# CRM and Deals vs sales-i Comparison | | CRM and Deals | sales-i | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.3 out of 5 | | **Total Reviews** | 15 | 137 | | **Largest Market Segment** | Mid-Market (60.0% of reviews) | Mid-Market (53.4% of reviews) | | **Entry Level Price** | $6.00 1 Agent Per Month | No pricing available | --- ## Top Pros & Cons ### CRM and Deals Pros: - Ease of Use (1 reviews) - Easy Tracking (1 reviews) ### sales-i **Not enough data** --- ## Ratings Comparison | Rating | CRM and Deals | sales-i | |---|---|---| | **Meets Requirements** | 9.5 (10 reviews) | 8.4 (115 reviews) | | **Ease of Use** | 9.0 (10 reviews) | 8.1 (115 reviews) | | **Ease of Setup** | Not enough data | 8.3 (50 reviews) | | **Ease of Admin** | Not enough data | 8.4 (52 reviews) | | **Quality of Support** | 9.3 (10 reviews) | 8.6 (112 reviews) | | **Has the product been a good partner in doing business?** | Not enough data | 8.9 (50 reviews) | | **Product Direction (% positive)** | 10.0 (10 reviews) | 8.7 (114 reviews) | --- ## Pricing ### CRM and Deals #### Entry-Level Pricing Plan: CRM Price: $6.00 1 Agent Per Month Description: Perfect for sales teams Key Features: - A custom pipeline with up to 10 stages - 5 custom fields - Forecast view [Browse all 3 editions](https://www.g2.com/products/crm-and-deals/pricing) #### Free Trial Yes ### sales-i #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **CRM and Deals** | 8.1/10 | 9 | | **sales-i** | 6.6/10 | 16 | #### Sales Force Automation | Feature | CRM and Deals | sales-i | |---|---|---| | **Contact & Account Management** | 7.9 (8 reviews) | 7.5 (14 reviews) | | **Partner Relationship Mgmt. (PRM)** | 7.1 (8 reviews) | Feature Not Available | | **Opportunity & Pipeline Mgmt.** | 7.3 (8 reviews) | 7.2 (13 reviews) | | **Task / Activity Management** | 8.3 (8 reviews) | 7.6 (14 reviews) | | **Territory & Quota Management** | 7.1 (8 reviews) | Feature Not Available | | **Desktop Integration** | Feature Not Available | 7.8 (13 reviews) | | **Product & Price List Management** | 7.3 (8 reviews) | Feature Not Available | | **Quote & Order Management** | 7.1 (8 reviews) | Feature Not Available | | **Contract/License Management** | Not enough data | Not enough data | #### Marketing Automation | Feature | CRM and Deals | sales-i | |---|---|---| | **Email Marketing** | 8.1 (8 reviews) | Feature Not Available | | **Campaign Management** | 8.1 (7 reviews) | 6.9 (12 reviews) | | **Lead Management** | 8.6 (7 reviews) | Feature Not Available | | **Marketing ROI Analytics** | 8.6 (7 reviews) | 7.3 (11 reviews) | | **Email Management** | Not enough data | Not enough data | | **File Management** | Not enough data | Not enough data | | **Deal Management** | Not enough data | Not enough data | #### Customer Support | Feature | CRM and Deals | sales-i | |---|---|---| | **Case Management** | 8.7 (9 reviews) | 7.4 (12 reviews) | | **Customer Support Portal** | 9.4 (9 reviews) | Feature Not Available | | **Knowledge Base** | 9.1 (9 reviews) | Feature Not Available | | **Call Center Features** | 8.9 (9 reviews) | Feature Not Available | | **Support Analytics** | 8.7 (9 reviews) | Feature Not Available | | **Workflow Management** | Not enough data | Not enough data | | **Opportunity Management** | Not enough data | Not enough data | | **Sales Pipeline Management** | Not enough data | Not enough data | | **Reporting/Analytics** | Not enough data | Not enough data | | **Calendar Management** | Not enough data | Not enough data | | **Pipeline Management** | Not enough data | Not enough data | | **Content Management** | Not enough data | Not enough data | | **Communication Management** | Not enough data | Not enough data | | **Visual Analytics** | Not enough data | Not enough data | | **Template Management** | Not enough data | Not enough data | | **Predictive Analytics** | Not enough data | Not enough data | | **Document Management** | Not enough data | Not enough data | | **Channel Management** | Not enough data | Not enough data | | **Commission Management** | Not enough data | Not enough data | | **Field Sales Management** | Not enough data | Not enough data | #### Reporting & Analytics | Feature | CRM and Deals | sales-i | |---|---|---| | **Reporting** | 8.3 (9 reviews) | 7.7 (14 reviews) | | **Dashboards** | 8.9 (9 reviews) | 8.0 (14 reviews) | | **Forecasting** | 8.3 (9 reviews) | 6.5 (12 reviews) | #### Mobile & Social | Feature | CRM and Deals | sales-i | |---|---|---| | **Social Collaboration Features** | 7.8 (9 reviews) | 4.8 (9 reviews) | | **Social Network Integration** | 7.3 (8 reviews) | 5.2 (10 reviews) | | **Mobile User Support** | 8.3 (7 reviews) | 7.9 (12 reviews) | | **Third-Party Integrations** | Not enough data | Not enough data | | **Social Media Integration** | Not enough data | Not enough data | | **Customer Support** | Not enough data | Not enough data | | **Multi-Channel Social Integration** | Not enough data | Not enough data | #### Platform | Feature | CRM and Deals | sales-i | |---|---|---| | **Customization** | 7.3 (8 reviews) | 6.7 (7 reviews) | | **Workflow Capability** | 7.3 (8 reviews) | 6.7 (7 reviews) | | **User, Role, and Access Management** | 7.5 (8 reviews) | 8.1 (7 reviews) | | **Internationalization** | 8.3 (7 reviews) | Not enough data | | **Sandbox / Test Environments** | 8.6 (7 reviews) | 6.7 (5 reviews) | | **Document & Content Mgmt.** | 8.6 (7 reviews) | 6.4 (6 reviews) | | **Performance and Reliability** | 7.7 (8 reviews) | 8.3 (6 reviews) | | **Output Document Generation** | Feature Not Available | 8.1 (6 reviews) | | **Mobile Access** | Not enough data | Not enough data | | **Lead Generation** | Not enough data | Not enough data | #### Integration | Feature | CRM and Deals | sales-i | |---|---|---| | **Data Import & Export Tools** | 8.3 (9 reviews) | 8.1 (6 reviews) | | **Integration APIs** | 7.4 (9 reviews) | 7.8 (6 reviews) | | **Breadth of Partner Applications** | Feature Not Available | 6.3 (5 reviews) | | **Third-Party Integration** | Not enough data | Not enough data | | **Internal Chat Integration** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Prospecting Tools** | Not enough data | Not enough data | | **Real-Time Data** | Not enough data | Not enough data | #### Generative AI | Feature | CRM and Deals | sales-i | |---|---|---| | **AI Text Generation** | Feature Not Available | Not enough data | | **Generative AI** | Not enough data | Not enough data | | **Proposal Generation** | Not enough data | Not enough data | #### Agentic AI - CRM | Feature | CRM and Deals | sales-i | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | | **Calendar/Reminder System** | Not enough data | Not enough data | #### Additional Functionality | Feature | CRM and Deals | sales-i | |---|---|---| | **Search/Filter** | Not enough data | Not enough data | | **Alerts/Notifications** | Not enough data | Not enough data | | **Data Import/Export** | Not enough data | Not enough data | | **Lead Capture** | Not enough data | Not enough data | | **Batch Processing** | Not enough data | Not enough data | | **Email Tracking** | Not enough data | Not enough data | | **Tagging** | Not enough data | Not enough data | | **Pipeline Reports** | Not enough data | Not enough data | | **Drag & Drop** | Not enough data | Not enough data | | **Segmentation** | Not enough data | Not enough data | | **Customizable Fields** | Not enough data | Not enough data | | **Role-Based Permissions** | Not enough data | Not enough data | | **Interaction Tracking** | Not enough data | Not enough data | | **CRM** | Not enough data | Not enough data | | **Document Storage** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Contact Database** | Not enough data | Not enough data | | **Referral Tracking** | Not enough data | Not enough data | | **Quotes/Estimates** | Not enough data | Not enough data | | **Multi-Channel Communication** | Not enough data | Not enough data | | **Lead Qualification** | Not enough data | Not enough data | | **Marketing Automation** | Not enough data | Not enough data | | **Email Templates** | Not enough data | Not enough data | | **Sales Reports** | Not enough data | Not enough data | | **Customer Journey Mapping** | Not enough data | Not enough data | | **Reminders** | Not enough data | Not enough data | | **Lead Scoring** | Not enough data | Not enough data | | **Data Security** | Not enough data | Not enough data | | **Customizable Reports** | Not enough data | Not enough data | | **Calendar Sync** | Not enough data | Not enough data | | **For Startups** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **Sales Trend Analysis** | Not enough data | Not enough data | | **For iPad Devices** | Not enough data | Not enough data | | **Customizable Templates** | Not enough data | Not enough data | | **Activity Tracking** | Not enough data | Not enough data | | **Reporting & Statistics** | Not enough data | Not enough data | | **For Mac Devices** | Not enough data | Not enough data | | **Landing Pages/Web Forms** | Not enough data | Not enough data | | **Lead Nurturing** | Not enough data | Not enough data | | **Gamification** | Not enough data | Not enough data | | **Prioritization** | Not enough data | Not enough data | | **Web-based Deployment** | Not enough data | Not enough data | | **Softphone** | Not enough data | Not enough data | | **Single Sign On** | Not enough data | Not enough data | | **Customer Database** | Not enough data | Not enough data | | **Event Triggered Actions** | Not enough data | Not enough data | | **Mobile App** | Not enough data | Not enough data | | **Email Sequences** | Not enough data | Not enough data | | **Customer Segmentation** | Not enough data | Not enough data | | **Lead Assignment** | Not enough data | Not enough data | | **For Small Businesses** | Not enough data | Not enough data | | **Live Chat** | Not enough data | Not enough data | | **Business Card/Badge Scanning** | Not enough data | Not enough data | | **Data Visualization** | Not enough data | Not enough data | | **Customer Social Profiles** | Not enough data | Not enough data | | **Social Promotion** | Not enough data | Not enough data | | **Monitoring** | Not enough data | Not enough data | | **Engagement Tracking** | Not enough data | Not enough data | | **Social Media Monitoring** | Not enough data | Not enough data | | **Customer Engagement** | Not enough data | Not enough data | | **Sentiment Analysis** | Not enough data | Not enough data | | **Brand Tracking** | Not enough data | Not enough data | | **Audience Targeting** | Not enough data | Not enough data | | **Workflow Automation** | Not enough data | Not enough data | ### Help Desk | Product | Score | Reviews | |---|---|---| | **CRM and Deals** | N/A | N/A | | **sales-i** | N/A | N/A | #### Ticket and Case Management | Feature | CRM and Deals | sales-i | |---|---|---| | **Ticket creation user experience** | Not enough data | Not enough data | | **Ticket response user experience** | Not enough data | Not enough data | | **Workflow** | Not enough data | Not enough data | | **Response Automation** | Not enough data | Not enough data | | **SLA Management** | Not enough data | Not enough data | | **Attachments/Screencasts** | Not enough data | Not enough data | | **Ticket Collaboration** | Not enough data | Not enough data | | **Customer and Contacts Database** | Not enough data | Not enough data | | **Workflow Management** | Not enough data | Not enough data | | **Knowledge Base Management** | Not enough data | Not enough data | | **Ticket Management** | Not enough data | Not enough data | | **Call Center Management** | Not enough data | Not enough data | | **Queue Management** | Not enough data | Not enough data | | **Inbox Management** | Not enough data | Not enough data | | **Support Ticket Management** | Not enough data | Not enough data | | **Email Management** | Not enough data | Not enough data | #### Generative AI | Feature | CRM and Deals | sales-i | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | | **Generative AI** | Not enough data | Not enough data | #### Agentic AI - Help Desk | Feature | CRM and Deals | sales-i | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Communication Channels | Feature | CRM and Deals | sales-i | |---|---|---| | **Customer Portal** | Not enough data | Not enough data | | **Email to Case** | Not enough data | Not enough data | | **Chat/Live Support** | Not enough data | Not enough data | | **Social Integration** | Not enough data | Not enough data | | **Voice** | Not enough data | Not enough data | | **Video Chat** | Not enough data | Not enough data | #### Platform | Feature | CRM and Deals | sales-i | |---|---|---| | **Mobile User Support** | Not enough data | Not enough data | | **Customization ** | Not enough data | Not enough data | | **User, Role, and Access Management** | Not enough data | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Activity Dashboard** | Not enough data | Not enough data | | **Mobile Access** | Not enough data | Not enough data | #### Additional Functionality | Feature | CRM and Deals | sales-i | |---|---|---| | **Automated Routing** | Not enough data | Not enough data | | **Chatbot** | Not enough data | Not enough data | | **Reporting & Statistics** | Not enough data | Not enough data | | **Autoresponders** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Real-Time Monitoring** | Not enough data | Not enough data | | **CRM** | Not enough data | Not enough data | | **Gamification** | Not enough data | Not enough data | | **Conversation Intelligence** | Not enough data | Not enough data | | **Customizable Fields** | Not enough data | Not enough data | | **Surveys & Feedback** | Not enough data | Not enough data | | **Key Performance Indicators** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Multi-Channel Communication** | Not enough data | Not enough data | | **Voice Recognition** | Not enough data | Not enough data | | **Live Chat** | Not enough data | Not enough data | | **Task Automation** | Not enough data | Not enough data | | **IVR** | Not enough data | Not enough data | | **Language Detection** | Not enough data | Not enough data | | **Multiple Data Sources** | Not enough data | Not enough data | | **Predictive Analytics** | Not enough data | Not enough data | | **API** | Not enough data | Not enough data | | **Alerts/Escalation** | Not enough data | Not enough data | | **Data Security** | Not enough data | Not enough data | | **Interaction Tracking** | Not enough data | Not enough data | | **Prioritization** | Not enough data | Not enough data | | **Secure Data Storage** | Not enough data | Not enough data | | **Macros/Templated Responses** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **Single Sign On** | Not enough data | Not enough data | | **Mobile App** | Not enough data | Not enough data | | **Reporting/Analytics** | Not enough data | Not enough data | | **Access Controls/Permissions** | Not enough data | Not enough data | | **Email Templates** | Not enough data | Not enough data | | **Real-Time Notifications** | Not enough data | Not enough data | | **Automated Responses** | Not enough data | Not enough data | | **Data Import/Export** | Not enough data | Not enough data | | **Personalization** | Not enough data | Not enough data | | **Workflow Automation** | Not enough data | Not enough data | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **CRM and Deals** | N/A | N/A | | **sales-i** | 8.0/10 | 27 | #### Agentic AI - Sales Analytics | Feature | CRM and Deals | sales-i | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Third-Party Integrations** | Not enough data | Not enough data | | **CRM Integration** | Not enough data | Not enough data | #### Data Sourcing | Feature | CRM and Deals | sales-i | |---|---|---| | **Data Sourcing** | Not enough data | 8.7 (23 reviews) | | **Exporting & Sharing Data** | Not enough data | 8.7 (24 reviews) | | **Multi-Device Data Visualization** | Not enough data | 8.1 (20 reviews) | | **Interactive Dashboards** | Not enough data | 8.2 (22 reviews) | | **Data Segmentation** | Not enough data | 8.4 (21 reviews) | #### Predictive Analytics | Feature | CRM and Deals | sales-i | |---|---|---| | **Lead Scoring** | Not enough data | Feature Not Available | | **Opportunity Scoring** | Not enough data | 7.1 (21 reviews) | | **Risk Analysis** | Not enough data | Feature Not Available | | **Live Forecasting** | Not enough data | Feature Not Available | | **Budgeting/Forecasting** | Not enough data | Not enough data | | **Correlation Analysis** | Not enough data | Not enough data | | **Competitive Analysis** | Not enough data | Not enough data | | **Sales Trend Analysis** | Not enough data | Not enough data | | **Statistical Analysis** | Not enough data | Not enough data | #### Sales Management | Feature | CRM and Deals | sales-i | |---|---|---| | **Live Pipeline Management** | Not enough data | 7.5 (17 reviews) | | **Sales Gamification** | Not enough data | 7.5 (17 reviews) | | **Account-Based Analytics** | Not enough data | 7.9 (19 reviews) | | **Activity Tracking** | Not enough data | 8.0 (19 reviews) | | **Predictive Analytics** | Not enough data | Not enough data | | **Visual Analytics** | Not enough data | Not enough data | | **Task Management** | Not enough data | Not enough data | | **Contact Management** | Not enough data | Not enough data | | **Lead Management** | Not enough data | Not enough data | | **Opportunity Management** | Not enough data | Not enough data | | **Workflow Management** | Not enough data | Not enough data | #### Additional Functionality | Feature | CRM and Deals | sales-i | |---|---|---| | **Dynamic Modeling** | Not enough data | Not enough data | | **Lead Qualification** | Not enough data | Not enough data | | **Lead Capture** | Not enough data | Not enough data | | **Real-Time Reporting** | Not enough data | Not enough data | | **Contact Database** | Not enough data | Not enough data | | **API** | Not enough data | Not enough data | | **Reporting & Statistics** | Not enough data | Not enough data | | **Role-Based Permissions** | Not enough data | Not enough data | | **Collaboration Tools** | Not enough data | Not enough data | | **Dashboard Creation** | Not enough data | Not enough data | | **Modeling & Simulation** | Not enough data | Not enough data | | **Exception Reporting** | Not enough data | Not enough data | | **Generative AI** | Not enough data | Not enough data | | **Sales Reports** | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | | **"What If" Scenarios** | Not enough data | Not enough data | | **Customizable Reports** | Not enough data | Not enough data | | **Data Import/Export** | Not enough data | Not enough data | | **AI Copilot** | Not enough data | Not enough data | | **Graphical Data Presentation** | Not enough data | Not enough data | | **Drag & Drop** | Not enough data | Not enough data | | **Access Controls/Permissions** | Not enough data | Not enough data | | **Alerts/Notifications** | Not enough data | Not enough data | | **Business Process Control** | Not enough data | Not enough data | | **Multi-Currency** | Not enough data | Not enough data | | **Pipeline Reports** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm) **Unique to CRM and Deals (1):** [Help Desk Software](https://www.g2.com/categories/help-desk) **Unique to sales-i (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) --- ## Reviewer Demographics ### By Company Size | Segment | CRM and Deals | sales-i | |---|---|---| | **Small-Business** | 40.0% | 41.2% | | **Mid-Market** | 60.0% | 53.4% | | **Enterprise** | 0% | 5.3% | ### By Industry #### CRM and Deals - **Computer Software:** 26.7% - **Logistics and Supply Chain:** 13.3% - **Consumer Services:** 13.3% - **Consulting:** 6.7% - **Retail:** 6.7% - **Marketing and Advertising:** 6.7% - **Internet:** 6.7% - **Information Services:** 6.7% - **Financial Services:** 6.7% - **Computer & Network Security:** 6.7% #### sales-i - **Business Supplies and Equipment:** 15.3% - **Building Materials:** 13.7% - **Automotive:** 12.2% - **Wholesale:** 9.2% - **Retail:** 6.1% - **Transportation/Trucking/Railroad:** 4.6% - **Consumer Goods:** 4.6% - **Hospital & Health Care:** 2.3% - **Import and Export:** 2.3% - **Environmental Services:** 1.5% - **Other:** 28.2% --- ## Alternatives ### Alternatives to CRM and Deals - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3105 reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) — 4.5/5 stars (1473 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (651 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25872 reviews) - [SuiteDash](https://www.g2.com/products/suitedash/reviews) — 4.8/5 stars (618 reviews) - [Attio](https://www.g2.com/products/attio/reviews) — 4.3/5 stars (582 reviews) - [Kapture CX](https://www.g2.com/products/kapture-cx/reviews) — 4.5/5 stars (362 reviews) - [EngageBay](https://www.g2.com/products/engagebay/reviews) — 4.6/5 stars (709 reviews) - [Bitrix24](https://www.g2.com/products/bitrix24/reviews) — 4.1/5 stars (608 reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) — 4.0/5 stars (583 reviews) ### Alternatives to sales-i - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25872 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13904 reviews) - [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5609 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3105 reviews) - [Aviso](https://www.g2.com/products/aviso/reviews) — 4.3/5 stars (988 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2946 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1623 reviews) - [Creatio](https://www.g2.com/products/creatio/reviews) — 4.6/5 stars (359 reviews) - [InsideSales](https://www.g2.com/products/insidesales/reviews) — 4.5/5 stars (618 reviews) - [Looker](https://www.g2.com/products/looker/reviews) — 4.4/5 stars (1656 reviews) --- ## Top Discussions ### CRM and Deals No discussions available for this product. ### sales-i - Title: [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 > **Top comment:** "Yes but not better idea" --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/crm-and-deals-vs-sales-i)