--- title: Prelay Reviews meta_title: 'Prelay Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 12 reviews by the users' company size, role or industry to find out how Prelay works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 12 scale: '5' date_modified: '2026-06-04' parent_category: name: PreSales url: https://www.g2.com/categories/presales --- # Prelay Reviews **Vendor:** Prelay **Category:** [PreSales Management Software](https://www.g2.com/categories/presales-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 12 ## About Prelay 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. ## Prelay Reviews ### 1. Super charge your POC's **Rating:** 4.5/5.0 stars **Reviewed by:** Kulbir N. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Prelay?** POC's are a critical investement of time both from buyer as well as sellers perspective to prove product value. As such pre-sales teams need to be very precise with the requirements/milestones tracking and overall tracking for the POC - despite this being so critical often process used to track this is very manual(shared docs/emails etc.). This is where Prelay changes the game by providing a simple UI/UX interface to get detailed visibility into all ongoing POC's - broken down by each individual stage/tasks which can be seamlessly shared between SE team as well as external POC stakeholders. This helps provides deep visibility to all stakeholders on current POC state/blockers/improvement areas and ensure clear alignment on expectations/outcomes. Pros: -Seamless integration with Salesforce with out of the box reporting and analytics -Ability to customize POC templates as well as seamless integration with Slack/Email and other productivity tools -Easy way to track internal assists (engineering/Ops/Infosec) to ensure process is continously improved -Ability to easily share details with external stakeholders -Summary views to track all active POC's by stages including task reminders **What do you dislike about Prelay?** Cons: -No native integration with JIRA(yet) -Limited Slack integration **What problems is Prelay solving and how is that benefiting you?** -Optimize POC execution process and provide single pane of view to track all related activities ### 2. Our missing piece in the technical pre-sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Tim V. | Head of Sales Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Prelay?** Prelay has been a fantastic partner as we reimagine our pre-sales process, specifically our evaluation process. The team is always responsive and done a fantastic job addressing product requests. **What do you dislike about Prelay?** We have not found any downsides using prelay. All change is difficult at some level and introducing a new tool is never without its challenges but once our teams saw imediate positive results, any hesitation quickly evaporated. **What problems is Prelay solving and how is that benefiting you?** We wanted to imporve our POC process by using a platform that allowed us to easily share/collaborate with prospects. Too often POCs are started with a shared document which is then never touched again after the first meeting. We wanted our prospects to work with us at each stage in the evaluation and always know exactly what we were up to. ### 3. Making POCs easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 01, 2023 **What do you like best about Prelay?** Prelay has dramatically improved the effectiveness of our POCs. It speeds up and simplifies the creation of test plans and makes it easy for all parties invovled to have a clear understanding of the POCs status. Our customers appreciate the clear visibility into next steps and progress at all layers of their org. As a manager I appreciate being able to quickly view the status of all the POCs being run by my team. **What do you dislike about Prelay?** I really have no complaints about Prelay. **What problems is Prelay solving and how is that benefiting you?** Prelay is used by our sales teams in the field to manage proof of concepts with our customers. It has greatly reducuded the time spent creating and managing the POC process for our teams. ### 4. Life is generally better with Prelay **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Prelay?** • I like the general idea of Prelay. Ie using a structured format to organize/track a Proof of Concept for evaluating technology. • I like the heirarchical model of defining components of a POC: ⁃ Business Objective -> Success Criteria -> Milestones • I like how the above 3 components are mapped backwards ⁃ Milestones map to Success Criteria which map to Business Obj. • Why I like the above mapping is that it enables you to identify what milestones are most important by having the customer identify what business objectves are most important to them. **What do you dislike about Prelay?** • I don't like how it is too inflexible. ie as an end-user (not a mgr) I am unable to add additional unique milestones. Also, I'm unable to remove (some) unnecessary milestones. • I don't like how the results of a milestone are limited. You only offer completed, not started, in progress, blocked, and skip. There is nothing to indicated the level of success of a milestone. Was the milestone successfully completed? Was it a partial success? This is a major failing on the product in my opinion. It is not very nuanced. • There needs to be general comment section for each milestone, not just for each task within a milestone. I end up having to repeat a lot of text in each task. • I wish you had a tech and a business section that could be independently closed. As it is, everthing is lumped together. **What problems is Prelay solving and how is that benefiting you?** It's a great tool for organizing Proof of Concepts for technical evaluations. ### 5. Helpful tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Prelay?** Pre-populated templates can make POC prep much quicker **What do you dislike about Prelay?** Inability to create my own or customer specified milestones without admin interaction. I would like to be able to create a play and pull in my own preset milestones rather than using only the milestones in a single template. This lets me reuse previously created milestones; once custom milestones becomes a feature. I do not like forgetting to save content in a task section and then going to a different task, and losing what I was typing in the original task section. I wish it would just bring back to where I was, and what I was typing when I come back to the section. Would like more flexible completion criteria. "Successful" and "Unsuccessful" are a bit broad. **What problems is Prelay solving and how is that benefiting you?** Helps to organize, monitor and progress customer POCs. ### 6. Prelay makes it easy for our teams to collaboratively work on closed deals. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Prelay?** It's an easy to use platform that connects our sales team to our deals team to make sure we're getting support and credit on when our deals come through. We couldn't work without it! **What do you dislike about Prelay?** There isn't much to dislike about Prelay's product, especially when it's used to help me get credit on the deals I close from the integration with Salesforce! Works great. **What problems is Prelay solving and how is that benefiting you?** Prelay helps our deals team connect with our sales team and provide instant feedback on deals, connecting them to the right AE, and making sure when deals come through- people are getting credit. ### 7. Prelay helps us triage our requests, allowing us to scale efficiently and faster. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Prelay?** Prelay is intuitive to use. It makes it easy for both our Deal Manangement and our internal clients to communicate and consolidate all the necessary information regarding a deal in one place. **What do you dislike about Prelay?** As our business grows and scales, our needs in how we use Prelay will continue to develope. We may outgrow the out-of-the-box functions, but Prelay is also great partners with supporting our business needs. **What problems is Prelay solving and how is that benefiting you?** Prior to Prelay, all requests related to deals were done through multiple different channels. We did not have a consolidated platform to triage these requests until Prelay. We're able to use Prelay as a case management tool, which allows us to scale faster, streamline, and track. ### 8. Awesome assistant to get things done expeditiously **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen M. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2023 **What do you like best about Prelay?** It's great to offload manual follow up and action items by simply using Prelay instead. **What do you dislike about Prelay?** n/a So far its working well and has been helpful. **What problems is Prelay solving and how is that benefiting you?** Prelay is expediting notification and deal approval processes. ### 9. PreLay, ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Bobby F. | Manager, Renewals Team, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Prelay?** Prelay allows my team to make special requests to our deal management team all through Salesforce. This allows us to see the current status of the request and communicate to multiple departments all through one tool. It also tracks all updates and integrates with Slack. **What do you dislike about Prelay?** Everything has been fantastic since we started using Prelay. **What problems is Prelay solving and how is that benefiting you?** Allows easy access to request special changes and approvals between our teams. ### 10. Great Collaboration Tool for Technical Presales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2023 **What do you like best about Prelay?** Simplifies POC execution when multiple stakeholders are involved in a technical sales campaign. Facilitates collaboration with the end customer. **What do you dislike about Prelay?** Needs better flexibility to customize milestones within a sales play outside of the "Additional" section. **What problems is Prelay solving and how is that benefiting you?** Prior to Prelay we relied on manually created, non-standardized POC test plans. This led to inconsistent results when testing with customers. Prelay has standardized these and ensured predictable results when showcasing our product. ### 11. Enhances ability to win evals **Rating:** 5.0/5.0 stars **Reviewed by:** Chuck D. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Prelay?** The interaction with customers ensures that we are working off the same page. And the linkage of business objectives and success criteria is spot on! **What do you dislike about Prelay?** Reporting that fits our unique style of capturing details is still under development. However, Prelay works with us diligently to fulfill our needs. **What problems is Prelay solving and how is that benefiting you?** Prelay helps us capture the process of our technical evaluations in a very effective manner. This has helped drive many product evaluations to success. ### 12. Makes us look great towards customers by organising cross-department efforts towards prospects **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Prelay?** The ability to use the tool as a "share-screen" tool when being on a call with customers and the customer stakeholder login. **What do you dislike about Prelay?** I would like Prelay to allow me to add more guiding information towards my internal users (descriptions, links to sharepoint sites) but they are working on it. **What problems is Prelay solving and how is that benefiting you?** We have a lot of teams working across the globe that need to be coordinated in their efforts in pre-sales and on-boarding scenarios. Prelay organises this. - [View Prelay pricing details and edition comparison](https://www.g2.com/products/prelay/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-24+06%3A02%3A21+-0500&secure%5Bsession_id%5D=c4f6658e-629e-4207-b6d3-aadea7918eb8&secure%5Btoken%5D=d8c2a2095fb7837ff756322076b33bef1ad555d219c84edd051a60445e43c77b&format=llm_user) ## Prelay Features **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Deal Analytics** - Engagement Tracking - Reporting and Dashboards - Proposal Effectiveness Reporting **Management - PreSales Management** - Technical Forecasting - Performance Analytics - Playbooks/Templates - Opportunity Management - Resource Allocation - Activity Capture **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Intelligence** - Opportunity Identification **Administration and Security** - User, Role, and Access Management - Alerts and Notifications - Regulatory Compliance **Collaboration - PreSales Management** - Alerts & Notifications - Product Feedback **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Mapping** - Stakeholder Roles **Platform** - E-Signature - Proposals - CPQ - Video Proposals - Content Sharing - Chat **Integrations - PreSales Management** - Product Management - CRM Integration **Administrative** - Integration - Employee Structure - Behavior Monitoring **Integrations** - CRM Integration - Internal Messaging Systems Integration **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Digital Sales Room** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning ## Top Prelay Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,501 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,246 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,647 reviews)