sales-i review
A focused choice for sales analytics connected to ERP and CRM data.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
sales-i is a sales intelligence and CRM platform for manufacturing, wholesale, distribution, and other product-based businesses. It brings together ERP, back-office, CRM, and sales data to identify cross-sell, upsell, link-sell, retention, and revenue-risk opportunities. The platform also covers customer interactions, call notes, order history, call planning, calendars, sales pipelines, reports, dashboards, graphs, and charts. Web, iOS, and Android access make it suitable for sales teams working across office and field settings.
Pricing is handled through demos and subscription agreements rather than a self-service plan structure. The vendor’s terms state that pricing is confidential and subscription fees are specified in order forms. That approach suits organizations that need a sales process built around their existing commercial and operational systems, particularly where ERP data is central to account planning. Integrations include ERP systems, SugarCRM, Sugar Sell, Sage 50, Sage 200, Sage X3, Sage 500, Sage 1000, and CRM data sources. Buyers should assess their specific ERP and CRM combination during the sales process.
The standout capability is its focus on turning purchasing and account data into sales actions. Alerts can flag changing buying behavior, revenue risk, and slipping accounts, while the built-in CRM keeps interactions, calls, and order history alongside pipeline activity. Mobile access includes offline meeting information through Autopilot, which supports field conversations when connectivity is limited. sales-i is a strong fit for teams that sell physical products and want analytics tied to operational data. Teams prioritizing verified contact search, company research, or broader prospecting workflows should choose an alternative with those capabilities.
sales-i pros and cons
- Where it wins
- Surfaces cross-sell, upsell, and link-sell opportunities
- Connects ERP, CRM, customer history, and pipeline data
- Provides dashboards, alerts, and mobile offline access
- Where it doesn't
- Pricing is confidential and handled through subscription agreements
- Focuses on product-based sales rather than broad prospecting
- Lacks verified contact-search and company-research capabilities
sales-i fact sheet, pricing and score →
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