Home/Pop-Up Builder Software/InStream vs Workbooks CRMUpdated on: April 19, 2024

Compare InStream vs Workbooks CRM

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Workbooks CRM
Workbooks CRM CRM Software (510 Ratings)
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89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Workbooks CRM

Workbooks CRM

CRM Software (510 Ratings)
Visit Website

Get Free Quote

Overview

Summary

InStream is a platform for sales development and commonly used in small and medium-sized business from different industrial fields. It is user-friendly and helps to collect all essential business contacts in one place. It also serves as a contact manager and sales automation tool. You can gather customer data to get actionable business insights. It allows in connecting your account to social media channels, thereby accessing useful customer data. A real-time conversation helps to collaborate better with your team. ..show more

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Poznan, Poland / +48 732 454 349

Berkshire, England / +44 118-3030-100

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free
Free

Free Beta

Features

  • Contact Management
  • Call Logging
  • Product Catalog
  • Lead Scoring
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)
View Price Page
Standard CRM
$39 /User/Month

Features

  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Platform Capability
    • Account & Contact Management
    • Workflows & Automation
    • Custom Layouts & Data Objects
    • Reports & Dashboards
    • Location Intelligence
    • Mobile
    • Security
    • Audit Trail
    • Sandbox & Testing

Add-Ons

  • Marketing Automation
    • Email Marketing Form - $72 per Month billed Yearly
    • Web Analytics & Intelligence Form - $182 per Month billed Yearly
    • Social Media - $385 per Month billed Yearly
  • Configure Price Quote - $50 Per month billed Yearly
  • Integration With Scribe - $495 Per month billed Yearly
Business CRM
$79 /User/Month

Features

  • Sales Management
  • Marketing Managment
  • Customer Service Management
  • Order Management
  • Platform Capability
    • Account & Contact Management
    • Workflows & Automation
    • Custom Layouts & Data Objects
    • Reports & Dashboards
    • Location Intelligence
    • Mobile
    • Security
    • Audit Trail
    • Sandbox & Testing
  • Includes features of Add-ons
View Price Page

SCREENSHOTS

InStream Screenshots
Workbooks CRM Screenshots
View 4 screenshot(s)

INTEGRATIONS

    NA
  • Microsoft OneNote
  • Hubspot Marketing Hub
  • Salesforce Marketing Cloud Account Engagement (formerly Pardot)
  • Slack
  • Jotform
  • Box
  • Lead Forensics
  • Microsoft OneDrive for Business
  • Epicor ERP
  • ClickFunnels
  • Basecamp
  • GitHub
  • Trello
  • Wufoo
  • Docupilot
  • Wrike
  • Pipefy
  • Zapier
  • PieSync
  • Zoho Projects
  • Reckon One
  • Google Calendar
  • GoCardless
  • Formstack
  • Campaign Monitor
  • MailChimp
  • Adobe Sign
  • SendGrid
  • Todoist
  • Microsoft SQL Server
  • Jira
  • RepairShopr
  • Google Docs
  • Gmail
  • CallFire
  • monday.com
  • Leadinfo
  • Dropbox Business
  • Tookan
  • HelloSign
  • GoCanvas
  • dotdigital
  • AWeber
  • SurveyMonkey
  • SharpSpring
  • Delighted
  • Google Forms
  • Microsoft SharePoint
  • Microsoft Azure
  • Deputy
  • Quickbooks
  • Zendesk Support
  • PandaDoc
  • Freshbooks
  • Eventbrite
  • Xero
  • Intercom
  • MySQL
  • ActiveCampaign
  • Cognito Forms
  • GoToWebinar
  • Quotient
  • Acuity Scheduling
  • Totango
  • Evenium Net
  • Knack
  • Google Drive
  • Better Proposals
  • ON24
  • Airtable
  • Sage 200cloud

ALTERNATIVES

Top alternatives to InStream

SalesPopup
SalesPopup
Poper
Poper
Promolayer
Promolayer
GrowthMySales
GrowthMySales
PoopUp
PoopUp

Top alternatives to Workbooks CRM

Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive CRM
Pipedrive CRM
SugarCRM
SugarCRM
Keap
Keap