---
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. Easy to use in the main - identifying leakage quickly is the key thing

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 25, 2017

**What do you like best about sales-i?**

Identifying leakage fast and identifying key products and customers fast

**What do you dislike about sales-i?**

That you can only compare sales by the month not by the day

**Recommendations to others considering sales-i:**

Make sure you sent aside the time to actually use it!

**What problems is sales-i solving and how is that benefiting you?**

Contacting lapsed customers faster
Very fast rep analysis - useful for reporting

  ### 2. Sales-I is Excellent! 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

Excellent Program that is easy to use. All client sales info at your finger tips and loaded in seconds. Excellent CRM Program. 

**What do you dislike about sales-i?**

Nothing at all. This is an excellent product with continuous updates to make it better.

**What problems is sales-i solving and how is that benefiting you?**

Quickly recognize client sales history, sales variance, and YOY info

  ### 3. Staff is friendly and the software is easy to use, but lacks analytical depth.

**Rating:** 1.5/5.0 stars

**Reviewed by:** Brian M. | Director of Operations and Supply Chain, Packaging and Containers, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 07, 2016

**What do you like best about sales-i?**

The best attribute of Sales-i is its ease of use.  The UI is designed around a drill down process, which makes it very intuitive for sales people to get at the information they need.  It's easy, for example, to see which customers are up or down compared to last year, and to drill into that customer to find out exactly what products are driving that variance.

It's worth mentioning, that the mobile app is pretty good as well.

The campaigns can be useful, but are difficult to set up.

**What do you dislike about sales-i?**

Unfortunately, its greatest asset is also its greatest weakness.  Because of its drill down UI, it is not possible to create anything more than the simplest reports.  This means it is not a great tool for doing complex analysis of the sales history.  One easy example:  Want to see all sales by category, by every state?  It can't be done in sales-i.  I can see the sales categories in ALL states, or I can see all categories in ONE state, but I cannot do both in one report.

The filtering process is sub-par.  It treats some filters like an OR statement, so if you are trying to add multiple filters, you start getting weird results.  For example, if you set a filter for Customer A, there's no problem.  But if you set a filter for Customer A and Product Group X, you could get all customers who buy Product Group X, and/or all Product Groups bought by Customer A.

You cannot change the dashboard, when you initially log in.  You are restricted to the generic layout and content determined by sales-i.

**Recommendations to others considering sales-i:**

If ease of use is the most important factor, then this is the product for you.  But beware, the BI will not let you do complex reporting, so if deep, detailed, analysis is your primary objective, I would avoid it.

**What problems is sales-i solving and how is that benefiting you?**

We purchased sales-i, so we could put sales information into the hands of our sales force.  IT has succeeded in doing that, and it does help them easily identify problem accounts, whether it's top line sales, margin, or mix that is causing the issue.

  ### 4. Sales i user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

The simplicity of it is great. You are able to see live sales reporting for any given customer. 

**What do you dislike about sales-i?**

Nothing really. We're just started using sales I a few months ago and already am able to benefit from it. 

**What problems is sales-i solving and how is that benefiting you?**

I am able to pin point a customers buying habits. 

  ### 5. Excellent for Sales Reporting

**Rating:** 4.0/5.0 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 ability to drill down to an item level to review performance

**What do you dislike about sales-i?**

Currently not using their CRM or the Campaigns.

**What problems is sales-i solving and how is that benefiting you?**

Sales Analytics. Creating spreadsheets to review Growth & Loss within a book of business

  ### 6. Sales-I Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

Easy access to sales data, able to click and find results that help make decisions on a customer.

**What do you dislike about sales-i?**

The snapshot could be improved in terns of information that can be presented to a customer

**Recommendations to others considering sales-i:**

Try it I dont think you will be dissapointed, it is help imroved sales and focus the sales team in one dircetion and is used at evrey sales meeting the compnay hold.

**What problems is sales-i solving and how is that benefiting you?**

To be able to track lost sales and any down or up turn in a business sector

  ### 7. Time saving organizer

**Rating:** 4.0/5.0 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?**

Plan a day , a week and see how my customers are responding to visits .

**What do you dislike about sales-i?**

To many retrictions on how to set up and combine multiple accts. 

**Recommendations to others considering sales-i:**

Be patient

**What problems is sales-i solving and how is that benefiting you?**

Finding opportunities and using info in sales history as a tool .

  ### 8. A great fit.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 21, 2017

**What do you like best about sales-i?**

The workflow as well as the support is great.  It is very intuitive and allows us to deep dive our information with ease.

**What do you dislike about sales-i?**

Some features that we would like to see, but I would anticipate them being available in the future.

**Recommendations to others considering sales-i:**

Great bang for the buck.  Have your business work flow and hierarchy designed before working with them.

**What problems is sales-i solving and how is that benefiting you?**

Greater visibility for our sales force to make informed decisions and help improve efficiencies within the company.

  ### 9. Sales-i for reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 29, 2017

**What do you like best about sales-i?**

Brilliant for different sorts of sales reports with a few clicks of the mouse

**What do you dislike about sales-i?**

'Customer View' should say 'on' or 'off' when clicked

**Recommendations to others considering sales-i:**

Make sure you get the in-house training to get maximum value from the system

**What problems is sales-i solving and how is that benefiting you?**

Before we used Sales-i we could basically ownly get a basic spend report, which we would then have to calculate trends, gaps, etc. on ourselves - now Sales-i does that for us!

  ### 10. Sales User

**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?**

Easy to see where I am at month to date, and to run customer specific dashboard reports.

**What do you dislike about sales-i?**

CRM is clunky but usable. I don't like the new layout of the call history screen.

**Recommendations to others considering sales-i:**

Pay a little extra money like we did and get the transaction analysis page.  It is good to be able to show a client that you are paying attention to the details.

**What problems is sales-i solving and how is that benefiting you?**

Visibility to sales dollars and trends.

  ### 11. Outside sales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

Easy to navigate through. Everything is just a click away from where you need to be and do.  Helps keep you on track of what you need to work on with your sales increase, and with your customers. 

**What do you dislike about sales-i?**

There is nothing that I have came across that I don't like about the program.  Everything in it is great and easy to use. 

**What problems is sales-i solving and how is that benefiting you?**

Trying to increase Sales to customers and keeping track of sales calls. 

  ### 12. Data analysis

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

It sorts throrough all the data very fast

**What do you dislike about sales-i?**

Some of the button names are strange since its a european program.

**What problems is sales-i solving and how is that benefiting you?**

Declining sales. Sales I shows who is down and what they are down in very quickly.

  ### 13. Sales-i review

**Rating:** 5.0/5.0 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?**

Brilliant tool, so powerful for tracking leaky buckets

**What do you dislike about sales-i?**

Nothing, It is all brilliant, fully reccomend

**Recommendations to others considering sales-i:**

use it to ensure nobody slips through your net...

**What problems is sales-i solving and how is that benefiting you?**

Easy to report on any account.
Very clear where

  ### 14. Still learning to use it but very powerful software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

Being able to drill into detail and include or exclude certain lines

**What do you dislike about sales-i?**

Not being able to integrate the CRM with our current software

**What problems is sales-i solving and how is that benefiting you?**

Being able to see trends and who's dropping off

  ### 15. sales-i

**Rating:** 5.0/5.0 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?**

up to date results and filtering by territory and sic 

**What do you dislike about sales-i?**

na nothing. it does everything that I need

**What problems is sales-i solving and how is that benefiting you?**

sales I has helped prospecting and winback strategy

  ### 16. Through & Flexible

**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?**

All the data is able to be pulled from different areas and wonderful reporting

**What do you dislike about sales-i?**

Unable to search by address. Other than that, no complaints.

**What problems is sales-i solving and how is that benefiting you?**

Tracking visits, great notes

  ### 17. GREAT PRODUCT USED DAILY

**Rating:** 5.0/5.0 stars

**Reviewed by:** NEIL S. | Sales Director - Maximising production output for Cutting, Grinding, Deburring and Polishing, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2017

**What do you like best about sales-i?**

EASE OF USE, GREAT COMM'S THROUGHOUT MY TEAM

**What do you dislike about sales-i?**

NOT AS MUCH FUNCTIONALITY ON IOS,........

**Recommendations to others considering sales-i:**

HAVE A DEMONSTRATION

**What problems is sales-i solving and how is that benefiting you?**

LOSS OF BUSINESS PINPOINTED.

BUILDING OF INFORMATION

  ### 18. prez

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marc R. | Owner, Consumer Goods, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 24, 2017

**What do you like best about sales-i?**

very easy to use and allows you access to great reporting

**What do you dislike about sales-i?**

cant copy and paste from the fields.  there 

**What problems is sales-i solving and how is that benefiting you?**

gross profit

  ### 19. Sales i 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 28, 2017

**What do you like best about sales-i?**

they way it gives me all the relivant details of who isnt buying 

**What do you dislike about sales-i?**

the time it takes to sort out a campaign

**What problems is sales-i solving and how is that benefiting you?**

it will keep me on top of the types of products somebody hasnt purchased this month so i can tailor make the sales calls to each company 

  ### 20. Super easy system with brilliant back up. Has transformed the way I do business. Ideal for SMEs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian H. | Sales Director, Automotive, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 20, 2016

**What do you like best about sales-i?**

This is a very easy to use system, accessible via Android, IOS and Windows platforms. Simple layout and easy to access information. CRM has proved invaluable as a reporting tool, management tool and sales tool. The training was excellent with ongoing free webinars. In fact there is so much to utilise by way of campaigns, drill downs, reporting etc that even if only 10% utilised there is a significant benefit to business management. 

**What do you dislike about sales-i?**

As with all systems it takes time to familiarise with the system. The invoices information is accurate and easy to interrogate once you know how. The CRM relies upon the input from sales and office staff which is more a reflection on my business than Sales-I but either way the more you put in the more you get out of it. Until recently required online access to function, i.e. if a rep was in a remote area then sales-I was ineffective. This has been addressedI believe.

**Recommendations to others considering sales-i:**

Balance your business needs with the capabilities of the systems out there. This one is a great work horse and will improve any business. 

**What problems is sales-i solving and how is that benefiting you?**

Information sharing and logging has vastly improved. Ability to make strategic decisions easily and quickly. Ability to get snapshots of the accounts and generate easy reports for the business.
Greater management of sales activity.


  ### 21. Sales Management

**Rating:** 3.5/5.0 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?**

I like making calls and getting directions to customers directly from the mobile version.

**What do you dislike about sales-i?**

I don't like the lack of permanent note space related directly to customer/contact.  i.e., hours of operation; back-up person, bulding #, delivery instructions

**What problems is sales-i solving and how is that benefiting you?**

The reporting tools, if working properly, allow me to go into a customer prepared to address short-comings.

  ### 22. I-Sales has been a great tool for analyzing customer sales data.

**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?**

Being able to see the variances and sales gaps on mobile device, prior to walking in to see the customer.

**What do you dislike about sales-i?**

Learning curve to become familiar with app and all it offers.

**What problems is sales-i solving and how is that benefiting you?**

I am new to this position in the company and am able to take a better look at areas of improvement.

  ### 23. Excellent CRM and sales software easy to use and comprehensive information capture

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 29, 2017

**What do you like best about sales-i?**

Good campaign management and diary management with excellent reporting 

**What do you dislike about sales-i?**

Some aspects of notes and tracing pipeline of activity

**Recommendations to others considering sales-i:**

Excellent cost effective cloud based solution to CRM 

**What problems is sales-i solving and how is that benefiting you?**

Monitoring activity across the national sales force and better visibility of numbers / self help for the sales team

  ### 24. Sales Rep

**Rating:** 5.0/5.0 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?**

It is great tool for sales and is very good for fast information an it helps keep sales information organized. 

**What do you dislike about sales-i?**

 There is nothing that I dislike. It has been a great tool and it helps keep me organized 

**Recommendations to others considering sales-i:**

Use it

**What problems is sales-i solving and how is that benefiting you?**

Better follow up on sales leads

  ### 25. Sales-i

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 23, 2017

**What do you like best about sales-i?**

The reporting and drill down into customer spend is excellent.  Brilliant for tracking usage, GP, and analysing spend per company, depot, buyer etc.

**What do you dislike about sales-i?**

The CRM aspect of the system is very limited and we have had to move to a more CRM focused system for holding customer contact records and follow ups.

**What problems is sales-i solving and how is that benefiting you?**

We are preventing particular depots of large clients dropping off spend without it flagging this fall in revenue.

  ### 26. Fast accurate reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 26, 2017

**What do you like best about sales-i?**

Fast, easy and very succinct. Rep's have easy access when out on the road selling. 

**What do you dislike about sales-i?**

Would be great if it had a better CRM and other features. 

**What problems is sales-i solving and how is that benefiting you?**

Providing fast easy access to reporting while out on the road selling. 

  ### 27. Good CRM and analytics software

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 20, 2017

**What do you like best about sales-i?**

Managing my calls and sales analytics for myself and the company. I am able to see where to spend my time more effectively.

**What do you dislike about sales-i?**

The inability to print address labels from my contact screen

**What problems is sales-i solving and how is that benefiting you?**

Able to quickly see sales gains and losses

  ### 28. Most helpful would be lost without Sales-i

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

Record keeping and control of my calls and targets

**What do you dislike about sales-i?**

The Android app is pretty poor to be honest not a patch on the Apple version.

**Recommendations to others considering sales-i:**

Not a gamble just sign up 

**What problems is sales-i solving and how is that benefiting you?**

Increased sales figures and customer management 

  ### 29. Very effective training

**Rating:** 5.0/5.0 stars

**Reviewed by:** Craig E. | Sector Manager - National, Chemicals, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2016

**What do you like best about sales-i?**

The staff training provided by Paul really was second to none.  With 5 sales managers to present to for 5 hours, I have no doubt that he needed his wits about him, but he was simply excellent - at giving an informative and detailed explanation of a product that will without doubt benefit us endlessly.  His witty stories and laid back persona helped the experience to be more memorable.  His patience was also noted to be above average!

The system looks like it will be a great help to all who attended, with the ios version of the package for our ipads appearing to be able to change how we work massively.

Many thanks Paul.

**What do you dislike about sales-i?**

Nothing yet.  There really does seem to be no issues identified.

**What problems is sales-i solving and how is that benefiting you?**

Streamlining our processes for identifying sales data and making it easier and fasted to analyse.

  ### 30. Informative 

**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?**

Customer notes, ability to look up number quickly.

**What do you dislike about sales-i?**

Too many steps to get to info. Need faster to get numbers 


**Recommendations to others considering sales-i:**

less steps to get info

**What problems is sales-i solving and how is that benefiting you?**

Drilling down to get number. 


  ### 31. Great Product, Great Company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Packaging and Containers | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

Easy drill down into customer data from every angle.

**What do you dislike about sales-i?**

Setting and maintaining targets is a bit klunky. 

**What problems is sales-i solving and how is that benefiting you?**

Helping us to reduce customer churn and do better forecasting.

  ### 32. Great for reporting

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 17, 2017

**What do you like best about sales-i?**

Reporting, Customer snap shots, Variances

**What do you dislike about sales-i?**

Not in line with our fiscal year. Hard to compare to.

**What problems is sales-i solving and how is that benefiting you?**

Ability to breakdown accounts and sell based on no sales

  ### 33. Highly Recommend

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2017

**What do you like best about sales-i?**

Very easy and straight forward to navigate

**What do you dislike about sales-i?**

Nothing i love it. Continue to update as necessary

**Recommendations to others considering sales-i:**

Use it!

**What problems is sales-i solving and how is that benefiting you?**

Tracking sales and gaining new clientele. This makes it so much easier

  ### 34. Awesome software partnership to grow sales!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shelly M. | Director Sales Development, Automotive, Enterprise (> 1000 emp.)

**Reviewed Date:** May 13, 2016

**What do you like best about sales-i?**

Facts and figures at our sales force's fingertips on the street.  Real time up to prior evening.  No requesting internal reports.

**What do you dislike about sales-i?**

Not much!  Program very user friendly.  Just would like to adapt a few internal pieces to match our specific needs.

**Recommendations to others considering sales-i:**

Best investment you'll make!

**What problems is sales-i solving and how is that benefiting you?**

Gaining sales opportunities. Having details at our fingertips in a mobile environment. Increased communication.  Recognizing leakage immediately!

  ### 35. Simple & Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Neil H. | Technical Sales Manager, Security and Investigations, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 01, 2016

**What do you like best about sales-i?**


The ability to drill down into a lot of detail. 

Ease of setting up reports



**What do you dislike about sales-i?**


We have been using Salei for 2 years now, I would like a UK address format.


**Recommendations to others considering sales-i:**

Simple & easy to navigate through.

**What problems is sales-i solving and how is that benefiting you?**

We as a sales team can now generate reports like Leakage, Sales v Gaps

  ### 36. A useful tool, but some growing pains

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.)

**Reviewed Date:** November 05, 2015

**What do you like best about sales-i?**

This product was absolutely useful in getting our job done. The user interface was easy to work with, organization was fairly straight forward. Had some integration functions that were helpful. Our coding teams were able to manipulate the software to display a fair amount of the information that we were seeking. Could pull it up on a cell phone or a tablet. Aesthetically pleasing to work with every day. Being brand new to a CRM this was a good first start

**What do you dislike about sales-i?**

There seemed to be so many steps that needed to be taken to accomplish certain tasks. I am not too sure if this was something that they could improve or something we needed to ask for, but in order to adequately manage and utilize this program for my purposes there seemed to be way too much time needed. Too often it seemed like we would be missing data or notes in the system. Contact information would sometimes be gone and then reappear. 

**Recommendations to others considering sales-i:**

For basic use or a CRM product this will get the job done for you. For me personally I have some expectations and functionality/usability that I thought could be improved upon. 

**What problems is sales-i solving and how is that benefiting you?**

When utilizing this software, it was for the purpose of managing my customer base and formulating a plan of attack each day. 

  ### 37. insightful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 27, 2015

**What do you like best about sales-i?**

The ability to drill down into a lot of detail.

Ease of setting up reports

**What do you dislike about sales-i?**

We have only been using the product for a few months, so at present we don't have any issues.

We have had some challenges with the search when looking for accounts

**What problems is sales-i solving and how is that benefiting you?**

Quickly identifying sales trends, good and bad - 

Information shows sales in areas that a lot of sales reps where not aware of and vice versa.


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-08-02+17%3A19%3A50+-0500&secure%5Bsession_id%5D=3c4490b4-3d6a-4390-a672-5a8ad7465e0b&secure%5Btoken%5D=b7a355209ed228ef2e6b45209519fbcc214c0244ae7147b9704be1b8e768b2fd&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

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