Last updated: Nov 04, 2026
| Time to go live | Relative frequency |
|---|---|
| Less than 1 month | Most common |
| 1–3 months | Also recurring |
| Less than 1 day | Also reported |
| 3–6 months, 6–12 months, or more than 12 months | Less common |
I like the snapshot feature. I can get some vital information on my customers very quickly. Review collected by and hosted on G2.com.
It is a little cumbersome. They have great webinars that help you learn all of the "ins and outs". Review collected by and hosted on G2.com.
I like the fact we can add notes in regards to discussions or problems with customers that can be allocated and emailed to other people, for example the account representative. We can access our customer sales info which is always helpful. Review collected by and hosted on G2.com.
There's nothing to dislike, I've never had a problem. Review collected by and hosted on G2.com.
Extremely easy interface that makes it simple to generate sales reports, call lists, and information on all my accounts. Review collected by and hosted on G2.com.
Sometimes the interface is tweaked a bit without prior knowledge and the changes can be a bit surprising. not a huge deal as the changes are usually for the better. Review collected by and hosted on G2.com.
The custom features for creating different campaigns. The year over year comparisons are extremely helpful in seeing how you compare to a previous year Review collected by and hosted on G2.com.
I dislike how when you go to a customer report card it opens in a different window within the browser. All of a sudden I have 10 different tabs open on the browser and I have to go through each one. Review collected by and hosted on G2.com.
I like that I can access my customer information easily on my laptop or phone. Review collected by and hosted on G2.com.
The report formatting is not easy to read and needs to be reformatted after being downloaded. Review collected by and hosted on G2.com.
The software interacts well with the current company software we are using (Entrée V4). The software is excellent and simple. User friendly. Review collected by and hosted on G2.com.
The only things that I would complain about is the lack of personalization. Meaning the lettering like the font, color and size. Review collected by and hosted on G2.com.
The layout and the level of information. Review collected by and hosted on G2.com.
Like anything else, it's a matter of practice. Review collected by and hosted on G2.com.
The fact that I can go back and see my notes on what I spoke about the last time I saw my customer. Review collected by and hosted on G2.com.
I feel like I'm still learning about this program so there isn't really anything on here that I dislike. Review collected by and hosted on G2.com.
I like the ease of use best. Finding information on my customers isn't difficult when using sales-I. It's definitely better than using a notepad and having to go back to try and dig up information from a visit. Review collected by and hosted on G2.com.
I don't like that my new customers don't show up until they purchase something. It makes it difficult to do my daily reports if they aren't there. Review collected by and hosted on G2.com.
Simple and fast drill-down functionality, mobile app is quick and easy to use. Sales-I went to great lengths to help us make our data as user-friendly as possible. Review collected by and hosted on G2.com.
Data synchronisation is slow meaning data is usually 48 hours behind. Review collected by and hosted on G2.com.
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Can I use my existing CRM system with sales-i?
Averages based on real user reviews.
2 months
23 months
10%
