# Page 2 | sales-i Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 --- 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/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of sales-i ## Showing most helpful reviews Showing 26-50 of 59 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CM Cindy M. IT/Pricing Manager Wholesale Used the software for: 1-2 years ### "Powerful Program" March 3, 2020 4.0 When there is a question on margin, I can quickly pinpoint what is causing it. It is a real time saver! Pros I personally use the Enquiry feature on a daily basis. I get questions on sales numbers and profit margins from our Reps and Execs almost daily and I am able to save an enquiry for them and even put it in their sales-I. Then they can look at the numbers and drill down to get even more information which empowers them. The setup and integration went well and we have been able to add more parameters to make it even more helpful. Cons When there are a lot of filters to include, that can be very cumbersome. It would be nice to be able to upload filters instead of putting them in one by one when there are a large number to include or exclude. Reason for choosing sales-i It is a powerful tool that helps us track and analyze our sales. Review Source Response from sales-i March 12, 2020 Hi Cindy, Thanks for the review. sales-i team LR Loren R. CFO Wholesale Used the software for: 6-12 months ### "Sales-i Review" June 4, 2021 4.0 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. Review Source TL Trevor L. Account Manager Building Materials Used the software for: 1-2 years ### "It has very useful benefits" March 4, 2020 4.0 I would say Sales-i is probably the best one I have used because of the information that it provides you as a sales person/account manager. Along with its ease of use. Pros I like the ability to get the customers relevant information quickly. It is usually very quick and easy to access, although we have been having issues, Sales-I is usually quick to fix the problem. Cons First this is a good tool as it has pertinent information for you and your customer right at your finger tips. At the end of the day this is still a tracking tool, where I am one that believes sales figures tell the story not a CRM type program. It also depends on how your company uses the software. Any of these types of software are only as good as the information entered. Review Source Response from sales-i March 6, 2020 Hi Trevor, Thanks for the review. sales-i mB melanie B. sale manager Construction Used the software for: 2+ years ### "sales rep" March 4, 2020 3.0 Very good to have a great plan of the month, been able on the mobile version to have a quick acces to our customer performance . Pros enquiry is awsome, I like the report field and how we could generate and plan call. I was use to saleforce and I prefered Sale I Cons For canwel some option are not good enough exemple in dashboard when we have a product top 5 for us it's need to be product line instead of sku this is too deep. We also want to be able to track versus our sale our Opportunity or target. Review Source Response from sales-i March 9, 2020 Hi Melanie, Thanks for the review. sales-i team MN Michael N. Director of Sales & Operations Building Materials Used the software for: 2+ years ### "Excellent Tool" March 3, 2020 5.0 The functionality and tools within the application are super easy to use, and provide very robust reporting capabilities to drill into our sales data which proves useful to spot trends that may be occurring by branch, customer, vendor, and even down to the product line item sales. Pros The software is easy to use. In addition to the CRM functionality, the business analytics functionality becomes a real asset for us in managing customers and running our business to spot trends. Cons Nothing really comes to mind, we are very satisfied with the product and the overall support/service levels. Review Source Response from sales-i March 12, 2020 Hi Michael, Thanks for the review. sales-i team LM Lauren M. Marketing Manager Food Production Used the software for: Less than 6 months ### "Initial Training & Intial Adoption" March 3, 2020 4.0 So far, it has been a challenge - but I believe these tools are in the beginning. However not all of our challenges lie in winning the team over. It has been setting up the training calls, which are only 60 minutes at a time BEFORE rolling the concepts out to our team so we are masters of them first. To get the 3 powers users on this call, while also having it match up to \[SENSITIVE CONTENT HIDDEN\] schedule - is causing a delay in rollout. I am finding it helpful to have immediate access to customer support - I love how \[SENSITIVE CONTENT HIDDEN\] always picks up the phone and is friendly and polite and so helpful. Pros The campaigns and running enquiries are impactful. I like the ease of running an enquiry. I do not like how long it takes to generate a report at times. ( I found it helpful to call sales-I last week when my report wouldn't run for over 2 hours - sales-I needed to reset the server) Cons I don't like how the dollar figures do not contain a comma. This is very confusing. I also do not like that the year to date compared to previous year to date isn't a complete picture until the final day of the month. The mobile platform is quite a bit different than the desktop version - so it's almost like running two training programs. Review Source Response from sales-i March 10, 2020 Hi Lauren, Thanks for the review. sales-i team MM Mark M. National Sales Manager Building Materials Used the software for: 2+ years ### "love the reporting, but hard using call notes and calendar syncing " March 3, 2020 3.0 again, i love pulling reports from sale-i but its just not working for the account managers on the road Pros reporting numbers and changes with product being purchased Cons not me, but the account managers have always had difficulty with the mobile app and having call notes disappear after putting them in. also syncing appointments to look out is a coin toss if it works or not. Reason for choosing sales-i it was here when i got here. Review Source Response from sales-i March 9, 2020 Hi Mark, Thanks for the review. We'll be in touch to see how we can help your team on the road. sales-i team DP David P. Account Manager Building Materials Used the software for: 6-12 months ### "Efficient sales tool" March 3, 2020 5.0 Love working with it and enjoy the efficiency of the tools at my fingertips daily. make me sell more and makes me more organized and prepared for my sales calls. Pros The large amount of Sales info at my fingertips and its there on a daily basis and at anytime. I am able to show my dealers up to the minute their sales dealings and business breakdown with us. The dealers love seeing how they are doing with us and what they are buying. Love being able to check my sales every morning and seeing my sales gaps and where I need to focus more of my time. Love being able book all my calls and update my findings after each one. Cons That I can't access it early am. That it don't work the greatest on Auto pilot as I am out in remote areas a lot of the time here in Newfoundland. Review Source Response from sales-i March 9, 2020 Hi David, Thanks for the review. sales-i team CR Cory R. Sales Manager Retail Used the software for: 2+ years ### "Major Difference" March 3, 2020 5.0 I have been using Sales-i to give me the information I need to make critical decisions about my business. With daily reports, I know exactly what is happing at my 5 different retail locations. Pros I like how easy it is to drill down from a high-level perspective to a customer level perspective. Cons It keeps asking me to allow flash. I'm not sure if that is an update that is about to change or if it will continue to use the flash software. Reason for choosing sales-i Good price and easy to use. Review Source Response from sales-i March 12, 2020 Hi Cory, Thanks for the review. sales-i team CS Chris S. President Automotive Used the software for: 6-12 months ### "HD Truck Reps" March 16, 2020 5.0 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 Response from sales-i March 19, 2020 Hi Chris, Thanks for the review. sales-i team TE TC E. VP Industrial Automation Used the software for: 2+ years ### "Could be so much more..." March 3, 2020 3.0 Generally enjoy the experience, but they really need to get all platforms in sync. Pros Easy to setup and fairly intuitive. Delivers key data to those who need it, when they need it. Cons The flash version is a mess and sorely needs to be updated. They have poured tons of time and money into app development, but the desktop experience is not in sync with mobile. Review Source Response from sales-i March 9, 2020 Hi TC, Thanks for the review. Flash will be removed from the sales-i over the next few months. sales-i team DB DAN B. SALES Building Materials Used the software for: 2+ years ### "REVIEW" March 12, 2020 5.0 EXCELLENT Pros I CAN SLICE AND DICE THE CUSTOMER INFO IN MANY WAYS FOR MY NEEDS Cons ITINERARY ENTRY-NEEDING TO POPULATE OTHER THAN BY CITY Switched from [Agility CMS](https://www.capterra.com/p/88191/Agility-CMS/) MORE OPTIONS FOR IN DEPTH ANALYSIS Review Source Response from sales-i March 16, 2020 Hi Dan, Thanks for the review. sales-i team AM Andy M. Project Specialist Building Materials Used the software for: 2+ years ### "Very Good Product" March 3, 2020 4.0 Pros The Sales vs Gaps Enquiries. They tell you exactly who the customers are that need attention. Cons Our company has many layers of management and sales territories can overlap each other. It does not let us restrict sales users to their customers and information but at the same time allow them to make sure they are not calling on another user's customer. Review Source Response from sales-i March 10, 2020 Hi Andy, Thanks for the review. sales-i team TS Tim S. Director of Sales Transportation/Trucking/Railroad Used the software for: 2+ years ### "Sales-I review" March 18, 2020 5.0 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 Reason for choosing sales-i mobile app for sales people analytics Review Source DB Drew B. Digital Marketing Manager Automotive Used the software for: 1-2 years ### "Good Solution for Price" March 3, 2020 4.0 Sales variance reports are worth the cost of the software alone! Pros I am able to produce the data I need for Digital Marketing purposes quickly and accurately. Saved reports have become a staple of my day! Cons Big learning curve for new users. A mature sales-i account, with a bunch of saved reports, reduces that curve, but starting fresh (like we did) was difficult. The GUI feels clunky (not too descriptive, I know) and could be more designed vs engineered. Review Source Response from sales-i March 9, 2020 Hi Drew, Thanks for the review. sales-i team ER Eric R. Purchasing Manager Retail Used the software for: 1-2 years ### "Sales-I Review" March 9, 2020 4.0 Sales-I has given us the ability to quickly take snapshots of sales data, like quantities, margins, and frequencies that traditionally has been difficult information to parse out of our ERP system. It has helped to find sales anomalies, and quickly get to the core of an issue that otherwise would've taken hours to find. Overall, this software has been a benefit to our organization. Pros Sales-I does a really good job of consolidating massive amounts of information and making it readily accessible based on any number of criteria. I really like how you can drill down into specifics based on what information you're trying to gather. Cons Sales-I isn't intuitively user friendly. You definitely need some training to be able to use it. But once you get past the initial learning curve, the software isn't too difficult to use. Review Source Response from sales-i March 12, 2020 Hi Eric, Thanks for the review. sales-i team LW LARRY W. Project Leader Wholesale Used the software for: 1-2 years ### "Concerns using sales-i" March 3, 2020 3.0 I've spent countless hours trying to get the sales numbers to match. We cover too many states with Customer that are multi-state, so different reps call on those Customers. Your reporting is not set up for that scenario. You work off the premise ONE CUSTOMER - ONE SALES PERSON. We have situations where four Reps and two Spec Reps call on one Customer in several different cities. Pros Customer information was very easy to use, see sales, what they purchased, great for Business reviews if the information was correct. Cons We use a antique IBM based green screen software. You simply do not have enough categories to correctly report the same sales numbers as Gartman does. Reason for choosing sales-i I was not a part of this process, I was only involved in fixing the mess.FYI - \[SENSITIVE CONTENT HIDDEN\] is exceptional help!!!!! Review Source Response from sales-i March 9, 2020 Hi Larry, Thanks for the review. One of the team will be in touch. sales-i team SA Scott A. Sales Manager Wholesale Used the software for: Less than 6 months ### "It can be good....But needs some work" March 19, 2020 2.0 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. Reason 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 JB Jason B. Account Manager Building Materials Used the software for: 6-12 months ### "Opinion" March 6, 2020 5.0 Knowledge, this program allows me to have factual information on sales which I never had before. Pros The recording process is great because it is easy to do and the access is simple. Daily information that I have access to is more than I have ever had. It gives me in my position the professional appearance knowing what is happening with the customers at my fingertips. Cons At this point nothing is standing out as a problem or concern, Review Source Response from sales-i March 9, 2020 Hi Jason, Thanks for the review. sales-i team LB Lawrence B. Branch Supervisor Construction Used the software for: 6-12 months ### "Good System" March 9, 2020 5.0 Best for looking for potential opportunities when business changes. Pros Easy product mix annalists. Also excellent at providing real time purchasing data for my customers. Cons Poor 3 year history options - year over year Review Source Response from sales-i March 12, 2020 Hi Lawrence, Thanks for the review. sales-i team RC Ross C. Client Loyalty Manager Business Supplies and Equipment Used the software for: 6-12 months ### "hardest CRM ever expereinced" March 3, 2020 3.0 Pros Cloud based, but what isn;t these days. friendly service reps. Cons Reports using the enquiries and campaigns are not intuitive ( although I've watched the videos and it should be easier ) and I find that our configuration has limited our ability to assign campaign to users. reporting is clunky Reason for choosing sales-i it was here when I got here. switched from Goldmine? Review Source Response from sales-i March 9, 2020 Hi Ross, Thanks for the review. One of the team will be in touch. sales-i team aA adam A. PM Transportation/Trucking/Railroad Used the software for: 1-2 years ### "This is a great communication tool." March 3, 2020 4.0 Overall I think its great. Pros Tracking OPS sales calls and efficiency of inside parts employees. Cons Uploading customers for OPS territories from Rigdig. Reason for choosing sales-i Better product line tracking and OPS call logging. Review Source Response from sales-i March 12, 2020 Hi Adam, Thanks for the review. sales-i team sW shane W. director Construction Used the software for: 6-12 months ### "Sales i review" March 3, 2020 1.0 bad Pros Going with Sales-I was a mistake. Poor support, inability to customize easily, unable to upload mass data. We wasted a year with this program then went to hubspot. Not recommend you launch something without having your ducks in a row Cons ease of use, poor support, inability to upload mass data, no auto email function Review Source Response from sales-i March 9, 2020 Hi Shane, Thanks for the review. We'll be in touch to discuss this. sales-i team JB Jeff B. Vice President of Sales Machinery Used the software for: 1-2 years ### "Quick and Easy" March 16, 2020 4.0 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 Response from sales-i March 19, 2020 Hi Jeff, Thanks for the review. sales-i team JM Justin M. Inventory Manager Transportation/Trucking/Railroad Used the software for: 2+ years ### "sales-i, Data analytics tool" March 3, 2020 4.0 It best helps us to identify sales opportunities that we may currently be missing in the field. The ability to create customer presentations is a big benefit to us. Pros The ease of extracting multiple data points from our business system quickly and repeatedly. Cons Our integration with Karmak seems to frequently require maintenance resulting in out of date or inaccurate information. Review Source Response from sales-i March 12, 2020 Hi Justin, Thanks for the review. sales-i team Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.