Product

    The operational layer presales has always needed

    Presales execution flows faster when structure is generated automatically. Embedded intelligence across engagement creation, activity capture, discovery, POCs, and capacity management—so you can lead with current data, not hope. Explore our presales insights blog for best practices.

    AI-Generated Engagement Structure

    Structure that exists the moment work happens—not days later

    Engagement Management

    Engagements created and enriched automatically from calendar, CRM, and activity signals. AI parses context, infers stage, and surfaces risk indicators—eliminating manual data entry entirely.

    • AI-generated engagement records
    • Automatic stage and status inference
    • Real-time risk detection
    • Context captured from calls and notes

    Activity Intelligence

    Activities captured and structured automatically from calendar events and interactions. AI categorizes, assigns to engagements, and tracks effort—no logging required.

    • Auto-capture from calendar integrations
    • AI-driven activity categorization
    • Automatic engagement association
    • Effort tracking without overhead

    Embedded Intelligence

    AI woven into every workflow—not added as an afterthought

    Workflow-Embedded AI

    Intelligence surfaces at the moment of work—not in a separate dashboard. Engagement health, discovery gaps, and product patterns detected as activities happen, enabling earlier intervention.

    • Real-time engagement health analysis
    • Discovery gap detection
    • Product feedback pattern recognition
    • Multi-model AI (OpenAI + Gemini)

    Decision-Ready Analytics

    Analytics grounded in AI-generated structure—always current, never stale

    Operational Analytics

    Because structure is generated automatically, analytics reflect reality without lag. Capacity planning, forecasting inputs, and resource allocation decisions grounded in current data—not last week's manual entries.

    • Always-current engagement analytics
    • Activity and effort reports
    • Demo request metrics
    • Product gap analysis

    Capacity Intelligence

    AI-assisted workload distribution and presales assignment. Understand team capacity and optimize allocation with embedded intelligence—eliminating guesswork from resource decisions.

    • AI-suggested presales assignment
    • Workload optimization
    • Proactive capacity planning
    • Resource allocation intelligence

    Accelerated Execution Workflows

    Demos, POCs, and product gaps—structured and routed in seconds, not days

    Demo Planning

    Demo requests captured from calendar and CRM signals. AI suggests preparation context and tracks execution—eliminating the administrative overhead that slows teams down.

    • AI-captured demo requests
    • Automatic preparation context
    • Workflow status tracking
    • Demo history and notes

    Demo Engineering Requests

    Demo engineering requests surfaced and routed with AI-assisted prioritization. Workload visibility and assignment tracking embedded directly in the workflow.

    • AI-assisted request prioritization
    • Workload visibility
    • Intelligent assignment routing
    • Capacity-aware scheduling

    Product Gap Routing

    Product gaps captured from engagement context and routed automatically. AI categorizes severity, detects patterns across deals, and integrates with Jira—ensuring nothing falls through the cracks.

    • AI-detected product gaps
    • Automatic severity categorization
    • Pattern detection across deals
    • Jira integration for routing

    POC Management

    Proof of concept engagements structured automatically. Milestones tracked, outcomes documented, and templates applied—without the manual setup that derails velocity.

    • AI-structured POC records
    • Automatic milestone tracking
    • Outcome documentation
    • Reusable templates

    See what AI-native presales looks like

    Schedule a demo and experience presales execution with embedded intelligence. The difference is immediate. Learn why leading SE teams choose PresalesIQ over CRM workarounds.

    Explore our flexible pricing plans or see who PresalesIQ is built for.