What is Demo Automation Software?
Demo automation was named one of the “Top 10 New Categories With the Most Buyer Traffic” by G2.
So what’s all the hype about?
Keep reading to find out what demo automation is and how you can use automated demos as part of your sales motion.
The best demo automation software
- Navattic for mid-market or enterprises that want to use interactive product demos across their entire GTM motion.
- Vidyard for companies that need to produce a lot of video content (to make the pricing worth it).
- Loom for brief explainer videos for your website or for personalized emails to later-stage prospects.
- Consensus for demos used in the sales cycle as demo leave-behinds.
- ScreenRec for startups that need a basic screen recorder and care more about getting videos created quickly over video quality.
- Reprise for large, complex demo environments for live calls.
Skip to learn more about each demo automation software
What is demo automation software?
According to G2, demo automation software is “used to automate the creation of product demonstrations.”
It also enables prospects to get an early product experience through a customized and personalized demo.
Automated demo software gets your prospect in front of the actual product before qualifying themselves or committing to the sale.
Why should you use automated demos?
There are two main reasons to weave automated demos into your go-to-market strategy:
1. To increase the number of quality leads coming from the website
Interactive demos are attractive to buyers who want early, hands-on experience with your product without talking to sales.
And the prospects who interact with your demo are more likely to align with your product’s core use cases and value prop, making them more qualified leads.
One of our customers, EVOLVE, nearly doubled their monthly rate of “hot” leads after putting a Navattic demo on their website.
Another customer, Insider, said that Navattic demos have “generated 1000s of high-intent leads that enter our sales cycle already familiar with our product and key use cases.”
2. To make the sales cycle more efficient
With demo automation software, you can shorten your sales cycle, save on resources, and, ultimately, convert your prospects.
Navattic customer Sourceday said they spent 30% less time on early-stage demos, which allowed them to “fully focus their resources on higher value and more strategic deals.”
Athennian said something similar. Navattic has saved its team time by sourcing only the most highly qualified product leads.
“Leads from Navattic already know what the Athennian product does and are confident that it addresses a pain point that they have. This allows our sales reps to focus on specific questions during their demos and significantly reduces the time spent on initial discovery.”
Other customers, like Coupa, use Navattic demos as leave-behinds after live demos. These assets give champions a way to communicate exactly what the product does and how it functions to their team.
Coupa’s GTM team says, “Sharing an interactive demo as a leave-behind allows decision-makers to revisit the value messaging even when we’re not physically present and to easily share the resource internally.”
How to build automated demos that work
We’ll review several top automated demo platforms later in this article, but picking the software you’ll use is just the first step in building an interactive demo.
After you select your tool, you’ll need to:
1. Choose your use case
According to our 2025 State of the Interactive Product Demo Report, the most popular use case for top-performing demos was website embeds (63.8%). But don’t feel limited by that use case.
Other common use cases for interactive demos include:
- In-product training
- Live demo enablement
- Feature launches
And that still doesn’t even scratch the surface of what you can use demo automation software for.
At Navattic, we’ve seen our customers use demo atuomation:
- On review site profiles like G2, TrustRadius, and SourceForge to introduce buyers to your product — without them having to speak with sales.
- In ABM campaigns customize messaging based on persona, industry, or use case.
- For partner training to get sellers up to speed on your product and its value props quickly.
- To build demo centers where prospects and customers can go through multiple product tours on their own time.
2. Gather internal resources
Once you’ve decided how you’re going to use your demos, it’s time to collect some internal assets to help you build the demo.
Good sources for inspiration include:
- Sales calls
- Customer calls
- Webinars
- Frequently used slides
- One-pagers
3. Create a storyboard
Now it’s time to outline your demo based on the materials you assembled in Step 2.
When storyboarding:
- Aim for each demo to about 2 to 2.5 minutes
- Highlight two and four key aha or value moments
- Keep it conversational, like you're giving a live demo
When you’ve got a draft:
- Read through it a few times to make sure the main takeaways from each piece of content match what you plan to show in the demo.
- Share your outline across the org. Reviewing your demo with others at this stage gets buy-in from other departments and allows you to make changes much more easily than if you’d already built a full-blown demo.
3. Build your demo
Use your outline as your guide and start putting all the pieces together. Once you’ve got a foundational demo in place, take some time to:
- Play with various theme colors
- Make sure the demos flows as one cohesive story
- Refine your copy to prompt conversion
4. Edit your demo
Your first demo won’t be perfect. Take time to gather feedback from your peers and pay attention to any dropoff you notice on the backend of your demo automation software.
That spot may be confusing to users and could use some capture or copy adjustments.
We also recommend going through the demo yourself to try diagnosing the problem and making updates accordingly.
Demo automation: What to look for
When coming up with our list of top demo automation software, we looked for products that:
- Product showcasing capabilities: You should be able to use demo software to showcase the best parts of your platform that offer the most value to specific segments of your audience.
- Ease of use: Marketers and solutions engineers are busy — automated demo software should be relatively easy to pick up. Demos should be quick to spin up and maintain.
- Built-in reporting: Your automated demos should tell you something about prospect behavior: what products and use cases they're interested in, how far they get in watching your demo, whether they click a CTA, etc.
- Personalization options: Today's buyers expect highly targeted marketing, and you should be able to tailor your automated demos to each prospect's company, role, and industry.
A quick look at the best demo automation software
There are a lot of choices out there for demo automation software.
To help you make the most informed decision about which presales tools your organization might benefit from most, we collected G2 reviews, scoured Reddit comments, and interviewed actual buyers who evaluated these platforms themselves.
Based on our research, here are some of the most common software we heard come up for demo automation:
Best For | Standout Feature | Pricing | |
---|---|---|---|
VidyardVideo | Companies that need to produce a lot of video content | AI script generator and stock AI avatar for video creation | Free: $0/mo Plus: $59/person/mo Business: Custom |
LoomVideo | Brief explainer videos for website or personalized emails | Screen recorder with camera, mic, and desktop capture | Starter: Free Business: $12.50/creator/mo Enterprise: Custom |
ConsensusVideo | Demos used in the sales cycle as demo leave-behinds | Personalized intro videos with related documentation | Custom pricing |
ScreenRecVideo | Startups needing basic screen recording capabilities | Detailed video viewing analytics | Free: $0/mo Pro: $4/mo Premium: $49/mo |
NavatticInteractive | Mid-market or enterprises that want to use interactive product tours across their GTM motion | Editable HTML/CSS captures that mirror actual software | Starter: Free Base: $500/mo Growth: $1,000/mo Enterprise: Custom |
RepriseInteractive | Large, complex demo environments for live calls | Multiple demo types (walkthroughs, live demos, sandboxes) | Custom pricing |
Interactive demo software
Navattic
With Navattic, any team member can create HTML/CSS demos without engineering help. Our product supports interactive demo builds for mobile apps, desktop apps, and other web-based tools.
Use account engagement and playbooks to track target accounts interacting with your product and share that engagement data with your entire GTM team for continued targeted outreach.
Try an interactive demo of Navattic
Plus, we integrate with tools in a GTM tech stacks, such as:
- Hubspot
- Salesforce
- Slack
- G2
- Twilio Segment
- Marketo
- Google Analytics
Curious how Navattic customers are building demos? See a variety of real demos from our customers in our interactive demo showcase.
Pros
- No-code: Our product is all drag and drop, making it extremely easy to use. According to one of our customers, “The platform is incredibly easy to use and has thoughtful tools like allowing you to quickly edit out sensitive data and highlight certain components. It was a very low lift (less than a day!) to launch our first demo, embed it into our website, and start tracking leads.”
- Analytics: You can see how buyers are interacting with your interactive demo, whether you gate it or not. This helps you understand what parts of your product prospects are actually interested in and tailor your outreach to them.
- Mobile view: Navattic has several viewing options for devices smaller than 800px wide, including smartphones and tablets.
- A hands-on team: As mentioned above, we offer on-demand demo reviews for all customers.
Cons
- Live demo options: Our focus on ease of use and fast deployments means we don’t specialize in overlays or click-anywhere demo sandboxes for live sales calls — those can require a longer technical setup.
- Terminology: Some users report a bit of a learning curve when it comes to interactive demo technology, like flows, captures, modals, and tooltips (G2 Review).
Pricing
Navattic has four pricing plans:
- Starter: $0/month, which comes with 2 builder licenses, 1 HTML demo, and unlimited demo views.
- Base: $500/month, which comes with 5 builder licenses, unlimited HTML demos, unlimited demo views, unlimited integrations, demo analytics, in-app demo suggestions, and a dedicated CSM.
- Growth: $1,000/month, which comes with unlimited builders, all Base plan features, plus account engagement, advanced filters, in-app collaboration, custom domains, SSO and directory sync, demo translation, and multi-team onboarding.
- Enterprise: Talk to sales, comes with all growth plan features, plus offline demos, a sales demo portal, audit logs, professional services, priority support, and demo consultation.
Reprise
In Reprise, users can build three kinds of demos: walk-throughs, live demo overlays, and sandboxes, making it a good fit for companies that need all three and want to centralize demo creation.
Pros
- Full product clone. Its most sophisticated product, Replicate, can fully clone your application down to code level.
- Advanced personalization. There are a lot of customization options, so demos can be highly tailored to knowledge level and function. (G2 Review)
Cons
- You have to buy a whole suite. If you want the full Reprise experience, you need all three of their products, and each is sold separately.
- Time to onboard. G2 reviews indicate a lack of guidance (G2 Review, G2 Review), meaning the time it takes to create live and interactive demos can be substantially longer than other tools (4.4/5 versus Navattic’s 4.8/5).
Pricing
Contact sales. Reprise doesn’t have public pricing, but our customers and prospects say they use a per demo / per seat model.
Video demo software
Vidyard
Vidyard is an online video platform that allows you to record videos for prospects, host them, and analyze their performance — all on one platform.
Pros
- Easy editing. Users commend Vidyard’s easy editing functionality and the ability to add creative thumbnails (G2 Review).
- Seamless integrations. Vidyard has integrations with popular CRMs, MAPs, sales, and social tools. Users also say the Vidyard Chrome extension accelerates the video creation, editing, and sharing process (G2 Review).
Cons
- It’s not interactive. Prospects can only see you sharing your screen — they can’t actually use the product themselves.
- Confusing navigation. Users report that it can be tough to move videos between folders and storage (G2 Review, G2 Review)
- Inconsistent analytics. Some people say that Vidyards view tracking isn’t always accurate, “Only once in a while will it let me know when someone has watched my video, and how much of it they watched. I get very inconsistent reporting when I have things I know have been viewed but never get the notice.” (G2 Review)
Pricing
- Free: $0, which comes with a limited number of videos per month, video editing, video sharing, AI script generator, and stock AI avatar.
- Plus: $59/person, which comes with everything from Free, plus full video analytics, customizable branding, team performance analytics, folder management, and video captions.
- Business: Talk to sales, comes with everything from Plus, and CRM/MAP integration, fully-customizable CTAs, custom permissions and security options, and priority support and onboarding.
Consensus
Consensus is a demo automation video platform that focuses on reducing the number of unqualified demos for your sales and presales teams.
Pros
- Customization. You can customize videos for specific prospects or customers.
- Analytics. Consensus offers features like analytics, which allow sales to see who has viewed your video and when, and gives you insights into when sales should be engaged.
Cons
- Complex UI. On G2, users have complained that the platform isn’t user friendly, without the ability to search through your videos.
- Disjointed plans. Sales and marketing components of Consensus seem to be sold separately, which could be a deal breaker for your team’s budget.
- Non-transparent pricing. Does not share pricing information on their website or review sites like G2.
Pricing
Not available unless you talk to sales. Their website says, “Pricing is based upon role and license quantity.”
Loom
Loom is more of a DIY demo software solution that captures data from your camera, microphone, and desktop screen.
Pros
- Showcases your product’s look and feel: Static screenshots and slideshows don’t give users a true picture of how your product features fit together.
- You can show multiple features: In a video, you can easily show multiple aspects of your product at once.
Cons
- Low engagement: Product demo videos don’t enable leads to interact with your product — a key element of a product-led sales process.
- Time inefficient: Recording and editing just one Loom video can be a significant drain on sales, product, and customer success time. Some users report poor interoperability (G2 Review) between the desktop and web client and “clunky file management” (G2 Review).
- Obsolescence: Product features can quickly become out of date, and redoing your product demo videos every time there is an adjustment can be overly expensive and time-intensive.
Pricing
Loom has four different plans:
- Starter: $0, which comes with 5-minute recording limit & 25 video limit storage.
- Business: $15/user/month, which comes with unlimited recording time & storage.
- Business+ AI: $20/user/month, which comes with everything in Business, plus Loom's AI capabilities.
- Enterprise: Talk to sales, comes with advanced admin & security features, like SSO, custom data retention policies, and Salesforce integration.
ScreenRec
Like Loom, ScreenRec is another video recording software that users can then convert into demo videos.
Pros
- Ease of use. ScreenRec has a simple interface and simple setup, as evidenced by its 4.7/5 rating on G2.
- Analytics. ScreenRec offers an analytics feature that allows you to keep track of who has watched your video, when, and for how long.
Cons
- Not interactive. Videos don’t give users the feeling they’re actually using your product. Though you are recording your screen, users may still be skeptical about whether features will look or perform the same way in reality.
- Quality. The quality of recordings varies depending on your network conditions and you can only record in 720p (G2 Review, G2 Review).
- Limited time. 5-minute recording limitation in the free tier.
Pricing
Screenrec has three pricing plans:
- Free: $0, which comes with 2 GB of storage and unlimited recording but is for personal use only and comes with 1 user seat.
- Pro: $4/mo, which comes with 50 GB of storage, higher recording quality, and support via email and chat.
- Premium: $49/mo, which comes with 200 GB of storage, 4K recording quality, 5 user seats and support via phone, email, and chat.