InStream

InStream

Sales, contact management & relationship automation tool

4.7/5 (40 reviews)

InStream Overview

InStream is a sales, contact management and relationship automation system that offers SMBs a smart platform from which to build, manage and sustain customer relationships. Incorporating a powerful contact database, communication lists and useful reports, InStream aims to deliver a comprehensive customer relationship management solution.

In order to manage sales leads and customer contact details effectively, InStream equips users with the tools to store, add and find key customer information easily. Employing intelligent custom fields and a user-friendly design, InStream grants users the flexibility to collect additional customer details as well as gain an immediate overview of important customer information. Moreover, by supporting LinkedIn integration, InStream enables users to create an extensive contact database complete with phone numbers or addresses automatically.

Besides contact management, InStream facilitates productive communication by allowing users to connect any mailbox to the InStream platform. By centralizing communication channels, InStream enables users to engage with customers directly, automate communication and monitor communication conveniently from one location. To further enhance relationships with business contacts and customers, InStream permits users to create different communication lists. Utilizing relationship intelligence technology, fast-filter options and notifications, InStream helps users find and receive information updates quickly and efficiently

InStream serves to promote sales automation with an innovative sales funnel. Furthermore, with features such as active scoring and reporting, users can motivate their sales team innovatively and measure team performance accurately.

Pricing

Starting from
US$6,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Europe, United Kingdom, United States

Supported Languages

English, Polish

InStream Reviews

Overall rating
4.7/5
100% positive reviews
29
Excellent
11
Very good
0
Average
0
Poor
0
Terrible

Communicate With Clients Effectively with InsStream

Used Daily for 1+ year
Reviewed on 2018/10/12
Review Source: Capterra

Pros

My job is to gather information of potential, high-risk and low-risk investments which means I work long, gruesome hours. With the constant change in the market, I need to keep up and be glued to updates of our current economy. I was searching for a software that could assist me in efficiently communicate with stockbrokers, fund managers and clients and I came across InStream. This software helps me gather relevant data from my clients so I can match them with the right investments. It also keeps a history of all your communication with your clients which is very helpful, because you can always go back and check if you forgot something.

Cons

I’m very happy with their program. However, I must say that their features are quite basic. It would be great if they can offer more services aside from client and risk management.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Abiola A.

Instream enable us create relationships.

Used Daily for 1+ year
Reviewed on 2018/07/05
Review Source: Capterra

Pros

Instream enable me collect important information about our customers by helping my team automatically gather important sales data and leads from major social networking platforms like Linkedin , Twitter and Facebook.
I like its aesthetic view of seeing all activities of our leads via a grid view .In comparison with other CRM tools ,information on Instream is entered automatically and this its best selling point.

Cons

Great experience so far using Instream. However it takes time to really understand the nook and cranny of Instream. Requires a lot of patience as Instream isn't the most intuitive CRM out there.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Good software, might be dead though - no customer support and bugs

Used Daily for 6-12 months
Reviewed on 2018/04/16
Review Source: Capterra

sorted out my CRM workflow

Pros

The GUI follows normal conventions so it is easy to use, getting started is pretty much instant unlike the Sugars etc. I also like how it integrates and tracks conversations via email and displays social media posts related to leads/opportunities etc.

Cons

Support non-responsive, bugs that have been there for ages are not getting fixed, social links show you things, but nothing else. Recently Google stopped trusting InStream so email linkage no longer works. There is also no way to export.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

2.0/10
Tom G.

Instream is an awesome app

Reviewed on 2016/05/09
Review Source: Capterra

Instream is an awesome app that helps you to strengthen business relations not only with your frequent/ potential customers but also with people it is important for you to remain in a good contact. The biggest advantage for me is that you can create your own lists without much effort, so that the platform become personalized for your specific needs.

What do you dislike?

Hard to find something that is not working and I don't like itI really can feel that they really care about their customers and I won't be left alone whenever I will meet any problem or have any question.

What benefits have you realized?

I am saving a lot of time and I can see that my team at work have better contact now. Everyone knows what to do and they are only seeing what applies to their duties so that we are avoiding now not clear situations and unnecessary mistakes. What's more, seeing everything related to one person in one place helps me with constructing better offers.

Recommendations to others considering Instream

Do the good research and make clear what your needs are. There are many CRM platforms available on the internet, they are all good, but u have to know which one would be the best for you. Before finally deciding on InStream I was signing in for 4 other platforms and after a month testing different products on trial versions I knew with which one I have to stay.

Rating breakdown

Ease of Use
Customer Support

Wojciech C.

Rating only

Used Daily for 2+ years
Reviewed on 2018/02/15
Review Source

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

InStream Pricing

Starting from
US$6,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

InStream offers 4 different pricing tiers.

Freelancer: $6/month
Basic: $10 per user/month
Business: $19 per user/month
Premium: $29 per user/month

InStream Features

  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Email Integration
  • Reporting & Statistics
  • Third Party Integration

  • API
  • Activity Dashboard
  • Automatic Reminders
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Social Media Integration

Additional information for InStream

Key features of InStream

  • Action management
  • Activity tracking
  • Add comments
  • Appointment tracking
  • Assignment management
  • Automatic notifications
  • CRM
  • Calendar management
  • Calendar sync with Google
  • Cataloging / categorization
  • Client management
  • Communication management
  • Communication monitoring
  • Contact database
  • Contact history
  • Contact management
  • Custom fields
  • Customer service analytics
  • Customer support tracking
  • Customizable fields
  • Customizable lists
  • Email integration
  • Email response control
  • Fast-filter options
  • Goal management
  • Goal setting / tracking
  • Help desk management
  • Interaction tracking
  • Lead management
  • Pipeline view
  • Real-time conversations
  • Relation list management
  • Reporting & statistics
  • Search functionality
  • Status tracking
  • Task management
  • Third party integration
  • To-do tasks

Benefits

  • InStream offers a number of smart tools including notifications, follow up reminders and an online calendar, enabling users to track their actions and manage their time effectively.

  • InStream provides customizable communication lists, permitting users to organize leads, opportunities and closed deal business relations efficiently.

  • InStream supports LinkedIn integration, helping users to create and enhance their contact database easily.

  • InStream connects with any mailbox including Gmail, enabling users to send and receive emails conveniently from within the InStream platform.

  • InStream includes powerful reporting technology, granting users accurate and actionable insight into sales team performance.

  • InStream FAQs

    Below are some frequently asked questions for InStream.

    Q. What type of pricing plans does InStream offer?

    InStream offers the following pricing plans:

    Starting from: US$6,00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    InStream offers 4 different pricing tiers.

    Freelancer: $6/month
    Basic: $10 per user/month
    Business: $19 per user/month
    Premium: $29 per user/month

    Q. What are the main features of InStream?

    InStream offers the following features:

    • Action management
    • Activity tracking
    • Add comments
    • Appointment tracking
    • Assignment management
    • Automatic notifications
    • CRM
    • Calendar management
    • Calendar sync with Google
    • Cataloging / categorization
    • Client management
    • Communication management
    • Communication monitoring
    • Contact database
    • Contact history
    • Contact management
    • Custom fields
    • Customer service analytics
    • Customer support tracking
    • Customizable fields
    • Customizable lists
    • Email integration
    • Email response control
    • Fast-filter options
    • Goal management
    • Goal setting / tracking
    • Help desk management
    • Interaction tracking
    • Lead management
    • Pipeline view
    • Real-time conversations
    • Relation list management
    • Reporting & statistics
    • Search functionality
    • Status tracking
    • Task management
    • Third party integration
    • To-do tasks

    Q. Who are the typical users of InStream?

    InStream has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does InStream support?

    InStream supports the following languages:

    English, Polish

    Q. What type of pricing plans does InStream offer?

    InStream has the following pricing plans:

    Free, Subscription

    Q. Does InStream support mobile devices?

    We do not have any information about what devices InStream supports

    Q. What other apps does InStream integrate with?

    InStream integrates with the following applications:

    Facebook, Gmail, LinkedIn, Twitter

    Q. What level of support does InStream offer?

    InStream offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials