Centralised Control | LivePreso Capabilities

How it works

Every piece of content in LivePreso lives inside a single, centrally managed system. Marketing and enablement set what's approved, current and on-brand. And that's what every rep sees, everywhere, automatically.

One source of truth. No more hunting for “the latest version” across shared drives and inboxes
Uneditable without permission. Reps can personalise within pre-approved boundaries, not rewrite the message
Automatic updates. Change a price, a claim, or a legal disclaimer once, and it updates everywhere instantly
Full visibility. See exactly what's being presented, shared and viewed, across every team and every customer

This isn't about restricting your reps, it's about giving them a system they can trust completely, so they can focus entirely on the meeting in front of them.

See it in action

Renewals

Walk in with pricing and terms that are always current

Go

Proposals

Every proposal on-brand and compliant, automatically

Go

Financial advice

Compliant, secure, Xplan-integrated advice documents

Go

Explore more capabilities

Go

Curious how it gets built so fast?

Go

LIVEPRESO CUSTOMER STORIES

REA Group: Time taken to put together presentations reduced from 24 hours to 1 hour per week.

"Using LivePreso allowed us to put our sales team on the road more often, with less time preparing and more time in front of the customer where they can make a difference and increase the satisfaction of our customer base."

- Ben Auchettl, Director of National Sales, REA Group
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Watch the REA case study

The Outcome

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