Home/CRM Software/InStream
Updated on: April 15, 2021
What is InStream ?
InStream - CRM Software : SaaSworthy.com
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

InStream

Solution for CRM
(166 Ratings) Write Review

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.

InStream Features Show All Features

InStream Technical details

Support Business Hours Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API NA Location / Phone Number Poznan, Poland / +48 732 454 349
Deployment SaaS/Web/Cloud Mobile - Android Category CRM Software

InStream Pricing

Pricing ModelFreemium
Free
Free

Free Beta

Features

  • Contact Management
  • Call Logging
  • Product Catalog
  • Lead Scoring
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)

Disclaimer: The pricing details were last updated on 26/06/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

InStream FAQs

InStream is CRM Software. InStream offers the following functionalities:

  • Contact Management
  • Call Logging
  • Product Catalog
  • Lead Scoring
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)

Learn more about InStream features.

InStream is a free software.

Learn more about InStream pricing.

Yes, InStream offers a free plan.

Learn more about InStream pricing.

No, InStream does not provide API.

Ask the Community View Community

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InStream Reviews

OVERALL RATING
4.4
Based on 166 Rating(s)
Rating Distribution
  • 48.4 %
  • 45.2 %
  • 5.6 %
  • 0 %
  • 0.8 %
SHARE YOUR EXPERIENCE Write a Review
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Marcos GSource : g2crowd.com
(Reviewed on 06 November 2020)
"excellence in CRM"

What do you like best?

I like his aesthetic vision of seeing all the activities of our potential clients through a grid view. You also keep a history of all your communications with your customers, which is very useful, because you can always go back and check if you forgot something. I also like how it integrates and tracks email conversations

What do you dislike?

The basic version was very limited, however after acquiring the full version all my expectations were met.

Recommendations to others considering the product:

It's really cool that you always have access to it. I even use it more from my mobile than from my pc. Don't miss the opportunity to try this software

What problems are you solving with the product? What benefits have you realized?

This software helps me collect relevant data from my clients so that I can match it with the right investments. With this software I solved my CRM workflow. The biggest advantage for me is that you can create your own lists without much effort, so that the platform is customized for your specific needs.

...more
RubenSource : financesonline.com
(Reviewed on 05 July 2020)
Superb CRM software

PROS & CONS

What are the best aspects of this product?

It is a good tracking tool to our projects. Since we are broadcasting campaigns via email, it allows us to see if the content we sent out is being opened. It also allows you to easily create campaigns and categorize contacts. Furthermore, its support team is very accomodating and friendly. They were able to solve my problems efficiently.

What aspects are problematic or could work better?

Their support team is very helpful. Whenever I encounter any problem. they are always there to assist me. As a result, I don't have any complaints about Instream. Every feature I've learned how to use only proves to be useful to us.

What specific problems in your company were solved by this product?

It helped us build better relationship with our customers. It allows us to see potential customers and make steps to encourage old customers to avail our services again.

Are you a current user of this product?

Yes

...more
AudieSource : financesonline.com
(Reviewed on 27 June 2020)
Excellent application

PROS & CONS

What are the best aspects of this product?

Easy to use, configure, and track clients. It is great for companies who have a small number of clients as the system limits the number you can add into your contacts. I'd recommend this for any small business.

What aspects are problematic or could work better?

I find this as the most intuitive CRM that I've used. It was able to give me an excellent experience. Unfortunately, to attain this experience, you must really spend time to learn its functions.

What specific problems in your company were solved by this product?

Instreams helps me collect useful information from my clients. Because I work in investments, this was able to help me a lot as the market changes constantly. With InStream, I was able to track the market. At the same time, I can also communicate with the clients easily because it stores their data.

Are you a current user of this product?

No

...more
GarthSource : financesonline.com
(Reviewed on 18 June 2020)
Integrates smoothly with other softwares

PROS & CONS

What are the best aspects of this product?

It delivers excellent results in attracting clients because of its easy integration with retirement planning softwares.

What aspects are problematic or could work better?

I can't log in using several computers. Other than that, I love what Instream has to offer.

What specific problems in your company were solved by this product?

It accounts for volatility. This will let me know the chance in which my clients can run out of money during their lifetime.

Are you a current user of this product?

No

...more
RickeySource : financesonline.com
(Reviewed on 23 May 2020)
It is great for startups

PROS & CONS

What are the best aspects of this product?

It may take some time to understand its features, but once you get the basics, it provides a great experience.

What aspects are problematic or could work better?

I don't have any particular dislikes about InStream.

What specific problems in your company were solved by this product?

It is a superb CRM platform.

Are you a current user of this product?

No

...more
JonathanSource : financesonline.com
(Reviewed on 19 May 2020)
InStream is very efficient

PROS & CONS

What are the best aspects of this product?

It offers excellent features that are easy to learn how to use. It helped us plan marketing campaigns without needing to pay for an expert. As a result, we reached our overall goals in our business.

What aspects are problematic or could work better?

We can't find anything to dislike. It gives us all the functions we need and their customer service is always there to help us fix any issue.

What specific problems in your company were solved by this product?

It helped save us time and money. We were able to utilize well the time spent on each project. The projects we carried us also increased our sales, making the payment for InStream worthwhile. It is a wonderful CRM that gives us everything we need.

Are you a current user of this product?

No

...more
DanaSource : financesonline.com
(Reviewed on 01 May 2020)
Love this CRM

PROS & CONS

What are the best aspects of this product?

It is easy to set-up and use. It's a great help in running our business.

What aspects are problematic or could work better?

It is an awesome CRM because it gives you awesome updates from time to time.

What specific problems in your company were solved by this product?

N/A

Are you a current user of this product?

No

...more
User in InsuranceSource : g2crowd.com
(Reviewed on 30 April 2020)
"Awesome CRM"

What do you like best?

Easiness of use and fresh look. Also quick to set up and does the job well.

What do you dislike?

Sweet so far. More and more functions are coming however it is a must CRM to check.

Recommendations to others considering the product:

You will be very pleased wih this system. Have a go and al least try.

What problems are you solving with the product? What benefits have you realized?

None. All fine

...more
User in TelecommunicationsSource : g2crowd.com
(Reviewed on 15 October 2019)
"Best for startups"

What do you like best?

Great experience to using Instream, It takes time to understand every part of its features but once you experienced all social networking platforms like LinkedIn, Twitter and Facebook sales data will be in your hand.

What do you dislike?

Good software, not sure for any negative part of it.

What problems are you solving with the product? What benefits have you realized?

CRM Platform

...more
User in Financial ServicesSource : g2crowd.com
(Reviewed on 26 September 2019)
"Fantastic software for integrating monte carlo simulation into financial planning modeling"

What do you like best?

I love the fact that I can integrate several pieces of retirement planning software into one cohesive package that delivers phenomenal results in converting a prospect to a client

What do you dislike?

I only dislike the fact that I cant be logged in on the software on several computers at once.

What problems are you solving with the product? What benefits have you realized?

I'm solving the problem of how to depict how volatility in someones portfolio will affect their chance of running out of money during their lifetime compared to other software which shows a more linear approach and does not account for volatility but just fixed rate returns.

...more
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