# Best PreSales Management Software

  *By [Julie Jung](https://research.g2.com/insights/author/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](https://www.g2.com/categories/CRM) to ensure accurate data and [product management software](https://www.g2.com/categories/product-management) 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





## Category Overview

**Total Products under this Category:** 11


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 100+ Authentic Reviews
- 11+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Best PreSales Management Software At A Glance

- **Leader:** [Opine AI Presales Platform](https://www.g2.com/products/opine-ai-presales-platform/reviews)
- **Easiest to Use:** [Homerun Presales Platform](https://www.g2.com/products/homerun-presales-platform/reviews)
- **Top Trending:** [Homerun Presales Platform](https://www.g2.com/products/homerun-presales-platform/reviews)
- **Best Free Software:** [Success](https://www.g2.com/products/success/reviews)


---

**Sponsored**

### Opine AI Presales Platform

Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. Built specifically for presales teams, Opine replaces spreadsheets, scattered notes, and disconnected workflows with a centralized workspace that syncs with your CRM, email, Slack, and call transcripts, so SEs can focus on driving technical wins instead of chasing admin work.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1004927&secure%5Bdisplayable_resource_id%5D=1004927&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1004927&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1439600&secure%5Bresource_id%5D=1004927&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpresales-management&secure%5Btoken%5D=7b0ee37ac1eb55cda4e0f1826a2f033ccff09f3da8736850a720c41b3c127913&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Opine AI Presales Platform](https://www.g2.com/products/opine-ai-presales-platform/reviews)
  Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. Built specifically for presales teams, Opine replaces spreadsheets, scattered notes, and disconnected workflows with a centralized workspace that syncs with your CRM, email, Slack, and call transcripts, so SEs can focus on driving technical wins instead of chasing admin work.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 24

**User Satisfaction Scores:**

- **Quality of Support:** 9.6/10 (Category avg: 9.8/10)
- **Ease of Use:** 9.2/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Opine](https://www.g2.com/sellers/opine-b9c445c8-acec-4ac1-8ae8-377565fc0167)
- **Company Website:** https://www.tryopine.com
- **Year Founded:** 2023
- **HQ Location:** Durham, US
- **LinkedIn® Page:** https://www.linkedin.com/company/tryopine (17 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer & Network Security, Computer Software
  - **Company Size:** 67% Mid-Market, 25% Small-Business


### 2. [Homerun Presales Platform](https://www.g2.com/products/homerun-presales-platform/reviews)
  Homerun is the AI-embedded presales platform for your entire team. One place to AI/automate, track, manage, organize, and inform all-things-presales. Do More. Admin Less.™ World-class presales teams including ReliaQuest, Protegrity, Starburst Data, and strongDM use Homerun to boost presales automation, effectiveness, visibility, and collaboration. “A force multiplier for our organization” “Homerun is a game-changer” “The OS for sales engineers” Our customer achieve exceptions presales results: - 15% increase in deal win rates - 16% decrease in sales cycle durations - 6 hours saved per week per sales engineer - 4 weeks saved in new hire onboarding Homerun is SOC2 certified and GDPR compliant. We are proud to be founded by career sales engineers, bootstrapped, profitable, and growing fast because of our amazing customers. --- Our Origin Story We built the first version of Homerun as a tool for ourselves to make our daily lives more organized as sales engineers. We were managing multiple deals at any given time, jumping from customer calls to demos to POCs and back. We were using multiple tools: our CRM, notepad, docs, spreadsheets… you name it, we were using it. One day, we had enough and started coding. Today, presales teams have Homerun. Built for both presales leadership and individual sales engineers, presales teams of all sizes use Homerun to achieve exceptional presales results.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 48

**User Satisfaction Scores:**

- **Quality of Support:** 9.8/10 (Category avg: 9.8/10)
- **Ease of Use:** 9.3/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Toga Labs](https://www.g2.com/sellers/toga-labs)
- **Company Website:** https://www.homerunpresales.com/
- **Year Founded:** 2019
- **HQ Location:** San Jose, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/18999504 (8 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Computer & Network Security
  - **Company Size:** 69% Mid-Market, 17% Enterprise


### 3. [PreSkale](https://www.g2.com/products/preskale-inc-preskale/reviews)
  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 product, sales, and customers to identify winning practices 2/ Track efforts, winning solutions, and critical product gaps to drive repeatable technical wins 3/ Employ best-fit assignments to maximize resource allocation and improve PreSales performance 4/ Analyze product adoption across cohorts to map revenue to product roadmap 5/ Build insights into deal velocity with PreSales influence to drive sales conversions 6/ Monitor deal vitals and manage evaluations as one-pagers across pipeline stages


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 35

**User Satisfaction Scores:**

- **Quality of Support:** 9.9/10 (Category avg: 9.8/10)
- **Ease of Use:** 9.4/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [PreSkale](https://www.g2.com/sellers/preskale)
- **Year Founded:** 2021
- **HQ Location:** San Mateo, California
- **Twitter:** @PreSkale (109 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/preskale (3 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 66% Mid-Market, 17% Small-Business


### 4. [Prelay](https://www.g2.com/products/prelay/reviews)
  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 CRM files and legacy tooling suppress their selling potential. Without a purpose-built solution for managing complex deals, internal stakeholders resort to ad-hoc emails, chats, and docs, without any centralized tracking, oversight, or learnings. The result? Internal delays, blindspots, and deal slippage. Prelay conquers deal chaos with a purpose-built Team Selling Platform. Acting as an internal orchestration layer, Prelay organizes deal coordination in one place that integrates with your key software. There are fewer headaches for sales reps and their counterparts, and sales, presales, and revops leaders gain insight into team capacity and what makes deals successful. Whether you’re running evaluations, routing deal desk approvals, or tapping a product specialist, Prelay simplifies your complex deal processes and maximizes the impact of your most valuable internal resources, so you can drive revenue faster as a team.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 12

**User Satisfaction Scores:**

- **Quality of Support:** 9.3/10 (Category avg: 9.8/10)
- **Ease of Use:** 8.8/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Prelay](https://www.g2.com/sellers/prelay)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, US
- **Twitter:** @PrelayHQ (55 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/prelayhq/ (8 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 75% Mid-Market, 25% Enterprise


### 5. [Elvance](https://www.g2.com/products/elvance/reviews)
  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.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 5

**User Satisfaction Scores:**

- **Quality of Support:** 10.0/10 (Category avg: 9.8/10)
- **Ease of Use:** 9.7/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Elvance](https://www.g2.com/sellers/elvance)
- **HQ Location:** London, GB
- **Twitter:** @ElvanceApp (7 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/elvance-software/ (7 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market, 20% Small-Business


### 6. [Provarity](https://www.g2.com/products/provarity/reviews)
  WHAT IS PROVARITY? Provarity is a purpose-built platform for Presales and Solution Engineering teams to manage and optimize their POC/POV process. It brings structure, visibility, and automation to what has traditionally been a manual and fragmented workflow helping teams win more deals and collaborate more effectively with Sales, Product, and Leadership. WHO IS PROVARITY DESIGNED FOR? Provarity is built for Presales and Solution Engineering leaders, Sales Operations, and Revenue teams managing complex enterprise sales cycles and POCS. Whether you’re managing dozens or hundreds of concurrent POCs across accounts, products, and regions, Provarity provides the visibility and consistency needed to scale effectively. WHAT PROBLEM(S) DOES PROVARITY SOLVE? Provarity solves the challenges of managing complex, manual Proofs of Concept (POCs) by streamlining and automating the process for presales teams. It gives presales leaders real-time visibility into the health of active POCs, helping them identify risks and take action early. CROs gain better insight into forecast risk tied to presales activity, improving revenue predictability. Finally, Provarity bridges the gap between presales and delivery teams, ensuring valuable POC learnings are carried forward to enhance customer delivery and success.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Quality of Support:** 10.0/10 (Category avg: 9.8/10)
- **Ease of Use:** 9.2/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Provarity](https://www.g2.com/sellers/provarity)
- **Year Founded:** 2018
- **HQ Location:** Boston, US
- **LinkedIn® Page:** https://www.linkedin.com/company/provarity (30 employees on LinkedIn®)
- **Ownership:** Privately Held
- **Phone:** (833) 287-1200

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 25% Enterprise


### 7. [Success](https://www.g2.com/products/success/reviews)
  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 to track, manage and reports on presales customer engagements, such as product demos, technical evals (Proof of Concepts (POC), Proof of Values (POV) or Pilots). Success provides easy to use platform that not only makes the process transparent, but also provides structure for using sales engineering best practices and making POCs/POVs successful. Some of the biggest advantage of using Success platform are: - Customer collaboration capability - App Store ecosystem provides integration with many other applications - Integration with Salesforce, which makes the whole data management and reporting seamless - Integration with Jira and Slack


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Quality of Support:** 10.0/10 (Category avg: 9.8/10)
- **Ease of Use:** 10.0/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Pudding App](https://www.g2.com/sellers/pudding-app)
- **Year Founded:** 2018
- **HQ Location:** Santa Clara, US
- **LinkedIn® Page:** https://www.linkedin.com/company/success-app (28 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Mid-Market, 33% Small-Business


### 8. [Alivo](https://www.g2.com/products/alivo/reviews)
  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 boost conversion rates. Our AI sales assistant seamlessly integrates into your workflow, automating outreach, follow-ups, and appointment booking via text messaging and Alivo AI Voice. By automating key sales processes with a personalized and engaging approach, Alivo empowers businesses to close deals faster and more efficiently, driving significant conversions and growth.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 7

**User Satisfaction Scores:**

- **Quality of Support:** 10.0/10 (Category avg: 9.8/10)
- **Ease of Use:** 9.8/10 (Category avg: 9.3/10)


**Seller Details:**

- **Seller:** [Alivo](https://www.g2.com/sellers/alivo)
- **Year Founded:** 2023
- **HQ Location:** South Portland, US
- **LinkedIn® Page:** https://www.linkedin.com/company/alivoai/ (6 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (5 reviews)
- Ease of Use (5 reviews)
- Helpful (5 reviews)
- Positive Experience (5 reviews)
- AI Technology (4 reviews)

**Cons:**

- AI Limitations (1 reviews)
- Call Issues (1 reviews)
- Learning Curve (1 reviews)
- Unclear Instructions (1 reviews)

### 9. [CopilotGTM](https://www.g2.com/products/copilotgtm/reviews)
  CopilotGTM transforms the presales deal experience by turning scattered customer moments into one shared understanding. It brings together context from calls, communications, and notes, then uncovers hidden insights teams often miss, including core pains, risks, blockers, stakeholder motivations, alignment gaps, and product issues that may impact the deal. CopilotGTM uses this intelligence to guide next actions and assist execution so every interaction moves forward with clarity and value. All of this happens in one connected workspace built for sales, presales, and product teams navigating complex B2B technical sales.




**Seller Details:**

- **Seller:** [CopilotGTM](https://www.g2.com/sellers/copilotgtm)
- **Year Founded:** 2025
- **HQ Location:** Delaware, US
- **LinkedIn® Page:** https://www.linkedin.com/company/copilotgtm/ (3 employees on LinkedIn®)



### 10. [Prelio](https://www.g2.com/products/prelio/reviews)
  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 Presales Management and Productivity System designed specifically for SEs and their teams to be organized, understand their impact, and identify critical needs of their product. Presales practitioners use Prelio to be more efficient and Managers use Prelio to understand what their team is working on and the challenges they face. Presales Management is a new category of business software, which is critical for technology businesses to be a success. Prelio is a cloud-based, SaaS (Software as a Service) solution accessed through a web browser. Anyone can use Prelio for free, but to collaborate with teammates and gain insight for managers they need to purchase a subscription to the software.




**Seller Details:**

- **Seller:** [Prelio Tech](https://www.g2.com/sellers/prelio-tech)
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/prelio (3 employees on LinkedIn®)



### 11. [PresalesIQ](https://www.g2.com/products/presalesiq/reviews)
  PresalesIQ is the operational command center for presales and solutions consulting teams. Built specifically for technical sales, PresalesIQ centralizes discovery, activities, demos, POCs, and customer insights into a single system of record—eliminating the spreadsheets, scattered notes, and disconnected tools that slow presales teams down. PresalesIQ uses AI to analyze discovery conversations, meeting notes, and engagement history to surface key themes, risks, and recommended next steps, helping presales professionals stay focused on what matters most in active deals. For presales leaders, PresalesIQ provides forward-looking visibility into team capacity, engagement health, and product gaps across the pipeline. Instead of relying on anecdotal updates or lagging metrics, leaders can proactively identify at-risk deals, prevent burnout, and make better resourcing decisions. Unlike CRMs or point solutions, PresalesIQ is purpose-built around the real workflows of presales teams—turning presales execution from a reactive support function into a predictable, strategic driver of revenue.




**Seller Details:**

- **Seller:** [PresalesIQ](https://www.g2.com/sellers/presalesiq)
- **Year Founded:** 2025
- **HQ Location:** Tacoma, US
- **LinkedIn® Page:** https://www.linkedin.com/company/presalesiq/ (1 employees on LinkedIn®)





## Parent Category

[Presales Software](https://www.g2.com/categories/presales)