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Best PreSales Management Software

Julie Jung
JJ
Researched and written by Julie Jung

Presales management solutions enable organizations to manage presales activities and employees more effectively. Presales management solutions enable businesses to capture presales activities and track progress throughout the process. Many solutions also offer playbooks and templates. These solutions also streamline product feedback by providing sales engineers an avenue to gather and share product feedback with appropriate teams to log product gaps and desired enhancements.

Solutions in this category also assist in resource allocation and team management through rule-based routing to ensure adequate coverage. Presales management tools provide analytics into team member utilization, win rates, and efficiencies to ensure balanced workloads and the ability to manage performance. These solutions enable presales leaders to run their department and quantify their impact more effectively. Presales management solutions should integrate with CRM software to ensure accurate data and product management software to streamline product feedback.

To qualify for inclusion in the Presales Management category, a product must:

Integrate with key business systems such as CRMs and product management tools
Capture activities of presales professionals
Provide a dashboard or pipeline to track presales workflows throughout stages
Report on presales KPIs such as win rate, efficiency, and utilization
Assist in resource allocation of team members
Capture product feedback to inform product gaps and roadmaps

Best PreSales Management Software At A Glance

Best for Mid-Market:
Highest User Satisfaction:
Best Free Software:
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Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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10 Listings in PreSales Management Available
(106)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in PreSales Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vivun is the world’s leading provider of PreSales software. Our AI-powered platform includes solutions for PreSales Operations, Demo Automation, and aligning Sales with Product teams. Revenue leaders

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 20% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vivun Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Sales Efficiency
    5
    Time-Saving
    5
    Value
    5
    Experience
    4
    Cons
    Limited Customization
    2
    Poor Analytics
    2
    Access Issues
    1
    Expensive
    1
    Inefficient Search
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vivun features and usability ratings that predict user satisfaction
    9.7
    Quality of Support
    Average: 9.8
    8.9
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2018
    HQ Location
    Oakland, California
    Twitter
    @Vivun_Inc
    351 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    85 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vivun is the world’s leading provider of PreSales software. Our AI-powered platform includes solutions for PreSales Operations, Demo Automation, and aligning Sales with Product teams. Revenue leaders

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 20% Enterprise
Vivun Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Sales Efficiency
5
Time-Saving
5
Value
5
Experience
4
Cons
Limited Customization
2
Poor Analytics
2
Access Issues
1
Expensive
1
Inefficient Search
1
Vivun features and usability ratings that predict user satisfaction
9.7
Quality of Support
Average: 9.8
8.9
Ease of Use
Average: 9.4
Seller Details
Company Website
Year Founded
2018
HQ Location
Oakland, California
Twitter
@Vivun_Inc
351 Twitter followers
LinkedIn® Page
www.linkedin.com
85 employees on LinkedIn®
(35)4.9 out of 5
1st Easiest To Use in PreSales Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Homerun is the presales workspace that gets you through your day with one place to track, manage, organize and inform your presales efforts. World-class presales teams such as ReliaQuest, Starburst,

    Users
    No information available
    Industries
    • Computer Software
    • Computer & Network Security
    Market Segment
    • 66% Mid-Market
    • 17% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Homerun Presales Platform features and usability ratings that predict user satisfaction
    9.8
    Quality of Support
    Average: 9.8
    9.1
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Toga Labs
    Year Founded
    2019
    HQ Location
    San Jose, CA
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Homerun is the presales workspace that gets you through your day with one place to track, manage, organize and inform your presales efforts. World-class presales teams such as ReliaQuest, Starburst,

Users
No information available
Industries
  • Computer Software
  • Computer & Network Security
Market Segment
  • 66% Mid-Market
  • 17% Small-Business
Homerun Presales Platform features and usability ratings that predict user satisfaction
9.8
Quality of Support
Average: 9.8
9.1
Ease of Use
Average: 9.4
Seller Details
Seller
Toga Labs
Year Founded
2019
HQ Location
San Jose, CA
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®

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(35)4.7 out of 5
2nd Easiest To Use in PreSales Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PreSkale helps PreSales integrate with CRM and Product eco-systems to streamline evaluation experiences and track product-market insights to deliver impactful technical wins. 1/ Work in-sync with pro

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 17% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PreSkale Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Customer Support
    5
    Helpful
    3
    Customization
    2
    Efficiency
    2
    Cons
    Manual Processes
    1
    Poor Reporting
    1
    Poor UI Design
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PreSkale features and usability ratings that predict user satisfaction
    9.9
    Quality of Support
    Average: 9.8
    9.4
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2021
    HQ Location
    San Mateo, California
    Twitter
    @PreSkale
    108 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PreSkale helps PreSales integrate with CRM and Product eco-systems to streamline evaluation experiences and track product-market insights to deliver impactful technical wins. 1/ Work in-sync with pro

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 17% Small-Business
PreSkale Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Customer Support
5
Helpful
3
Customization
2
Efficiency
2
Cons
Manual Processes
1
Poor Reporting
1
Poor UI Design
1
PreSkale features and usability ratings that predict user satisfaction
9.9
Quality of Support
Average: 9.8
9.4
Ease of Use
Average: 9.4
Seller Details
Year Founded
2021
HQ Location
San Mateo, California
Twitter
@PreSkale
108 Twitter followers
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
(12)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prelay's Team Selling Platform helps companies simplify their complex deals and maximize their most valuable internal resources to drive revenue faster as a team. Too many revenue teams let static CR

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 75% Mid-Market
    • 25% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Prelay Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Content Quality
    1
    Ease of Creation
    1
    Ease of Understanding
    1
    Ease of Use
    1
    Easy Creation
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Prelay features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.8
    8.8
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Prelay
    Year Founded
    2019
    HQ Location
    San Francisco, US
    Twitter
    @PrelayHQ
    59 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prelay's Team Selling Platform helps companies simplify their complex deals and maximize their most valuable internal resources to drive revenue faster as a team. Too many revenue teams let static CR

Users
No information available
Industries
  • Computer Software
Market Segment
  • 75% Mid-Market
  • 25% Enterprise
Prelay Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Content Quality
1
Ease of Creation
1
Ease of Understanding
1
Ease of Use
1
Easy Creation
1
Cons
This product has not yet received any negative sentiments.
Prelay features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.8
8.8
Ease of Use
Average: 9.4
Seller Details
Seller
Prelay
Year Founded
2019
HQ Location
San Francisco, US
Twitter
@PrelayHQ
59 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pre Sales for Salesforce. Elvance provides intelligent opportunity management tools & deep insights to drive more accurate forecasting, ROI and collaboration. Native to Salesforce, Elvance capture

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Elvance features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.8
    10.0
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Elvance
    HQ Location
    London
    Twitter
    @ElvanceApp
    12 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pre Sales for Salesforce. Elvance provides intelligent opportunity management tools & deep insights to drive more accurate forecasting, ROI and collaboration. Native to Salesforce, Elvance capture

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Elvance features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.8
10.0
Ease of Use
Average: 9.4
Seller Details
Seller
Elvance
HQ Location
London
Twitter
@ElvanceApp
12 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Success is a Sales Success Platform, purpose built for enterprise Sales Engineering teams. Success help with running faster technical evaluations and increasing technical wins. Success makes it easy

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Mid-Market
    • 33% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Success features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.8
    10.0
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Santa Clara, US
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Success is a Sales Success Platform, purpose built for enterprise Sales Engineering teams. Success help with running faster technical evaluations and increasing technical wins. Success makes it easy

Users
No information available
Industries
No information available
Market Segment
  • 67% Mid-Market
  • 33% Small-Business
Success features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.8
10.0
Ease of Use
Average: 9.4
Seller Details
Year Founded
2018
HQ Location
Santa Clara, US
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Provarity is a leading provider of PreSales software that empowers B2B revenue leaders with real-time deal visibility, reduced sales cycle time and increased forecast quality resulting in improved win

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Provarity features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.8
    10.0
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Provarity
    Year Founded
    2019
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Provarity is a leading provider of PreSales software that empowers B2B revenue leaders with real-time deal visibility, reduced sales cycle time and increased forecast quality resulting in improved win

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Provarity features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.8
10.0
Ease of Use
Average: 9.4
Seller Details
Seller
Provarity
Year Founded
2019
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
(7)5.0 out of 5
Save to My Lists
Entry Level Price:Starting at $399.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Alivo is a software company dedicated to helping home service and improvement businesses grow using AI. We streamline sales processes with custom-trained automation tools designed to save time and boo

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Alivo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Helpful
    7
    Customer Support
    6
    Ease of Use
    6
    Positive Experience
    6
    AI Technology
    5
    Cons
    AI Limitations
    1
    Call Issues
    1
    Learning Curve
    1
    Unclear Instructions
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Alivo features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.8
    9.8
    Ease of Use
    Average: 9.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Alivo
    Year Founded
    2023
    HQ Location
    Headquartered in Portland, Maine
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Alivo is a software company dedicated to helping home service and improvement businesses grow using AI. We streamline sales processes with custom-trained automation tools designed to save time and boo

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Alivo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Helpful
7
Customer Support
6
Ease of Use
6
Positive Experience
6
AI Technology
5
Cons
AI Limitations
1
Call Issues
1
Learning Curve
1
Unclear Instructions
1
Alivo features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.8
9.8
Ease of Use
Average: 9.4
Seller Details
Seller
Alivo
Year Founded
2023
HQ Location
Headquartered in Portland, Maine
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prelio turns presales practitioners and leaders into strategic business partners by accelerating product innovation through a streamlined and collaborative technical sales process. Prelio is a Pres

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Prelio features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Prelio turns presales practitioners and leaders into strategic business partners by accelerating product innovation through a streamlined and collaborative technical sales process. Prelio is a Pres

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Prelio features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 th

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • roombriks features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    roombriks
    Year Founded
    2023
    HQ Location
    Minneapolis, US
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 th

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
roombriks features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
Seller Details
Seller
roombriks
Year Founded
2023
HQ Location
Minneapolis, US
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®