sales-i Features

sales-i

Customer intelligence software

3.0/5 (3 reviews)

sales-i Feature Summary

  • Team performance analysis
  • Customer buyer anaysis
  • Predictive analytics
  • Buying trend analysis
  • Customer profiles
  • Built-in CRM
  • Schedule calls & appointments
  • Automatic scheduled reporting
  • Dashboards
  • Customer-facing sales reports
  • Snapshot generator
  • Competitive threat analysis
  • Gap & leakage analysis
  • Sales alerts
  • Document storage
  • Opportunity pipeline reports
  • Activity reports
  • Call spend summary reports
  • iOS & Android app
  • Secure server data protection

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Mobile apps

iOS App


23 reviews

See all iPhone Apps

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


47 reviews

See all Android Apps

sales-i Feature Reviews

2 reviewers had the following to say about sales-i's features:

Thomas Hick

Sharp Business Practice, Expensive, not for small teams

2019-07-17

Initially there was so much setup involved that we could not use it for many months, for which to their credit they refunded the monthly fee, but required a massive amount of work on our part to get our data into the correct format.

Pros

It makes the data that our CRM software provides easier to view

Cons

The cost, the fact that we need to pay for 3 users when we don't have 3 full time sales people.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
Distributor (Architecture & Planning company, 1-10 employees)
Verified Reviewer

Simple and easy with powerful outcomes

2017-01-23

Using sales-i is a breeze even though I'm not particularly 'techy'. I can find what I'm looking for quickly with the campaigns I set up initially and if I want to answer any other questions or even just have a play I go into the inquiries to gain more insight.

Pros

I love that any data I find related to customers is then linked to the CRM part of the system, so it gives me a reason to contact a customer, ammunition to use when I do and an organized way to record the call or visit etc.

Cons

We use the web version and the apple app for iPads and the use is just as easy, if not easier, on the road.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering sales-i

I'd say get a demonstration. See if it's a good fit like it was for us.

Source: GetApp
Helpful?   Yes   No
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