Turn Sales Calls Into Winning Proposals in Minutes
AI-powered presales automation that extracts insights from every call and generates professional proposals automatically. Integrated with your CRM.
14-day free trial · No credit card required · Setup in 5 minutes
Presales is Inefficient
Your presales team is drowning in manual work while deals slip through the cracks. Sound familiar?
Hours Lost on Manual Work
Sales engineers spend 60% of their time on admin tasks instead of selling.
Inconsistent Proposals
Every rep creates proposals differently, leading to brand inconsistency and errors.
Lost Call Insights
Critical client requirements get lost in notes or forgotten after calls.
Slow Response Times
Prospects wait days for proposals while competitors move faster.
No Visibility
Managers lack insight into deal progress and team performance.
Knowledge Silos
Best practices stay locked in top performers heads, not shared across the team.
The result? Lost deals, burned-out teams, and missed revenue.
Meet PreSales.IO
The AI-powered platform that automates your entire presales workflow—from call to close.
AI-Powered Transcription
Every call automatically transcribed with speaker detection, sentiment analysis, and key moment highlights.
Instant Proposal Generation
AI extracts requirements from calls and generates professional proposals in minutes, not days.
Smart Insights Extraction
Automatically identify pain points, requirements, objections, and next steps from every conversation.
Automated Workflows
CRM updates, follow-up tasks, and team notifications happen automatically after each call.
Real-Time Analytics
Track proposal performance, win rates, and team metrics with actionable dashboards.
Enterprise Security
SOC 2 Type II compliant with end-to-end encryption. Your data is always protected.
14-day free trial · No credit card required
Everything You Need to Win More Deals
Powerful features designed to streamline your presales process and close deals faster.
AI Call Analysis
Automatically transcribe and analyze sales calls to extract key insights, pain points, and requirements in real-time.
Auto Proposals
Generate professional, customized proposals instantly using AI that understands your client needs and product offerings.
CRM Integration
Seamlessly sync with Salesforce, HubSpot, and other major CRMs to keep your data consistent and workflows smooth.
Smart Templates
Use AI-powered templates that adapt to your industry, client size, and deal complexity for perfect proposals every time.
Team Collaboration
Work together with your team on proposals, share feedback instantly, and track changes in real-time.
Analytics Dashboard
Track proposal performance, win rates, and revenue metrics with powerful analytics and actionable insights.
How It Works
From call to proposal in three simple steps
Connect Your Calendar
Seamlessly integrate with your calendar and automatically join sales calls. No manual setup required.
AI Captures Everything
Our AI automatically transcribes, analyzes, and extracts key insights from every customer conversation.
Generate Proposals
Create professional, customized proposals with one click. Complete with pricing, timeline, and deliverables.
Not Just Another Pre-Sales Tool
While others focus on general sales, PreSales.IO is purpose-built for the unique challenges of presales teams.
Purpose-Built for PreSales
While others focus on sales calls, we understand the unique challenges of presales—from discovery to proposal.
End-to-End Automation
From call recording to proposal delivery, automate your entire presales workflow in one platform.
Faster Time to Value
Get proposals out in minutes, not days. Our AI extracts requirements and generates documents automatically.
Join teams who switched from legacy pre-sales tools
Built for Every Stage of the Sale
Whether you're in presales, sales, or consulting, PreSales.IO adapts to your workflow and accelerates your deal cycles.
Presales Teams
Accelerate discovery calls and technical demos
- Automated call transcription & analysis
- AI-generated technical proposals
- Instant RFP responses
- Solution architecture templates
Sales Teams
Close deals faster with data-driven insights
- Real-time call coaching & insights
- Competitive intelligence tracking
- Custom pricing calculators
- Deal risk analysis
Consultants
Professional proposals in minutes, not days
- Project scoping automation
- SOW generation from calls
- Client-specific templates
- Multi-stakeholder collaboration
Not sure which use case fits your needs?
Book a DemoIntegrates With Your Favorite Tools
Seamlessly connect with the tools you already use every day
HeyReach
Salesforce
HubSpot CRM
Zoom
Microsoft Teams
Slack
Google Workspace
Jira
Pipedrive
Notion
Monday.com
Asana
Don't See Your Tool?
Use our powerful API to build custom integrations or request a new integration from our team.
Frequently Asked Questions
Everything you need to know about PreSales.IO
Still have questions?
Contact our support team
Trusted by Sales Teams Worldwide
What Our Customers Say
"PreSales.IO has transformed our sales process. What used to take hours now takes minutes. Our team is closing deals 3x faster."
"The AI-powered proposal generation is incredible. It understands our client needs perfectly and creates proposals that consistently win deals."
"Integration with our CRM was seamless. The analytics dashboard gives us insights we never had before. Absolutely game-changing."
Trusted by leading companies
Join hundreds of teams already using PreSales.IO
Get Started Free