We researched dozens of sales tools, went through verified user reviews on G2, and talked to sales leaders to find out the best presales solutions on the market.
This article will review 10 presales tools for sales reps, going over their top features, pros and cons, and pricing models.
Before we begin, let’s review a few factors to consider when evaluating presales software. ⤵️
What Factors To Consider When Evaluating Presale Software?
#1: Use Case In The B2B Sales Funnel
Different presales platforms have different use cases in the B2B sales funnel to help you secure more deals.
For this guide, we researched sales tools that specialize in either:
- Digital sales rooms.
- Sales proposals.
- Interactive product demos.
- Cold outreach tracking and sales rep evaluation.
We then put these tools against other alternatives in the same product category for integration capabilities, depth of features, and data synchronization.
#2: Analytics Into Sales Performance
Secondly, our team evaluated each tool’s analytics in sales performance. We were interested if the tools could give you the ability to:
- Track, measure, and analyze sales performance metrics like win rates, deal cycle times, and average contract values.
- Visualize performance data in real-time in an easy-to-understand dashboard.
- Identify trends, spot areas for improvement in your sales team, and map out the hierarchy of your clients (i.e., stakeholder mapping).
➡️ The best platforms let you integrate these analytics with your sales CRM to provide a holistic view of client interactions and sales outcomes.
#3: Cost Structure
Some platforms we reviewed offer pricing models based on the number of seats you’d require, while others are based on the features you will need.
The pricing model you choose can impact your bottom line and prove to be quite expensive in the long run if you plan on onboarding a large number of sales development reps.
💡 For the platforms that did not disclose their pricing, we tried to find data from third-party sources like Vendr.
What are the best presale platforms for sales teams?
#1: Arrows: Keep a gameplan for every deal and get call prep, research, follow-ups, and multi-threading done for your reps.
#2: Gong: Analyze client interactions across different sales platforms.
#3: GetAccept: Build personalized proposals from out-of-the-box templates.
#4: Storylane: Build interactive product demos quickly.
#5: GTM Buddy: Optimizing each step of the presales process.
#6: Accord: De-risk deals with consistent stakeholder management.
#7: Vivun: Equip your team with an AI assistant that lets them prepare for pitches.
#8: Highspot: Measure the performance of your sales team.
#9: Trumpet: Send personalized sales rooms.
#10: Aligned: Build personalized sales rooms with the help of an AI assistant.
#1: Arrows
Best for: B2B sales teams that want the presales work between calls done for their reps.
Arrows is promptless AI for account executives. It keeps a gameplan for every deal and does the work that keeps deals moving.
Full disclosure: Arrows is our product. Here’s what it does and where it fits in a presales stack.
Arrows works on your deals before and after each call. It reads your call transcripts, emails, CRM, and notes, builds a gameplan from your team’s playbook, and does the prep, research, and follow-up your reps would otherwise do by hand.
Feature #1: A gameplan for every deal
Your best reps carry a plan in their head for their top five deals. The rest get improvised.
Arrows applies your team’s playbook to every deal. Each one gets a gameplan with the next steps for that deal, and the plan stays current as the deal moves.
Feature #2: Presales work done before and after every call
Arrows does the work you expect reps to do, and the work you wish they did:
- Call prep before every meeting.
- Deep research on the account.
- Follow-up emails drafted from what the buyer actually said.
- Multi-threading, so a deal doesn’t rest on one contact.
- CRM updates written back to the deal.
- Every date tracked from your calls, with nudges when a deal goes quiet.
- The right case study and Loom videos sent between calls.
- Sales room updates, so your buyer always sees the current next steps.
There’s no prompt to write. Reps approve every email, CRM update, and sales room change before it sends.
Feature #3: Works with the CRM and notetaker you already use
Arrows works with HubSpot, Salesforce, Pipedrive, Close, and Attio, and with notetakers like Gong, Fathom, Granola, Grain, and Fireflies. It also connects to Gmail, Outlook, and Google Calendar.
It reads the deal context and writes approved changes back, so your CRM stays current without reps typing updates. See the CRM integrations.
Pricing
Arrows doesn’t publish prices. It’s priced on the work, not the seats. See how pricing works.
Not sure if Arrows is a fit for your team? Book an agent kickoff to see how it works.
What stands out
✅ A living gameplan for every deal, built from your team’s playbook.
✅ Promptless: call prep, research, and follow-ups arrive done, ready for a rep to approve.
✅ Sales rooms that stay current with each deal’s next steps.
✅ One shared playbook for the whole team, instead of each rep prompting AI their own way.
✅ Works with the CRM and notetaker your team already has.
#2: Gong
Best for: Analyzing user interactions across different sales platforms to make better decisions.
Similar to: GTM Buddy.
Gong is a sales enablement platform that lets you analyze customer interactions across phone, email, and the web at scale to improve decision-making.
Features
- Gong Insights: Track your deals through the sales cycle and identify risks and opportunities.
- Recording, transcription and analysis of user interactions to identify patterns and access AI-powered insights to improve performance over time.
- Sales feedback and coaching that lets your sales managers access real-time feedback on sales calls to skill up your sales development representatives.
Standout Feature: Gong AI
Gong AI helps your team analyze client data, track initiatives and translate client conversations.
The tool can also be personalized with its user-trainable system to better analyze complex data sets.
Pricing
Gong does not disclose its pricing on its website, so you’d have to contact them to get a quote.
We found 3rd party data from Vendr that suggests the platform bases its pricing per user and it is between $1,000 - $2,000 per seat a year.
Out of the 181 deals Vendr has handled for Gong, the average contract value was $105,530/year.
Pros and Cons
✅ Sales call recording platform for sales planning.
✅ Sales feedback to your SDRs to help you train and level up them.
✅ Trainable generative AI tool to assist you with forecasting and data analysis.
⚠️ Some users of the platform note that the call scripts to text may not be 100% accurate.
⚠️ Not every customer of the platform is satisfied with the platform’s search functionality.
#3: GetAccept
Best for: Building and sending out personalized proposals from out-of-the-box templates.
Similar to: Qwilr.
GetAccept is a sales proposal software that provides your sales reps with document tracking, e-signatures, and interactive presentations to win more deals.
Features
- Contract management feature: Add customized quotes and e-signatures from pre-made templates.
- Mutual action plans that help your sales team provide a better onboarding experience and have more clarity over your new client pipeline.
- Sales content management: Give your SDRs a unified and user-friendly content repository to find and share the right content at the right time with their leads.
Standout Feature: Sales Engagement
GetAccept helps you start engaging your buyers with its sales engagement features.
Inside the sales proposals, you can insert personalized videos, chat with your prospects in real-time, add comments on the documents and create shareable links.
Pricing
The tool offers a 14-day trial where you can test out the platform for free.
Other than that, GetAccept offers two paid tiers:
- Professional:$79/month/user, which gives you access to unlimited active rooms, e-signatures, advanced tracking, and templates.
- Enterprise: Custom pricing, which adds access to contract management features, CPQ, SSO, and premium integrations.
Pros and Cons
✅ Easy-to-use platform that is intuitive for new sales reps.
✅ Mutual action plans for a better onboarding experience.
✅ Analytics into how prospects are interacting with your proposals.
⚠️ CRM integrations are not as deep as other competitors to GetAccept.
⚠️ Creating proposals without templates can be hard, according to user reviews.
#4: Storylane
Best for: Building interactive product demos quickly.
Similar to: Navattic.
Storylane offers an interactive demo platform that lets you create product demos of your platform in minutes without technical know-how.
Features
- Interactive product demo builder, where you can build a product walkthrough of your software.
- An AI assistant that can help you generate guides, instructions, and clarifications within your product demo for your leads.
- Demo repository to keep relevant demos in one place for easy access for your sales reps to find.
Standout Feature: Sandbox Demo
Storylane lets you access a sandbox demo where you can create a replica of your app in a customizable and safe demo environment.
You can personalize the content to each prospect effortlessly, make redactions and customize any element of the demo.
Pricing
The software has a free version where teams can create and publish one guided demo using screenshots only.
To access Storylane’s advanced features, you’d need to be on one of their three paid plans:
- Starter: $40/month for one seat, which lets you create unlimited guided demos using screenshots and videos.
- Growth: $500/month for five seats, enabling you to create both guided and clickable demos using screenshots and HTML.
- Premium: $1,200/month for custom users with enhanced security and Salesforce integration.
Pros & Cons
✅ Easy-to-use user interface to help you build guided product demos.
✅ AI-powered demo creation.
✅ Integrations with tools like Pardot and Zapier.
⚠️ Some users find the demo analytics limited according to other alternatives.
⚠️ Can only be used for recording web apps.
#5: GTM Buddy
Best for: Optimizing each step of the presales process.
Similar to: Accord.
GTM Buddy is presale software that helps your sales reps optimize each stage of the sales funnel with AI-powered recommendations on where the funnel is ‘’leaking’’ leads.
Features
- Enable your sales reps to access the right content for the right use case (e.g., the right case study) without the need to search for it.
- Give your sales reps the right training and learning resources to upskill them in every stage of the buying journey.
- Account research templates and persona cards to help your sales team fill in and then find relevant information related to each account and persona.
Standout Feature: AI-Powered Discovery Call Preparation
GTM Buddy helps your sales reps prepare for discovery calls with key clients with relevant discovery questions, competitive knowledge, and lead qualification plans.
Pricing
GTM Buddy does not publicly disclose their pricing, so you’d have to contact their team to receive a quote and a product demo.
Pros and Cons
✅ Sales training capabilities to upskill your sales development team.
✅ Let your sales reps easily find the sales collateral they need for each use case.
✅ Prepare your sales reps for discovery calls with the help of AI.
⚠️ Analytics capabilities could be a bit better, according to reviews on G2.
⚠️ Some users of the platform have reported layout issues in the platform.
#6: Accord
Best for: De-risking deals with consistent stakeholder management.
Similar to: Highspot.
Accord is a B2B sales enablement software that helps sales teams create action plans to improve sales processes and new client onboarding.
Features
- Deal execution platform: Sales managers can see sales development reps’ productivity, deal velocity, and win rates.
- Cycle reports, whichgive you an up-to-date view of deals’ status and what needs to be done to move prospects forward.
- Stakeholder mapping: De-risk deals with consistent stakeholder management. You can build organizational charts and power mapping for your key accounts.
Standout Feature: Methodology Enforcement
Accord lets you enforce your winning formula by defining deal criteria for your sales team.
With the tool’s Methodology Enforcement, your team can set the deal criteria, such as identifying the pain points and the internal champion.
Pricing
Accord has a free version of its tool, which lets you access its best practice playbooks, and the ability to send unlimited customer invites to sales rooms for one seat.
To access the tool’s advanced features, you can choose from the three plans:
- Startup plan: $99/seat/month with the platform fee, which adds business cases, account planning, mutual action plans, and CRM integration.
- Growth plan: $119/seat/month with the platform fee, which adds engagement analytics, Slack connectors, and integrations with CRM and Gong.
- Enterprise plan: Custom pricing, which adds SSO, resource management, stakeholder maps, and open API.
Pros and Cons
✅ Advanced stakeholder mapping.
✅ Combines playbooks, document storage, and collaboration all in one place for learning and execution.
✅ Good reporting abilities for sales managers.
⚠️ Limited integration with existing sales systems, compared to other alternatives.
⚠️ Data syncs and automation could be improved, according to some users of the platform.
#7: Vivun
Best for: Equipping your B2B SaaS sales team with an AI assistant that lets them prepare for pitches and discovery sessions.
Similar to: GTM Buddy.
Vivun offers an AI sales engineer that helps you prepare your sales reps for their meetings by handing them out accurate forecasting and relevant meeting information.
Features
- Ensure technical coverage at every stage of the sales process: Your sales reps can cover more ground by making sure all technical sales resources are deployed and used.
- Deliver product-centric roadmaps with opportunities and product gaps to increase the usage of your product and secure more deals and renewals.
- Get access to the tool’s forecasting capabilities to understand what features are driving deals to pinpoint market trends.
Standout Feature: Ava, The AI-Powered Sales Engineer
Vivun’s Ava helps your sales team be better prepared for important conversations by supporting technical-related questions.
Pricing
Similar to GTM Buddy, Vivun also does not disclose its pricing. You’d have to contact them to get a product demo and a quote.
Pros and Cons
✅ Insights into what features of your product are impressing your clients the most.
✅ AI-powered chatbot that helps your sales teams during sales calls or before them with technical questions.
✅ Good sales forecasting capabilities.
⚠️ Some users of the platform are not satisfied with the tool’s customization options.
⚠️ Depth of analytics and integrations are not as good as other alternatives on the market.
#8: Highspot
Best for: Measuring the performance of your sales team.
Similar to: Accord.
Highspot is an AI-powered sales platform that offers sales solutions and analytical capabilities to measure the performance of your sales team.
Features
- Detailed and actionable insights into the performance of digital sales rooms.
- Conversation intelligence to analyze customer conversations to boost your sales teams’ performance.
- Measure the usage and effectiveness of sales collateral, sales rep training, and revenue strategy with advanced analytics.
Standout Feature: AI-Powered Sales Coaching
Highspot lets you coach your SDRs by analyzing sales calls and the performance of your sales playbooks.
The tool’s AI can give your sales reps ratings on whether they are meeting expectations (e.g., how well have they uncovered the challenges of customers) or if they need improvement.
Pricing
Highspot does not disclose its pricing, so your team will have to contact them to get a quote.
💡 You can review our Highspot pricing guide that aims to uncover how much the platform really costs, as well as its paid add-ons.
Pros and Cons
✅ Train your sales reps with AI-powered coaching.
✅ Evaluate the performance of your sales playbooks.
✅ AI-powered sales coaching of sales reps.
⚠️ The tool might have a steep learning curve for some customers, unlike competitors to Highspot.
⚠️ Set up and maintenance can be time-consuming for smaller teams.
#9: Trumpet
Best for: Sending personalized sales rooms.
Similar to: Accord.
Trumpet is a sales enablement and customer onboarding platform that lets you send out customizable sales rooms with insights into deals with a high conversion potential.
Features
- Digital sales rooms: Streamline your sales cycle in one space. Your team can add proposals, mutual action plans, and demo videos.
- Tap into 70+ pre-made templates of sales rooms and then tailor them to your leads to increase the likelihood of conversion.
- User and pod analytics: Enable your sales team to make better-informed decisions and identify trends by monitoring buyers’ interests.
Standout Feature: One-Click Personalization
Trumpet lets you customize your sales rooms and onboarding plans with as little effort as one click.
The sales enablement platform lets you automatically personalize its pod templates for different use cases with custom variables.
Pricing
Trumpet offers a free version that lets you access all Scale plan features for up to 10 pods.
In the free plan you can add unlimited users and access 30+ integrations, the tool’s analytics, and mutual action plans.
To access the software’s advanced features and unlimited pods, you will need to sign up for one of their three paid plans:
Note: Trumpet is a UK company that displays its pricing only in GBP (£). The tool also states that it accepts payments in USD ($).
- Pro plan:£29/seat/month when paid annually, which adds access to unlimited Pods, unlimited content storage, access to all templates, and CMS.
- Scale plan:£60/seat/month when paid annually, which adds access to the tool’s TrumpetSign (e-signatures), Content Analytics, management dashboard, and proposal software.
- Enterprise plan:£100/seat/month when paid annually, which adds access to SSO, custom domains, account management, and multiple team workspaces.
Pros and Cons
✅ One-click personalization of digital sales rooms.
✅ Ready-to-use templates that can be customized to your prospects.
✅ Advanced analytics into user interactions and buying intent.
⚠️ Some users of the platform report limited customization of widgets.
⚠️ The contract e-sign tool may not be as intuitive and easy to use as with other competitors.
#10: Aligned
Best for: Building personalized sales rooms with the help of an AI assistant.
Similar to: Trumpet.
Aligned is a presale platform that offers digital sales room software to help them better manage deal complexity and standardize sales playbooks.
Features
- Share all sales content in a personalized sales room with no login required from your prospects.
- Mutual action plans: Help your sales team gain control over customer processes and timelines to convert your leads faster.
- Revenue intelligence: Make better decisions, and identify risks in your deals and buyer intent.
Standout Feature: Aligned AI (Chatbot)
Get access to an AI pilot that helps your sales team keep the momentum going by answering your prospects’ urgent questions as they arise.
The chatbot can summarize the project scope, ask about the ROI, and help all of your SDRs catch up on a deal.
Pricing
The platform offers a free version that includes 3 rooms per seat, room analytics, access to a personal domain, and secured room sharing.
To access Aligned’s advanced features, you’d need to sign up for one of its three paid tiers:
- Basic:$29/month/seat, which adds unlimited sales rooms, a centralized dashboard, 5GB content storage, and better customer support.
- Pro:$49/month/seat, which adds a Gong integration, section templates, 1TB of content storage, secured tabs, and group filters.
- Enterprise: Custom pricing, which adds Aligned AI, CRM integrations, internal comments, advanced content analytics, and more.
Pros and Cons
✅ AI copilot that lets you answer your prospects’ urgent questions.
✅ Freemium plan that lets you get 3 sales rooms per seat.
✅ Detailed analytics of the sales rooms.
⚠️ CRM integrations are on the Enterprise plan, unlike competitors to Aligned.
⚠️ Some users of the platform are not satisfied with the platform’s customizable options.
Next steps: get the presales work done on every deal
Most presales work happens between calls: the prep, the research, the follow-up, and the next stakeholder to bring in.
If you’re a sales leader who wants:
- A gameplan for every deal, built from your team’s playbook.
- Call prep, research, follow-up emails, and CRM updates done for your reps, with a rep approving each one before it sends.
- Sales rooms kept current with each deal’s next steps, all of it working with the CRM and notetaker your team already uses.
Then you can book an agent kickoff to see how Arrows works today.