# InsideSales, sales-i vs Phocas Software Comparison

| | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.3 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 618 | 137 | 189 | 
| **Largest Market Segment** | Enterprise (48.4% of reviews) | Mid-Market (53.4% of reviews) | Mid-Market (67.4% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | Contact Vendor For Pricing  | 

---
## Top Pros & Cons

### InsideSales

**Not enough data**

### sales-i

**Not enough data**

### Phocas Software

Pros:
- Ease of Use (8 reviews)
- Data Analysis (5 reviews)

Cons:
- Feature Improvements (3 reviews)
- Improvements Needed (3 reviews)

---
## Ratings Comparison
| Rating | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
  | **Meets Requirements** | 8.9 (487 reviews) | 8.4 (115 reviews) | 8.7 (166 reviews) | 
  | **Ease of Use** | 8.9 (491 reviews) | 8.1 (115 reviews) | 9.1 (167 reviews) | 
  | **Ease of Setup** | 8.4 (94 reviews) | 8.3 (50 reviews) | 7.8 (86 reviews) | 
  | **Ease of Admin** | 8.4 (96 reviews) | 8.4 (52 reviews) | 8.7 (79 reviews) | 
  | **Quality of Support** | 9.1 (479 reviews) | 8.6 (112 reviews) | 8.6 (157 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (92 reviews) | 8.9 (50 reviews) | 9.0 (79 reviews) | 
  | **Product Direction (% positive)** | 9.0 (473 reviews) | 8.7 (114 reviews) | 9.2 (164 reviews) | 

---
## Pricing

### InsideSales

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### sales-i

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Phocas Software

#### Entry-Level Pricing

Plan: Contact Vendor

Price: Contact Vendor For Pricing 


[Learn more about Phocas Software](https://www.g2.com/products/phocas-software/reviews)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | N/A | N/A |
| **sales-i** | 6.6/10 | 16 |
| **Phocas Software** | N/A | N/A |

#### Sales Force Automation

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Contact & Account Management** | Not enough data | 7.5 (14 reviews) | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | Feature Not Available | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 7.2 (13 reviews) | Not enough data | 
| **Task / Activity Management** | Not enough data | 7.6 (14 reviews) | Not enough data | 
| **Territory & Quota Management** | Not enough data | Feature Not Available | Not enough data | 
| **Desktop Integration** | Not enough data | 7.8 (13 reviews) | Not enough data | 
| **Product & Price List Management** | Not enough data | Feature Not Available | Not enough data | 
| **Quote & Order Management** | Not enough data | Feature Not Available | Not enough data | 
| **Customer Contract Management** | Not enough data | Feature Not Available | Not enough data | 

#### Marketing Automation

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Email Marketing** | Not enough data | Feature Not Available | Not enough data | 
| **Campaign Management** | Not enough data | 6.9 (12 reviews) | Not enough data | 
| **Lead Management** | Not enough data | Feature Not Available | Not enough data | 
| **Marketing ROI Analytics** | Not enough data | 7.3 (11 reviews) | Not enough data | 

#### Customer Support

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Case Management** | Not enough data | 7.4 (12 reviews) | Not enough data | 
| **Customer Support Portal** | Not enough data | Feature Not Available | Not enough data | 
| **Knowledge Base** | Not enough data | Feature Not Available | Not enough data | 
| **Call Center Features** | Not enough data | Feature Not Available | Not enough data | 
| **Support Analytics** | Not enough data | Feature Not Available | Not enough data | 

#### Reporting & Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Reporting** | Not enough data | 7.7 (14 reviews) | Not enough data | 
| **Dashboards** | Not enough data | 8.0 (14 reviews) | Not enough data | 
| **Forecasting** | Not enough data | 6.5 (12 reviews) | Not enough data | 

#### Mobile & Social

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Social Collaboration Features** | Not enough data | 4.8 (9 reviews) | Not enough data | 
| **Social Network Integration** | Not enough data | 5.2 (10 reviews) | Not enough data | 
| **Mobile User Support** | Not enough data | 7.9 (12 reviews) | Not enough data | 

#### Platform

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Customization** | Not enough data | 6.7 (7 reviews) | Not enough data | 
| **Workflow Capability** | Not enough data | 6.7 (7 reviews) | Not enough data | 
| **User, Role, and Access Management** | Not enough data | 8.1 (7 reviews) | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | 6.7 (5 reviews) | Not enough data | 
| **Document & Content Mgmt.** | Not enough data | 6.4 (6 reviews) | Not enough data | 
| **Performance and Reliability** | Not enough data | 8.3 (6 reviews) | Not enough data | 
| **Output Document Generation** | Not enough data | 8.1 (6 reviews) | Not enough data | 

#### Integration

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.1 (6 reviews) | Not enough data | 
| **Integration APIs** | Not enough data | 7.8 (6 reviews) | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | 6.3 (5 reviews) | Not enough data | 

#### Generative AI

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Analytics Platforms

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | 7.6/10 | 141 |

#### Reports

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Reports Interface** | Not enough data | Not enough data | 8.6 (129 reviews) ✓ Verified | 
| **Steps to Answer** | Not enough data | Not enough data | 8.5 (124 reviews) ✓ Verified | 
| **Graphs and Charts** | Not enough data | Not enough data | 8.2 (129 reviews) ✓ Verified | 
| **Score Cards** | Not enough data | Not enough data | 8.3 (102 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | Not enough data | 8.8 (130 reviews) ✓ Verified | 

#### Data Preparation

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Connectors** | Not enough data | Not enough data | 8.1 (41 reviews) ✓ Verified | 
| **Data Governance** | Not enough data | Not enough data | 8.0 (41 reviews) ✓ Verified | 

#### Data Modeling and Blending

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Querying** | Not enough data | Not enough data | 8.7 (49 reviews) ✓ Verified | 
| **Data Filtering** | Not enough data | Not enough data | 9.2 (51 reviews) ✓ Verified | 
| **Data Blending** | Not enough data | Not enough data | 8.4 (44 reviews) ✓ Verified | 

#### Generative AI

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 7.4 (18 reviews) | 
| **AI Text Summarization** | Not enough data | Not enough data | 7.3 (18 reviews) | 

#### Agentic AI - Analytics Platforms

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.2 (7 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 6.4 (7 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 6.9 (7 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 6.2 (7 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 6.0 (7 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 5.7 (7 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 6.4 (7 reviews) | 

#### Self Service 

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Calculated Fields** | Not enough data | Not enough data | 8.2 (104 reviews) ✓ Verified | 
| **Data Column Filtering** | Not enough data | Not enough data | 8.9 (123 reviews) ✓ Verified | 
| **Data Discovery** | Not enough data | Not enough data | 8.8 (119 reviews) ✓ Verified | 
| **Search** | Not enough data | Not enough data | 8.5 (123 reviews) ✓ Verified | 
| **Collaboration / Workflow** | Not enough data | Not enough data | 8.4 (94 reviews) ✓ Verified | 
| **Automodeling** | Not enough data | Not enough data | 7.6 (70 reviews) ✓ Verified | 

#### Deployment & Integration - Analytics Platforms

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **No-code Dashboard Builder** | Not enough data | Not enough data | 8.3 (8 reviews) | 
| **Report Scheduling and Automation** | Not enough data | Not enough data | 8.1 (8 reviews) | 
| **Embedded Analytics and White-labeling** | Not enough data | Not enough data | 6.1 (6 reviews) | 
| **Data Source Connectivity** | Not enough data | Not enough data | 6.9 (6 reviews) | 

#### Advanced Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Predictive Analytics** | Not enough data | Not enough data | 7.9 (78 reviews) ✓ Verified | 
| **Data Visualization** | Not enough data | Not enough data | 8.5 (93 reviews) ✓ Verified | 
| **Big Data Services** | Not enough data | Not enough data | 8.2 (82 reviews) ✓ Verified | 

#### Performance & Scalability - Analytics Platforms

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Large data handling and Query Speed** | Not enough data | Not enough data | 8.5 (9 reviews) | 
| **Concurrent User Support** | Not enough data | Not enough data | 8.5 (8 reviews) | 

#### Advanced Analytics & Modeling - Analytics Platforms

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Modeling and Governance** | Not enough data | Not enough data | 8.3 (7 reviews) | 
| **Notebook and Script Integration** | Not enough data | Not enough data | 6.1 (6 reviews) | 
| **Built-in Predictive and Statistical Models** | Not enough data | Not enough data | 6.1 (6 reviews) | 

#### Agentic AI Capabilities - Analytics Platforms

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Auto-generated Insights and Narratives** | Not enough data | Not enough data | 6.7 (6 reviews) | 
| **Natural Language Queries** | Not enough data | Not enough data | 6.2 (7 reviews) | 
| **Proactive KPI Monitoring and Alerts** | Not enough data | Not enough data | 7.5 (6 reviews) | 
| **AI Agents for Analytical Follow-ups** | Not enough data | Not enough data | 5.8 (6 reviews) | 

#### Personalized Intelligence - Analytics Platforms

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Behavioral Learning for Contextual Query Refinement** | Not enough data | Not enough data | 6.1 (6 reviews) | 
| **Role-based Insight Personalization** | Not enough data | Not enough data | 6.9 (6 reviews) | 
| **Conversational and Prompt-based Analytics** | Not enough data | Not enough data | 5.8 (6 reviews) | 

#### Building Reports

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Transformation** | Not enough data | Not enough data | 8.5 (62 reviews) ✓ Verified | 
| **Data Modeling** | Not enough data | Not enough data | 8.5 (63 reviews) ✓ Verified | 
| **WYSIWYG Report Design** | Not enough data | Not enough data | 8.4 (61 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | Not enough data | 7.6 (44 reviews) ✓ Verified | 

### Sales Intelligence

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | 8.7/10 | 123 |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Data Availability

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Contact Data Availability** | 8.8 (94 reviews) | Not enough data | Not enough data | 
| **Company Data Availability** | 8.6 (92 reviews) | Not enough data | Not enough data | 
| **Industry Research Availability** | 8.4 (77 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Technographic Data Availability** | Not enough data | Not enough data | Not enough data | 

#### Data Accuracy

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Contact Data Accuracy** | 8.5 (85 reviews) | Not enough data | Not enough data | 
| **Company Data Accuracy** | 8.5 (81 reviews) | Not enough data | Not enough data | 
| **Technographic Data Accuracy** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Sales Intelligence

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

#### Platform

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Internationalization** | 8.7 (22 reviews) | Not enough data | Not enough data | 
| **User, Role, and Access Management** | 8.2 (29 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Performance and Reliability** | 8.8 (31 reviews) | Not enough data | Not enough data | 
| **Reporting/Dashboards** | 8.3 (29 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Mobile User Support** | Not enough data | Not enough data | Not enough data | 
| **APIs** | 9.1 (23 reviews) | Not enough data | Not enough data | 

#### Features

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Lead Builder** | 8.6 (67 reviews) | Not enough data | Not enough data | 
| **Integration to CRM/Marketing Automation** | 9.1 (89 reviews) | Not enough data | Not enough data | 
| **Data Cleaning/Enrichment** | 8.4 (73 reviews) | Not enough data | Not enough data | 
| **Data Segmentation/Filtering** | 8.7 (77 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Search** | 8.8 (95 reviews) ✓ Verified | Not enough data | Not enough data | 
| **News/People Alerts** | 8.7 (79 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Connections** | 8.7 (79 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Reporting** | 8.6 (80 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Messaging** | 8.9 (83 reviews) ✓ Verified | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | 9.2/10 | 35 |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Lead Facilitation

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Customer-facing Chatbot** | 9.4 (8 reviews) | Not enough data | Not enough data | 
| **Lead Qualification** | 8.7 (21 reviews) | Not enough data | Not enough data | 
| **Lead Follow-up** | 9.4 (27 reviews) | Not enough data | Not enough data | 
| **Meeting Scheduling ** | 9.4 (20 reviews) | Not enough data | Not enough data | 

#### Organization

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Opportunity and Pipeline Management ** | 9.4 (24 reviews) | Not enough data | Not enough data | 
| **Data Entry** | 9.4 (27 reviews) | Not enough data | Not enough data | 
| **Integrations / APIs** | 9.1 (18 reviews) | Not enough data | Not enough data | 

#### Performance Analysis

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Coaching ** | 8.9 (17 reviews) | Not enough data | Not enough data | 
| **Peformance Tracking** | 9.1 (25 reviews) | Not enough data | Not enough data | 

#### Sales Analysis

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **ROI Forecasting ** | 9.4 (13 reviews) | Not enough data | Not enough data | 
| **Sales Forecasting ** | 9.0 (18 reviews) | Not enough data | Not enough data | 

#### Generative AI

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | 8.8/10 | 244 |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Integrated Workflows

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Task Management** | 9.1 (225 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Email Tracking/Automation** | 9.0 (228 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Calls and Voice** | 9.0 (228 reviews) | Not enough data | Not enough data | 
| **Other Outreach Options ** | 8.8 (173 reviews) ✓ Verified | Not enough data | Not enough data | 
| **CRM Integration** | 9.1 (219 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Calendar** | 8.9 (19 reviews) | Not enough data | Not enough data | 
| **Shared Records** | 8.6 (11 reviews) | Not enough data | Not enough data | 

#### Repeatability and Reportability

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Content Management** | 8.9 (197 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Workflow Management** | 9.1 (209 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Workflow Performance** | 9.1 (200 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Sales Coaching and Insights** | 8.7 (175 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Gamification** | 8.2 (15 reviews) | Not enough data | Not enough data | 

#### AI and Automation

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Lead Prioritization** | 8.8 (20 reviews) | Not enough data | Not enough data | 
| **Lead Scoring** | 8.4 (17 reviews) | Not enough data | Not enough data | 
| **Best Time of Day Scheduling** | 8.7 (17 reviews) | Not enough data | Not enough data | 
| **Buyer Intelligence** | 8.9 (15 reviews) | Not enough data | Not enough data | 
| **Machine Learning** | 8.2 (15 reviews) | Not enough data | Not enough data | 

#### Generative AI

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Budgeting and Forecasting

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | 8.6/10 | 25 |

#### Budget Creation

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Import** | Not enough data | Not enough data | 8.7 (23 reviews) | 
| **Budget Hierarchies** | Not enough data | Not enough data | 8.7 (22 reviews) | 
| **Versioning** | Not enough data | Not enough data | 8.7 (21 reviews) | 
| **Formulas** | Not enough data | Not enough data | 8.8 (22 reviews) | 
| **What-If** | Not enough data | Not enough data | 8.1 (21 reviews) | 
| **Budget Periods** | Not enough data | Not enough data | 8.8 (22 reviews) | 

#### Budget Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Consolidation** | Not enough data | Not enough data | 8.8 (22 reviews) | 
| **Adjustments** | Not enough data | Not enough data | 8.9 (21 reviews) | 
| **Workflows** | Not enough data | Not enough data | 8.3 (22 reviews) | 

#### Forecasting

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Historical Data** | Not enough data | Not enough data | 8.8 (23 reviews) | 
| **Reforecast** | Not enough data | Not enough data | 8.7 (21 reviews) | 
| **Forecast Types** | Not enough data | Not enough data | Feature Not Available | 
| **Rolling Forecasts** | Not enough data | Not enough data | Feature Not Available | 
| **AI** | Not enough data | Not enough data | 7.0 (16 reviews) | 

#### Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Variance Analysis** | Not enough data | Not enough data | 8.9 (23 reviews) | 
| **Forecasts Comparison** | Not enough data | Not enough data | Feature Not Available | 
| **Forward Looking** | Not enough data | Not enough data | Feature Not Available | 

#### Agentic AI - Budgeting and Forecasting

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Financial Analysis

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | 8.9/10 | 24 |

#### Data Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Import** | Not enough data | Not enough data | 9.0 (21 reviews) | 
| **Data Consolidation** | Not enough data | Not enough data | 9.3 (22 reviews) | 
| **Data Validation** | Not enough data | Not enough data | 8.8 (20 reviews) | 

#### Reporting Structure

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Reporting Hierarchy** | Not enough data | Not enough data | 8.8 (21 reviews) | 
| **Report Templates** | Not enough data | Not enough data | 8.4 (21 reviews) | 
| **Report Types** | Not enough data | Not enough data | 8.9 (22 reviews) | 

#### Standard Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Standard KPIs** | Not enough data | Not enough data | 8.8 (20 reviews) | 
| **Standard Reports** | Not enough data | Not enough data | 9.0 (21 reviews) | 
| **Financial Statements** | Not enough data | Not enough data | 9.1 (22 reviews) | 
| **Drill Down** | Not enough data | Not enough data | 9.4 (21 reviews) | 

#### Custom Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Dashboards** | Not enough data | Not enough data | 9.2 (22 reviews) | 
| **Custom KPIs** | Not enough data | Not enough data | 9.0 (19 reviews) | 
| **Custom Reports** | Not enough data | Not enough data | 8.9 (19 reviews) | 
| **Self Service** | Not enough data | Not enough data | 8.4 (19 reviews) | 
| **Multiple Entities** | Not enough data | Not enough data | 8.8 (14 reviews) | 

#### Agentic AI - Financial Analysis

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### FP&A (Financial Planning & Analysis)

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | 8.5/10 | 13 |

#### Financial Planning

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Extended Planning** | Not enough data | Not enough data | 8.8 (10 reviews) | 
| **Reporting** | Not enough data | Not enough data | 8.8 (10 reviews) | 
| **Integration** | Not enough data | Not enough data | 9.1 (11 reviews) | 

#### Agentic AI - FP&A (Financial Planning & Analysis) 

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

#### Financial Insight

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Budgeting** | Not enough data | Not enough data | 8.5 (10 reviews) | 
| **Forecasting** | Not enough data | Not enough data | 8.1 (12 reviews) | 
| **Planning** | Not enough data | Not enough data | 8.5 (11 reviews) | 

#### Data

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Visualization** | Not enough data | Not enough data | 8.9 (12 reviews) | 
| **Data Analysis** | Not enough data | Not enough data | 8.3 (12 reviews) | 
| **Custom Reporting** | Not enough data | Not enough data | 8.2 (12 reviews) | 
| **Reporting Templates** | Not enough data | Not enough data | 7.6 (11 reviews) | 

#### Status Communication

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Collaboration** | Not enough data | Not enough data | Feature Not Available | 
| **Version Control** | Not enough data | Not enough data | 8.2 (11 reviews) | 
| **Real-Time Data Updates** | Not enough data | Not enough data | Feature Not Available | 
| **Scorecards** | Not enough data | Not enough data | 8.5 (11 reviews) | 

### Rebate Management

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Rebate Program - Rebate Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Rebate agreements** | Not enough data | Not enough data | Not enough data | 
| **Rebate calculation** | Not enough data | Not enough data | Not enough data | 
| **Program creation** | Not enough data | Not enough data | Not enough data | 
| **Rebate match** | Not enough data | Not enough data | Not enough data | 

#### Analytics & Reporting - Rebate Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Rebate programs** | Not enough data | Not enough data | Not enough data | 
| **Vizualization** | Not enough data | Not enough data | Not enough data | 
| **Prediction** | Not enough data | Not enough data | Not enough data | 

#### Collaboration - Rebate Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Internal Communication** | Not enough data | Not enough data | Not enough data | 
| **External Communication** | Not enough data | Not enough data | Not enough data | 

#### Integration - Rebate Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Sales Data source** | Not enough data | Not enough data | Not enough data | 
| **Payments** | Not enough data | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | 8.4/10 | 35 |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Agentic AI - Sales Performance Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Incentives

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Badges** | 8.1 (16 reviews) | Not enough data | Not enough data | 
| **Triggers** | 8.2 (19 reviews) | Not enough data | Not enough data | 
| **Commission Calculator** | 6.3 (8 reviews) | Not enough data | Not enough data | 
| **Leaderboards** | 8.8 (25 reviews) ✓ Verified | Not enough data | Not enough data | 

#### Personalization

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Profiles** | 8.3 (17 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Custom Reports** | 8.3 (17 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Dashboards** | 8.8 (23 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Goal Setting** | 8.3 (18 reviews) | Not enough data | Not enough data | 

#### Administrative

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Integration** | 9.2 (28 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Employee Structure** | 9.1 (18 reviews) ✓ Verified | Not enough data | Not enough data | 
| **Behavior Monitoring** | 8.8 (18 reviews) | Not enough data | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | 9.2/10 | 196 |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

#### Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Open Rates** | 9.1 (175 reviews) | Not enough data | Not enough data | 
| **Link Activity** | 9.1 (169 reviews) | Not enough data | Not enough data | 
| **Attachment Activity** | 9.2 (171 reviews) | Not enough data | Not enough data | 

#### Customizations

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Email Platform Integration** | 9.2 (186 reviews) | Not enough data | Not enough data | 
| **Email Scheduling** | 9.3 (174 reviews) | Not enough data | Not enough data | 
| **Notifications** | 9.3 (180 reviews) | Not enough data | Not enough data | 
| **Email Categorization** | 8.9 (155 reviews) | Not enough data | Not enough data | 
| **Templates** | 9.3 (184 reviews) | Not enough data | Not enough data | 

#### Generative AI

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | 8.8/10 | 208 |
| **sales-i** | 8.0/10 | 27 |
| **Phocas Software** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Sourcing** | 8.9 (131 reviews) | 8.7 (23 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 9.0 (124 reviews) | 8.7 (24 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 9.0 (107 reviews) | 8.1 (20 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.9 (156 reviews) | 8.2 (22 reviews) | Not enough data | 
| **Data Segmentation** | 8.7 (127 reviews) | 8.4 (21 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Lead Scoring** | 8.6 (135 reviews) | Feature Not Available | Not enough data | 
| **Opportunity Scoring** | 8.7 (114 reviews) | 7.1 (21 reviews) | Not enough data | 
| **Risk Analysis** | 8.5 (99 reviews) | Feature Not Available | Not enough data | 
| **Live Forecasting** | 8.8 (112 reviews) | Feature Not Available | Not enough data | 

#### Sales Management

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Live Pipeline Management** | 8.9 (128 reviews) | 7.5 (17 reviews) | Not enough data | 
| **Sales Gamification** | 8.8 (153 reviews) | 7.5 (17 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.9 (150 reviews) | 7.9 (19 reviews) | Not enough data | 
| **Activity Tracking** | 9.1 (183 reviews) | 8.0 (19 reviews) | Not enough data | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | 8.9/10 | 386 |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Agentic AI - Outbound Call Tracking

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 

#### Calling

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Record Calls** | 8.9 (291 reviews) | Not enough data | Not enough data | 
| **Generate Location** | 8.9 (312 reviews) | Not enough data | Not enough data | 
| **Call Types** | 9.1 (322 reviews) | Not enough data | Not enough data | 
| **Click-to-Call** | 9.3 (372 reviews) | Not enough data | Not enough data | 
| **Auto Dialer** | Not enough data | Not enough data | Not enough data | 

#### Contacts

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Personalization** | 8.9 (333 reviews) | Not enough data | Not enough data | 
| **Information Locater** | 8.8 (309 reviews) | Not enough data | Not enough data | 
| **Record Prospect Data** | 8.8 (308 reviews) | Not enough data | Not enough data | 

#### Insights

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Notes** | 8.9 (341 reviews) | Not enough data | Not enough data | 
| **Daily Summary** | 8.7 (303 reviews) | Not enough data | Not enough data | 
| **Automated Voicemails** | 8.9 (254 reviews) | Not enough data | Not enough data | 
| **Automated Emails** | 9.0 (309 reviews) | Not enough data | Not enough data | 
| **Sorts Prospects** | 8.7 (308 reviews) | Not enough data | Not enough data | 
| **Automated Note Taking** | Not enough data | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **InsideSales** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 

---
## Categories

**Unique to InsideSales (7):** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)

**Unique to sales-i (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [CRM Software](https://www.g2.com/categories/crm)

**Unique to Phocas Software (5):** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting), [Analytics Platforms](https://www.g2.com/categories/analytics-platforms), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Rebate Management Software](https://www.g2.com/categories/rebate-management), [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)


---
## Reviewer Demographics

### By Company Size

| Segment | InsideSales | sales-i | Phocas Software | 
|---|---|---|---|
| **Small-Business** | 15.5% | 41.2% | 23.4% | 
| **Mid-Market** | 36.1% | 53.4% | 67.4% | 
| **Enterprise** | 48.4% | 5.3% | 9.2% | 

### By Industry

#### InsideSales

- **Information Technology and Services:** 22.7%
- **Computer Software:** 16.0%
- **Marketing and Advertising:** 12.9%
- **Telecommunications:** 6.9%
- **Financial Services:** 5.6%
- **Internet:** 3.8%
- **Transportation/Trucking/Railroad:** 2.9%
- **Consumer Services:** 2.3%
- **Chemicals:** 2.0%
- **Hospital & Health Care:** 1.6%
- **Other:** 23.2%

#### 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%

#### Phocas Software

- **Wholesale:** 39.7%
- **Electrical/Electronic Manufacturing:** 8.2%
- **Consumer Goods:** 5.4%
- **Building Materials:** 4.3%
- **Construction:** 4.3%
- **Automotive:** 3.3%
- **Retail:** 3.3%
- **Industrial Automation:** 2.7%
- **Mechanical or Industrial Engineering:** 2.2%
- **Business Supplies and Equipment:** 2.2%
- **Other:** 24.5%

---
## Alternatives

### Alternatives to InsideSales

- [Salesloft](https://www.g2.com/products/salesloft/reviews) — 4.5/5 stars (4287 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3569 reviews)
- [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5602 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews)
- [Revenue.io](https://www.g2.com/products/revenue-io/reviews) — 4.7/5 stars (575 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Reply](https://www.g2.com/products/reply/reviews) — 4.6/5 stars (1542 reviews)
- [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) — 4.5/5 stars (9094 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9652 reviews)
- [Vendasta Yesware](https://www.g2.com/products/vendasta-yesware/reviews) — 4.4/5 stars (821 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 (25791 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13810 reviews)
- [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5602 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3046 reviews)
- [Aviso](https://www.g2.com/products/aviso/reviews) — 4.4/5 stars (968 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Looker](https://www.g2.com/products/looker/reviews) — 4.4/5 stars (1642 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) — 4.6/5 stars (574 reviews)

### Alternatives to Phocas Software

- [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews)
- [Looker](https://www.g2.com/products/looker/reviews) — 4.4/5 stars (1642 reviews)
- [Sisense](https://www.g2.com/products/sisense/reviews) — 4.2/5 stars (1062 reviews)
- [Domo](https://www.g2.com/products/domo/reviews) — 4.3/5 stars (1005 reviews)
- [GoodData.AI](https://www.g2.com/products/gooddata-ai/reviews) — 4.2/5 stars (600 reviews)
- [IBM Cognos Analytics](https://www.g2.com/products/ibm-cognos-analytics/reviews) — 4.1/5 stars (461 reviews)
- [Zoho Analytics](https://www.g2.com/products/zoho-analytics/reviews) — 4.2/5 stars (287 reviews)
- [Oracle Analytics Cloud](https://www.g2.com/products/oracle-analytics-cloud/reviews) — 4.1/5 stars (333 reviews)
- [Strategy One (formerly MicroStrategy ONE)](https://www.g2.com/products/strategy-one-formerly-microstrategy-one/reviews) — 4.2/5 stars (600 reviews)
- [Alteryx](https://www.g2.com/products/alteryx/reviews) — 4.6/5 stars (810 reviews)

---
## Top Discussions

### InsideSales

- Title: [Do you think Playbooks will integrate more "Plays" into the system by the end of 2020?](https://www.g2.com/discussions/26128-do-you-think-playbooks-will-integrate-more-plays-into-the-system-by-the-end-of-2020) — 1 comment, 2 upvotes
  > **Top comment:** "Plays are written by users with permission, not by playbooks"
- Title: [Does Playbooks work with the Microsoft Dynamics cloud solution?](https://www.g2.com/discussions/work-with-miscrosoft-dynamics) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, Playbooks works with the cloud Microsoft Dynamics CRM. "
- Title: [Is Playbooks Salesforce lightning ready?](https://www.g2.com/discussions/salesforce-lightning-capable-f9f5a24d-500f-4b05-8b22-2ef70a1f8b83) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, Playbooks works seamlessly with Salesforce lightning. "

### 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"

### Phocas Software

- Title: [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Phocas Software is a Business Planning and Analytics (BP&A) platform that integrates with your ERP and any other business software you have. We work hard to..."
- Title: [Why could I not download the word document I set the screenshot of me using Phocas on?](https://www.g2.com/discussions/33916-why-could-i-not-download-the-word-document-i-set-the-screenshot-of-me-using-phocas-on) — 1 comment, 1 upvote
  > **Top comment:** "Comment deleted by user."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insidesales-vs-sales-i-vs-phocas-software)