Best Presales Software with a Free Trial

Homerun is the presales workspace that gets you through your day with one place to track, manage, organize and inform your presales efforts. Do More. Admin Less. -- Presales ​Workspace: Get through your day with everything you need in one place. Built for how you work. with call and demo prep, deal and POC/POV tracking, alerts, tasks, notes. -- Evaluation Plans & Templates: Standardize presales processes, define POCs/POVs test cases and success criteria, and engage prospects. -- Activity Tracking ​& Management: Track presales activities to ​understand workload and utilization. -- Feature Requests ​& Product Gaps: Capture product gaps, quantity revenue impact, and share with product teams.​ -- Analytics ​& Reporting: Understand team utilization and measure impact and progress to ​uplevel your team's performance. -- Data ​Integration: Connect Homerun to other business systems to keep data, teams, and systems in sync. -- Security: SSO; SOC2/GDPR certified

CRM is the most-used B2B technology on the planet. It’s also the most backwards — running on a software model that was built over 20 years ago and hasn’t changed since. The status quo of the CRM market is unacceptable. Millions of businesses across the world are stuck with software that is inflexible, hard to use, or extremely expensive and time consuming to customize. Attio’s mission is to reinvent CRM from the ground up for the next generation of business. We’re building a new platform, built on real-time customer data, that allows companies to build the exact CRM that they need — a platform that is extremely powerful but also intuitive and easy-to-use.

Ava is the world's first AI Sales Teammate—purpose-built to operate as an expert contributor to complex B2B sales cycles. Unlike generic AI copilots or rebranded task bots, Ava is built to anticipate needs, initiate action, and share responsibility for the outcome of every opportunity. Powered by Vivun's proprietary Sales Reasoning Model, Ava understands deal context, interprets intent, and executes tasks from first meeting to closed won. Ava helps prepare sellers for meetings, join sales calls, capture insights, follow up with precision, and guide next steps—an AI teammate available 24/7 who thinks, acts, and wins with you.