--- title: sales-i Reviews meta_title: 'sales-i Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 137 reviews by the users' company size, role or industry to find out how sales-i works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 137 scale: '5' date_modified: '2026-07-27' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # sales-i Reviews **Vendor:** SugarAI **Category:** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Average Rating:** 4.3/5.0 **Total Reviews:** 137 ## About sales-i Sugar Predict is revenue intelligence software built for sales teams in manufacturing, wholesale, and distribution. Most sales teams in these industries struggle with a lack of visibility into customer buying behavior. Sugar Predict connects to your ERP system and analyzes sales data automatically. It highlights buying patterns, shows where customers have stopped buying, and flags new opportunities. Reps get real-time alerts to act quickly. They can see account insights and create ready-to-use sales decks before meetings. With Sugar Predict your team can focus on the right accounts, protect revenue, and find new ways to grow. ## sales-i Reviews ### 1. Sales-i is a great tool **Rating:** 4.5/5.0 stars **Reviewed by:** Tim I. | VP Sales and Marketing, Wholesale, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2017 **What do you like best about sales-i?** I love the analytics. You can slice and dice the data so many different ways to find trends that you potentially would have missed without this access. **What do you dislike about sales-i?** Sometimes I struggle with the data from our end not being in the right bucket of information on the Sales-i end. This ultimately is our own struggle and not that of Sales-i, but the struggle is real. **What problems is sales-i solving and how is that benefiting you?** We have been able to identify the challenges and specifics that surround margin erosion and can then develop ways to combat the slide. By identifying specific vendors or products or business segments I can then be more assured I am on the right track when I see trends appearing. Data is key and seeing it in an easy to read format is paramount in a busy world. ### 2. Good **Rating:** 5.0/5.0 stars **Reviewed by:** Tony v. | Sales Manager, Automotive, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about sales-i?** Up to the minute information giving you information you can discuss with your customer **What do you dislike about sales-i?** Exporting reports at times are difficult **What problems is sales-i solving and how is that benefiting you?** Losing sales and than discussing with the customer on how we can get it back ### 3. Sales reports **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2017 **What do you like best about sales-i?** I like the ability to customize sales reports for customers quickly and easily **What do you dislike about sales-i?** Sometimes cellular service can limit the ability to connect **What problems is sales-i solving and how is that benefiting you?** Ability to customize report n front of customers to be able to target specific sales opportunities **Official Response from Natalie Davies:** > Thanks so much for your review. If you struggle with poor cellular reception, have you tried our Autopilot feature? It compiles all key information for a day's calls/meetings including a snapshot report, top level sales analytics, any campaigns, previous call notes and much more - all available even when you don't have an internet connection or 3G/4G connectivity. Please feel free to get in touch with our support team who will help you to get this set up! Thanks, sales-i :) ### 4. Sales-I is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany P. | Sales Manager, Automotive, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** I like the fact it updates overnight. I love how you can run a snapshot with several different data options and be able to present it to customers through a powerpoint presentation. It is hard to pick one thing I can go on and on. **What do you dislike about sales-i?** If I had to dig deep and find something... the only thing I can think of is when we have an account that is closed Sales-I is still pulling data from our program however we do have an open ticket with the support staff trying to get this reconciled. It very well could be on our end. The only other thing would be if it would pull data based off of a delivery route that we have setup in our program and there isn't anything setup like that currently. **What problems is sales-i solving and how is that benefiting you?** We are working on one of the types of lines of product that we sell. We are able to track down to the part number of sales and any swings in the sales. We needed help with tracking a individual salesperson and his customers and what product they were purchasing. We let that employee go and in turn continued to track the sales to his customer a total of 317 customers and watched as the sales rose. ### 5. CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wine and Spirits | Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2018 **What do you like best about sales-i?** Ease of use, but mostly the customer service and support **What do you dislike about sales-i?** The links to outlook aren't easy. and the appointment booking needs work. it's not intuitive. idf it synching with outlook, then it should be as easy to use as outlook. **What problems is sales-i solving and how is that benefiting you?** Loss of sales to certain accounts are now highlighted, this is essential. I would also like to be able to edit a campaign once it is running. This would allow you to tweak it, rather than start all over again. ### 6. Easy to use and able to make changes to cater your business **Rating:** 4.5/5.0 stars **Reviewed by:** Sergio R. | Director of Sales and Marketing, Automotive, Mid-Market (51-1000 emp.) **Reviewed Date:** December 26, 2017 **What do you like best about sales-i?** links with our vision system to be able to see performance from one day to the next **What do you dislike about sales-i?** learning the CRM and the training programs **Recommendations to others considering sales-i:** offer better training to cater our business. Better pricing on training time **What problems is sales-i solving and how is that benefiting you?** analyze accounts and the ability to monitor ### 7. Sales-i is one of the best programs I use! **Rating:** 5.0/5.0 stars **Reviewed by:** Rita S. | New Business Development Manager, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** I woudl probably have to say the customized reports are one of the best features **What do you dislike about sales-i?** When I leave a call history note, there are no line breaks. Hard to read if the notes is more than a couple lines...everything looks like a run-on sentence. The only other thing I don't like is that in our old CRM, we coudl send an email directly from the program and it would be saved in the notes. With Sales-i, there are those extra time-consuming steps where you need to enter the email/notes in yourself afterwards and then....(see first comment above) **What problems is sales-i solving and how is that benefiting you?** What customers are currently buying vs. what else we have to offer them. With the customized reports it makes it so much quicker to find this out - and I can even show the customer in a variety of ways by sending them copies of the reports, too. ### 8. I am happy to use it again **Rating:** 5.0/5.0 stars **Reviewed by:** Elson B. | Administrator, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2017 **What do you like best about sales-i?** I like how fast it works ,it is fun to see other businesses and networking **What do you dislike about sales-i?** I don’t think I disliked anything,maybe I wanted to buy some thing cheaper **What problems is sales-i solving and how is that benefiting you?** I SEE for examples and other business networking ### 9. It is an excellent tool for sales profile **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about sales-i?** It is great for managing valuable new sales opportunities and increase the customer retention directly from your android device. It saves your lot of time and is user-friendly. **What do you dislike about sales-i?** This software has limited features. Please upgrade the software as I have used it in my trail version. **What problems is sales-i solving and how is that benefiting you?** New sales opportunites, great leads, new deals are coming for a business ### 10. A truly awesome CRM system **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie R. | E-commerce website administrator, Automotive, Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2017 **What do you like best about sales-i?** The Sales-i system is an easy to use but very powerful piece of software. It works cross-platform so our sales managers in the field can access all and any information they need on tablet, phone or PC before visiting any clients premises. They can see in their palms what that clients buys, what they don't. How much they spend against targets YTD and MTD. The last time they ordered, how often they order, their most and least purchased products - the list goes on and on. It even helps them plan their routes courtesy of Google mapping ! That is invaluable for any new users. We had the misfortune to need to change a couple of our ASM's in the last 12 months, but because they had access to sales-I as did their predecessor, they had access to all the above (and more) plus all the personal client notes left by the departed incumbent as well. The new guys didn't just have a running start into the role, it was almost like they had always been there. They every piece of info they could possibly want. My own role involves working with all our users, helping with individual training plus I also work in the back of the site setting up bespoke searches and campaigns to help the guys (and senior management) with comparison sales figures and charts that can cover any period in the last 4 years. That way we can see exactly where the business is heading and take any appropriate action as needed. **What do you dislike about sales-i?** What do I dislike about sales-i ? Well, nothing at all is the truthful answer. I do have a mild concern that our competitors might also discover it and try to catch us up though ! **Recommendations to others considering sales-i:** It makes sense to look at other options. Nothing I have seen before or since though, offers as much as Sales-i does. Checking out the competition will confirm that for you too :-) **What problems is sales-i solving and how is that benefiting you?** It solved many issues for us. Previously an ASM would not know if any of their clients had bought or not. They could only find out by making a lengthy phone call to head office. Our Area Sales Managers (ASM's). now have access to a full set of up to date figures . From a senior management point of view they also have up to date figures on any coming due or outstanding debts too, so they can put in a gentle reminder at the same time as paying the client a friendly visit. The Autopilot function means they don't need to have Wi-Fi or even a telephone signal at time of visit. Once it's been set in their call planners and updated initially - it stores the info on Iphone and tablet. Our business turnover increased massively and progressively since introducing sales-I a couple of years ago. That is all down to streamlined efficiency. ### 11. BEEN around Awhile! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2018 **What do you like best about sales-i?** Simple tasks Are handled well! Makes That NICE! **What do you dislike about sales-i?** Sometimes Hard To get THRU! But eventually Works! **Recommendations to others considering sales-i:** YES, definitely give It A TRY! **What problems is sales-i solving and how is that benefiting you?** More Customer reviews! ### 12. A Reporting Dream **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2017 **What do you like best about sales-i?** The Enquiries tab provides a number of ways of reporting... and I use most of them. They're very helpful in different ways. For some of this data, it could take almost an hour for our back-office system to generate... and then I'd still have to adjust/combine the data. With a few clicks, I can get that done in no time on Sales-i. **What do you dislike about sales-i?** MyCalls has proven to be a bit cumbersome. I don't particularly like how you get an appointment scheduled in your calendar (you have to enter a date for when you're creating the appointment, and then you have to enter a follow up date for it to actually show up). And there are no options to set up a reoccurring appointment. **Recommendations to others considering sales-i:** Be fluid. The program is vast and can be used in many different ways. We've changed our expectations and procedures a few times to make sure it works for everyone on our team, not just management. **What problems is sales-i solving and how is that benefiting you?** Sales-i has cut down report processing time and enabled the sales team to generate their own reports (no longer relying on the head office team to produce these). ### 13. Wish I had it years ago! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sporting Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Using the app to add call notes as soon as I leave a call. By using the microphone feature on my phone I can literally dictate notes to sales-i and save them then there and then, thus saving me the need to have to sit and fill-in call reports at the end of the day or week. **What do you dislike about sales-i?** The app (Android) sometimes doesn't play ball when you need it to. Can be a little twitchy. Another annoying thing is when setting up a prospect account it wouldnt let me save a contact name's details before adding a call report. I had to save the report first, then add a contact, and then go back into the report to allocate the relevant contact from that specific meeting. **Recommendations to others considering sales-i:** I guarantee it will make you realise how much time you have wasted previously doing things which sales-i can do in seconds! **What problems is sales-i solving and how is that benefiting you?** Shows patterns of ordering, shows comparisons, and is able to drill down through many layers to pinpoint item-specific info (i.e. Category - range - product) ### 14. perfect for managing incoming calls and requests and also storing customer history **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2017 **What do you like best about sales-i?** the facility to log history and allocate calls to account managers, when a colleague is unable to take a call you can allocate the call to them set the return call time and they will receive an email advising them they missed a call from their client and details of reason for call back ect it will also appear in there outstanding calls list **What do you dislike about sales-i?** you are required when searching for a client account to tick the "all" box, you can not simply type the account name and search, this can be frustrating when you are trying to access an account quickly and then have to go back and tick the "all" box before accessing account details and history. **What problems is sales-i solving and how is that benefiting you?** communication with customers, avoiding repeat incoming calls and keeping a running history for queries and sales quotes **Official Response from Natalie Davies:** > Hello, Thank you for leaving us a review! We really appreciate you taking the time. You have been set up as a restricted user on the system and you can only see the accounts which belong to you as a default. As such 'All' checkbox widens your search to all accounts. This is there so you don't have to wade through hundreds of other accounts which aren't yours to find the ones that are marked as yours in sales-i. Please do get in touch with our support team who'll be happy to help you out. Your Power User will be able to change any restrictions so you can see all accounts by default which will remove 'All' checkbox as an option when searching. Thanks, sales-i :) ### 15. Great for customer retention campaigns! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Sales-i allows you to set up alerts for customer accounts, so you be notified of any changes in customer spend. This is great for customer retention purposes as you can track exactly where you may be losing your business! **What do you dislike about sales-i?** Navigation within the system could be improved, so the different report templates can be easily switched between. Perhaps the names of the report types could be amended so they can be better identified - i.e. the system has its own jargon, which takes a while to get used to :-) **What problems is sales-i solving and how is that benefiting you?** We can run a rolling report to track customer spend, so information is right up to date. We would previously have run a report on a monthly basis, which is only a snapshot, so we could be taking information from old data. ### 16. Review of sales-i **Rating:** 4.0/5.0 stars **Reviewed by:** Vernon R. | Sales Advisor, Wholesale, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** The system is very simple to use and self explanatory once you know the basics. Reports on virtually any sales activity/trend can be produced in seconds. **What do you dislike about sales-i?** Paying per user for the site makes it quite expensive. **Recommendations to others considering sales-i:** If possible develop with as many of the sales team as possible. **What problems is sales-i solving and how is that benefiting you?** Customer spend data can be produced much faster and more comprehensively than before using sales-i. Presentation of these reports is much better also Creating budgets and targets is more accurate with the data we now have access to. ### 17. Just ok **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2017 **What do you like best about sales-i?** Import options make t useful and above board **What do you dislike about sales-i?** It wasnt an intuitive training ing process and learning curve **What problems is sales-i solving and how is that benefiting you?** Crm ### 18. Sales-I **Rating:** 5.0/5.0 stars **Reviewed by:** John L. | Regional Operations Manager, Building Materials, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2017 **What do you like best about sales-i?** Time saving. Reports that used to take an hour or more to generate are now done with a few mouse clicks. Digging down deeper into sales data is a breeze as well. We can come up with actionable sales plans very quickly and allocate those plans to the assigned sales rep all in one step. **What do you dislike about sales-i?** I dislike that we didn't implement Sales-I sooner. If I had this tool at my disposal while 'climbing the ladder' I'm sure I would be wiser for it today. **Recommendations to others considering sales-i:** The ease of use and time savings alone are worth the investment. **What problems is sales-i solving and how is that benefiting you?** We benefit greatly from quickly identifying spending patterns of our customers, as well as finding gains and losses to act upon before it's too late. Sales-I shows us cross-selling successes and short falls with the ability to place action or follow-up calls directly into the sales reps calendar. ### 19. Sales-i **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** The ability to see customer sales, down to product categories. You can also pull reports of which customers are not buying/buying certain categories of products. Customer files/info is nice. **What do you dislike about sales-i?** You cannot record an email blast to a group of customers. Sales-I gives you the ability to narrow groups of customers to market better to them, but then doesn't let you notate what was done to market very easily. **What problems is sales-i solving and how is that benefiting you?** The sales reps are able to see how their customers are performing. They can also keep their schedule in the same place. On the marketing side, I can put notes directly in customer's files telling the sales Reps what has been marketed to them (on an 'each customer' basis) ### 20. Sales-i productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2017 **What do you like best about sales-i?** I love the reporting components. It takes me less than 1 minute to provide my customers with a great report that allows them to have all the information in one folder. It is just another benefit of doing business with my company. Many of my customers do not have this capability and they highly value it. **What do you dislike about sales-i?** I do not like that when I am writing my sales call reports and I have taken 30 minutes to write all the important information into the screen, while on the road, and the info "times out" and it is all gone. There should be a way to auto recover what has been written. In many cases I am in an airport or in my car and WiFi may be spotty. I would like to be able to write these reports and have them there when I return from an interrupted phone call, etc... **Recommendations to others considering sales-i:** Great tool for the traveling salesperson for sure! LOVE THE IPHONE APP. **What problems is sales-i solving and how is that benefiting you?** It allows me to see where I need to focus my efforts to grow the business. It identifies missed opportunities... It allows me to focus on new opportunities. I am still fairly new to this software but I have heard great feedback from our customers when they are presented with the reports ### 21. Fantastic sales tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2017 **What do you like best about sales-i?** It's so easy to learn and use day to day, and highly customizable. You can put together just about any report you could think up to present information on a customer's buying trends. You can also find holes in your sales by pinpointing product categories you need to target OR to set up targeted marketing strategies by seeing which customers are buying which products. **What do you dislike about sales-i?** Sometimes it feels like you need to click too many times to get to the report you want and it often opens a new window when I'd rather not **What problems is sales-i solving and how is that benefiting you?** You can put together just about any report you could think up to present information on a customer's buying trends. You can also find holes in your sales by pinpointing product categories you need to target OR to set up targeted marketing strategies by seeing which customers are buying which products. ### 22. Fully comprehensive insight into our sales and current positiions **Rating:** 3.5/5.0 stars **Reviewed by:** Nicola H. | Sales Office Manager, Building Materials, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2017 **What do you like best about sales-i?** I like the visual elements where I can asses progress through charts, I found these to be helpful in communicating to my staff who may not have such analytical skills or experience. **What do you dislike about sales-i?** It can be a little complicated to navigate. **What problems is sales-i solving and how is that benefiting you?** We are using this as a good communication method for the sales office and the on-the-road reps teams, providing a sort of social media style platform to share and communitcate. ### 23. Sales I Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2017 **What do you like best about sales-i?** Great reporting and tracking of sales. Can look at sales data from a number of different stats and catch accounts that are moving away. Easy to use interface **What do you dislike about sales-i?** CRM and managing day to day activities is clunky. Hard to keep track of daily activities and contacts. Works better as a sales tracking tool than a fully functional CRM **Recommendations to others considering sales-i:** Great for sales analytics. Wouldn't recommend as a full service CRM product **What problems is sales-i solving and how is that benefiting you?** Being able to quickly access reports that are updated daily on sales activities is great. I have been able to answer customer questions quickly by running reports in seconds and giving them real time data. ### 24. Fairly easy to use and a good source of data for account managers. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** As a sales representitve I find the Sales v Gaps report most usefull. It shows me at a glance what an account is or isn`t doing **What do you dislike about sales-i?** It is rather frustrating that the system logs you out after a period of inactivity. I would be good if I could stay logged in all day. It is also missing a feature whereby it can`t alert you if a customer drops off. You have to actively monitor each account. It would be excellent if these alerts could be set to pop up automatically, even if it was just in the form of a report. **Recommendations to others considering sales-i:** Give it a try. It may not work for everyone but it will work as far as you will use it. **What problems is sales-i solving and how is that benefiting you?** The ability to see when an account is dropping of and to see where sales are increasing or decreasing. **Official Response from Natalie Davies:** > Hello there, thanks so much for your review. We wanted to let you know that you are able set up alerts that will notify you when a customer is dropping off in sales value and % using the Campaign Manager section in sales-i. Give us a shout at support@sales-i.com if you would like any help with setting up a campaign that will do what you need or visit our support site for more guidance. Thanks! sales-i :) ### 25. Love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2017 **What do you like best about sales-i?** I like easy to use and that it drives sales. **What do you dislike about sales-i?** I don't like that its slow sometimes and that you need have a good connectivity. **Recommendations to others considering sales-i:** Just a good way to get things organized in one program. **What problems is sales-i solving and how is that benefiting you?** I haven't had any problems just the speed of it. ### 26. Sales-i has really help in managing our sales team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2017 **What do you like best about sales-i?** the fact that you can access the numbers so quicklu **What do you dislike about sales-i?** The CRM is not great. It's very basic and feels like it has been made with the developer in mind rather than the user! **What problems is sales-i solving and how is that benefiting you?** Sales by brand by area - its helping us highlight the fact that some areas are not selling some brands as they should - allowing us to cross train etc. This is really helping both our brand sales (hence value of the brand) and area sales (so the reps have a better ROI) ### 27. Get tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2017 **What do you like best about sales-i?** Love it it helps me keep track of all of my sales **What do you dislike about sales-i?** Nothing its a great product. Do not dislike anything about it **What problems is sales-i solving and how is that benefiting you?** Get to use to see which customers I can increase my sales in ### 28. It's great **Rating:** 5.0/5.0 stars **Reviewed by:** Keith S. | Assistant Manager, Retail, Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2017 **What do you like best about sales-i?** It's very user friendly and helps you understand your customer base **What do you dislike about sales-i?** Sometimes it's slow to load and that can be annoying. **What problems is sales-i solving and how is that benefiting you?** The demographics of the customer base ### 29. Sales-i **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** I like how I can really dig deep in to the analytics of my sales team, their customers and the products they are selling. **What do you dislike about sales-i?** I don't dislike anything but there is a lot of time required to learn how to use it as there is so much you can do with it. **Recommendations to others considering sales-i:** Give it a try and I'm sure you will be amazed with what you can achieve. **What problems is sales-i solving and how is that benefiting you?** I have found it much easier to analyse product, customer and staff performance and have been able to identify ways to increase profitability. ### 30. Sales-i **Rating:** 2.5/5.0 stars **Reviewed by:** Joanna O. | Inside Sales Representative, Building Materials, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2017 **What do you like best about sales-i?** I like the ability to log calls and emails. **What do you dislike about sales-i?** It is very hard to search for contacts quickly and efficiently, can't search on keywords, too many clicks, not intuitive, new version has too many kinks when trying to view opportunities **What problems is sales-i solving and how is that benefiting you?** Looking at past sales history; nice to view that ### 31. Helps keep everything organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Greg W. | Sales Executive, Business Supplies and Equipment, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2017 **What do you like best about sales-i?** I like the snapshot feature. I can get some vital information on my customers very quickly. **What do you dislike about sales-i?** It is a little cumbersome. They have great webinars that help you learn all of the "ins and outs". **Recommendations to others considering sales-i:** This is a very powerful tool for the sales profession! As with anything, you get out of it by what you put into it! **What problems is sales-i solving and how is that benefiting you?** The problem that I'm solving is that I can keep track of my customers with ease. This has helped me be better organized when I make calls. ### 32. Easy and useful **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** I like the fact we can add notes in regards to disussions or problems with customers that can be allocated and emailed to other people, for example the account representative. we can access our customer sales info which is always helpful. **What do you dislike about sales-i?** Theres nothing to dislike, i've never had a problem. **What problems is sales-i solving and how is that benefiting you?** We are managing to see where customer sales may be dipping so that we can work on this with them and see how we can help them sell more of a product they may havbe done well with previously. ### 33. Sales-i review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Extremely easy interface that makes it simple to generate sales reports, call lists, and information on all my accounts. **What do you dislike about sales-i?** Sometimes the interface is tweaked a bit without prior knowledge and the changes can be a bit surprising. not a huge deal as the changes are usually for the better. **Recommendations to others considering sales-i:** I've used Salesforce.com in the past and find that Sales-i is very easy to use in comparison, and doesn't require much set up. **What problems is sales-i solving and how is that benefiting you?** Being able to integrate items and email with Outlook and the Microsoft suite are helpful. ### 34. Sales use for tracking progress **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** The custom features for creating different campaigns. The year over year comparisons are extremely helpful in seeing how you compare to a previous year **What do you dislike about sales-i?** I dislike how when you go to a customer report card it opens in a different window within the browser. All of a sudden I have 10 different tabs open on the browser and I have to go through each one. **What problems is sales-i solving and how is that benefiting you?** The sales vs. gaps keep my on top of who is ordering vs. who is not. It is extremely beneficial when trying to keep track of where my customers are at. Also the drill down menu to get to the variety of products and categories makes it so there is more than one way to reach you rend result. ### 35. Customer Review information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2017 **What do you like best about sales-i?** I like that I can access my customer information easily on my laptop or phone. **What do you dislike about sales-i?** The report formatting is not easy to read and needs to be reformatted after being downloaded. **Recommendations to others considering sales-i:** Make sure you explore all of the features available with the software. There are so many useful tools on it that it is easy to get stuck just using the basic ones. **What problems is sales-i solving and how is that benefiting you?** Customer history access; easy access to reporting features and business review information; snapshot of sales and customer info ### 36. Excellent and simple. **Rating:** 5.0/5.0 stars **Reviewed by:** Jesus L. | Sales Supervisor, Food Production, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2017 **What do you like best about sales-i?** The software interacts well with the current company software we are using (Entrée V4). The software is excellent and simple. User friendly. **What do you dislike about sales-i?** The only things that I would complaint about is the lack of personalization. Meaning the lettering like the font, color and size. **Recommendations to others considering sales-i:** Excellent.. it will make your sales life simple. **What problems is sales-i solving and how is that benefiting you?** Sales, follow-up and sales tracking are the mayor problems it solves. The benefit is tremendous because it keeps up with sales numbers by proactively staying on the of the sales. ### 37. Sales-i experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2017 **What do you like best about sales-i?** The layout and the level of information. **What do you dislike about sales-i?** Like anything else, it's a matter of practice. **Recommendations to others considering sales-i:** Do the demos, A few times. Let it sink in and take notes.. Talk to the Sales-i support, Ask questions. **What problems is sales-i solving and how is that benefiting you?** We are tackling the issue of forgetting our customers. It's easy to talk to your biggest customer and it's even easier to neglect those, who may not buy as often. We want to improve those relationships and grow sales. ### 38. Survey **Rating:** 4.0/5.0 stars **Reviewed by:** Selina C. | Account Representative, Business Supplies and Equipment, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** The fact that I can go back and see my notes on what I spoke about the last time I saw my customer. **What do you dislike about sales-i?** I feel like I'm still learning about this program so there isn't really anything on here that I dislike. **What problems is sales-i solving and how is that benefiting you?** I can see if my customers have stopped ordering altogether or what items they've stopped using. By looking at what they buy from me, I can get them to buy ancillary items from me. ### 39. Newb experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2017 **What do you like best about sales-i?** I like the ease of use best. Finding information on my customers isn't difficult when using sales-I. It's definitely better than using a notepad and having to go back to try and dig up information from a visit. **What do you dislike about sales-i?** I don't like that my new customers don't show up until they purchase something. It makes it difficult to do my daily reports if they aren't there. **Recommendations to others considering sales-i:** I would like to be able to see my new customers even if they haven't purchased anything. **What problems is sales-i solving and how is that benefiting you?** It helps me keep up with my customers a lot easier. It is a very useful tool to have at your use when talking numbers. Numbers don't lie. ### 40. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Simple and fast drill-down functionality, mobile app is quick and easy to use. Sales-I went to great lengths to help us make our data as user-friendly as possible. **What do you dislike about sales-i?** Data synchronisation is slow meaning data is usually 48 hours behind. **Recommendations to others considering sales-i:** Ensure that you have the data synchronisation with your ERP system timed so your data is no more than 24 hours old. **What problems is sales-i solving and how is that benefiting you?** Identifying areas where customers are stopping spending or where there's cross-selling opportunities. ### 41. SALES- REVEIW **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2017 **What do you like best about sales-i?** EASE OF USE....IT HAS MADE IT VERY EASY FOR OUR MEMBERS OF THE TEAM WHO DONT FIND ANALYSIS EASY. **What do you dislike about sales-i?** LACK OF ADAPTABILITY....THERE ARE SO MANY THINGS THAT WOULD BE USEFUL TO EVERYBODY USING THIS PROGRAM IF ONLY... **What problems is sales-i solving and how is that benefiting you?** PRE SELLING GOODS - SPOTTING TRENDS. IT HAS HELPED US TO KNOW OUR BUSINESS MORE. THERE IS A SURPRISING AMOUNT [SOMETIMES SHOCKS!] WHICH YOU DONT KNOW ABOUT YOUR BUSINESS WITHOUT THIS ANALYSIS TOOL ### 42. Sales data that makes sense **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2017 **What do you like best about sales-i?** Flexible, turns sales data into information that can be easily marketed. It justifies and tracks promotions and gives valuable research into pricing structures **What do you dislike about sales-i?** Its not very intuitive, you need training. The online sessions help but they are determined by sales-i and not the vendor. **Recommendations to others considering sales-i:** Makes sure you get training or its another tools that culturally will not become part of your business **What problems is sales-i solving and how is that benefiting you?** Project management and cost tracking ### 43. SalesI **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Paper & Forest Products | Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2017 **What do you like best about sales-i?** I like that I can see my customers entire order history. **What do you dislike about sales-i?** I do not like that I cannot highlight one product and see the order history of that entire product. **What problems is sales-i solving and how is that benefiting you?** When I am calling a customer I am able to direct the call based on what they have recently bought and what they have not bought in a while. ### 44. Sales Rep **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff G. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Sales accumulation reports and rankings for customers **What do you dislike about sales-i?** Search functions are not as easy as they could be **What problems is sales-i solving and how is that benefiting you?** Immediate sales data for myself and customers ### 45. Favorable for identifying product groups and reports. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2017 **What do you like best about sales-i?** Drilling down to specific categories and specific individual products. **What do you dislike about sales-i?** Not aware if you can currently can do this, or if I'm just not aware how to do it..... I have a couple of accounts that have individual account numbers (30) for their various locations. It would be nice if you could click on these to generate a combined monthly report for sales, %GP, etc. As far as I know, these are considered as "Parent Accounts", and therefore, treated individually. **What problems is sales-i solving and how is that benefiting you?** Identifying categories not being sold to customers, then finding out why and target them for these potential sales. ### 46. Easy to use service with it being simple to use. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** I like using My calls and the Inbox follow up calls, this means I can follow up and have my calls all planned out, I also like how easy and simple it is to use and the layout. **What do you dislike about sales-i?** What I dislike the most about Sales-I is that you can't simply just search someone's name instead you have to go through all the notes and interactions to find that one person which can take so much time as you have to go through all them notes. **Recommendations to others considering sales-i:** Improve what I said on the dislike section **What problems is sales-i solving and how is that benefiting you?** Can plan and organise calls. **Official Response from Natalie Davies:** > Hello there, thanks so much for your review. You are able to search for a contact's name in sales-i if they have been added as a contact against an account's Record Card in the CRM rather than in the body of a note that has been added. Simply select contacts from the dropdown list next to the search bar in the top black menu bar. If you need any more help, please do contact our support team on support@sales-i.com and we'll be happy to help! Thanks, sales-i :) ### 47. Sales-i and Me! **Rating:** 4.0/5.0 stars **Reviewed by:** Simon G. | Managing Director, Wholesale, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** cloud based product, easily accessible on any device. Ability to create campaigns and enquiries which are easily shared with other users **What do you dislike about sales-i?** still finding features after using this product for 3+ years that I wish I had known about sooner relatively high cost of the storage **What problems is sales-i solving and how is that benefiting you?** remote workers feeling connected to the main business system in the head office. fingertip data! ### 48. Decent Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** The ability to leave notes that other sales staff and I can refer back to. **What do you dislike about sales-i?** The fact that when I pull up a customers sales it shows me what they are buying, but does not list the product lines they are not buying. **What problems is sales-i solving and how is that benefiting you?** Still new to using the software, but increased communication has been the greatest benefit. ### 49. Fantastic sales programme **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Being able to plan calls and record details of a visit so all colleagues can see up to date info. Also seeing which items a retailer is seller no and it what quantities. **What do you dislike about sales-i?** Not being able to see colleagues diary in the mobile iOS version. **What problems is sales-i solving and how is that benefiting you?** Being able to identify quickly which retailers have declining sales. ### 50. Business Sales Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Able to access 24/7, anywhere, anytime. Outside sales staff is able to access via iPhone or Andriod and setup customer appointments in real time. **What do you dislike about sales-i?** Drill down steps. Would be great if it was shorten. **Recommendations to others considering sales-i:** A must have tool in any business. **What problems is sales-i solving and how is that benefiting you?** Item class - increase/decreasing sales volume. Customer purchase history - increase/decreasing sales. ## sales-i Discussions - [Can I use my existing CRM system with sales-i?](https://www.g2.com/discussions/can-i-use-my-existing-crm-system-with-sales-i) - 1 comment, 1 upvote - [View sales-i pricing details and edition comparison](https://www.g2.com/products/sales-i/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+23%3A08%3A10+-0500&secure%5Bsession_id%5D=a4e25ea3-182d-45a5-b16b-db58c42c67b3&secure%5Btoken%5D=d58b9db55f173531e5384bf958a12469603a8fea2bfe20a6d7afa3446601216f&format=llm_user) ## sales-i Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Desktop Integration **Marketing Automation** - Campaign Management - Marketing ROI Analytics **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Opportunity Scoring **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top sales-i Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,679 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,282 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews)