Best Presales Software in Mexico

Free your Sales Engineers from administrative tasks. Optivalue.ai is the AI platform that scales your presales team's impact by automating responses to RFPs and security questionnaires. Let your SEs focus on high-value, deal-closing work like demos and POCs. Reduce documentation time by up to 90%. Our AI instantly generates reliable, verified answers from your knowledge base. Every answer is precisely sourced (document, page, date), ensuring total technical confidence and building prospect trust. Optivalue.ai also strengthens your team's expertise. It performs continuous gap analysis on your content to help you build a smarter, more reliable knowledge base. Scale the knowledge of your top performers across the entire organization. Enterprise-grade security (GDPR, ISO compliant). All our subscriptions include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.

SmartReach.io is a simple yet powerful sales engagement software that helps automate cold outreach, personalizes messages with AI recommend, and tracks results using an advanced scheduler and powerful apis & integrations. Your billed based on the prospect you contact. Yes, unlimited sending emails SmartReach.io helps you generate qualified leads, book meetings, and close deals. It automates outreach across email, LinkedIn, WhatsApp, SMS, and calls, helping you reach more prospects and generate more leads. SmartReach specializes in email deliverability with features like inbox rotation, unlimited emails, ESP matching, inbox placement, free email verification, free warmups, spam test, Spintax and much more Its Shared Inbox helps teams get productive and collaborate better. SmartReach.io provides in-depth reporting, actionable insights, and increased sales due to high email deliverability, making it an excellent choice for sales leaders to manage and make decisions.

Buying software is broken. Buyers want to evaluate and decide quickly, getting results. But traditional selling frustrates buyers, leaving revenue teams guessing how to increase deal size, win more, and shorten sales cycles. Consensus fixes that. Our Product Experience Platform empowers revenue teams to transform buying journeys into easy, interactive product experiences. Revenue teams meet buyers where they are with the right product experiences to satisfy each buyer’s need to understand value on their timeline. Our platform includes: - On-Demand Video Demos: Watch product experts - Interactive Product Tours: Try core features - Automated Product Simulations: Explore deep functionality All while sharing buyer intent data to align buyers and accelerate decisions. The result? 30% faster sales cycles, 2X faster close rates, and 1.5X larger deals.

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

Eliminate the need to log in and out, jump between browser windows, and save the entire demo! Demostory is a browser built on the Chrome platform that incorporates all of the best technical features that aid the live demo experience. Save different demo setups as shortcuts and launch with one click. The Demostory browser will save your entire demo including tab colors, tab names, order, URLs, usernames, and passwords. Edit tab names and colors to provide visual cues to your audience. Make it easy to follow along. Each new tab can be its own session allowing you to be logged into the same instance of your product with multiple users all in the same browser window. No more switching browsers, logging in and out, or demoing from admin accounts. Each tab is like its own browser allowing you to be logged in as different user accounts in the same browser window. Set tab names and colors to provide context to your audience.

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.

Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. That’s all without any bots. Instead, roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.

Omedym is the only solution that transforms the traditional ‘analog’, late-in-the-sales-cycle demo into a digitized demo experience that’s more than just a single demo, integrated into the entire sales and buying cycle, equips pre-sales and sales to engage today’s buyers in the way they want to buy, digitally. Omedym shortens your sales cycle, reduces repetitive, low-value sales activities, and expands your sales opportunity. Omedym has pioneered the technology to make your video demos searchable. Simply upload all your video demo content to the Omedym platform. We process each video and automatically index every word in the video, making them 100% searchable. The Omedym platform then displays the videos in portals through your existing website and private portal invites. Buyers search by the topics they care about most and are taken to the exact spots in all the demos where their topics are presented.

Drive engagement and action with video branching. Tolstoy’s simple, easy-to-use, interactive video platform steers viewers to the right content for them. Viewers respond to your Tolstoys with choices, text and video messages, contact information, and more. Each response is a way for you to deeply understand your market and tailor your messaging. Understand your customers better through their responses. Tolstoy seamlessly integrates with your existing marketing tools and workflows. With thousands of integrations, your responses and analytics can be sent to your existing CRM, email marketing solution, and anywhere else you work. Embed Tolstoy on your website with one click to immediately boost engagement, no code is necessary. Drive engagement and action with video branching. Understand your market and tailor your messaging better through your customers' responses. Tolstoy seamlessly integrates with your existing marketing tools and workflows.

Product and engineering teams have a mandate to build product for real customer usage. If a feature takes 15 minutes to set up but keeps a customer happy for 5 years, that’s a good tradeoff. Sales and marketing teams have a different mandate. Their prospects want to see the “ah-ha” moments of the product without spending those 15 minutes. And most sales or marketing teams do not have the dedicated engineering resources to create (or maintain!) a specialized demo version of the product. Eliminate the risk of an unstable demo environment and create a safe sandbox for your sales reps in minutes, no developer support required. Take the unique elements of your application and show your application’s natural interactivity to your prospects and customers. Let your product story come to life. The Reprise platform gives you the ability to edit, customize, and anonymize your data. Easily standardize your demo flow and talk track for your sales reps.

Shark Finesse is an AI‑powered value engagement platform that standardizes and simplifies the creation, management, and delivery of customer‑focused business cases across the entire sales cycle. Its flagship SharkSense AI engine automates the groundwork of value engineering by mapping relationships between your solution offerings and desired customer outcomes, then guiding collaborative sessions that bring clarity and speed to business case development. Delivered as an enterprise‑grade cloud application with a simple, intuitive web interface, Shark supports marketing, pre‑sales, sales, and customer success teams in real time, on desktop, tablet, or phone, even offline, so customer conversations stay focused on measurable ROI rather than spreadsheets. The platform indexes your product catalogs, financial calculators, and industry templates, offers a built‑in library of benefit frameworks, and generates outputs compatible with Microsoft Office, Google Workspace, and OpenOffice.

Opine is the AI‑powered presales and post‑sales OS your solutions engineers will fall in love with, the only platform that lets your sales and customer engineers plan, execute, and automate their work in one place, reducing admin tasks and enhancing visibility. With its modular workbench, featuring deals, customers, evaluations, playbooks, requests, and trends, Opine centralizes every aspect of the presales lifecycle, turns deals into auto‑tracked projects, synchronizes opportunities from your CRM, and provides a Notion‑style dashboard where SEs can manage tasks, follow‑ups, and technical documentation. Its AI deal shepherd generates real‑time updates and recommendations, extracts actionable insights from Zoom and Slack communications, and ensures clear success criteria are defined and aligned with customers. Built‑in analytics assess process maturity and measure Pure ROI per SE by eliminating hundreds of admin hours.

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.

Orchestrate your daily presales work. Analyze your presales business. Deliver more technical wins. There is a need by both presales leaders and individual contributors for a better way to perform work now! Optimizing presales can generate millions of incremental revenue without additional headcount. We are a team that is in the service of helping you be successful. Run your business. Hub provides you with the pertinent information you need to effectively lead your team. Run your presales business. Do your work. Hub gives you ways to optimize your time to win more business. Sales engineering is the hub of your go-to-market organization. Help your C-suite and board obtain better oversight. Detailed tech sales metrics. Show tech sales activities. Rationalize investments and optimize your resources. Comply with security, adhere to their processes, deliver granular ROI, and contextualize investment.

Built on a foundation of expertise in sales engineering and response management, Ombud serves enterprise-level RevOps teams. We move beyond basic automation and knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, and surpass growth goals. Ombuddies are AI-enabled, context-aware assistants designed to support various roles within Revenue Operations. They automate routine tasks and provide real-time, role-specific guidance, significantly boosting productivity and reducing costs. The Response Management Ombuddy is your AI companion to help with the heavy lifting of creating, reviewing, and submitting proposals and responses.

Reimagine how your sales and presales teams discover up-to-date information and generate accurate responses grounded in company knowledge. Respond to Infosec questionnaires, vendor assessments, RFPs, and more 10x faster with our AI assistant. Tailor your responses based on your client’s industry, region, and more. Modify answers for length and tone to maintain brand compliance. Customize existing content with our 'AI Rewrite' feature. You'll never have to send a templated response again. Stop 'alt-tab'ing across multiple apps to search for information and get answers. You can access all the best parts of SiftHub from within your tooling ecosystem, making it familiar and easy to use. Our platform strictly adheres to permissions set in the source application. Our results are updated in real-time when permissions change.