Sales CRM Software

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

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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.

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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, 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.

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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.

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Want to find out more about our CRM software?

Book a demo with sales-i

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.

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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

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.

Document storage

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.

Mobile applications

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

Tagging

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

Outlook integration

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.

Opportunity management

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

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

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

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 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

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.

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