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.

Get started

Thinking of a better way? Here it is

LIVEPRESO SALES

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.

Get started

LIVEPRESO CHANNEL

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.

Get started

LIVEPRESO ADVICE

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.

Tell me more

PresoBot™ The future of account management

PRESOBOT™ EN MASSE

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.

Get started

PRESOBOT™ ON DEMAND

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.

Get started

PRESOBOT™ ON TRIGGER

Personalise your customer workflows

Automatically send your customers contextual, personalised content based on CRM and other business workflows.

Get started

PRESOBOT™ ANALYTICS

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.

Get started

Ready to stop making presentations and start making progress?

Get started