Welcome to the (product) family
All of LivePreso's sales, marketing, channel and advice software on one platform—for high-touch (face-to-face, remote, email) or zero-touch (fully automated) customer engagements.
Thinking of a better way? Here it is
Empower your people to sell your best story
Enable your sales and account management teams with interactive and automatically personalised customer presentations, reports and documents.
Ensure your resellers sell your best story, too
Equip, control and monitor your reseller channel with interactive and automatically personalised customer presentations, reports and documents.
Engage your clients with interactive, compliant, best-interest advice
Digitise and empower your advisers, paraplanners and brokers with interactive and automatically personalised client advice documents, reviews and presentations. Get going now with Ready Review™ or partner with our team to develop your own SOAs or suitability reports.
PresoBot™ The future of account management
Drive revenue from your long tail of unmanaged accounts
Drive cross-sell, up-sell, usage or other actions from existing customers en masse, through personalised reporting
and product recommendations sent via bulk email.
Deliver bespoke content and reporting to your customers
Service your customers with personalised reporting and product recommendations accessed on-demand from your own customer portal or software.
Personalise your customer workflows
Automatically send your customers contextual, personalised content based on CRM and other business workflows.
Understand what resonates with your customers
Like all of LivePreso’s unparalleled insights, PresoBot’s
analytics tell you exactly which personalised slides were viewed by customers and for how long—and even what interactive content was used within the slides.