digital adoption platform (DAP) that sits on your tech stack to provide you with visibility into your team’s software usage at every level. With this platform, you get a people-first experience that strives to ensure a frictionless experience across every app and workflow to improve adoption, reduce risk, and enhance employee engagement.

Why I picked Walkme: The feature that stood out to me the most here is the Change Management tool. With Change Management, you can create and implement a digital adoption plan for new software with guides, reminders, and encouragement to ensure your team is using new software.

Walkme Standout Features and Integrations

Standout features include Walkme AI for AI-driven recommendations and auto-generated user experiences, as well as cross-system automation to drive product adoption.

Integrations include AlayaCare, Google Analytics, Intercom, LiveAgent, Okta, Olark, Salesforce, Segment, Slack, and Zendesk Suite.

Pricing: Pricing available upon request

Trial: Free demo available

  • No need to be tech savvy
  • Encourages a DIY mentality
  • User interface is easy to use
  • Not as scalable for user customizations
  • Some glitches that require refreshing

12. MindTickle - Best for building seller knowledge and encouraging winning behaviors

mindtickle presales software screenshot
MindTickle offers sales training for new hires and ongoing coaching for experienced reps.

This sales enablement platform is built to help sales managers and reps track everything they need to know about products and services with key learning skills, coaching, and career updates. Ensure sales readiness when you integrate with other online training tools to develop a comprehensive training platform that standardizes product knowledge.

Why I picked MindTickle: This tool looks like a very useful presales software option because you can measure the impact of individualized training through mapping to revenue to see outcomes. Understand which specific skills are driving the results you want and apply them across your entire organization.

MindTickle Standout Features and Integrations

Standout features include AI-driven skills reinforcement and practice exercises and seller-centric enablement programs that are personalized to each sales rep.

Integrations include Aircall, Cognota, Go1, IBM Cloud, Mediafly, Okta, Salesforce, SAML, Seismic, and Veeva.

Pricing: Pricing available upon request

Trial: Free demo is available

  • Consistent updates and product improvement
  • Offers out-of-the-box modules and templates
  • Easy user interface design
  • Analytics and reporting is a little basic
  • No heat map data visualization

Other Options

My list wouldn’t be complete without a few of these other presales software options. Check out my list of honorable mentions here.

  1. DocuSign - Best for legally binding eSignature support and document storage on a global scale
  2. PandaDoc - Best for creating and managing proposals, quotes, and contracts with over 750 free templates
  3. GTM Buddy - Best for transforming sales enablement through content intelligence that optimizes content discovery
  4. Navattic - Best for designing and creating interactive product demos and sales pitches with a no-code flow builder
  5. HyperComply - Best for sharing compliance information and automating security questionnaires
  6. Demodesk - Best for helping revenue teams automate product demos with scheduling and sharing tools
  7. UserGuiding - Best for user onboarding with custom walkthrough creation using a no-code builder
  8. Toplyne - Best for predicting trends in customer behavior and upcoming changes in your industry

Selection Criteria For Presales Software 

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best presales software for this article:

Core Functionality

There are several different types of presales software that are designed to help streamline your workflow, including CRM, order management, quoting, analytics, and contract management. All of these handle different aspects of your sales process with unique tools and functionalities. However, you can expect some consistency in the performance they offer, including:

  • Automation
  • Visibility
  • Monitoring
  • Analytics
  • Reporting

Key Features

No matter which presales software you end up choosing, you should consider these key features to ensure they support your presales activities appropriately:

  • Opportunity tracking: This presales software feature empowers your sales reps to easily access customer data in one single place and track opportunities throughout their sales cycle. You can use this tool to analyze metrics, like close times and conversion rates, to create a better sales playbook.
  • Quoting and pricing: Optimization for quoting, contracts, and pricing reduces manual labor and allows your sales team to generate accurate quotes and contracts for clients much more quickly. These tools often have customizable templates that automatically input essential customer information.
  • Lead management: This type of tool is meant to enable your business to capture leads automatically from a variety of sources, including contact forms, websites, social media, and ads. You can also use it to track customer engagement, store contact information, and assign new leads to the right sales reps for follow-ups and sales pitches.
  • Document management: Whether it’s document storage or sharing, you need a platform that allows sales reps to safely store sensitive documents from a variety of sources in one location and share those with other stakeholders at will.
  • Analytics and reporting: With presales solutions that focus on analytics, you get enhanced insights into sales performance and customer behavior in order to make data-driven decisions. Tracking key metrics and KPIs can surface missed opportunities and suggest next steps in your sales operations.


When adding new software to your tech stack, you’re always looking for something that’s easy to implement and simple to learn. While some tools offer a user-friendly interface and intuitive navigation, others make onboarding easy with robust customer support and training modules. I prioritized those tools that focused on simplifying the learning process for you.

Software Integrations

Because your operations depend on accurate data, sharing information between your digital platforms is critical. Look at each overview to see which popular integrations are available for these platforms. Some offer native integrations, open API, or connections through Zapier.


With such a vast range of tools and capabilities, presales software will also offer a large range of pricing options. You can expect to pay anywhere from $50/month to $350/month for access to essential tools. Some platforms offer customized plans that vary in pricing in order to meet your specific needs.

People Also Ask

Wondering what else you need to know about presales software? Check out this FAQ for answers to the most commonly asked questions.

Other Sales Software

If my list of presales software wasn’t enough to round out your tech stack, you may want to explore these additional platforms for more advanced sales tools:

What Now?

I’ve given you a lot to think about with these software overviews, but what should you do now? Consider which of these tools fills a hole in your presales activities, like content management or demo automation, and choose two or three that fit in with your budget and integrations. Reach out to start a trial or get a free demo to see how these tools would function within your workflow.

If you’re looking for even more tool overviews, start with those that I’ve listed above, but don’t forget to check out the rest of the blog for the most up-to-date information. Or, sign up for the RevOps newsletter to get expert insights into current trends right to your inbox!

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.