Presales management software featuresOne screen. Every deal. Zero guesswork.
PresalesIQ is AI-native presales management software for sales engineering and solutions consulting teams. Click through the screens your team will live in, from the pipeline board to the product gaps it surfaces.
01 / 07
Every deal. One board.
Your whole presales pipeline by stage, with the numbers you actually run the team on. Coverage, at-risk revenue and attach rate stay live, so Monday's pipeline review starts with the truth.
- Coverage, at-risk revenue and attach rate update on their own
- Owner, CRM stage, amount and risk on every card
- Stalled deals flag themselves before they slip
02 / 07
The deal, engineered to win.
Everything about a technical evaluation lives in one workspace, with AI telling you where the deal stands and what has to happen next. Anyone who joins the deal is up to speed in minutes.
- AI summary and risk assessment on every deal
- Structured discovery: pain, drivers, requirements, budget and risks
- Buying committee and CRM fields kept in sync
03 / 07
Your calendar logs itself.
Customer meetings sync straight from the calendar and line up for one-click logging against the right deal. No more Friday afternoons spent rebuilding the week.
- Meetings sync automatically from the calendar
- An up-next queue: one click to log, one to ignore
- Customer and internal time separated at a glance
04 / 07
Every call becomes discovery.
Transcripts turn into structured key points the moment a call ends, so the next person on the deal knows exactly what the buyer said, in the buyer's own words.
- Pulled in from call recording, or uploaded in seconds
- Pain, budget, timeline and decision makers extracted automatically
- Engineers review and approve instead of retyping
05 / 07
AI drafts it. Your team decides.
AI reads the calls, notes and activity on a deal and proposes the updates: status, technical win, next steps and risk. Your engineers accept or reject each one, with the source right there.
- Every suggestion shows where it came from
- Accept or reject field by field
- Discovery stays current without anyone retyping it
06 / 07
Demos built from discovery.
Every demo starts from what the buyer told you, not a generic tour of the product. Your engineers walk in with a plan built to win this deal.
- Objective, audience and value hypothesis on one page
- Must-show scenarios drafted by AI from discovery
- Tracked from planned to debriefed, tied to the deal
07 / 07
Product gaps, priced in dollars.
The feedback product never hears now shows up with pipeline attached. Roadmap conversations stop being anecdotes and start being revenue.
- Each gap shows the revenue at risk across every deal raising it
- Synced both ways with Jira
- Customers in their own words, linked to live opportunities
Start with the core. Add firepower as you scale.
Every team gets the presales command center on day one. Turn on AI analysis, POCs, product gaps and demo engineering the moment you need them.
Engagements
Core
Activities
Core
Demo Planning
Core
AI Analysis & Insights
Add-on
POCs
Add-on
Demo Engineering
Add-on
Product Gaps
Add-on
Stop guessing. Start winning.
See every deal, every engineer and every risk on one live screen. Thirty minutes is all it takes.