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Compare Phocas Software and sales-i 
Featured Products
At a Glance
Market Segments
Mid-Market (68.1% of reviews)
Mid-Market (53.4% of reviews)
Entry-Level Pricing
Contact Vendor For Pricing
No pricing available
Phocas Software
Star Rating
(187)4.6 out of 5
Market Segments
Mid-Market (68.1% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Vendor For Pricing
Free Trial is available
Learn more about Phocas Softwaresales-i
Star Rating
(137)4.3 out of 5
Market Segments
Mid-Market (53.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about sales-iPhocas Software vs sales-i
When assessing the two solutions, reviewers found Phocas Software easier to use and do business with overall. However, reviewers preferred the ease of set up with sales-i, along with administration.
- Reviewers felt that Phocas Software meets the needs of their business better than sales-i.
- When comparing quality of ongoing product support, reviewers felt that Phocas Software is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Phocas Software over sales-i.
Pricing
Entry-Level Pricing
sales-i
No pricing availableFree Trial
Phocas Software
Free Trial is available
sales-i
No trial information availableRatings
Meets Requirements
8.8
164
8.4
115
Ease of Use
9.1
165
8.1
115
Ease of Setup
7.9
84
8.3
50
Ease of Admin
8.7
79
8.4
52
Quality of Support
8.7
155
8.6
112
Has the product been a good partner in doing business?
9.0
79
8.9
50
Product Direction (% positive)
9.3
162
8.7
114
Features by Category
Sales Force Automation
Not enough data
7.5
14
Not enough data
Feature Not Available
Not enough data
7.2
13
Not enough data
7.6
14
Not enough data
Feature Not Available
Not enough data
7.8
13
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Feature Not Available
Not enough data
6.9
12
Not enough data
Feature Not Available
Not enough data
7.3
11
Customer Support
Not enough data
7.4
12
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Reporting & Analytics
Not enough data
7.7
14
Not enough data
8.0
14
Not enough data
6.5
12
Mobile & Social
Not enough data
4.8
9
Not enough data
5.2
10
Not enough data
7.9
12
Platform
Not enough data
6.7
7
Not enough data
6.7
7
Not enough data
8.1
7
Not enough data
Not enough data
Not enough data
6.7
5
Not enough data
6.4
6
Not enough data
8.3
6
Not enough data
8.1
6
Integration
Not enough data
8.1
6
Not enough data
7.8
6
Not enough data
6.3
5
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reports
8.6
128
|
Verified
Not enough data
8.5
123
|
Verified
Not enough data
8.2
128
|
Verified
Not enough data
8.3
101
|
Verified
Not enough data
8.7
129
|
Verified
Not enough data
Data Preparation
8.1
41
|
Verified
Not enough data
8.0
41
|
Verified
Not enough data
Data Modeling and Blending
8.7
49
|
Verified
Not enough data
9.2
51
|
Verified
Not enough data
8.4
44
|
Verified
Not enough data
Generative AI
7.4
18
Not enough data
7.3
18
Not enough data
Agentic AI - Analytics Platforms
6.2
7
Not enough data
6.4
7
Not enough data
6.9
7
Not enough data
6.2
7
Not enough data
6.0
7
Not enough data
5.7
7
Not enough data
6.4
7
Not enough data
Self Service
8.2
104
|
Verified
Not enough data
8.9
123
|
Verified
Not enough data
8.8
118
|
Verified
Not enough data
8.5
122
|
Verified
Not enough data
8.4
94
|
Verified
Not enough data
7.6
70
|
Verified
Not enough data
Deployment & Integration - Analytics Platforms
8.3
8
Not enough data
8.1
8
Not enough data
6.1
6
Not enough data
6.9
6
Not enough data
Advanced Analytics
7.9
78
|
Verified
Not enough data
8.5
93
|
Verified
Not enough data
8.2
82
|
Verified
Not enough data
Performance & Scalability - Analytics Platforms
8.5
9
Not enough data
8.5
8
Not enough data
Advanced Analytics & Modeling - Analytics Platforms
8.3
7
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
Agentic AI Capabilities - Analytics Platforms
6.7
6
Not enough data
6.2
7
Not enough data
7.5
6
Not enough data
5.8
6
Not enough data
Personalized Intelligence - Analytics Platforms
6.1
6
Not enough data
6.9
6
Not enough data
5.8
6
Not enough data
Building Reports
8.5
62
|
Verified
Not enough data
8.5
63
|
Verified
Not enough data
8.4
61
|
Verified
Not enough data
7.6
44
|
Verified
Not enough data
Budget Creation
8.7
23
Not enough data
8.7
22
Not enough data
8.7
21
Not enough data
8.8
22
Not enough data
8.1
21
Not enough data
8.8
22
Not enough data
Budget Management
8.8
22
Not enough data
8.9
21
Not enough data
8.3
22
Not enough data
Forecasting
8.8
23
Not enough data
8.7
21
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.0
16
Not enough data
Analytics
8.9
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
9.0
21
Not enough data
9.3
22
Not enough data
8.8
20
Not enough data
Reporting Structure
8.8
21
Not enough data
8.4
21
Not enough data
8.9
22
Not enough data
Standard Analytics
8.8
20
Not enough data
9.0
21
Not enough data
9.1
22
Not enough data
9.4
21
Not enough data
Custom Analytics
9.2
22
Not enough data
9.0
19
Not enough data
8.9
19
Not enough data
8.4
19
Not enough data
8.8
14
Not enough data
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Financial Planning
8.8
10
Not enough data
8.8
10
Not enough data
9.1
11
Not enough data
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
8.5
10
Not enough data
8.1
12
Not enough data
8.5
11
Not enough data
Data
8.9
12
Not enough data
8.3
12
Not enough data
8.2
12
Not enough data
7.6
11
Not enough data
Status Communication
Feature Not Available
Not enough data
8.2
11
Not enough data
Feature Not Available
Not enough data
8.5
11
Not enough data
Rebate Program - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics & Reporting - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Integration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.7
23
Not enough data
8.7
24
Not enough data
8.1
20
Not enough data
8.2
22
Not enough data
8.4
21
Predictive Analytics
Not enough data
Feature Not Available
Not enough data
7.1
21
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Sales Management
Not enough data
7.5
17
Not enough data
7.5
17
Not enough data
7.9
19
Not enough data
8.0
19
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Phocas Software and sales-i share no categories
Unique Categories
Phocas Software is categorized as Budgeting and Forecasting, Analytics Platforms, FP&A (Financial Planning & Analysis), Rebate Management, and Financial Analysis
sales-i is categorized as Sales Analytics and CRM
Reviews
Reviewers' Company Size
Phocas Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
sales-i
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Wholesale
39.6%
Electrical/Electronic Manufacturing
8.2%
Consumer Goods
5.5%
Construction
4.4%
Building Materials
4.4%
Other
37.9%
Business Supplies and Equipment
15.3%
Building Materials
13.7%
Automotive
12.2%
Wholesale
9.2%
Retail
6.1%
Other
43.5%
Discussions
What is Phocas Software used for?
1 Comment
Official Response from Phocas Software
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...Read more
Why could I not download the word document I set the screenshot of me using Phocas on?
1 Comment
Official Response from Phocas Software
To confirm you're a current user of Phocas, you just need to upload a screenshot of your logged-in view of the software in jpg or png format - no need to put...Read more
Phocas Software has no more discussions with answers
sales-i has no more discussions with answers
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