# TDF CRM, sales-i vs Phocas Software Comparison

| | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Star Rating** | 3.9 out of 5 | 4.3 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 49 | 137 | 189 | 
| **Largest Market Segment** | Mid-Market (59.2% of reviews) | Mid-Market (53.4% of reviews) | Mid-Market (67.4% of reviews) | 
| **Entry Level Price** | contact for pricing User/Month | No pricing available | Contact Vendor For Pricing  | 

---
## Top Pros & Cons

### TDF CRM

Pros:
- Simplicity (1 reviews)
- User-Friendly (1 reviews)

Cons:
- Limited Features (1 reviews)

### 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 | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
  | **Meets Requirements** | 7.6 (44 reviews) | 8.4 (115 reviews) | 8.7 (166 reviews) | 
  | **Ease of Use** | 7.0 (44 reviews) | 8.1 (115 reviews) | 9.1 (167 reviews) | 
  | **Ease of Setup** | 6.4 (30 reviews) | 8.3 (50 reviews) | 7.8 (86 reviews) | 
  | **Ease of Admin** | 7.0 (31 reviews) | 8.4 (52 reviews) | 8.7 (79 reviews) | 
  | **Quality of Support** | 7.7 (44 reviews) | 8.6 (112 reviews) | 8.6 (157 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.0 (31 reviews) | 8.9 (50 reviews) | 9.0 (79 reviews) | 
  | **Product Direction (% positive)** | 7.1 (44 reviews) | 8.7 (114 reviews) | 9.2 (164 reviews) | 

---
## Pricing

### TDF CRM

#### Entry-Level Pricing

Plan: Tour de Force BI + CRM

Price: contact for pricing User/Month

Description: Provides access to the Business Intelligence and basic CRM features available in Tour de Force.


[Browse all 3 editions](https://www.g2.com/products/tdf-crm/pricing)

#### Free Trial

No

### 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 |
|---|---|---|
| **TDF CRM** | 6.6/10 | 36 |
| **sales-i** | 6.6/10 | 16 |
| **Phocas Software** | N/A | N/A |

#### Sales Force Automation

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Contact & Account Management** | 8.1 (35 reviews) ✓ Verified | 7.5 (14 reviews) | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | 7.0 (10 reviews) | Feature Not Available | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | 7.8 (32 reviews) ✓ Verified | 7.2 (13 reviews) | Not enough data | 
| **Task / Activity Management** | 8.0 (31 reviews) ✓ Verified | 7.6 (14 reviews) | Not enough data | 
| **Territory & Quota Management** | 7.1 (17 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Desktop Integration** | 7.8 (30 reviews) ✓ Verified | 7.8 (13 reviews) | Not enough data | 
| **Product & Price List Management** | 6.3 (15 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Quote & Order Management** | 5.6 (15 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Customer Contract Management** | 5.8 (8 reviews) ✓ Verified | Feature Not Available | Not enough data | 

#### Marketing Automation

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Email Marketing** | 6.1 (16 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Campaign Management** | 5.8 (12 reviews) | 6.9 (12 reviews) | Not enough data | 
| **Lead Management** | 6.0 (17 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Marketing ROI Analytics** | 5.7 (9 reviews) ✓ Verified | 7.3 (11 reviews) | Not enough data | 

#### Customer Support

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Case Management** | 6.7 (21 reviews) ✓ Verified | 7.4 (12 reviews) | Not enough data | 
| **Customer Support Portal** | 6.7 (17 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Knowledge Base** | 6.4 (20 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Call Center Features** | 5.8 (13 reviews) ✓ Verified | Feature Not Available | Not enough data | 
| **Support Analytics** | 5.6 (14 reviews) ✓ Verified | Feature Not Available | Not enough data | 

#### Reporting & Analytics

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Reporting** | 6.7 (26 reviews) ✓ Verified | 7.7 (14 reviews) | Not enough data | 
| **Dashboards** | 6.5 (28 reviews) ✓ Verified | 8.0 (14 reviews) | Not enough data | 
| **Forecasting** | 6.3 (20 reviews) ✓ Verified | 6.5 (12 reviews) | Not enough data | 

#### Mobile & Social

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Social Collaboration Features** | 5.4 (8 reviews) | 4.8 (9 reviews) | Not enough data | 
| **Social Network Integration** | Feature Not Available | 5.2 (10 reviews) | Not enough data | 
| **Mobile User Support** | 6.0 (23 reviews) ✓ Verified | 7.9 (12 reviews) | Not enough data | 

#### Platform

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Customization** | 7.5 (21 reviews) ✓ Verified | 6.7 (7 reviews) | Not enough data | 
| **Workflow Capability** | 7.1 (12 reviews) ✓ Verified | 6.7 (7 reviews) | Not enough data | 
| **User, Role, and Access Management** | 7.6 (21 reviews) ✓ Verified | 8.1 (7 reviews) | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | 6.9 (6 reviews) ✓ Verified | 6.7 (5 reviews) | Not enough data | 
| **Document & Content Mgmt.** | 6.7 (12 reviews) ✓ Verified | 6.4 (6 reviews) | Not enough data | 
| **Performance and Reliability** | 7.1 (22 reviews) ✓ Verified | 8.3 (6 reviews) | Not enough data | 
| **Output Document Generation** | 5.6 (12 reviews) ✓ Verified | 8.1 (6 reviews) | Not enough data | 

#### Integration

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Import & Export Tools** | 6.7 (21 reviews) ✓ Verified | 8.1 (6 reviews) | Not enough data | 
| **Integration APIs** | 7.9 (16 reviews) ✓ Verified | 7.8 (6 reviews) | Not enough data | 
| **Breadth of Partner Applications** | 6.4 (12 reviews) | 6.3 (5 reviews) | Not enough data | 

#### Generative AI

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

#### Agentic AI - CRM

| Feature | TDF CRM | 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 |
|---|---|---|
| **TDF CRM** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | 7.6/10 | 141 |

#### Reports

| Feature | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | 

### Budgeting and Forecasting

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

#### Budget Creation

| Feature | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 |
|---|---|---|
| **TDF CRM** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | 8.9/10 | 24 |

#### Data Management

| Feature | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 |
|---|---|---|
| **TDF CRM** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | 8.5/10 | 13 |

#### Financial Planning

| Feature | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 |
|---|---|---|
| **TDF CRM** | N/A | N/A |
| **sales-i** | N/A | N/A |
| **Phocas Software** | N/A | N/A |

#### Rebate Program - Rebate Management

| Feature | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 | TDF CRM | 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 Analytics

| Product | Score | Reviews |
|---|---|---|
| **TDF CRM** | N/A | N/A |
| **sales-i** | 8.0/10 | 27 |
| **Phocas Software** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | TDF CRM | 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 | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Data Sourcing** | Not enough data | 8.7 (23 reviews) | Not enough data | 
| **Exporting & Sharing Data** | Not enough data | 8.7 (24 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | Not enough data | 8.1 (20 reviews) | Not enough data | 
| **Interactive Dashboards** | Not enough data | 8.2 (22 reviews) | Not enough data | 
| **Data Segmentation** | Not enough data | 8.4 (21 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Lead Scoring** | Not enough data | Feature Not Available | Not enough data | 
| **Opportunity Scoring** | Not enough data | 7.1 (21 reviews) | Not enough data | 
| **Risk Analysis** | Not enough data | Feature Not Available | Not enough data | 
| **Live Forecasting** | Not enough data | Feature Not Available | Not enough data | 

#### Sales Management

| Feature | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Live Pipeline Management** | Not enough data | 7.5 (17 reviews) | Not enough data | 
| **Sales Gamification** | Not enough data | 7.5 (17 reviews) | Not enough data | 
| **Account-Based Analytics** | Not enough data | 7.9 (19 reviews) | Not enough data | 
| **Activity Tracking** | Not enough data | 8.0 (19 reviews) | Not enough data | 

### Accounting & Finance

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

#### Agentic AI - Accounting & Finance

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

---
## Categories

**Unique to TDF CRM (1):** [CRM Software](https://www.g2.com/categories/crm)

**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 | TDF CRM | sales-i | Phocas Software | 
|---|---|---|---|
| **Small-Business** | 36.7% | 41.2% | 23.4% | 
| **Mid-Market** | 59.2% | 53.4% | 67.4% | 
| **Enterprise** | 4.1% | 5.3% | 9.2% | 

### By Industry

#### TDF CRM

- **Wholesale:** 32.7%
- **Industrial Automation:** 16.3%
- **Construction:** 6.1%
- **Warehousing:** 4.1%
- **Textiles:** 4.1%
- **Printing:** 4.1%
- **Oil & Energy:** 4.1%
- **Mechanical or Industrial Engineering:** 4.1%
- **Logistics and Supply Chain:** 4.1%
- **Consumer Goods:** 4.1%
- **Other:** 16.3%

#### 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 TDF CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25794 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13811 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3047 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (942 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14690 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1428 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 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 (25794 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13811 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 (3047 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 (2927 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 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 (1644 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 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 (1644 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

### TDF CRM

- Title: [Do I need an implementation partner to implement Tour de Force CRM and BI and integrate with my ERP?](https://www.g2.com/discussions/no-additional-systems-needed-to-implement-and-integrate) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Absolutely not. Here at Tour de Force, we build, implement, and support our application completely in-house. Our staff is extremely knowledgeable in..."
- Title: [What all does Tour de Force offer?](https://www.g2.com/discussions/our-versatility) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Tour de Force develops, sells, implements, and supports our own software solutions with focus on customer relationship management (CRM), sales force..."
- Title: [Which ERPs does Tour de Force integrate with?](https://www.g2.com/discussions/erp-integration-e24936f0-0bd7-4883-bb36-851051de0e77) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "By far our biggest competitive advantage is our integration to over 45 ERP systems. With many CRM systems, a third party is needed to connect with your..."
- Title: [What makes Tour de Force different from other CRM systems?](https://www.g2.com/discussions/differentiating-factors-0d58c540-6427-42b0-8bf7-b2d24a72983d) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Mobility, Usability, and Capability.  Our solution is designed to empower your sales force any time, any place, and on any device whether you choose to..."

### 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/tdf-crm-vs-sales-i-vs-phocas-software)