# Phocas Software vs sales-i Comparison | | Phocas Software | sales-i | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.3 out of 5 | | **Total Reviews** | 189 | 137 | | **Largest Market Segment** | Mid-Market (67.4% of reviews) | Mid-Market (53.4% of reviews) | | **Entry Level Price** | Contact Vendor For Pricing | No pricing available | --- ## Top Pros & Cons ### Phocas Software Pros: - Ease of Use (8 reviews) - Data Analysis (5 reviews) Cons: - Feature Improvements (3 reviews) - Improvements Needed (3 reviews) ### sales-i **Not enough data** --- ## Ratings Comparison | Rating | Phocas Software | sales-i | |---|---|---| | **Meets Requirements** | 8.7 (166 reviews) | 8.4 (115 reviews) | | **Ease of Use** | 9.1 (167 reviews) | 8.1 (115 reviews) | | **Ease of Setup** | 7.8 (86 reviews) | 8.3 (50 reviews) | | **Ease of Admin** | 8.7 (79 reviews) | 8.4 (52 reviews) | | **Quality of Support** | 8.6 (157 reviews) | 8.6 (112 reviews) | | **Has the product been a good partner in doing business?** | 9.0 (79 reviews) | 8.9 (50 reviews) | | **Product Direction (% positive)** | 9.2 (164 reviews) | 8.7 (114 reviews) | --- ## Pricing ### 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 ### sales-i #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Phocas Software** | N/A | N/A | | **sales-i** | 6.6/10 | 16 | #### Sales Force Automation | Feature | Phocas Software | sales-i | |---|---|---| | **Contact & Account Management** | Not enough data | 7.5 (14 reviews) | | **Partner Relationship Mgmt. (PRM)** | Not enough data | Feature Not Available | | **Opportunity & Pipeline Mgmt.** | Not enough data | 7.2 (13 reviews) | | **Task / Activity Management** | Not enough data | 7.6 (14 reviews) | | **Territory & Quota Management** | Not enough data | Feature Not Available | | **Desktop Integration** | Not enough data | 7.8 (13 reviews) | | **Product & Price List Management** | Not enough data | Feature Not Available | | **Quote & Order Management** | Not enough data | Feature Not Available | | **Customer Contract Management** | Not enough data | Feature Not Available | #### Marketing Automation | Feature | Phocas Software | sales-i | |---|---|---| | **Email Marketing** | Not enough data | Feature Not Available | | **Campaign Management** | Not enough data | 6.9 (12 reviews) | | **Lead Management** | Not enough data | Feature Not Available | | **Marketing ROI Analytics** | Not enough data | 7.3 (11 reviews) | #### Customer Support | Feature | Phocas Software | sales-i | |---|---|---| | **Case Management** | Not enough data | 7.4 (12 reviews) | | **Customer Support Portal** | Not enough data | Feature Not Available | | **Knowledge Base** | Not enough data | Feature Not Available | | **Call Center Features** | Not enough data | Feature Not Available | | **Support Analytics** | Not enough data | Feature Not Available | #### Reporting & Analytics | Feature | Phocas Software | sales-i | |---|---|---| | **Reporting** | Not enough data | 7.7 (14 reviews) | | **Dashboards** | Not enough data | 8.0 (14 reviews) | | **Forecasting** | Not enough data | 6.5 (12 reviews) | #### Mobile & Social | Feature | Phocas Software | sales-i | |---|---|---| | **Social Collaboration Features** | Not enough data | 4.8 (9 reviews) | | **Social Network Integration** | Not enough data | 5.2 (10 reviews) | | **Mobile User Support** | Not enough data | 7.9 (12 reviews) | #### Platform | Feature | Phocas Software | sales-i | |---|---|---| | **Customization** | Not enough data | 6.7 (7 reviews) | | **Workflow Capability** | Not enough data | 6.7 (7 reviews) | | **User, Role, and Access Management** | Not enough data | 8.1 (7 reviews) | | **Internationalization** | Not enough data | Not enough data | | **Sandbox / Test Environments** | Not enough data | 6.7 (5 reviews) | | **Document & Content Mgmt.** | Not enough data | 6.4 (6 reviews) | | **Performance and Reliability** | Not enough data | 8.3 (6 reviews) | | **Output Document Generation** | Not enough data | 8.1 (6 reviews) | #### Integration | Feature | Phocas Software | sales-i | |---|---|---| | **Data Import & Export Tools** | Not enough data | 8.1 (6 reviews) | | **Integration APIs** | Not enough data | 7.8 (6 reviews) | | **Breadth of Partner Applications** | Not enough data | 6.3 (5 reviews) | #### Generative AI | Feature | Phocas Software | sales-i | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | #### Agentic AI - CRM | Feature | Phocas Software | 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 | ### Analytics Platforms | Product | Score | Reviews | |---|---|---| | **Phocas Software** | 7.6/10 | 141 | | **sales-i** | N/A | N/A | #### Reports | Feature | Phocas Software | sales-i | |---|---|---| | **Reports Interface** | 8.6 (129 reviews) ✓ Verified | Not enough data | | **Steps to Answer** | 8.5 (124 reviews) ✓ Verified | Not enough data | | **Graphs and Charts** | 8.2 (129 reviews) ✓ Verified | Not enough data | | **Score Cards** | 8.3 (102 reviews) ✓ Verified | Not enough data | | **Dashboards** | 8.8 (130 reviews) ✓ Verified | Not enough data | #### Data Preparation | Feature | Phocas Software | sales-i | |---|---|---| | **Connectors** | 8.1 (41 reviews) ✓ Verified | Not enough data | | **Data Governance** | 8.0 (41 reviews) ✓ Verified | Not enough data | #### Data Modeling and Blending | Feature | Phocas Software | sales-i | |---|---|---| | **Data Querying** | 8.7 (49 reviews) ✓ Verified | Not enough data | | **Data Filtering** | 9.2 (51 reviews) ✓ Verified | Not enough data | | **Data Blending** | 8.4 (44 reviews) ✓ Verified | Not enough data | #### Generative AI | Feature | Phocas Software | sales-i | |---|---|---| | **AI Text Generation** | 7.4 (18 reviews) | Not enough data | | **AI Text Summarization** | 7.3 (18 reviews) | Not enough data | #### Agentic AI - Analytics Platforms | Feature | Phocas Software | sales-i | |---|---|---| | **Autonomous Task Execution** | 6.2 (7 reviews) | Not enough data | | **Multi-step Planning** | 6.4 (7 reviews) | Not enough data | | **Cross-system Integration** | 6.9 (7 reviews) | Not enough data | | **Adaptive Learning** | 6.2 (7 reviews) | Not enough data | | **Natural Language Interaction** | 6.0 (7 reviews) | Not enough data | | **Proactive Assistance** | 5.7 (7 reviews) | Not enough data | | **Decision Making** | 6.4 (7 reviews) | Not enough data | #### Self Service | Feature | Phocas Software | sales-i | |---|---|---| | **Calculated Fields** | 8.2 (104 reviews) ✓ Verified | Not enough data | | **Data Column Filtering** | 8.9 (123 reviews) ✓ Verified | Not enough data | | **Data Discovery** | 8.8 (119 reviews) ✓ Verified | Not enough data | | **Search** | 8.5 (123 reviews) ✓ Verified | Not enough data | | **Collaboration / Workflow** | 8.4 (94 reviews) ✓ Verified | Not enough data | | **Automodeling** | 7.6 (70 reviews) ✓ Verified | Not enough data | #### Deployment & Integration - Analytics Platforms | Feature | Phocas Software | sales-i | |---|---|---| | **No-code Dashboard Builder** | 8.3 (8 reviews) | Not enough data | | **Report Scheduling and Automation** | 8.1 (8 reviews) | Not enough data | | **Embedded Analytics and White-labeling** | 6.1 (6 reviews) | Not enough data | | **Data Source Connectivity** | 6.9 (6 reviews) | Not enough data | #### Advanced Analytics | Feature | Phocas Software | sales-i | |---|---|---| | **Predictive Analytics** | 7.9 (78 reviews) ✓ Verified | Not enough data | | **Data Visualization** | 8.5 (93 reviews) ✓ Verified | Not enough data | | **Big Data Services** | 8.2 (82 reviews) ✓ Verified | Not enough data | #### Performance & Scalability - Analytics Platforms | Feature | Phocas Software | sales-i | |---|---|---| | **Large data handling and Query Speed** | 8.5 (9 reviews) | Not enough data | | **Concurrent User Support** | 8.5 (8 reviews) | Not enough data | #### Advanced Analytics & Modeling - Analytics Platforms | Feature | Phocas Software | sales-i | |---|---|---| | **Data Modeling and Governance** | 8.3 (7 reviews) | Not enough data | | **Notebook and Script Integration** | 6.1 (6 reviews) | Not enough data | | **Built-in Predictive and Statistical Models** | 6.1 (6 reviews) | Not enough data | #### Agentic AI Capabilities - Analytics Platforms | Feature | Phocas Software | sales-i | |---|---|---| | **Auto-generated Insights and Narratives** | 6.7 (6 reviews) | Not enough data | | **Natural Language Queries** | 6.2 (7 reviews) | Not enough data | | **Proactive KPI Monitoring and Alerts** | 7.5 (6 reviews) | Not enough data | | **AI Agents for Analytical Follow-ups** | 5.8 (6 reviews) | Not enough data | #### Personalized Intelligence - Analytics Platforms | Feature | Phocas Software | sales-i | |---|---|---| | **Behavioral Learning for Contextual Query Refinement** | 6.1 (6 reviews) | Not enough data | | **Role-based Insight Personalization** | 6.9 (6 reviews) | Not enough data | | **Conversational and Prompt-based Analytics** | 5.8 (6 reviews) | Not enough data | #### Building Reports | Feature | Phocas Software | sales-i | |---|---|---| | **Data Transformation** | 8.5 (62 reviews) ✓ Verified | Not enough data | | **Data Modeling** | 8.5 (63 reviews) ✓ Verified | Not enough data | | **WYSIWYG Report Design** | 8.4 (61 reviews) ✓ Verified | Not enough data | | **Integration APIs** | 7.6 (44 reviews) ✓ Verified | Not enough data | ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **Phocas Software** | 8.6/10 | 25 | | **sales-i** | N/A | N/A | #### Budget Creation | Feature | Phocas Software | sales-i | |---|---|---| | **Data Import** | 8.7 (23 reviews) | Not enough data | | **Budget Hierarchies** | 8.7 (22 reviews) | Not enough data | | **Versioning** | 8.7 (21 reviews) | Not enough data | | **Formulas** | 8.8 (22 reviews) | Not enough data | | **What-If** | 8.1 (21 reviews) | Not enough data | | **Budget Periods** | 8.8 (22 reviews) | Not enough data | #### Budget Management | Feature | Phocas Software | sales-i | |---|---|---| | **Consolidation** | 8.8 (22 reviews) | Not enough data | | **Adjustments** | 8.9 (21 reviews) | Not enough data | | **Workflows** | 8.3 (22 reviews) | Not enough data | #### Forecasting | Feature | Phocas Software | sales-i | |---|---|---| | **Historical Data** | 8.8 (23 reviews) | Not enough data | | **Reforecast** | 8.7 (21 reviews) | Not enough data | | **Forecast Types** | Feature Not Available | Not enough data | | **Rolling Forecasts** | Feature Not Available | Not enough data | | **AI** | 7.0 (16 reviews) | Not enough data | #### Analytics | Feature | Phocas Software | sales-i | |---|---|---| | **Variance Analysis** | 8.9 (23 reviews) | Not enough data | | **Forecasts Comparison** | Feature Not Available | Not enough data | | **Forward Looking** | Feature Not Available | Not enough data | #### Agentic AI - Budgeting and Forecasting | Feature | Phocas Software | sales-i | |---|---|---| | **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 | ### Financial Analysis | Product | Score | Reviews | |---|---|---| | **Phocas Software** | 8.9/10 | 24 | | **sales-i** | N/A | N/A | #### Data Management | Feature | Phocas Software | sales-i | |---|---|---| | **Data Import** | 9.0 (21 reviews) | Not enough data | | **Data Consolidation** | 9.3 (22 reviews) | Not enough data | | **Data Validation** | 8.8 (20 reviews) | Not enough data | #### Reporting Structure | Feature | Phocas Software | sales-i | |---|---|---| | **Reporting Hierarchy** | 8.8 (21 reviews) | Not enough data | | **Report Templates** | 8.4 (21 reviews) | Not enough data | | **Report Types** | 8.9 (22 reviews) | Not enough data | #### Standard Analytics | Feature | Phocas Software | sales-i | |---|---|---| | **Standard KPIs** | 8.8 (20 reviews) | Not enough data | | **Standard Reports** | 9.0 (21 reviews) | Not enough data | | **Financial Statements** | 9.1 (22 reviews) | Not enough data | | **Drill Down** | 9.4 (21 reviews) | Not enough data | #### Custom Analytics | Feature | Phocas Software | sales-i | |---|---|---| | **Dashboards** | 9.2 (22 reviews) | Not enough data | | **Custom KPIs** | 9.0 (19 reviews) | Not enough data | | **Custom Reports** | 8.9 (19 reviews) | Not enough data | | **Self Service** | 8.4 (19 reviews) | Not enough data | | **Multiple Entities** | 8.8 (14 reviews) | Not enough data | #### Agentic AI - Financial Analysis | Feature | Phocas Software | sales-i | |---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Phocas Software** | 8.5/10 | 13 | | **sales-i** | N/A | N/A | #### Financial Planning | Feature | Phocas Software | sales-i | |---|---|---| | **Extended Planning** | 8.8 (10 reviews) | Not enough data | | **Reporting** | 8.8 (10 reviews) | Not enough data | | **Integration** | 9.1 (11 reviews) | Not enough data | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Phocas Software | sales-i | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Financial Insight | Feature | Phocas Software | sales-i | |---|---|---| | **Budgeting** | 8.5 (10 reviews) | Not enough data | | **Forecasting** | 8.1 (12 reviews) | Not enough data | | **Planning** | 8.5 (11 reviews) | Not enough data | #### Data | Feature | Phocas Software | sales-i | |---|---|---| | **Data Visualization** | 8.9 (12 reviews) | Not enough data | | **Data Analysis** | 8.3 (12 reviews) | Not enough data | | **Custom Reporting** | 8.2 (12 reviews) | Not enough data | | **Reporting Templates** | 7.6 (11 reviews) | Not enough data | #### Status Communication | Feature | Phocas Software | sales-i | |---|---|---| | **Collaboration** | Feature Not Available | Not enough data | | **Version Control** | 8.2 (11 reviews) | Not enough data | | **Real-Time Data Updates** | Feature Not Available | Not enough data | | **Scorecards** | 8.5 (11 reviews) | Not enough data | ### Rebate Management | Product | Score | Reviews | |---|---|---| | **Phocas Software** | N/A | N/A | | **sales-i** | N/A | N/A | #### Rebate Program - Rebate Management | Feature | Phocas Software | sales-i | |---|---|---| | **Rebate agreements** | Not enough data | Not enough data | | **Rebate calculation** | Not enough data | Not enough data | | **Program creation** | Not enough data | Not enough data | | **Rebate match** | Not enough data | Not enough data | #### Analytics & Reporting - Rebate Management | Feature | Phocas Software | sales-i | |---|---|---| | **Rebate programs** | Not enough data | Not enough data | | **Vizualization** | Not enough data | Not enough data | | **Prediction** | Not enough data | Not enough data | #### Collaboration - Rebate Management | Feature | Phocas Software | sales-i | |---|---|---| | **Internal Communication** | Not enough data | Not enough data | | **External Communication** | Not enough data | Not enough data | #### Integration - Rebate Management | Feature | Phocas Software | sales-i | |---|---|---| | **Sales Data source** | Not enough data | Not enough data | | **Payments** | Not enough data | Not enough data | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **Phocas Software** | N/A | N/A | | **sales-i** | 8.0/10 | 27 | #### Agentic AI - Sales Analytics | Feature | Phocas Software | 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 | #### Data Sourcing | Feature | Phocas Software | 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 | Phocas Software | 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 | #### Sales Management | Feature | Phocas Software | 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) | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Phocas Software** | N/A | N/A | | **sales-i** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Phocas Software | sales-i | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **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) **Unique to sales-i (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [CRM Software](https://www.g2.com/categories/crm) --- ## Reviewer Demographics ### By Company Size | Segment | Phocas Software | sales-i | |---|---|---| | **Small-Business** | 23.4% | 41.2% | | **Mid-Market** | 67.4% | 53.4% | | **Enterprise** | 9.2% | 5.3% | ### By Industry #### 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% #### 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 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 (1645 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 (1012 reviews) - [GoodData.AI](https://www.g2.com/products/gooddata-ai/reviews) — 4.3/5 stars (617 reviews) - [IBM Cognos Analytics](https://www.g2.com/products/ibm-cognos-analytics/reviews) — 4.1/5 stars (504 reviews) - [Zoho Analytics](https://www.g2.com/products/zoho-analytics/reviews) — 4.2/5 stars (285 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 (848 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 (25834 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13849 reviews) - [Clari](https://www.g2.com/products/clari/reviews) — 4.6/5 stars (5607 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3075 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 (2931 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1619 reviews) - [Creatio](https://www.g2.com/products/creatio/reviews) — 4.6/5 stars (358 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 (1645 reviews) --- ## Top Discussions ### 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." ### 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/phocas-software-vs-sales-i)