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 your users’ sales pipelines, and easily sort and filter them by date closed. Simply can then click 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.
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.
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.
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.
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
Export or print lists of contacts from within sales-i including any customer analysis fields or financial information you need.
Store & share documents against accounts in sales-i CRM, removing the reliance on any external storage programs.
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.
Update and review customer accounts on the move with our two native applications for iOS and Android with offline functionality.
Add tags to opportunities, notes, documents, contact or customer details to group them together for simple access within sales-i.
Sync your Outlook calendar with sales-i to manage your schedule quickly and efficiently.
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.
Add opportunities, manage your sales pipeline and track your progress with each outstanding opportunity by deal stage and value.
Make outbound calls to your customers straight from sales-i with one click on their telephone number using our VoIP dialling feature.
Stay on top of your schedule with our integrated MyCalls calendar allowing you to add, move and action calls from within sales-i.
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
Track your pipeline activity, check how you are performing against target and monitor all recorded activity points directly in a single dashboard.
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
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.
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.
For different sectors
No matter what sector you work in, sales-i can help any sales team working in manufacturing, distribution, or even wholesale.
“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! ”
Sales and Marketing Director at Countrywide Healthcare