AI presentation software for Customer Success Managers

Create QBR presentations, success reviews, and executive updates that prove ROI and drive renewals; without spending hours in spreadsheets and slides.

Powering customer success at 

microsoft
google
adobe
facebook
amazon
notion

How customer success teams use Presentation.AI 

Visualize Value Instantly

Transform raw product usage data and performance metrics into clear, narrative-driven slides. Demonstrate ROI to executive stakeholders without spending hours in Excel or PowerPoint.

Scale High-Touch Communication

Maintain high-quality business review cadences for your entire book of business, not just the top tier. Generate personalized review decks for mid-market and long-tail accounts instantly.

Seamless Workflow Compatibility

Export fully editable native PowerPoint files to collaborate with Account Executives or share directly with clients. Ensure your deliverables fit perfectly into your customer's internal sharing habits.

Accelerate Customer Onboarding

Turn implementation checklists and technical documentation into visual kickoff decks. Reduce time-to-value by setting clear expectations and project roadmaps visually from day one.

Solution Image

Why CSM teams choose Presentations.AI

Automate Presentation Design

Transform raw ideas, brief notes, or strategy documents into polished presentations instantly. Our AI handles structure, layout, and formatting so you focus entirely on the message.

Preserve Workflow Flexibility

Export fully editable native PowerPoint files or Google Slides. You can choose to refine content using Microsoft 365 or Google Workspace.

Secure Sensitive Data

Trust a platform designed for the enterprise. We provide SOC 2 Type II certification and strict privacy controls to ensure your board materials and internal strategies remain confidential.

Renewals depend on proving value, not just delivering it

Half Semi circle

Frequently Asked Questions

Can we brand the decks with our client's logo?
vector

Yes. You can create specific Brand Kits for key accounts or simply input a client's URL. The AI extracts their brand assets and applies them to the presentation, making it look like a custom deliverable from their own team.

What kind of data can I upload?
vector

You can paste data from CSVs, upload PDF reports, or simply paste notes from your CRM (like Salesforce or HubSpot). The AI synthesizes the information to build the narrative structure.

Is client data secure?
vector

Yes. We are SOC 2 Type II certified. We process your customer data solely to generate the presentation and do not use it to train our public models. Your client's privacy is protected.

Can I export this to PowerPoint for the client?
vector

Yes. We export native .pptx files. This allows you to email the deck to your client, where they can open, view, and share it internally using standard Microsoft software.

Does this help with low-touch accounts?
vector

Absolutely. Because the creation process is instant, you can afford to send high-quality, personalized "Mini-QBR" decks to your volume accounts; something that would be very taxing to do manually.