Best Presales Software with a Free Trial

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.

SmartReach.io is a cold email software with multichannel outreach capabilities via channels like email, LinkedIn, calls and WhatsApp. Run automated cold email campaigns, then layer LinkedIn, WhatsApp and calling into the same sequence with AI personalization built in. Rotate sending across unlimited accounts, match your prospect's ESP, test inbox placement, verify addresses free, warm up mailboxes free and run spam checks with Spintax variations. An AI email agent writes a fresh message for each prospect from their data and your campaign inputs. A built-in B2B database of 300M+ contacts across 50M+ companies keeps pipelines full, while a shared inbox and campaign analytics keep teams on top of every reply. Trusted by 5,000+ businesses and rated 4.6 on G2 from 58 reviews. Plans start at $29 per month, billed by prospects contacted, with unlimited sending accounts, a 14-day free trial and integrations with HubSpot, Salesforce, Pipedrive, Zoho and 8,000+ apps via Zapier.

Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.

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

Elvance is a 100% Salesforce-native opportunity management platform that helps revenue teams forecast more accurately, improve win rates, and focus on high-value deals. Using AI-powered scorecards, Elvance identifies the factors that influence deal success, helping teams prioritize opportunities that align with their Ideal Customer Profile and deliver the greatest ROI. Capture customer goals, track value drivers, and monitor trends throughout the sales cycle with customizable templates and deep Salesforce insights. Elvance strengthens collaboration and enables solution selling that improves customer experience while accelerating revenue.

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.

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.

Gondola gives your sales team the instincts to ask the right questions and drive the conversation forward. Tell a frictionless story, capture-and-sync notes and move from one conversation to the next without losing momentum! Create templates specially catered to your sales process embedded with the CRM fields needed to push the deal forward. See who is joining which call, reference previous correspondence and share important details with your colleagues! The best sales teams have a repeatable methodology to win new customers. Gondola helps systematize that methodology and provide guidance to your sellers in real-time so they can better understand their customer's pain and drive the deal forward. Always stay on top of your pipeline and ensure it's up to date, at any given moment. Add any internal colleagues to your sales call and run it collaboratively with ease. Demoing with an SC, we can support it. Bringing in your leader to help with negotiation, we got your back.

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.

Vivun Ava is an AI-powered sales teammate designed to help revenue teams sell faster and more effectively. It provides real-time technical answers, competitive insights, and strategic guidance during the sales process. Ava assists before, during, and after meetings by preparing account insights, supporting live conversations, and generating follow-up materials. By integrating with tools like Salesforce, Slack, and Zoom, it delivers context-aware recommendations directly within workflows. Ava helps sales teams handle objections confidently and move deals forward without delays. It also automates tasks like deal reviews and meeting summaries, saving time and increasing productivity. Overall, Vivun Ava enhances sales performance by combining AI intelligence with real-world sales expertise.