The complete presales
automation platform
From first contact to signed contract, Pre-Sales.io handles every step with AI precision—so your team can focus on building relationships that win business.
Intelligent Lead Response
Engage prospects in minutes while competitors take hours. Our AI analyzes lead intent, crafts personalized responses that feel authentically human, and schedules discovery calls automatically—keeping your pipeline flowing.
- Intent detection and lead scoring
- Context-aware email generation
- Intelligent meeting scheduling
- Real-time CRM synchronization
Discovery Call Analysis
Transform every conversation into actionable intelligence. Upload recordings and receive instant transcription with AI-powered analysis that captures nuances, extracts requirements, and identifies risks human note-taking would miss.
- Enterprise-grade transcription
- Automatic speaker identification
- Key moment highlighting
- Action item extraction
Automated Requirements
Convert discovery conversations into comprehensive, client-ready requirements documents. AI structures information logically, identifies gaps before they become project risks, and ensures nothing falls through the cracks.
- Intelligent structuring
- Proactive gap analysis
- Priority classification
- Multi-format export
POC Generator
Deliver working prototypes that demonstrate your capabilities—not static mockups. Generate n8n workflows, production-ready code scaffolding, and demo environments that give prospects confidence in your technical depth.
- n8n workflow automation
- Full-stack templates
- Integration scaffolding
- One-click deployment
Proposal Engine
Create polished, persuasive proposals that close deals. AI generates compelling scope narratives, accurate timelines, and competitive pricing—all refined through collaborative editing and exported as professional PDFs.
- AI-crafted narratives
- Smart pricing calculations
- Real-time collaboration
- Branded templates
Works with your existing tools
Seamless integration with the CRMs, calendars, and communication tools your team already relies on. Zero workflow disruption.
HubSpot
CRM
Salesforce
CRM
Google Calendar
Calendar
Outlook
Calendar
Zoom
Meetings
Slack
Communication
n8n
Automation
GitHub
Development
Don't see your integration? Let us know
Built for organizations that demand more
Security, scalability, and sophisticated workflows—everything large teams need
Global Language Support
Transcribe and analyze calls in 50+ languages. Generate proposals in any language your clients speak.
Seamless Collaboration
Work together in real-time with comments, suggestions, and approval workflows.
Complete Version History
Track every revision, compare document versions, and roll back changes when needed.
Performance Analytics
Gain visibility into win rates, cycle times, and team productivity with data-driven insights.
Enterprise-Grade Security
SOC 2 Type II certified with SSO/SAML support. End-to-end encryption at rest and in transit.
Extensible Platform
Build custom integrations with our comprehensive API. Webhooks enable real-time automation.
See these features in action
Book a personalized demo tailored to your presales challenges. Discover how Pre-Sales.io can accelerate your team's path from discovery to closed deals.