sales-i

sales-i combines sales analytics with CRM tools for manufacturing, distribution, and wholesale businesses. It analyzes sales data to help identify cross-sell and upsell opportunities, churn risks, trends, and potential growth areas. Users can create and share reports, while the CRM keeps call notes, customer interactions, order history, and alerts together to help plan sales activity. Alerts can flag changes in customer buying behavior and products customers may be expected to buy.

The service connects to existing back-office systems and supports Sage 50, Sage 200, Sage X3, and legacy Sage 500 and Sage 1000, along with an ECI DDMS integration. It is listed for web, Android, and iOS. Mobile tools include reports, calendars, pipelines, dashboards, customer documents, campaigns, and editing notes and contact information; representatives can prepare for meetings offline. Subscription access requires an account. Prospective customers are directed to request a demo, and pricing is provided on request.

sales-i brings sales opportunity analysis, reporting, and CRM information into one service for its intended industries. Buyers should request a demo and confirm subscription terms and pricing for their needs.

sales-i suits manufacturing, distribution, and wholesale teams that want sales analytics alongside customer and order information. Its mobile tools and offline meeting preparation may also suit representatives who work away from a desk.

sales-i is a sales analytics and CRM service built for manufacturing, distribution, and wholesale businesses. It is a stronger fit for teams whose selling depends on order histories and back-office data than for companies seeking a general-purpose CRM. Its appeal is the combination of opportunity signals and customer context; the trade-off is custom pricing with subscription fees generally due annually in advance.

Overview

sales-i brings sales data analysis and CRM information together to help teams spot cross-sell and upsell opportunities, identify churn risks, and make sales decisions. The focus on established customer and order data gives it a clear role in industries where repeat purchasing matters. Buyers should weigh that specialization against the effort of confirming that its ERP connections fit their existing systems.

Reports and visuals help users follow sales trends and share activity. The CRM adds call notes, customer interactions, order history, and alerts, giving sales representatives context for planning the next customer conversation. This is a practical combination for account-focused teams; it is less clearly suited to organizations looking primarily for a broad CRM or a standalone prospecting database.

Key features

Opportunity signals and reporting

Analytics look for potential cross-sell and upsell opportunities as well as churn risks. Alerts can highlight changes in customer buying behavior and products customers may be expected to buy. These signals can help prioritize sales activity, but they are most useful when a business has relevant customer and transaction data flowing into the service.

Users can create and share reports about sales activity, while analytics and visuals help surface sales trends and growth opportunities. That gives managers a way to communicate activity as well as identify where to focus. The product does not publish a specific quota or usage cap, so buyers should confirm operational terms during the sales process.

CRM and mobile selling

The built-in CRM keeps call notes, customer interactions, and order history alongside alerts for planning sales activity. On mobile, sales-i supports reports, calendars, sales pipelines, dashboards, customer documents, campaigns, and editing notes and contact information. A customer case study describes representatives preparing for meetings offline, a useful capability for work away from a reliable connection.

The mobile app is described for iPhone and iPad, and the company’s blog also announces an Android app. The Android app requires a subscription and an account, so mobile access is part of a paid service rather than a free standalone option.

ERP connections and safeguards

sales-i connects with existing back-office systems and works with multiple ERP providers. Its Sage connections include Sage 50, Sage 200, Sage X3, and legacy Sage 500 and Sage 1000. An ECI DDMS integration uses ECI data to give sales teams actionable information intended to improve performance. This integration emphasis is a strength for businesses already using those systems, but fit should be confirmed for any other ERP environment.

The company says it maintains technical and organizational measures to protect the confidentiality and integrity of customer datasets. It also describes customer support for the platform and support for Sage resellers.

Pricing

sales-i has no free plan or public subscription price; pricing is custom and prospective customers are directed to request a demo. Per-user licenses are provided through an order form. Under the US terms, subscriptions are payable annually in advance unless an order says otherwise, and implementation services are quoted separately. The UK terms likewise say fees are payable annually in advance unless otherwise agreed on the order form.

That purchasing model may suit businesses that want a tailored conversation about ERP fit and implementation, but it makes budget comparison harder before engaging sales. Buyers should clarify the per-user cost, implementation charges, and any order-specific billing terms before committing. There are no lower-priced public tiers to compare, so teams with limited budgets or a need to start without a sales-led purchase should consider alternatives.

Platforms

sales-i supports Android, iOS, and web. Mobile capabilities include reports, calendars, dashboards, pipelines, customer documents, and campaign access, with offline meeting preparation described in a customer case study. The mobile feature set makes it relevant to representatives working in the field, while the web platform supports the broader service.

Who it's for

sales-i is best suited to manufacturing, distribution, and wholesale organizations that want sales signals grounded in customer orders and back-office data. It is particularly relevant to businesses using supported Sage versions or ECI DDMS. Companies seeking an open-ended CRM, an inexpensive self-serve subscription, or a prospecting tool centered on finding new contacts may find its industry focus and custom purchase process less suitable.

Pros and cons

• Pros: Sales analytics and CRM information sit in one service, connecting opportunity signals with call notes, interactions, and order history.
• Pros: Support for multiple Sage versions and ECI DDMS can make the product relevant to businesses with those back-office systems.
• Pros: Mobile tools include reports, pipelines, calendars, dashboards, and offline meeting preparation described by a customer case study.
• Cons: Custom pricing and a demo-led purchase make it harder to assess cost before speaking with the company.
• Cons: Annual advance payment is the stated default, and implementation services are quoted separately, so buyers need to assess both costs and cash-flow timing.
• Cons: Its stated focus on manufacturing, distribution, and wholesale is a narrower fit than a general-purpose CRM for teams outside those sectors.

Alternatives

For teams comparing sales-focused products, the Sales Intelligence Software category is a useful starting point. Choose LinkedIn Sales Navigator instead if a paid, per-license service with Core and Advanced plans and 50 monthly InMail credits better matches the team's social-selling needs. Dealfront is worth comparing when a free plan or trial and defined seat-and-credit packages matter; its Basic plan starts at €2,388 a year for three seats and 2,500 annual credits.

Lead411 offers a free plan and trial, so it is a candidate for teams that want to evaluate a different paid sales tool without starting with sales-i's demo-led purchase. LeadIQ is a freemium option, including a free tier with one user and 50 credits, which may fit an individual testing a limited workflow. Salesmotion also has a free tier with 100 monthly credits and API access across eight endpoints, making it a possible choice for API-oriented evaluation.

ZoomInfo may suit buyers who want to consider a permanent free plan alongside a paid professional offering. Apollo has a free plan with 900 credits per seat per year, granted monthly, plus two sequences, API access, and one intent topic; that makes it a distinct option for teams looking for a free starting tier. Dealfront's visitor identification product is an alternative when a free plan with unlimited users, seven days of visitor history, and up to 100 identified companies per month is the relevant starting point.

Verdict

Choose sales-i if your manufacturing, distribution, or wholesale team wants opportunity analysis tied to customer interactions and order history, especially when its Sage or ECI connections match your back office. The main reason to look elsewhere is the custom, annually billed purchase: teams that need transparent upfront pricing, a free tier, or a broader CRM will have clearer starting points with other products.