Top 10 Presales tools to complete your demo-to-deal cycle

Your presales engineers are drowning in busywork instead of doing what they do best—having meaningful technical conversations with prospects.

A lot of it comes from tools that promise everything but create more complexity. I've been there myself—wearing the sales engineer hat during Storylane's early days, spending hours on manual demo prep.

As a PMM at a demo automation company who works closely with presales teams, I've spent months testing almost every presales platform out there to see what actually moves the needle.

Here are 10 tools that are worth your time.

Presales softwares top picks

How we evaluated these presales tools

Before diving into the tools, here are the key questions I asked (and you should too) when evaluating each one:

• How quickly can your team get value?
• Does it solve real presales problems?
• How well does it work with your existing stack?
• What are the G2 scores and user sentiment?

What is presales software?

Presales software includes tools designed for technical sales teams to demonstrate, explain, and prove the technical value of complex B2B products.

These generally fall under 4 main categories, solving different aspects of the sales cycle. Mainly:

• Demo creation (Storylane, Saleo)
• Sales and deal intelligence (Vivun, Gong, Revenue Grid)
• Evaluation & proposal management tools (Homerun, Proposify, GetAccept)
• Sales enablement and training (Mindtickle, GTM Buddy)

And what I found was that the best sales engineering teams use 3-4 specialized tools rather than trying to find one platform that does everything. The most successful combinations always include a demo builder, conversation intelligence, and some form of deal/POC management.

Top picks for the presales software

1. Storylane - Easiest demo creation software

Storylane is the easiest interactive demo platform for SaaS companies. It allows you to create screenshots and clickable HTML demos. 

It addresses a critical pain point in the presales process—the need to quickly showcase product value in a way that resonates with each specific prospect. 

Key features:

• No-code demo builder: Intuitive no-code builder that allows you to spin demos in minutes. Screenshots demos for quick product overviews, HTML Demos for hands-on exploration.
• AI demo creation: AI helps you generate context-specific tooltips, voiceovers, and presenter videos in seconds.
• Account reveal: Get accurate firmographic data for anonymous demo viewers and know what companies to target. 
• Demo analytics: Know which parts of your demo are working and where prospects drop off. Analytics are available at global, single demo, and session levels, with UTM parameter tracking.
• Buyer Hub: Package multiple demos, PDFs, and case studies into a neat, branded experience that lets prospects self-discover your product at their own pace.
• Smart personalization: Drop in prospect names, company logos, and relevant data without manually editing each demo. 
• Enterprise-grade security: Meets the SSO and SOC-2 compliance requirements your IT team cares about.
• Integration: Storylane integrates with popular tools like Salesforce, HubSpot, Slack, and Zapier.

Why pick Storylane?

You can build your first demo in 2 minutes (yes, really!). It has an intuitive no-code interface and requires 0 technical expertise. This means that all you need to do to create an interactive demo is click through your product screens with Storylane's browser extension

You can also match your Storylane demos with your brand colors and style.

G2 Rating: 4.8/5 (751 reviews)

Pricing

• Free plan to get started: Storylane offers a free plan so you can test the waters before committing.
• Starter plan at $40/month: Includes screenshot demos, video demos, Lily AI, and account reveal features.
• Growth plan at $500/month: Adds HTML demos, 5 seats, personalization tokens, and more.
• Premium plan at $1,200/month: Includes Demo Hub, offline demos, and demo coaching.
• Enterprise plan: Custom pricing with sandbox demos, multi-workspaces, and enterprise security.

2. Saleo - Adding overlays to your live product

Saleo creates a customizable overlay on top of your actual product. Instead of creating separate demos, you can show your real product but with dummy data, masked development features, and customized elements that make perfect sense for each prospect.

This is huge for presales teams who've been burned by demo disasters—you know, when your perfectly planned demo breaks right when the CEO joins the call. With Saleo, you're using your actual product, so it feels authentic, but you're protected from those cringeworthy moments.

Key features:

• Live product overlays: Add realistic company data, hide sensitive information, and customize what prospects see—all without touching your product's code
• Demo data management: Create believable scenarios with data that actually relates to your prospect's industry and use case
• Error prevention: Mask work-in-progress features or elements that aren't ready for prospect demos
• Multi-environment support: Works whether you're demoing from staging, production, or your development environment
• Team collaboration: Share your demo setups with other presales folks so everyone can deliver consistent experiences

Why pick Saleo? 

You're dealing with a complex enterprise product where those screenshot-based demos just don't cut it. Your prospects need to see the real thing, but you need control over what they see. Plus, you're tired of crossing your fingers every time you give a live demo.

G2 Rating: 4.9/5 (163 reviews)

Pricing: Starting at $16,000/year

Best for: Enterprise software companies with complex products that require live demonstrations and teams tired of broken demo experiences.

3. Vivun - 3. Vivun - AI-powered presales automation platform

Vivun addresses the core challenge presales teams face the most: how to maintain quality technical conversations without sacrificing movement in the deals. It’s evolved into a comprehensive sales enablement platform that’s powered by their AI Sales Agent, "Ava."

Ava automatically generates high-value sales assets with full deal context (Deal intelligence + overall context), eliminating the need for sales engineers to constantly chase account executives for updates or rebuild content from scratch. 

Key features:

• AI sales agent (Ava): Generates technical content and sales assets based on deal context. Automates routine presales tasks like meeting summaries and follow-up materials.
• Presales operations management: Centralized platform for managing technical sales workflows, deal progression, and team capacity planning.
• POC and evaluation tracking: Tools for structuring and monitoring proof-of-concept processes and technical evaluations.
• Deal intelligence: Analytics on technical win probability and deal progression patterns based on presales activities.
• Content automation: AI-assisted generation of technical proposals, solution documents, and stakeholder communications.
• Team performance insights: Reporting on presales team productivity, resource allocation, and technical win rates.

Why pick Vivun? 

Vivun is valuable for sales engineering teams managing multiple POCs (proof of concept) evaluations simultaneously, as it maintains deal context and technical requirements across all opportunities.

Pricing: 

• Free to get started. 
• Custom pricing for Enterprise accounts

Best for: Enterprise technical sales teams managing complex deals with multiple stakeholders and long sales cycles who need better visibility into deal progression and risk.

4. Homerun - Managing complex evaluations

If you've ever tried to manage a technical evaluation or POC through email and spreadsheets, you know it's chaotic. Homerun fixes this by giving you a proper system for managing these complex processes that can make or break your biggest deals.

Homerun provides a structured approach to managing technical evaluations and POCs. It gets you and your stakeholders on the same page so everyone knows what needs to happen, when it needs to happen, and who's responsible for making it happen. Your prospects get a professional experience, and you get better control over the process.

Key features:

• Evaluation workflow automation: Set up standardized processes for how you run POCs and technical evaluations, so nothing falls through the cracks
• Stakeholder collaboration: Create a central hub where prospects can access resources, provide feedback, and see progress without endless email chains
• Progress tracking: Real-time visibility into where things stand and what needs to happen next
• Resource library: Organize all your technical documentation, case studies, and demo materials in one place that prospects can easily navigate
• Mutual close plans: Work with prospects to create shared timelines and success criteria so everyone's aligned on what success looks like

Why pick Homerun?

You're dealing with evaluations that take months, involve multiple departments, and have way too many moving parts. You need something that makes the process professional and manageable for both you and your prospects. Also, users swear by Homerun’s support team.

G2 Rating: 4.9/5 (45 reviews)

Pricing: Custom pricing.

Best for: B2B companies with lengthy evaluation cycles and complex technical requirements that need structured POC management and better prospect collaboration.

5. Mindtickle - Sales readiness training

Mindtickle makes sure your presales team actually knows what they're talking about. It's not just another learning management system—it's built specifically for sales teams who need to stay sharp on product knowledge, competitive intelligence, and demo skills.

This is especially crucial for presales because you can't fake technical expertise. Your prospects will figure out pretty quickly if you don't know your stuff, and Mindtickle helps prevent those awkward moments.

Key features:

• Role-based training paths: Different learning experiences for different types of presales roles, because a demo specialist needs different skills than a solutions architect
• Product certification: Structured programs to make sure everyone on your team actually understands your product at the level they need to
• Competitive intelligence: Keep your team updated on what competitors are doing and how to position against them
• Demo practice environments: Safe spaces where your team can practice demos and get feedback without prospects watching
• Performance analytics: Track who's learning what and identify knowledge gaps before they become problems

Why pick Mindtickle? 

Your product is complex, changes frequently, or you're hiring new presales people regularly. You need to make sure everyone on your team can represent your solution professionally and confidently.

G2 Rating: 4.7/5 (2,218 reviews)

Pricing: Custom pricing based on your team size and training requirements.

Best for: Growing presales teams with complex products, frequent product updates, or regular new hires who need structured onboarding and ongoing skill development.

Also read: Top Sales Enablement Tools 2024

6. Gong - Conversation intelligence

Gong records and analyzes your presales conversations to figure out what's working. Instead of guessing why some demos go great and others flop, you get data on what top performers do differently and what messages resonate with prospects.

It’s like having a coach who listens to every call and gives you specific feedback on how to improve. It's particularly valuable for presales because technical conversations are different from typical sales calls.

Key features:

• Call recording and analysis: Automatically records and transcribes your presales calls, then analyzes them for patterns and insights
• Competitive intelligence: Track when competitors come up in conversations and how successful presales people handle competitive situations
• Talk-to-listen ratios: Optimize your demo flow by understanding when you're talking too much or not engaging prospects enough
• Objection handling: Identify the most common technical objections and learn how your best performers address them
• Deal risk indicators: Spot early warning signs in conversation patterns that suggest a deal might be in trouble

Why pick Gong?

You want to improve your presales team's performance based on data, not just gut feelings. You're curious about what separates your best performers from everyone else and want to scale those behaviors across your team.

G2 Rating: 4.8/5 (6,240 reviews)

Pricing: Starting at $720/user/year for revenue intelligence features.

Best for: Presales teams focused on continuous improvement who want data-driven insights into what makes demos and technical conversations successful.

7. Revenue Grid - Pipeline visibility & deal risk detection

Revenue Grid uses AI to analyze your sales pipeline and warn you about deals that might be going sideways. It's like having an early warning system for your deals, which is crucial when you're managing multiple opportunities and can't personally babysit every single one.

The platform is particularly useful for presales managers who need to make smart decisions about where to deploy their team and which deals deserve the most attention.

Key features:

• Deal risk scoring: AI analyzes email patterns and engagement levels to identify deals that might be in trouble before it's obvious
• Pipeline forecasting: Predictive insights that help you plan presales capacity and resource allocation
• Activity tracking: Monitor how well your presales team is following up and engaging with prospects
• Email intelligence: Analyze the sentiment and response patterns in your email communications
• Team performance metrics: Track individual and team presales effectiveness with meaningful metrics

Why pick Revenue Grid? 

You're managing a large presales pipeline and need early warning signals about which deals need attention. You want to optimize how you deploy your presales resources across opportunities.

G2 Rating: 4.5/5 (512 reviews)

Pricing: $79/user/month for core features, with advanced analytics tiers available.

Best for: Presales managers overseeing large teams and complex pipelines who need AI-powered insights for resource allocation and deal risk management.

8. Proposify - Simplifying quote creation

Creating technical proposals doesn't have to be a painful, time-consuming process. Proposify turns proposal creation into something that's actually manageable, professional, and trackable.

This is especially valuable for presales teams dealing with RFPs and custom implementations where you need to present complex technical solutions in a way that's easy to understand and approve.

Key features:

• Template library: Pre-built templates for common presales scenarios, so you're not starting from scratch every time
• Collaborative editing: Multiple team members can work on proposals together without version control nightmares
• E-signature integration: Streamline the approval process so deals don't get stuck in signature limbo
• Pricing tables: Dynamic pricing based on different technical configurations and requirements
• Proposal analytics: Track how prospects engage with your proposals and which sections they spend time on

Why pick Proposify?

You're spending way too much time creating proposals, and they don't look as professional as they should. You want to understand how prospects interact with your proposals and streamline the approval process.

G2 Rating: 4.6/5 (1,122 reviews)

Pricing: Starting at $49/user/month for basic features, with advanced plans available.

Best for: Presales teams dealing with complex RFPs, custom implementations, or any situation requiring professional, trackable technical proposals.

9. GTM Buddy - Revenue and sales enablement

GTM Buddy delivers the right information at the right moment, directly within your CRM. Instead of scrambling to find technical information during calls, you get contextual content based on exactly what you're dealing with.

This ensures you always have relevant technical resources and competitive intelligence available when you need it most.

Key features:

• Contextual content delivery: Get relevant technical resources based on deal stage, prospect profile, and what you're trying to accomplish
• Battle cards: Quick-access competitive and technical information that's always up-to-date
• Playbook automation: Guided selling workflows for common presales scenarios so you don't have to reinvent the wheel
• Content analytics: Track which technical resources are actually helping close deals
• CRM integration: Access all your sales enablement materials without leaving your existing workflow

Why pick GTM Buddy?

You're tired of hunting for technical information during calls, and you want to make sure your team is using the most current, effective content. You need enablement that works within your existing process, not another system to check.

G2 Rating: 4.8/5 (76 reviews)

Pricing: $50/user/month for standard features, with enterprise options available.

Best for: Presales teams who need instant access to technical content and competitive intelligence within their existing CRM workflow.

10. GetAccept - Personalized video proposals

GetAccept combines video personalization with document automation to create technical proposals that actually get attention. Instead of sending another PDF that looks like everyone else's, you can create personalized video explanations that make complex technical solutions easier to understand.

This is particularly powerful for presales because technical concepts are often easier to explain with video than with text, and personalization helps you stand out in competitive situations.

Key features:

• Video proposals: Create personalized video explanations of your technical solutions that prospects can watch on their own time
• Document automation: Generate dynamic proposals based on prospect requirements without starting from scratch each time
• Live chat integration: Enable real-time communication while prospects are reviewing your proposals
• Signature tracking: Know exactly when and how prospects engage with your proposals
• Template management: Standardized formats for different technical scenarios and use cases

Why pick GetAccept? 

You're dealing with complex technical solutions that are hard to explain in text, and you want to stand out from competitors who are sending generic proposals. You need better visibility into how prospects are engaging with your proposals.

G2 Rating: 4.6/5 (1,022 reviews)

Pricing: Starting at $49/user/month, with advanced video features at higher tiers.

Best for: Presales teams selling complex technical solutions who want to differentiate through personalization and need better proposal engagement tracking.

So which tool should you choose?

The right presales software depends on your specific use case, team size, and technical maturity:

For small teams (2-5 presales professionals): Start with the "Starter Stack" - Storylane for demo creation, Gong for conversation intelligence, and Proposify for proposals. This combination addresses the core solution-selling process without overwhelming a small team with too many tools.

For growing teams (6-15 presales professionals): Add Vivun for deal intelligence and Homerun for POC management. At this stage, you need better visibility into deal progression and standardized evaluation processes to maintain consistency as you scale.

For enterprise teams (15+ presales professionals): Consider the full stack, including Mindtickle for sales readiness training, Revenue Grid for pipeline management, and specialized tools like Saleo for complex live demos. Enterprise teams benefit from comprehensive automation and advanced analytics.

By primary use case and technical maturity 

• Improving Demo-to-signup rate: Storylane for delivering interactive demos to show product value quickly, leading to more qualified sign-ups.
• Complex technical evaluations: Add Homerun + Vivun for structured POC management into the mix
• Team scaling and training: Mindtickle for training + GTM Buddy for enablement
• Deal risk management: Revenue Grid + Gong for predictive insights

• Traditional sales teams new to presales: Start with Storylane and Proposify for immediate impact
• Established presales teams: Add Gong and Vivun for conversational intelligence and deal management.

Ending note

The most successful presales teams don't try to find one tool that does everything. Instead, they choose 3 or 4 specialized tools that work well together and solve their specific challenges. But if you only buy one tool, make it a demo platform. Everything else can wait.

FAQs

What is the best software for presales demo creation?

Storylane and Saleo are the top choices for different use cases. Storylane excels at interactive demos you can build in minutes—perfect for early-stage demos and scaling delivery. Saleo makes sense for live product demos where you need control over what prospects see.

Is there a free presales tool for startups?

Most presales tools are enterprise-focused and require paid plans from the start. However, Storylane and Vivun offer a free plan.

How do presales and sales enablement tools differ?

Presales tools are built for technical sales scenarios—demo creation, POC management, and complex product explanations. Sales enablement tools focus on general sales productivity, like content management and training. Presales tools have a broader definition.

Which presales tools integrate with Salesforce/HubSpot?

Storylane, Vivun, Gong, Revenue Grid, Proposify, GTM Buddy, and GetAccept all integrate with Salesforce. For HubSpot: Storylane, Gong, Proposify, and GetAccept have native integrations.

How do conversation intelligence tools help with technical sales?

These platforms analyze sales conversations specifically for technical discussions, helping sales engineering teams identify successful demo patterns, common objections, and competitive positioning strategies that drive better sales readiness.

Done researching presales tools? Start a free trial with Storylane and see why it's ranked #1.