Best Presales Software with a Free Trial

Free your Sales Engineers from administrative tasks. Optivalue.ai is the AI platform that scales your presales team's impact by automating responses to RFPs and security questionnaires. Let your SEs focus on high-value, deal-closing work like demos and POCs. Reduce documentation time by up to 90%. Our AI instantly generates reliable, verified answers from your knowledge base. Every answer is precisely sourced (document, page, date), ensuring total technical confidence and building prospect trust. Optivalue.ai also strengthens your team's expertise. It performs continuous gap analysis on your content to help you build a smarter, more reliable knowledge base. Scale the knowledge of your top performers across the entire organization. Enterprise-grade security (GDPR, ISO compliant). All our subscriptions include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.

SmartReach.io is a simple yet powerful sales engagement software that helps automate cold outreach, personalizes messages with AI recommend, and tracks results using an advanced scheduler and powerful apis & integrations. Your billed based on the prospect you contact. Yes, unlimited sending emails SmartReach.io helps you generate qualified leads, book meetings, and close deals. It automates outreach across email, LinkedIn, WhatsApp, SMS, and calls, helping you reach more prospects and generate more leads. SmartReach specializes in email deliverability with features like inbox rotation, unlimited emails, ESP matching, inbox placement, free email verification, free warmups, spam test, Spintax and much more Its Shared Inbox helps teams get productive and collaborate better. SmartReach.io provides in-depth reporting, actionable insights, and increased sales due to high email deliverability, making it an excellent choice for sales leaders to manage and make decisions.

Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.

Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.

Homerun is the presales workspace that gets you through your day with one place to track, manage, organize and inform your presales efforts. Do More. Admin Less. -- Presales ​Workspace: Get through your day with everything you need in one place. Built for how you work. with call and demo prep, deal and POC/POV tracking, alerts, tasks, notes. -- Evaluation Plans & Templates: Standardize presales processes, define POCs/POVs test cases and success criteria, and engage prospects. -- Activity Tracking ​& Management: Track presales activities to ​understand workload and utilization. -- Feature Requests ​& Product Gaps: Capture product gaps, quantity revenue impact, and share with product teams.​ -- Analytics ​& Reporting: Understand team utilization and measure impact and progress to ​uplevel your team's performance. -- Data ​Integration: Connect Homerun to other business systems to keep data, teams, and systems in sync. -- Security: SSO; SOC2/GDPR certified

Eliminate the need to log in and out, jump between browser windows, and save the entire demo! Demostory is a browser built on the Chrome platform that incorporates all of the best technical features that aid the live demo experience. Save different demo setups as shortcuts and launch with one click. The Demostory browser will save your entire demo including tab colors, tab names, order, URLs, usernames, and passwords. Edit tab names and colors to provide visual cues to your audience. Make it easy to follow along. Each new tab can be its own session allowing you to be logged into the same instance of your product with multiple users all in the same browser window. No more switching browsers, logging in and out, or demoing from admin accounts. Each tab is like its own browser allowing you to be logged in as different user accounts in the same browser window. Set tab names and colors to provide context to your audience.

CRM is the most-used B2B technology on the planet. It’s also the most backwards — running on a software model that was built over 20 years ago and hasn’t changed since. The status quo of the CRM market is unacceptable. Millions of businesses across the world are stuck with software that is inflexible, hard to use, or extremely expensive and time consuming to customize. Attio’s mission is to reinvent CRM from the ground up for the next generation of business. We’re building a new platform, built on real-time customer data, that allows companies to build the exact CRM that they need — a platform that is extremely powerful but also intuitive and easy-to-use.

The Snackwyze chrome extension records every single interaction on the screen, automatically converts each click into step-by-step clickthrough demo while annotating every step along the way. Add descriptions, annotations, hotspots, hover spots, chapters, introductions and CTAs (Call to Action) from a simple intuitive easy to use design dashboard. The only thing easier than creating demos is sharing them. Share demos publicly or privately, protect them with passwords, set an expiry date to manage links better, download them as an .mp4 video or even a PDF and embed them on other websites just like YouTube. It does not get easier than that. You can customize and share demos with your prospects using the self-service demo automation module. Simply drag and drop the demos you want to include, categorize them for simplicity and share from within the platform.

Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. That’s all without any bots. Instead, roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.

ScreenSpace is an immersive web experience that can be embedded or shared throughout the buyer journey – like a video. But unlike video, our video-game technology lets GTM teams... • Break the constraints of one-dimensional media like websites, demos, videos, tours, and decks by • Blending rich marketing content, hands-on product walkthoughs, compelling visuals, and adaptive narratives • Into an all-new form of experiential storytelling. Designed to help you emotionally engage, educate, and motivate B2B audiences through memorable, self-guided demos.

Omedym is the only solution that transforms the traditional ‘analog’, late-in-the-sales-cycle demo into a digitized demo experience that’s more than just a single demo, integrated into the entire sales and buying cycle, equips pre-sales and sales to engage today’s buyers in the way they want to buy, digitally. Omedym shortens your sales cycle, reduces repetitive, low-value sales activities, and expands your sales opportunity. Omedym has pioneered the technology to make your video demos searchable. Simply upload all your video demo content to the Omedym platform. We process each video and automatically index every word in the video, making them 100% searchable. The Omedym platform then displays the videos in portals through your existing website and private portal invites. Buyers search by the topics they care about most and are taken to the exact spots in all the demos where their topics are presented.

TurboDemo uses an intelligent capturing technique for single screenshots that can then be edited as slides. Mouse movements are automatically reproduced. Projects can be exported into various formats for Internet, Intranet or published on CDs. The created files are extremely small - only ~0.1 MB per minute of playback. Create great looking marketing and sales presentations in Flash and other formats. Whether for videos, animated demos or interactive e-learning tutorials, the balesio Screen Capturing Suite opens new creative possibilities and offers the ideal software solution for every specific case.

High performing virtual labs for software training and sales. Increase user participation, engagement and retention with Heropa Virtual labs, an essential part of training and selling software. Provide the ideal learning environment with hands-on labs that replicate real world environments. Easy to set up and simple to use, anywhere with an internet connection. Empower sales teams with a tool to run virtual sales demos of complex software configurations. Easily create labs for virtual events, POCs and trials, giving prospective customers hands-on experience with your software. Heropa provides access to environments that simulate production environments, combined with training material, to give learners a hands-on learning experience. Customizable dashboards and detailed analytics offer meaningful insights into user engagement with labs. You only pay for what you use, and scale without limits. We have points of presence globally so performance is guaranteed.

Power your outbound sequences with interactive demos to book more meetings. Use your real product to capture your visitor's attention and create a strong pipeline. Know how your audience is interacting with your product before they even enter your pipeline. Easily turn engaged visitors into leads seamlessly captured into your CRM. Know exactly when and how prospects interact with your demos. Use this to shape your sales strategy and keep deals moving. Know when and how a prospect engages with your demos so you can follow-up at the right time, everytime.

Ava is the world's first AI Sales Teammate—purpose-built to operate as an expert contributor to complex B2B sales cycles. Unlike generic AI copilots or rebranded task bots, Ava is built to anticipate needs, initiate action, and share responsibility for the outcome of every opportunity. Powered by Vivun's proprietary Sales Reasoning Model, Ava understands deal context, interprets intent, and executes tasks from first meeting to closed won. Ava helps prepare sellers for meetings, join sales calls, capture insights, follow up with precision, and guide next steps—an AI teammate available 24/7 who thinks, acts, and wins with you.