Present
Everything you need to present
Structured, personalised and governed presentations - built directly inside your CRM.
Book demo
Structured, personalised and governed presentations - built directly inside your CRM.
Book demo
Present ensures every customer presentation is relevant, compliant and aligned with your commercial strategy.
Build presentations directly in CRM using drag-and-drop content sections. No manual formatting. No copy-paste work.
Customer-specific presentations are generated based on CRM data and business rules - ensuring relevance without extra effort.
Sales opportunities identified in CRM are automatically highlighted, helping advisors focus on what matters.
All presentations are built from one company template. Messaging stays aligned. Quality stays controlled.
Personalization, automation and insight - built directly into your CRM workflow.
“&money Engage has contributed to a transformation of our business model. We have seen a significant increase in the number of customers who book meetings themselves, leading to a much higher level of self-service. &money has helped increase our sales and customer satisfaction, while improving employee efficiency. It has also given us valuable insights into customer behaviour and performance, helping us adjust our business model and optimise our customer service approach.”
If you need more detail - we’re happy to walk you through it.
Contact us.
Prepare integrates with leading CRM platforms such as Salesforce and Microsoft Dynamics.
Present supports organisations that use Microsoft PowerPoint.
Present can be used for all types of customers you meet with.
You control which employees have access through Microsoft Azure Entra ID and Salesforce.
They are stored on the meeting event within your CRM system. You decide how long presentations should be retained for each customer.
Present can be configured to retrieve most of your customer data, after which you decide where this data should be inserted into the meeting presentation.
