Request a free demo Log in search-icon

Sales CRM Software


Gain insight into your accounts, manage your team, and organize your time all in one place.

Book demo
What does our CRM software do

What does our CRM software do?

Our cloud-based CRM is especially designed for product-orientated businesses to give you the insight into your accounts activity that you've been missing. 

You'll have access to all of the account data all in one place, so you can say goodbye to endless spreadsheets.

Swap between detailed reports and visual charts so you can see all the information you need at a quick glance.

Find answers to questions like 'how many calls are my sales user' making?' or view your sales users' sales pipelines.

See sales-i in action  →

What can our CRM software do for your business?

Discover all of the different aspects of your CRM platform, and find out exactly how it can help your sales team.

See all your sales pipelines in one place

See all your sales pipelines in one place

See your users’ sales pipelines, and easily sort and filter them by date closed, by simply clicking on a customer’s name to view the opportunity.

Get a visual overview of your sales opportunities and see all your sales users’ sales pipelines in a visual chart, and you can still filter by date closed.

See sales-i in action  →

Easily compare and evaluate your customers

Easily compare and evaluate your customers

Gain an overarching understanding of which customers you call the most, and sell the most and least to.

You'll then be able to use this to quickly compare your customers by how much you're selling, and easily evaluate the amount of time spend with each account.

See sales-i in action  →

Want to find out more about our CRM software?

Book a demo with sales-i
3-Jan-14-2022-04-12-27-78-PM

Keep track of all your sales calls

Easily see the number of calls all of your sales reps and sales users have made and log in to a detailed report.

You also have the option to access a very quick overview at a glance with a visual chart, and see all of your sales users' activities.

See sales-i in action  →

Features of our CRM software

Find out more about all of the unique features of our sales CRM, and discover how it can help you. 

Contact management

Contact management

Add and manage contacts in sales-i CRM with ease. Add accounts, log notes, track prospects and save your favorite searches for future reference.

Print and export lists

Print and export lists

Export or print lists of contacts from within sales-i including any customer analysis fields or financial information you need.

Document Storage (1)

Document storage

Store & share documents against accounts in sales-i CRM, removing the reliance on any external storage programs.

CRM activity reports

CRM activity reports

Check the performance of your sales team, which activities are generating the most revenue, the number of calls made and total sales value for each customer.

Apps

Mobile applications

Update and review customer accounts on the move with our two native applications for iOS and Android with offline functionality.

Tagging-1

Tagging

Add tags to opportunities, notes, documents, contact or customer details to group them together for simple access within sales-i.

Email integration

Outlook integration

Sync your Outlook calendar with sales-i to manage your schedule quickly and efficiently.

User roles and permissions

User roles and permissions

Add permissions to users or groups of users to limit the information they are able to access within sales-i to only what is pertinent to them.

Opportunity management

Opportunity management

Add opportunities, manage your sales pipeline and track your progress with each outstanding opportunity by deal stage and value.

Generate calls

VoIP dialer

Make outbound calls to your customers straight from sales-i with one click on their telephone number using our VoIP dialling feature.

Calendar scheduling

Calendar scheduling

Stay on top of your schedule with our integrated MyCalls calendar allowing you to add, move and action calls from within sales-i.

Collaborative CRM

Collaborative CRM

Share call notes, next actions & follow-ups with colleagues, or with your customer via email at the click of a button within sales-i.

Sales activity dashboard

Sales activity dashboard

Track your pipeline activity, check how you are performing against target and monitor all recorded activity points directly in a single dashboard.

Void dialer

Generate calls

Generate activity for your team members based on their location, changes in customer spend or Campaigns that are currently active to fill any gaps in their schedule.

Who can use our CRM software

Our sales CRM software is designed to be easy to use so that anyone can. sales-i is designed for manufacturers, distributors, and wholesale salespeople to be able to use.

For different roles (1)

For different roles

Sales managers will benefit from gaining a full overview of all of their team's activities & calls, and sales reps will have access to a fully comprehensive CRM.

Find out more
For different business sizes

For different business sizes

Regardless of the size of your team, our sales CRM software will help to keep your team organized and help keep your sales on track.

Find out more
For different sectors

For different sectors

No matter what sector you work in, sales-i can help any sales team working in manufacturing, distribution, or even wholesale.

Find out more
Quote

“Everyone who I know who use another well-established CRM seem to use it for a few years and move on but the companies that I know using sales-i are still using it years later, they don’t seem to change! ”

Jeremy Gilson
Sales and Marketing Director at Countrywide Healthcare

View our customer case studies  →

Our accreditations.

Want to know more about our sales CRM software?

Request a demo with sales-i today to learn how we can help your business grow.

See it in action

Contact us

Close