--- title: "sales-i Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about sales-i Software - reviews, pricing plans, popular comparisons to other Sales Force Automation products and more." source_url: "https://www.capterra.com/p/136407/sales-i/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # sales-i Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) sales-i ## What is sales-i? Supercharge Your Sales Management with sales-i, a Sales Force Automation Tool! sales-i is designed to empower sales managers, automate repetitive tasks, enhance collaboration, and drive productivity across the entire sales force. But sales-i is more than just a productivity tool—it's a game-changer for sales management. Our intuitive dashboard provides real-time visibility into sales performance metrics, enabling managers to track progress, identify bottlenecks, and make data-driven decisions with confidence. ## What is sales-i used for? [Sales Performance Management](https://www.capterra.com/sales-performance-management-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/)[Predictive Analytics](https://www.capterra.com/predictive-analytics-software/) Top alternative Featured Overall rating Based on 60 user reviews Reviews sentiment Positive 72% Neutral 22% Negative 7% Starting price £75 Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### sales-i 3.9 (60) VS. [4.8 (874)](https://www.capterra.com/p/182174/CaptivateIQ/reviews/) Starting Price £75 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (59) Ease Of Use 4.8 (166) Value For Money 3.7 (41) Value For Money 4.7 (161) Customer Service 4.3 (53) Customer Service 4.8 (161) ## sales-i alternatives Highest Rated [Substrata](https://www.capterra.com/p/201748/SUBSTRATA-SCIP/) [4.9 (166)](https://www.capterra.com/p/201748/SUBSTRATA-SCIP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/201748/SUBSTRATA-SCIP/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155928/Zoho-CRM/) [Vena](https://www.capterra.com/p/131246/Vena/) [4.5 (139)](https://www.capterra.com/p/131246/Vena/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/131246/Vena/) [Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (173)](https://www.capterra.com/p/153130/Forcemanager/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153130/Forcemanager/) [View all alternatives](https://www.capterra.com/p/136407/sales-i/alternatives/) ## FAQs about sales-i Overview ### What problems does sales-i solve? sales-i solves the problem of sales data trapped in hard-to-report business systems by turning customer history, margins, product purchases, and sales gaps into usable reports and call plans. Sales representatives, account managers, sales managers, and marketing teams use it to identify neglected accounts, prepare customer conversations, log interactions, and target cross-sell campaigns. Answer based on 45 reviews Overview ### Which roles and teams benefit most from sales-i? sales-i is most used by account managers, sales managers, and sales directors who identify customer buying patterns, prioritize accounts, and guide follow-up activity. Parts, inventory, purchasing, and operations teams use it to review product demand and stock movement, while executives monitor sales performance and customer trends for planning decisions. Answer based on 60 reviews Overview ### What company size and specific industries is sales-i built for? sales-i is designed for small and medium enterprises in wholesale, manufacturing, and distribution, along with the sales professionals, sales leaders, and sales managers who support those businesses. It is built for organizations that need sales support within these commercial and industrial sectors. Features and Usability ### What are the key features of sales-i? sales-i includes core CRM, sales automation, customizable reports, sales reports, and data visualization. Its differentiating strengths are sales-data analysis through Enquiries, drill-down reporting, sales variance and gap analysis, and campaign management. Call management, customer purchase history, and mobile access support field sales planning and customer interactions. Answer based on 31 reviews Limitations ### Does sales-i have bugs or mobile app issues? sales-i provides useful sales tools, but users report recurring mobile, speed, and synchronization issues. Field sales teams mention login trouble, disappearing call notes, timeouts, slow reports, and differences between desktop and mobile features. Some users receive responsive support and note fixes over time, while offline use and Outlook calendar syncing remain concerns. Answer based on 17 reviews Getting Started and Support ### How easy is it to onboard and train a team on sales-i? sales-i offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers report that new hires and users working from established accounts can learn it relatively quickly, especially with hands-on support. However, first-time users and teams starting from scratch may face a significant learning curve and need paced training. Answer based on 15 reviews Getting Started and Support ### What customer support options does sales-i offer, and how do users rate the experience? sales-i offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support staff as friendly, helpful, and accessible by phone, with effective hands-on training and implementation guidance. However, some report unresolved technical problems, slow processing, and delays that required repeated IT contact. Answer based on 17 reviews Features and Usability ### How well does sales-i support sales management? sales-i gives sales managers current customer data, call planning, funnel visibility, and reporting to guide field activity. Sales teams value purchase history, trend views, and presentation tools for better account conversations. However, some organizations report limited territory controls, complicated opportunity tracking, and inconsistent adoption of CRM workflows. Answer based on 31 reviews Features and Usability ### How well does sales-i handle sales data and reporting? sales-i makes sales data easier to access, analyze, and share from connected business systems. Sales representatives and managers use customer purchase history, margins, product trends, and saved enquiries to prepare calls and spot anomalies. Data quality depends on source-system setup, and some users report transfer delays, limited date filtering, or formatting inconsistencies. Answer based on 25 reviews ## Features AI summary Based on 1,339 Sales Force Automation reviews Capterra data shows that buyers of Sales Force Automation software rank the following features as their top priorities: - **Customer Database** (**43%** of reviewers rated this feature as critical) - **CRM** (**51%**) - **Data Import/Export** (**40%**) sales-i supports **Customer Database** and **CRM**, giving sales teams a central place to store account details, track relationships, and manage customer interactions more effectively. However, it does not include **Data Import/Export**. Instead, it offers **Email Marketing** (**43%**), which can help teams stay connected with prospects and customers through targeted outreach. Together, these features help businesses keep customer information organized, improve follow-up, and support more consistent sales activity. Performance Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Organize and manage the accomplishments and development of employees or performance of applications or systems Performance Metrics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Reports 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies Territory Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Organize customer data and accounts by user or geography Ad hoc Reporting Generate one-off reports that meet information requirements Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results sales-i 19 features ### All Features - Ad hoc Reporting: Generate one-off reports that meet information requirements - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Management: Ability to handle large datasets - Email Marketing: Create and send email blasts/campaigns - Field Sales Management: Manage or track sales completed by field teams/employees - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Reports: Reports specific to sales analysis for trends and strategies - Territory Management: Organize customer data and accounts by user or geography - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 3.7 (59) 3.7 Based on 59 reviews ## Pricing Value for money 3.7 (41) Basic £75.00 Per Month Value for money 3.7 (41) 3.7 Based on 41 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (53) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (53) 4.3 Based on 53 reviews ## User reviews Overall rating 3.9 Based on 60 reviews Filter by rating 5(20) 4(23) 3(13) 2(1) 1(3) Mentioned topic Sorted by most recent AG Anthony G. Wholesale Outside Sales Mgr. Automotive ### "Sales-i Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 26, 2026 Support staff was excellent and did hands on training which is unique in todays world. New hires were easy to train as well on this software Pros It is the easiest CRM software to track OSR efficiency and accountability with great historical data information as well. Cons Sometimes it would take a few days to integrate customers from our DMS which delayed OSR current sales Switched from [Grow](https://www.capterra.com/p/136247/Grow/) Better sales tools, better support, easy to maneuver from desktop and mobile Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LR Loren R. CFO Wholesale ### "Sales-i Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 June 4, 2021 The reporting is excellent for sales. Sales employees can see reports per sales rep, per sales manager, per account. And it's easy to visually track targets and do queries. Pros The reporting is really easy and very fast. Having all contacts in one place is great. Being able to have all sales related info, including account information, targets, opportunities in progress, is good. Cons It is not custom fit for us so some things we cannot change because they are integral to the software. In some cases, there is information we do not need. And, we get a "half-fast" view to what we really would like to see. The document filing in the software is not great; if that would be better, it could replace a lot of the documents we have archived centrally on our system. Switched from [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SA Scott A. Sales Manager Wholesale ### "It can be good....But needs some work" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 March 19, 2020 The support from sales-i has lacked. I've had to get senior leaders involved which I should not have to do. Pros I wanted software that was easy to use for my salespeople on the road. Sales-i makes it easy to log calls and search information Cons There are times this software is not user friendly. It seems as if it is 3 separate software platforms merged into one. For example, CRM is clunky. There is not a "LOG" file so I know who changed things or completed a form. The forms I have created do attach to a customer's file. I cannot just print a form. Campigns do not work right and have to be refreshed every day. That seems like it would be a simple fix to have it auto refresh. Overall, the product needs some work. Reasons for choosing sales-i I felt this product offered more features and benefits than the others do. The problem is that they are clunky to use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TS Tim S. Director of Sales Transportation/Trucking/Railroad ### "Sales-I review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 18, 2020 Good, nice people to deal with Pros Analytics are great.. lots of types of data Cons daily data transfer from our business system can be a problem... needs a check system for missed data To slow on fixing problems for what you spend. Data team being in UK is an issue when its hot to many hours apart Reasons for choosing sales-i mobile app for sales people analytics Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JB Jeff B. Vice President of Sales Machinery ### "Quick and Easy" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 16, 2020 Easily check on margins, sales history. Pros Very quick and easy to use. Easily drill down to gather the information that you're looking for. Cons Setting up the software can be time consuming Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 19, 2020 Hi Jeff, Thanks for the review. sales-i team LH Larry H. Sales Manager Warehousing ### "Sales-i in Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 16, 2020 Good experience, like the format but really need to report out daily. Pros Putting together goals for the team by product line. YTD stuff, but it does not update daily only monthly. Campaigns, but need more training on that. Cons I used the Variance+ exclusively until last fall when I was told they were not updated that report any longer. I was also told we would be able to see variance by date rather than by month which is very difficult. I need to see how we are doing compared to prior month all through the month. Why is there so many things in the ZZZ folder, this should not be. Alternatives considered [ADVANZ101](https://www.capterra.com/p/159360/Sales-Force-Automation/) [Infor Distribution SX.e](https://www.capterra.com/p/181933/Infor-Distribution-SX-e/) Reasons for choosing sales-i Ease of use, had enough reporting information in it to give me what I needed at the time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 19, 2020 Hi Larry, Thanks for the review. sales-i team AU Andres U. Account Manager Building Materials ### "Great to keep track of numbers" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 16, 2020 There has been some changes done through sales I since CanWell started using it, first year will always be difficult, so looking froward to the second year as I get more used to the new changes and the new app. Pros I like it because it is very informative before stepping into a meeting I know exactly where we stand with that customer. It is great to create snapshots as it is a great tool to present to your customers. Cons It is quite limited in terms of tracking opportunities. It would be good if this was linked to your outlook e mail so you get reminders of different opportunities that have not been paid attention too. Accessing opportunities is complex, opportunities being an important step of the sales process having this simplified would go a long way. I dont like that I cannot create a repetitive call, if I had a visit or task every week I'd like to have a setting that says "repeat" and week, bi-weekly, month options. A customizing inquires feature would be great, there is too much "fluff" when doing inquiries, if we could customize our own for what we use most often it would be great. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 19, 2020 Hi Andres, Thanks for the review. sales-i team CS Chris S. President Automotive ### "HD Truck Reps" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 16, 2020 It helps us target customers by each manufacturer we represent. By giving us current sales information for each customer as we make calls. Then include prospective customers to help grow our sales. Pros I have been very impressed with the implementation process. We had a customer contact \[SENSITIVE CONTENT HIDDEN\] that was with us every step of the way!! The software is very insightful and geared for the sales process. Contacts to sales data with integration to bring both together and lay out a game plan and implementation of that game plan. Cons Because we are a manufacturer representative group the implementation was a little difficult. We are actually still working on correcting the information we transfer to get a more precise use of the software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 19, 2020 Hi Chris, Thanks for the review. sales-i team TL Todd L. Sales Manager Food & Beverages ### "Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 March 16, 2020 Reviewing sales trends, identifying missed sales, creating campaigns to sell more product Pros speed of reporting, mobile access to info Cons not immediately intuitive on where to find desired information Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 19, 2020 Hi Todd, Thanks for the review. sales-i team DP Dave P. Operations manager Automotive ### "Incomplete software" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 March 16, 2020 The customer service can't fix the problems. We were told that they were working on it which was/is a bold face lie. Pros I try not to use this software. The reporting is incomplete at best. Cons Reporting needs to have accurate information. The mobile is not well thought out. Salesmen dislike it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 19, 2020 Hi Dave, Thanks for the review, one of our team will be touch to discuss your feedback. Thanks, sales-i team [View all Reviews](https://www.capterra.com/p/136407/sales-i/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Substrata vs sales-i](https://www.capterra.com/compare/136407-201748/sales-i-vs-SUBSTRATA-SCIP)