# sales-i Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is sales-i the right Sales Force Automation solution for you? Explore 59 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/136407/sales-i/reviews

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sales-i

3.9 (59)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of sales-i

Ease of use

3.8

Customer Service

4.3

## Pros and Cons in Reviews

LR

Loren R

CFOWholesale, 11 - 50 employeesUsed the software for: 6-12 months.

“Being able to have all sales related info, including account information, targets, opportunities in progress, is good.“

June 4, 2021

LR

Loren R

CFOWholesale, 11 - 50 employeesUsed the software for: 6-12 months.

“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.“

June 4, 2021

## Showing most helpful reviews

Showing 1-25 of 59 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Distributor  
Architecture & Planning  
Used the software for:

### "Simple and easy with powerful outcomes"

January 23, 2017

5.0

Using sales-i is a breeze even though I'm not particularly 'techy'. I can find what I'm looking for quickly with the campaigns I set up initially and if I want to answer any other questions or even just have a play I go into the inquiries to gain more insight.

Pros

I love that any data I find related to customers is then linked to the CRM part of the system, so it gives me a reason to contact a customer, ammunition to use when I do and an organized way to record the call or visit etc.

Cons

To be honest, I got a good demonstration of sales-i before we signed up so we knew what we were getting and haven't been disappointed one bit. We use the web version and the apple app for iPads and the use is just as easy, if not easier, on the road. I'd like some kind of push notification on the app for the sales guys but actually, without it, it means they have to log in themselves, which isn't a bad thing. I want to keep everyone engaged.

Review Source

PB

Phil B.  
VP Sales & Marketing  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Business Intelligence Software Program"

March 3, 2020

4.0

Customer analyzation and business analytics are by far what we utilize the program for. Building campaigns for products and account retention is critical for us as we work diligently to improve our customer retention programs.

Pros

From purely a Business Intelligence perspective, Sales-I delivers everything I am expecting. From daily sales reports to analyzing accounts and building campaigns, this program is highly effective .

Cons

When purchased we were hoping to integrate the CRM function but find that the CRM function of Sales-I is truly difficult to use. For it to be utilized by us as a company the e-mail capability will need to increase.

Alternatives considered

[ECi Acsellerate](https://www.capterra.com/p/198333/Acsellerate/)

Reason for choosing sales-i

At the time I was working closely with another company that represented Sales-I so it made my decision easier. Acsellerate was a strong competitor as their CRM is superior.

Review Source

Response from sales-i

March 9, 2020

Hi Phil, Thanks for the review. sales-i team

TH

Thomas H.  
Owner  
Food & Beverages  
Used the software for: 2+ years

### "Sharp Business Practice, Expensive, not for small teams"

July 17, 2019

3.0

We decided to give Sales-i a try after a number of very pushy sales conversations, despite the large initial setup fee. After that it was a monthly bill of over £300. Initially there was so much setup involved that we could not use it for many months, for which to their credit they refunded the monthly fee, but required a massive amount of work on our part to get our data into the correct format. Once this was resolved we started to pay the bills of over £300 per month. After the 3 year term expired I emailed Sales-i to say that it wasn't the right fit and did not wish to continue the service but we told that because we did not notify them 90 days before the end of our contract that we have been rolled over for another year (and a cost of about £3750). I explained that we were never made aware of a 90 day cancellation policy and that since we paid monthly we expected that after the 3 year period we would be able to cancel freely. So we have paid a very large setup fee and been paying monthly for something that we felt was not value for money as we simply do not see the increased sales we require to warrant it, but have been told we have to keep paying. This is NOT the sort of service what we expected from a modern company. To this end we have been disappointed by the program and would advise any prospective purchaser to read the small print thoroughly before considering whether this is really a commitment they want to make. .

Pros

It makes the data that our CRM software provides easier to view

Cons

The cost, the fact that we need to pay for 3 users when we don't have 3 full time sales people. The fact that the contract auto renews without warning. Also we can't use it to make our sales calls, for various reasons, including that if one customer on a call list phones in with an order which is taken by a staff member who doesn't handle that customer, they can not remove the customer from the call list, leading to unwanted repeated calls to the customer. Also ran too slowly on our broadband.

Review Source

TB

Timothy B.  
Director of Sales & Marketing  
Automotive  
Used the software for: 1-2 years

### "The Best Fit For Us"

March 3, 2020

5.0

Sales-i helps keep the focus on the customer, who are the heartbeat of our business.We can anticipate customer needs much better, which improves the customer service experience. We now execute multi-phased marketing campaigns targeted based on customer demographics, and purchase patterns. We can also nurture leads, and cross-sell products. We couldn't do any of that before Sales-i.

Pros

Sales-i is our hub for all team members to access needed information. It's easy to use and easy to access information on the move. They knew our industry and verticals, so implementation was mostly painless and quick.

Cons

The Sales-i team still has a lot of work to do around reporting. You can usually get what you need by manipulating filters and saved queries, but that is often too much for a Sales Rep in the field. The missing functionality around reporting creates more work for the Marketing Team here.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing sales-i

It was simpler, and both faster and easier to implement. Those features all made it a better fit for us.

Review Source

Response from sales-i

March 9, 2020

Hi Timothy, Thanks for the review. sales-i team

BS

Brendt S.  
Distribution Manager  
Wholesale  
Used the software for: 2+ years

### "Great Product for Keeping Up on Client Purchase trends"

March 9, 2020

5.0

Overall a great experience. We under utilize the software currently but we hope to increase use of more functionality on the future.

Pros

Excellent software that integrates with our ERP system seamlessly. Great visuals/graphical snapshots.

Cons

Some functionality was different between standard browsers and mobile versions. This seems to be fixed now with the exception of the "Enquires" information is still unavailable in the iPad browser version.

Reason for choosing sales-i

We met with your representative at the ISA conference in Denver and were quite impressed with the presentation and the software - we were looking to change and the timing was right.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

We didn't like the Sales-force layout and it didn't tie directly to our ERP with out having third party programming which was fairly expensive.

Review Source

Response from sales-i

March 11, 2020

Hi Brendt, Thanks for the review. sales-i team

LH

Larry H.  
Sales Manager  
Warehousing  
Used the software for: 2+ years

### "Sales-i in Review"

March 16, 2020

3.0

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/)

Reason for choosing sales-i

Ease of use, had enough reporting information in it to give me what I needed at the time.

Review Source

Response from sales-i

March 19, 2020

Hi Larry, Thanks for the review. sales-i team

KS

Kenneth S.  
GM / Vice President  
Consumer Goods  
Used the software for: 2+ years

### "Can't do with out it"

March 3, 2020

5.0

The sales I team made it easy to implement and build the necessary reports day 1

Pros

Ease of use. I start my day with the data it provides. My sales team uses it everyday. it allows us to plan our day and make better use of our time

Cons

the tablet interface, I would like to see an app on the app store.

Switched from

[Sales Force Automation-SFA](https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/)

Sales i was more relevent for our sales team. need a package that was easier to use.

Review Source

Response from sales-i

March 9, 2020

Hi Kenneth, Thanks for the review. sales-i team

JP

John P.  
IT Business Analyst  
Building Materials  
Used the software for: 2+ years

### "Sales-i"

March 12, 2020

5.0

It's a really strong product. Needs work on reporting and simplicity.

Pros

It's very powerful and can really help with sales and customer relationships.

Cons

Needs to work on being user friendly when trying to create views. Need to make it as simple as possible to create views so sales staff can create on their own.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing sales-i

Cost and ability to connect into our ERP system

Review Source

Response from sales-i

March 16, 2020

Hi John, Thanks for the review. sales-i team

RN

RYAN N.  
Account Manager  
Building Materials  
Used the software for: 1-2 years

### "Ok system, wish it was curtailed to our business."

March 4, 2020

3.0

Able to have hard numbers for sales on hand where I didnt have this previously unless I prepared for it.

Pros

Allows you to easily access your customer info, contacts and enter your notes.

Cons

Has definitely been slow up until recently. Syncing the calendar with outlook has been very skiddish.

Switched from

[JD Edwards EnterpriseOne](https://www.capterra.com/p/212037/JD-Edwards-EnterpriseOne/)

JDE does not do what Sales I can do. Gives much more opportunity to help the in the sales process.

Review Source

Response from sales-i

March 10, 2020

Hi Ryan, Thanks for the review. sales-i team

DM

Dan M.  
Director of Sales  
Wholesale  
Used the software for: 1-2 years

### "Great Tool"

March 3, 2020

4.0

Pros

Sales-I has been a great device for managing our sales funnel. We have great visibility on our customers that help us strategize and execute on good sales activities to drive our business forward

Cons

I wish it was more customizable. For instant I would like to be able to set targets by Primary Supplier

Alternatives considered

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)

Reason for choosing sales-i

it was system that was very compatible with our ERB

Review Source

Response from sales-i

March 9, 2020

Hi Dan, Thanks for the review. sales-i team

MP

MARK P.  
DIRECTORY  
Automotive  
Used the software for: 2+ years

### "Account insight"

March 3, 2020

5.0

Increasing communications between sales team and management, focused customer contacts, scheduling assistance, and increased productivity.

Pros

Prepares salesman for each call based on prior calls activity, sales trends, and defined opportunities.

Cons

Up to date sales data, which is being beta tested.

Review Source

Response from sales-i

March 9, 2020

Hi Mark, Thanks for the review. sales-i team

BK

Bryan K.  
Marketing manager  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "Great product - if used properly"

March 3, 2020

4.0

Pros

This product integrated into our business systems with very little trouble. From the setup phase to training to continued followup, this has been a great product for our sales teams.

Cons

Probably the least liked aspect of the software is the inability to set up the targets the way I would like for my team.

Review Source

Response from sales-i

March 11, 2020

Hi Bryan, Thanks for the review. sales-i team

KC

Kevin C.  
Sales Manager  
Building Materials  
Used the software for: 6-12 months

### "Eye on sales "

March 4, 2020

4.0

Real time, customer facing information that is presented in a professional, understandable manner has been powerful.

Pros

It presents an array of sales information quickly and professionally. It also has value in organizing and monitoring our sales force and their interactions with the field.

Cons

In our initial year with the program there seemed to be numerous functionality and operating challenges from within the base of users.

Review Source

Response from sales-i

March 6, 2020

Hi Kevin, Thanks for the review. sales-i team

JG

Jesse G.  
Sales & Marketing Coordinator  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "Outstanding Sales Analysis Software"

March 12, 2020

5.0

I need additional training to fully utilize the software's features.

Pros

Ease of use. Comprehensive data capture. East to follow instructions for implementation.

Cons

I do not know the full capability of the software at this point.

Review Source

Response from sales-i

March 16, 2020

Hi Jesse, Thanks for the review. sales-i team

DB

Dan B.  
Parts Manager  
Transportation/Trucking/Railroad  
Used the software for: 6-12 months

### "Excellent Software"

March 3, 2020

5.0

I absolutely love the program and it has made our efficiency so much better

Pros

I love how all of the information is at my finger tips and can slice and dice it anyway that I choose

Cons

I dislike the mobile application as it is not as user friendly as the desktop application

Review Source

Response from sales-i

March 9, 2020

Hi Dan, Thanks for the review. sales-i team

JT

Jason T.  
V.P. of Supply  
Building Materials  
Used the software for: 1-2 years

### "Sales-i Review"

March 10, 2020

4.0

Great overall experience. It would be nice if you can tie-in Sales-i and Purchase-i. It would allow many of great features which would help manage inventory supply better.

Pros

Navigating Features - They're simple and pulls data quickly.

Cons

There's many times where I've experienced delays or the software simply didn't work. It was usually short term and I have seen improvement throughout 2019 and so far this year.

Reason for choosing sales-i

People in our company had very good previous experiences with Sales-i.

Review Source

Response from sales-i

March 11, 2020

Hi Jason, Thanks for the review. sales-i team

JB

Jeremy B.  
IT Manager  
Wholesale  
Used the software for: 2+ years

### "Good visibility and easy to use"

March 9, 2020

4.0

Customer support is excellent both before and after the sale.

Pros

Ease of visibility. Very friendly navigation

Cons

Current reliance on Adobe Flash. Data is unavailable during updates.

Reason for choosing sales-i

We were able to use Sales-i to replace Qlikview for our dashboard and BI functionality

Review Source

Response from sales-i

March 12, 2020

Hi Jeremy, Thanks for the review. sales-i team

DC

Diane C.  
Buyer  
Retail  
Used the software for: 2+ years

### "Sales-i"

March 9, 2020

3.0

Pros

It is very easy to use and I appreciate the tec support.

Cons

It is a disadvantage that you can not run sales data on specific dates, just months.

Review Source

Response from sales-i

March 12, 2020

Hi Diane, Thanks for the review. sales-i team

MT

Matthew T.  
Outside Sales Director  
Transportation/Trucking/Railroad  
Used the software for: Less than 6 months

### "Sales-i"

March 3, 2020

5.0

The best system I have used yet

Pros

Takes the information from CDK and makes it easy to use. No longer have to spend hours pulling data for reports

Cons

Have not found an issue yet. Only been on the system for a month but everything seems to work great

Review Source

Response from sales-i

March 11, 2020

Hi Matthew, Thanks for the review. sales-i team

KP

Kevin P.  
President  
Machinery  
Used the software for: 6-12 months

### "Probably good software, If people used it!"

March 3, 2020

4.0

difficult to answer since user interactions are not extensive.

Pros

ability to mine data that was available but difficult to get previously.

Cons

Hard to use and the training was too fast and lost many people.

Review Source

Response from sales-i

March 9, 2020

Hi Kevin, Thanks for the review. sales-i team

RK

RobRoy K.  
Account Manager  
Building Materials  
Used the software for: 6-12 months

### "Sales-i on Vancouver Island"

March 3, 2020

3.0

It is ok. Could be better from a user perspective like noted above by Cons. I would hope the out of the box app can be adapted to be more user friendly. Key is that I will embrace the app if it was easier to access without internet. Have the app upload when in WIFI area.

Pros

Looking up volumes of my dealers on the fly. Record function on the note taking in a call.

Cons

\- Silly that out west we cannot have the correct date and time. - desperately need the application to work 100% offline when making notes and entering a call. So many zones on the island I cannot get internet access. Not having this feature does not encourage me to keep up with my notes as there is often no internet connections with several accounts. I know enquirers would not work but that can be done ahead of time and put on the call in PDF format. Easy. - can be very slow and app times out too fast - 15 min should be changed to 1 hour - there is no sales numbers in Sales-i so why the time out feature being so fast?. - too many questions when booking a call. "plan to visit" "follow up call next time" none of these are needed to book a call. Each call need preparation but I don't need to put an appointment in to prepare for an appointment. Appointments should be time date place and what to do and with who. That's it. I just want to pick up my phone and enter info even when offline.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Change employers.

Review Source

Response from sales-i

March 12, 2020

Hi RobRoy, Thanks for the review. sales-i team

AU

Andres U.  
Account Manager  
Building Materials  
Used the software for: 1-2 years

### "Great to keep track of numbers"

March 16, 2020

4.0

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

Response from sales-i

March 19, 2020

Hi Andres, Thanks for the review. sales-i team

BS

Brian S.  
Vice President of Sales and Marketing  
Building Materials  
Used the software for: 2+ years

### "Sales-I Reporting Functionality"

March 9, 2020

5.0

We are strong supporters of Sales-I. We have 100% engagement with our users and we encourage discussion on proper usage and tips & techniques on a fairly regular basis.

Pros

The data available to me and my users is accurate, timely and simple to extract. We tell our users that they give a little to get a lot. The users give valuable feedback with regards to call outcomes, but the sales information they receive helps set them up for their most effective sales call by know what lines are up, even or down. The reporting is simple, effective and accurate. I constantly run reports that is share internally and externally. The users have the ability to show purchase history so a dealer can make informed decisions on what products and quantities they should stock.

Cons

Our mobile users have issues logging in consistently.

Review Source

Response from sales-i

March 12, 2020

Hi Brian, Thanks for the review. sales-i team

JH

Jane H.  
Accounting Manager  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Happy Customers"

March 4, 2020

4.0

Allows us to manipulate data from a source that only prints to PDF or through ODBC queries. Saves us a huge amount of time in analyzing our data.

Pros

Sales-i is a valuable asset to our company as it enables us to take information from a database with poor reporting features and manipulate and analyze this data. As well as provide our shareholders with valuable information for their business.

Cons

I find that the exported reports come out in an awkward fashion in excel. If you want the information with the header, the document is very difficult to work with. I wish i could have the excel (no header) format with the header information. When the header is added it adds multiple columns which creates problems in working with the documnt.

Review Source

Response from sales-i

March 6, 2020

Hi Jane, Thanks for the review. We'll pass on your feedback to the Product team. sales-i

JS

Jason S.  
Sales Manager  
Building Materials  
Used the software for: 6-12 months

### "Sales-i review"

March 4, 2020

3.0

The concept of this CRM is good. As a Sales Manager I have been able to more effectively track my team's interactions with our customer base. Feedback from my team has been positive regarding mobile access to sales data from Enquires. Our largest frustration comes from the slow processing and frequent calls to IT for various issues.

Pros

Ease of entering calls. Availability of mobile enquiries. Generate Snapshot is a handy feature. Ability to CC others on call and provide report via email has been very useful time saving tool.

Cons

Sales-I has been slow and glitchy requiring frequent support from our IT staff. A lot of problems with starting the application or logging in. Many functions are very slow to process. Some functionality is not available on mobile version (i.e. details of Opportunities) Inability to handle our time zone when syncing with Outlook Inability to sync Personal Appointments with Outlook

Review Source

Response from sales-i

March 6, 2020

Hi Jason, Appreciate you taking the time to write a review. sales-i

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