Sales, contact management & relationship automation tool

About InStream

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.

Key benefits of InStream

  • 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.

  • Devices

    Business size

    S M L


    Access messages & review follow ups
    Add comments & events to emails
    Create & follow customer relations
    Organize & centralize contact details
    Generate reports on lead information
    Select from types of field to add
    View 7 more
    InStream video
    InStream screenshot: Access messages & review follow ups InStream screenshot: Add comments & events to emails InStream screenshot: Create & follow customer relations InStream screenshot: Organize & centralize contact details InStream screenshot: Generate reports on lead information InStream screenshot: Select from types of field to add


    Total features of InStream: 46

    • Action Management
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Management
    • Assignment Management
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Management
    • Cataloging/Categorization
    • Client Management
    • Commenting / Notes
    • Communication Management
    • Contact Database
    • Contact Management
    • Customer Service Analytics
    • Customer Support
    • Customizable Fields
    • Data Import/Export
    • Email Management
    • Email Response Control
    • FAQ
    • Goal Setting / Tracking
    • Help Desk Management
    • Interaction Tracking
    • Interaction Tracking
    • Internal Chat Integration
    • Lead Capture
    • Lead Management
    • Lead Qualification
    • Lead Segmentation
    • Pipeline Management
    • Purchasing & Receiving
    • Real Time Data
    • Reporting & Statistics
    • Request Escalation
    • Routing
    • Sales Pipeline Management
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Status Tracking
    • Task Management
    • Third Party Integrations
    • To-Do List


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    Overall rating

    4,7 /5
    Value for Money
    Ease of Use
    Customer Support

    Already have InStream?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 40
    Abiola A.
    Overall rating
    • Industry: Consumer Goods
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Instream enable us create relationships.

    Reviewed on 2018/07/05


    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.


    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.

    Verified Reviewer
    Overall rating
    • Industry: Financial Services
    • Company size: 10 000+ Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Communicate With Clients Effectively with InsStream

    Reviewed on 2018/10/12


    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.


    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.

    Verified Reviewer
    Overall rating
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

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

    Reviewed on 2018/04/16

    sorted out my CRM workflow

    sorted out my CRM workflow


    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.


    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.

    Tom G.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Instream is an awesome app

    Reviewed on 2016/05/09

    Instream is an awesome app that helps you to strengthen business relations not only with your...

    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.

    Wojciech C.
    Overall rating
    • Industry: Management Consulting
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Reviewed on 2018/02/15

    Showing 5 reviews of 40 Read all reviews

    InStream FAQs

    Below are some frequently asked questions for InStream.

    InStream offers the following pricing plans:

    • Starting from: US$6,00
    • 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

    We do not have any information about InStream features

    InStream has the following typical customers:

    2-10, 11-50, 51-200, 201-500

    We do not have any information about what languages InStream supports

    InStream supports the following devices:

    Android (Mobile)

    InStream integrates with the following applications:

    Facebook, Gmail, LinkedIn for Business, Twitter

    InStream offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

    Related categories

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