# sales-i Reviews **Vendor:** SugarAI **Category:** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Average Rating:** 4.3/5.0 **Total Reviews:** 137 ## About sales-i sales-i is revenue intelligence software built for sales teams in manufacturing, wholesale, and distribution. Most sales teams in these industries struggle with a lack of visibility into customer buying behavior. sales-i connects to your ERP system and analyzes sales data automatically. It highlights buying patterns, shows where customers have stopped buying, and flags new opportunities. Reps get real-time alerts to act quickly. They can see account insights and create ready-to-use sales decks before meetings. With sales-i, your team can focus on the right accounts, protect revenue, and find new ways to grow. ## sales-i Reviews ### 1. Easy access to customer sales **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly R. | Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2021 **What do you like best about sales-i?** I appreciate the UX and overall clean design of their platform. It's easy to see sales data at a glance and to find where you can dig even deeper into the numbers and create a variety of reports. **What do you dislike about sales-i?** I have not run into anything so far that has been challenging or that doesn't work as expected. The only additional thing I would like to have would be a dashboard-type page for each customer if that were possible. **Recommendations to others considering sales-i:** If you are searching for a sales analytics platform that is easy to use but also scalable, sales-i is a great option to consider, and I'd encourage you to give it a try. **What problems is sales-i solving and how is that benefiting you?** This has solved the problem of not being able to view our customers' sales of our products as they report them. This gives us great insight into timelines and turnaround of product we manufacture. ### 2. Top professionals with an excellent product! **Rating:** 5.0/5.0 stars **Reviewed by:** Pedro C. | Technical Consultant and Software Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2021 **What do you like best about sales-i?** The Sales-i team is one of the best I've worked with. I had the pleasure to work with Mike Worthington, Mitch Lowe and Stephan Plant and they were super dedicated to the business and real ambassadors of the brand, providing me excellent customer service and fast responses to all my questions. On top of that, the product is very very good from the product KPI perspective. Many thanks, Pedro Climaco **What do you dislike about sales-i?** As a Full Stack dev I a critical eye for UI and although the product UI is good I would say this could be a point to improve, e.g. more responsive etc. **What problems is sales-i solving and how is that benefiting you?** Product KPIs, customer management. ### 3. We have managed to automate our sales protocols **Rating:** 4.5/5.0 stars **Reviewed by:** EDUARDO S. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2020 **What do you like best about sales-i?** The sales-i platform has contributed to the efficiency of business processes, as well as to improving the flow of communication between the different departments. Through this automated platform, the sales of each distributor are reported daily in real time, allowing to have greater and better control over the fulfillment of each budget, which has allowed each supervisor and area manager to diagnose in real time any failure that occurs in the process as well as evidencing the strengths of their commercial managers, in addition to present reports and graphs that help to better interpret the information. **What do you dislike about sales-i?** The platform is very complete and I personally consider that it has the necessary tools for a very good sales management, but for some of my colleagues and the staff of the distribution chains, the adaptation process has been a bit complex because they consider that the platform is too robust so they suggest a simpler interface to find the most used options quickly. **What problems is sales-i solving and how is that benefiting you?** We have managed to leave behind many processes that were carried out manually which were very cumbersome and took a long time, in addition to depending on a large number of people so that the information could be verified, with the sales-i platform we have taken a step into the future and we are automating a lot of processes which has not saved time and money. ### 4. Creates easy to use reports to enhance sales opportunities! Stability can be a problem. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about sales-i?** Personally I like the campaign function. This enables us to create a tailored campaign based upon live data on a day by day basis. I also like the design and ease of use, especially how it highlights area's of opportunity with our customers. The inbuilt CRM and facilities this offers are extremely useful with an opportunities tab to highlight wins for later dates. Finally.... The mapping tool is extremely useful for helping our reps plant their route for the day/future days ahead! **What do you dislike about sales-i?** Main issue is speed and stability. Often it has issues. You call the help desk and are asked to clear your cache and cookies when inevitably the problem is sales-I end. My team have found it frustrating to say the least over the last 12 months when their is a fault. **Recommendations to others considering sales-i:** If you are looking for a sales analysis system with an inbuilt CRM, you don't really need to look much further than this! It will genuinely help get into understanding the gaps, highlight trends and more importantly get your sales team working so much more efficiently. The automation side of reports (Campaigns) is another of the most useful features driving information direct to the reps. It will make them more inquisitive! **What problems is sales-i solving and how is that benefiting you?** In the main what I'm looking at is sales gaps. The benefit gained from using sales-I is already starting to pay dividends. I run a reports once or twice a day to highlight gaps, this data is fed to our reps for proactive work by either them or my team in the office. It's easy to do, with the click of a mouse. The main feature loved by all our reps is the "drill down". In laymans terms, you can look at a specific product group, then drill into that by the rep, then from there drill into the accounts and carry this through into the specific products bought ### 5. the best **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2020 **What do you like best about sales-i?** Love how helpful it is to keep in one spot **What do you dislike about sales-i?** I wish it was more user friendly for me. **Recommendations to others considering sales-i:** I would recommend this to anyone who needs a good crm system **What problems is sales-i solving and how is that benefiting you?** I am able to get my day to day stuff done for work and complete tasks ### 6. The most easy and simple sales application for tracking sales and leads in a platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2019 **What do you like best about sales-i?** Sales-i has the best CRM. This includes work spaces for agents and comprehensive case management. The application is affordable. It is simple and easy to use. It has a very helpful way of identifying opportunities for users **What do you dislike about sales-i?** The sales application needs to be upgraded for better services Often, when using the application one experiences difficulties trying to navigate through **Recommendations to others considering sales-i:** I recommend sales-i to all companies because it is easy and simple to use and can help your company to get potential leads effectively. **What problems is sales-i solving and how is that benefiting you?** My company has been able to create very good campaigns using data provided by this application. We have been able to manage our CRM tasks anywhere since the application can be used on phones We have been able to track our transaction and interaction levels with potential customers and clients ### 7. sales sales sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2019 **What do you like best about sales-i?** Sales-i is a great company to work for! With this company, you're only limited by your level of willingness to work hard. Great employee benefits...Standard benefits (medical, dental...) are great and there are many other perks available to you as an employee. Management is very willing to listen to your suggestions and eager to help you learn and grow in your career. **What do you dislike about sales-i?** The management team is in the UK and they dislike the employees in the US. The US lacks an Operations Manager which means collaboration in the US is nonexistent and completing complex tasks that require a team effort is difficult if not impossible. The US employees work in their own bubbles and, though they may be good at their jobs, they do not work together or even understand how to work together or why it's important... **Recommendations to others considering sales-i:** use it wisely! **What problems is sales-i solving and how is that benefiting you?** b2b ### 8. Fantastic tool **Rating:** 4.5/5.0 stars **Reviewed by:** Carlos M. | Programador , Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2019 **What do you like best about sales-i?** Deals I enables us to be responsible for our work. It is anything but difficult to log call notes and timetable future calls so we never botch a chance to connect with our customers and get the deals. We can better with our clients and furthermore each other. **What do you dislike about sales-i?** The CRM work wasn't as natural to use as what we right now have so we don't waste time with that much **What problems is sales-i solving and how is that benefiting you?** Deals I enables us to see when a record is dropping of and to see where deals are either expanding or diminishing ### 9. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2019 **What do you like best about sales-i?** Easy to access can help plan customer appointments **What do you dislike about sales-i?** The monthly cost for superusers is quite high. **What problems is sales-i solving and how is that benefiting you?** What products customers have not brought in a while. ### 10. User Friendly & Keeps Us All Connected **Rating:** 4.5/5.0 stars **Reviewed by:** Brandi H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2018 **What do you like best about sales-i?** Sales-i allows all of our employees to stay on track and up to date since we can share customer information, call notes, and more. It also allows us all to be accountable for our work. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. We're also able to customize our own reports to keep track of what matters most to each individual salesperson or administrator. We can add multiple contacts which allows us to familiarize ourselves with several contacts at one company which guarantees we can speak clearly and confidently no matter which contact is available at the time we reach out. As a company with employees all across the united states, Sales-i is invaluable in keeping us all connected and informed so that anyone can reach out anytime and help our customers which allows our business to grow. **What do you dislike about sales-i?** It looks like the document section of the CRM is no longer available, which I also found useful. **Recommendations to others considering sales-i:** Sales-i really helps our workflow. It keeps us all on track and organized. It is fantastic help when dealing with customers. **What problems is sales-i solving and how is that benefiting you?** We are able to better communication with one another and with our customers. Sales-i allows us to speak with our customers as if we are old friends and helps us build and grow our business while serving the customers even better than before. **Official Response from Natalie Davies:** > Hi Brandi, Document Storage is still available! Please contact your Customer Success Manager or support@sales-i.com who will be happy to discuss the options available. Thanks! Natalie :) ## sales-i Discussions - [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 - [View sales-i pricing details and edition comparison](https://www.g2.com/products/sales-i/reviews/sales-i-review-836186?section=pricing&secure%5Bexpires_at%5D=2026-05-25+18%3A29%3A46+-0500&secure%5Bsession_id%5D=86701c97-f3d5-4551-afe2-58281dbd0989&secure%5Btoken%5D=cf29dd3c64a50f81d14bde840b22e2cdb6277a7066131a5164d381af786079e1&format=llm_user) ## sales-i Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Desktop Integration **Marketing Automation** - Campaign Management - Marketing ROI Analytics **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Opportunity Scoring **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top sales-i Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,602 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,196 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,496 reviews)