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# Phocas Software vs sales-i Comparison - What are their main differences?

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Phocassales-i[+ Add Product](#)

Reviews

**Phocas Software** [

4.6/5(195)

](https://www.g2.com/products/phocas-software/reviews#reviews)

**sales-i** [

4.3/5(137)

](https://www.g2.com/products/sales-i/reviews#reviews)

Pricing

**Phocas Software**
Free Trial

**Contact Vendor For Pricing** · Contact Vendor

**sales-i**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Phocas Software**
2 months

Based on 7 responses

**sales-i**
2 months

Based on 19 responses

Return on Investment

**Phocas Software**
13 months10 months sooner

Based on 6 responses

**sales-i**
23 months

Based on 15 responses

Perceived Cost

**Phocas Software**
$$$$$

**sales-i**
$$$$$

Average Discount

**Phocas Software**
8%

**sales-i**
10%2% more

 ![Phocas Software](https://images.g2crowd.com/uploads/product/hd_favicon/a42535ea56f8d851583aacab34cb28c0/phocas-software.svg "Phocas Software")

 ![sales-i](https://images.g2crowd.com/uploads/product/hd_favicon/fdd8c5b3dcb3415718f945eed05b2013/sales-i.svg "sales-i")

G2 offers free advice on this comparison.

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Pros & Cons

**Phocas Software**
[
Ease of Use (8)
](https://www.g2.com/products/phocas-software/reviews?filters%5Bsentiment_snippet%5D=1327460&qs=pros-and-cons#reviews)[
Capabilities (5)
](https://www.g2.com/products/phocas-software/reviews?filters%5Bsentiment_snippet%5D=1328769&qs=pros-and-cons#reviews)[
Feature Improvements (3)
](https://www.g2.com/products/phocas-software/reviews?filters%5Bsentiment_snippet%5D=2414150&qs=pros-and-cons#reviews)[
Improvements Needed (3)
](https://www.g2.com/products/phocas-software/reviews?filters%5Bsentiment_snippet%5D=2331019&qs=pros-and-cons#reviews)

**sales-i**
Not enough data

Integrations

**Phocas Software**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_62cc53be5687c9cbaef132f4b487873a/chalice.png "Product Avatar Image")

Chalice

](https://www.g2.com/products/chalice/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a581828686b7fa794b55f72ccfeedf11/kerridge-k8.png "Product Avatar Image")

Kerridge K8

](https://www.g2.com/products/kerridge-k8/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image")

Outlook

](https://www.g2.com/products/microsoft-outlook/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_bde024b187511baa83c6989fa2f7fc39/sage-200cloud.png "Product Avatar Image")

Sage 200cloud

](https://www.g2.com/products/sage-200cloud/reviews)[
View all
](https://www.g2.com/products/phocas-software/integrations)

**sales-i**
Not enough data

Screenshots

**Phocas Software**
 ![Phocas Software screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/195508/home.png)

**sales-i**
 ![sales-i screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/198440/G2-_3_.png)

Ratings

Meets Requirements

**Phocas Software**

8.8

8.8172

**sales-i**

8.4

8.4115

Ease of Use

**Phocas Software**

9.1

9.1173

**sales-i**

8.1

8.1115

Ease of Setup

**Phocas Software**

7.8

7.891

**sales-i**

8.3

8.350

Ease of Admin

**Phocas Software**

8.7

8.784

**sales-i**

8.4

8.452

Quality of Support

**Phocas Software**

8.6

8.6163

**sales-i**

8.6

8.6112

Has the product been a good partner in doing business?

**Phocas Software**

9.0

9.084

**sales-i**

8.9

8.950

Product Direction (% positive)

**Phocas Software**

9.2

9.2169

**sales-i**

8.7

8.7114

Features

CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);)

Not enough data

6.6

16

Sales Force Automation

Contact & Account Management

Not enough data

7.5(won by default)

14

Opportunity & Pipeline Mgmt.

Not enough data

7.2(won by default)

13

Task / Activity Management

Not enough data

7.6(won by default)

14

Desktop Integration

Not enough data

7.8(won by default)

13

Partner Relationship Mgmt. (PRM)

Not enough data

Feature Not Available

Territory & Quota Management

Not enough data

Feature Not Available

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

Contract/License Management

Not enough data

Not enough data

Marketing Automation

Campaign Management

Not enough data

6.9(won by default)

12

Marketing ROI Analytics

Not enough data

7.3(won by default)

11

Email Marketing

Not enough data

Feature Not Available

Lead Management

Not enough data

Feature Not Available

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

Case Management

Not enough data

7.4(won by default)

12

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

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

Reporting

Not enough data

7.7(won by default)

14

Dashboards

Not enough data

8.0(won by default)

14

Forecasting

Not enough data

6.5(won by default)

12

Mobile & Social

Social Collaboration Features

Not enough data

4.8(won by default)

9

Social Network Integration

Not enough data

5.2(won by default)

10

Mobile User Support

Not enough data

7.9(won by default)

12

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

Customization

Not enough data

6.7(won by default)

7

Workflow Capability

Not enough data

6.7(won by default)

7

User, Role, and Access Management

Not enough data

8.1(won by default)

7

Sandbox / Test Environments

Not enough data

6.7(won by default)

5

Document & Content Mgmt.

Not enough data

6.4(won by default)

6

Performance and Reliability

Not enough data

8.3(won by default)

6

Output Document Generation

Not enough data

8.1(won by default)

6

Internationalization

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Integration

Data Import & Export Tools

Not enough data

8.1(won by default)

6

Integration APIs

Not enough data

7.8(won by default)

6

Breadth of Partner Applications

Not enough data

6.3(won by default)

5

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

AI Text Generation

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Agentic AI - CRM

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

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

Analytics Platforms[Hide 136 FeaturesShow 136 Features](javascript:void(0);)

7.6

146

Not enough data

Reports

Reports Interface

8.7(won by default)

131

|

Verified

Not enough data

Steps to Answer

8.5(won by default)

125

|

Verified

Not enough data

Graphs and Charts

8.2(won by default)

129

|

Verified

Not enough data

Score Cards

8.3(won by default)

102

|

Verified

Not enough data

Dashboards

8.8(won by default)

132

|

Verified

Not enough data

Customizable Reports

Not enough data

Not enough data

Marketing Reports

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Interactive Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Data Preparation

Connectors

8.1(won by default)

41

|

Verified

Not enough data

Data Governance

8.0(won by default)

41

|

Verified

Not enough data

Data Modeling and Blending

Data Querying

8.7(won by default)

49

|

Verified

Not enough data

Data Filtering

9.2(won by default)

51

|

Verified

Not enough data

Data Blending

8.4(won by default)

45

|

Verified

Not enough data

Data Capture and Transfer

Not enough data

Not enough data

Generative AI

AI Text Generation

7.4(won by default)

18

Not enough data

AI Text Summarization

7.3(won by default)

18

Not enough data

Generative AI

Not enough data

Not enough data

Agentic AI - Analytics Platforms

Autonomous Task Execution

6.2(won by default)

7

Not enough data

Multi-step Planning

6.4(won by default)

7

Not enough data

Cross-system Integration

6.9(won by default)

7

Not enough data

Adaptive Learning

6.2(won by default)

7

Not enough data

Natural Language Interaction

6.0(won by default)

7

Not enough data

Proactive Assistance

5.7(won by default)

7

Not enough data

Decision Making

6.4(won by default)

7

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Self Service 

Calculated Fields

8.2(won by default)

104

|

Verified

Not enough data

Data Column Filtering

8.9(won by default)

123

|

Verified

Not enough data

Data Discovery

8.8(won by default)

121

|

Verified

Not enough data

Search

8.5(won by default)

123

|

Verified

Not enough data

Collaboration / Workflow

8.4(won by default)

94

|

Verified

Not enough data

Automodeling

7.6(won by default)

70

|

Verified

Not enough data

Natural Language Search

Not enough data

Not enough data

Visual Discovery

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Deployment & Integration - Analytics Platforms

No-code Dashboard Builder

8.3(won by default)

8

Not enough data

Report Scheduling and Automation

8.1(won by default)

8

Not enough data

Embedded Analytics and White-labeling

6.1(won by default)

6

Not enough data

Data Source Connectivity

6.9(won by default)

6

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Query Builder

Not enough data

Not enough data

Advanced Analytics

Predictive Analytics

7.9(won by default)

78

|

Verified

Not enough data

Data Visualization

8.5(won by default)

93

|

Verified

Not enough data

Big Data Services

8.2(won by default)

82

|

Verified

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Performance & Scalability - Analytics Platforms

Large data handling and Query Speed

8.7(won by default)

10

Not enough data

Concurrent User Support

8.5(won by default)

8

Not enough data

Database Support

Not enough data

Not enough data

Advanced Analytics & Modeling - Analytics Platforms

Data Modeling and Governance

8.3(won by default)

7

Not enough data

Notebook and Script Integration

6.1(won by default)

6

Not enough data

Built-in Predictive and Statistical Models

6.1(won by default)

6

Not enough data

Agentic AI Capabilities - Analytics Platforms

Auto-generated Insights and Narratives

6.7(won by default)

6

Not enough data

Natural Language Queries

6.2(won by default)

7

Not enough data

Proactive KPI Monitoring and Alerts

7.5(won by default)

6

Not enough data

AI Agents for Analytical Follow-ups

5.8(won by default)

6

Not enough data

Personalized Intelligence - Analytics Platforms

Behavioral Learning for Contextual Query Refinement

6.1(won by default)

6

Not enough data

Role-based Insight Personalization

6.9(won by default)

6

Not enough data

Conversational and Prompt-based Analytics

5.8(won by default)

6

Not enough data

Ad hoc Query

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Building Reports

Data Transformation

8.5(won by default)

62

|

Verified

Not enough data

Data Modeling

8.5(won by default)

63

|

Verified

Not enough data

WYSIWYG Report Design

8.4(won by default)

61

|

Verified

Not enough data

Integration APIs

7.6(won by default)

44

|

Verified

Not enough data

Real-Time Data

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Drag & Drop

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Metadata Management

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Ad hoc Analysis

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Data Migration

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Self Service Data Preparation

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Data Mapping

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

Charting

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Storytelling

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Financing Management

Not enough data

Not enough data

Self-service Analytics

Not enough data

Not enough data

KPI Monitoring

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

API

Not enough data

Not enough data

Data Integration

Not enough data

Not enough data

Scorecards

Not enough data

Not enough data

Data Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Data Connectors

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Profitability Analysis

Not enough data

Not enough data

Project Tracking

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Publishing/Sharing

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Templates

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Financial Reporting

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

OLAP

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Budgeting and Forecasting[Hide 61 FeaturesShow 61 Features](javascript:void(0);)

8.6

25

Not enough data

Budget Creation

Data Import

8.7(won by default)

23

Not enough data

Budget Hierarchies

8.7(won by default)

22

Not enough data

Versioning

8.7(won by default)

21

Not enough data

Formulas

8.8(won by default)

22

Not enough data

What-If

8.1(won by default)

21

Not enough data

Budget Periods

8.8(won by default)

22

Not enough data

Real-Time Data

Not enough data

Not enough data

Budget Management

Consolidation

8.8(won by default)

22

Not enough data

Adjustments

8.9(won by default)

21

Not enough data

Workflows

8.3(won by default)

22

Not enough data

Forecasting

Historical Data

8.8(won by default)

23

Not enough data

Reforecast

8.7(won by default)

21

Not enough data

AI

7.0(won by default)

16

Not enough data

Forecast Types

Feature Not Available

Not enough data

Rolling Forecasts

Feature Not Available

Not enough data

Generative AI

Not enough data

Not enough data

Analytics

Variance Analysis

8.9(won by default)

23

Not enough data

Forecasts Comparison

Feature Not Available

Not enough data

Forward Looking

Feature Not Available

Not enough data

Financial Analysis

Not enough data

Not enough data

Agentic AI - Budgeting and Forecasting

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

Additional Functionality

Data Visualization

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Expense Management

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Multi-Company

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Self-Service Reporting

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Asset Lifecycle Management

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Scenario Planning

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Consolidation/Roll-Up

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Income & Balance Sheet

Not enough data

Not enough data

Multi-Department/Project

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

API

Not enough data

Not enough data

Chart of Accounts

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Financial Analysis[Hide 17 FeaturesShow 17 Features](javascript:void(0);)

8.9

24

Not enough data

Data Management

Data Import

9.0(won by default)

21

Not enough data

Data Consolidation

9.3(won by default)

22

Not enough data

Data Validation

8.8(won by default)

20

Not enough data

Reporting Structure

Reporting Hierarchy

8.8(won by default)

21

Not enough data

Report Templates

8.4(won by default)

21

Not enough data

Report Types

8.9(won by default)

22

Not enough data

Standard Analytics

Standard KPIs

8.8(won by default)

20

Not enough data

Standard Reports

9.0(won by default)

21

Not enough data

Financial Statements

9.1(won by default)

22

Not enough data

Drill Down

9.4(won by default)

21

Not enough data

Custom Analytics

Dashboards

9.2(won by default)

22

Not enough data

Custom KPIs

9.0(won by default)

19

Not enough data

Custom Reports

8.9(won by default)

19

Not enough data

Self Service

8.4(won by default)

19

Not enough data

Multiple Entities

8.8(won by default)

14

Not enough data

Agentic AI - Financial Analysis

Cross-system Integration

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

FP&A (Financial Planning & Analysis)[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

8.5

13

Not enough data

Financial Planning

Extended Planning

8.8(won by default)

10

Not enough data

Reporting

8.8(won by default)

10

Not enough data

Integration

9.1(won by default)

11

Not enough data

Self-Service Reporting

Not enough data

Not enough data

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

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Financial Insight

Budgeting

8.5(won by default)

10

Not enough data

Forecasting

8.1(won by default)

12

Not enough data

Planning

8.5(won by default)

11

Not enough data

Budgeting/Forecasting

Not enough data

Not enough data

Data

Data Visualization

8.9(won by default)

12

Not enough data

Data Analysis

8.3(won by default)

12

Not enough data

Custom Reporting

8.2(won by default)

12

Not enough data

Reporting Templates

7.6(won by default)

11

Not enough data

Real-Time Data

Not enough data

Not enough data

Status Communication

Version Control

8.2(won by default)

11

Not enough data

Scorecards

8.5(won by default)

11

Not enough data

Collaboration

Feature Not Available

Not enough data

Real-Time Data Updates

Feature Not Available

Not enough data

Approval Process Control

Not enough data

Not enough data

Additional Functionality

Predictive Analytics

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Currency Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Investment Management

Not enough data

Not enough data

Transaction History

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Fixed Asset Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Transaction Monitoring

Not enough data

Not enough data

API

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Consolidation/Roll-Up

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Purchasing & Receiving

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Revenue Recognition

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Planning Tools

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Multi-Company

Not enough data

Not enough data

For Investors & Traders

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Income & Balance Sheet

Not enough data

Not enough data

Cash Flow Management

Not enough data

Not enough data

Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);)

Not enough data

8.0

27

Agentic AI - Sales Analytics

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

Data Sourcing

Not enough data

8.7(won by default)

23

Exporting & Sharing Data

Not enough data

8.7(won by default)

24

Multi-Device Data Visualization

Not enough data

8.1(won by default)

20

Interactive Dashboards

Not enough data

8.2(won by default)

22

Data Segmentation

Not enough data

8.4(won by default)

21

Predictive Analytics

Opportunity Scoring

Not enough data

7.1(won by default)

21

Lead Scoring

Not enough data

Feature Not Available

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

Live Pipeline Management

Not enough data

7.5(won by default)

17

Sales Gamification

Not enough data

7.5(won by default)

17

Account-Based Analytics

Not enough data

7.9(won by default)

19

Activity Tracking

Not enough data

8.0(won by default)

19

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

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

Show 2 feature categories with incomplete data

Rebate Management[Hide 11 FeaturesShow 11 Features](javascript:void(0);)

Not enough data

Not enough data

Rebate Program - Rebate Management

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

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

Internal Communication

Not enough data

Not enough data

External Communication

Not enough data

Not enough data

Integration - Rebate Management

Sales Data source

Not enough data

Not enough data

Payments

Not enough data

Not enough data

Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Accounting & Finance

Autonomous Task Execution

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Phocas Software](https://images.g2crowd.com/uploads/product/hd_favicon/a42535ea56f8d851583aacab34cb28c0/phocas-software.svg "Phocas Software")](https://www.g2.com/products/phocas-software/reviews)

Phocas Software

Small-Business(50 or fewer emp.)

22.6%

Mid-Market(51-1000 emp.)

67.9%

Enterprise(\> 1000 emp.)

9.5%

[![sales-i](https://images.g2crowd.com/uploads/product/hd_favicon/fdd8c5b3dcb3415718f945eed05b2013/sales-i.svg "sales-i")](https://www.g2.com/products/sales-i/reviews)

sales-i

Small-Business(50 or fewer emp.)

41.2%

Mid-Market(51-1000 emp.)

53.4%

Enterprise(\> 1000 emp.)

5.3%

Small-Business

(50 or fewer emp.)

22.6%

41.2%

Mid-Market

(51-1000 emp.)

67.9%

53.4%

Enterprise

(\> 1000 emp.)

9.5%

5.3%

Reviewers' Industry

[![Phocas Software](https://images.g2crowd.com/uploads/product/hd_favicon/a42535ea56f8d851583aacab34cb28c0/phocas-software.svg "Phocas Software")](https://www.g2.com/products/phocas-software/reviews)
Phocas Software

Wholesale

38.9%

Electrical/Electronic Manufacturing

7.9%

Consumer Goods

5.3%

Building Materials

4.2%

Construction

4.2%

Other

39.5%

[![sales-i](https://images.g2crowd.com/uploads/product/hd_favicon/fdd8c5b3dcb3415718f945eed05b2013/sales-i.svg "sales-i")](https://www.g2.com/products/sales-i/reviews)
sales-i

Business Supplies and Equipment

15.3%

Building Materials

13.7%

Automotive

12.2%

Wholesale

9.2%

Retail

6.1%

Other

43.5%

Alternatives

**Phocas Software Alternatives**

 ![Board](https://images.g2crowd.com/uploads/product/hd_favicon/d866bc055ab812483ef95f687a2f594f/board.jpg "Board")

[
Board
](/products/board/reviews)

 ![Looker](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_aeae116c52945fdecd7ed16d621cb315/looker.png "Looker")

[
Looker
](/products/looker/reviews)

 ![Domo](https://images.g2crowd.com/uploads/product/hd_favicon/4addbaa38068707b69040d20adb0fbc5/domo.svg "Domo")

[
Domo
](/products/domo/reviews)

 ![Sisense](https://images.g2crowd.com/uploads/product/hd_favicon/a709a71e687cbfa16b75bc3fa8b514cb/sisense.svg "Sisense")

[
Sisense
](/products/sisense/reviews)

**sales-i Alternatives**

 ![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud")

[
Salesforce Sales Cloud
](/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

 ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub")

[
HubSpot Sales Hub
](/products/hubspot-sales-hub/reviews)

 ![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive")

[
Pipedrive
](/products/pipedrive/reviews)

 ![Aviso](https://images.g2crowd.com/uploads/product/hd_favicon/cdee044f03e375338b603e0d4b719b7d/aviso.svg "Aviso")

[
Aviso
](/products/aviso/reviews)

## Phocas 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, Phocas Software and sales-i provide similar levels of assistance.
- For feature updates and roadmaps, our reviewers preferred the direction of Phocas Software over sales-i.