--- title: SalesFirst Reviews meta_title: 'SalesFirst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how SalesFirst works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 2 scale: '5' date_modified: '2025-09-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # SalesFirst Reviews **Vendor:** Rti Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 ## About SalesFirst SalesFirst is a sales and marketing automation software with contact management, marketing campaigns, laptop synchronization, and more. ## SalesFirst Reviews ### 1. SalesFirst: A Comprehensive and User-Friendly CRM Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Ruchit S. | UI/UX Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about SalesFirst?** The best thing about SalesFirst is its intuitive user interface and powerful analytics capabilities. With SalesFirst, users can quickly gain insights into their customer data, sales performance, and trends. SalesFirst also provides features such as customizable dashboards, automated workflows, and robust reporting and analytics. Additionally, SalesFirst can integrate with other business applications and provides customer support to help users get the most out of the software. The upsides of using SalesFirst are its scalability, affordability, and user-friendly interface, making it a great choice for businesses of any size. **What do you dislike about SalesFirst?** Some of the downsides of using SalesFirst include: - Limited customization options - Limited integrations with other software - Difficulty troubleshooting - Limited customer support - Costly pricing plans **What problems is SalesFirst solving and how is that benefiting you?** SalesFirst is helping businesses solve a variety of problems, including: streamlining sales processes, increasing customer engagement, improving customer acquisition and retention, and providing better insights into business performance. By helping businesses solve these problems, SalesFirst is making it easier for them to grow and maximize their sales potential. It also helps businesses save time and money by automating sales processes, reducing manual effort, and providing real-time insights into customer behavior. Additionally, SalesFirst provides customers with personalized sales experiences, which can help boost customer loyalty. ### 2. Expert **Rating:** 4.5/5.0 stars **Reviewed by:** Kamel M. | Right Hand to the Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2023 **What do you like best about SalesFirst?** Allows sales reps to easily access and share relevant sales materials, such as presentations, case studies, and product information. **What do you dislike about SalesFirst?** may be a costly investment for some companies, especially for smaller businesses. **What problems is SalesFirst solving and how is that benefiting you?** Streamlining sales processes: can help sales teams to streamline their processes by providing a centralized location for sales materials, information and communication. - [View SalesFirst pricing details and edition comparison](https://www.g2.com/products/salesfirst/reviews?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+13%3A11%3A02+-0500&secure%5Bsession_id%5D=f1e3273d-b8e6-4f7b-aad2-89b8d7f51193&secure%5Btoken%5D=fa8a91e04d3bd7dbafb07368cad2e6c43433a9620c8c321d00ee66247d39ebe8&format=llm_user) ## SalesFirst Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top SalesFirst Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)