InStream

by InStream.io

5 / 5 41 reviews
InStream

Who Uses This Software?

Small and medium-sized companies that focus on long-term relationships with customers.

Average Ratings

41 reviews
  • Overall 5 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 4.5 / 5
  • Features 4 / 5
  • Value for Money 4.5 / 5

Product Details

  • Starting Price $8/month
  • Free Version Yes
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
    Mobile - Android Native
  • Training Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • InStream.io
  • http://www.instream.io/
  • Founded 2015

About InStream

InStream is personable CRM platform which is considered as a perfect match for small and medium-sized businesses from different market sectors. The system provides you with an opportunity to build an unlimited number of lists tailored to specific needs so that it can be freely adjusted to the profile of your company. This makes InStream.io a suitable solution for all companies that rely on long-term relationships with customers and do not focus only on one-time-sale.

InStream Features

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

InStream Most Helpful Reviews

Communicate With Clients Effectively with InsStream

Translate with Google Reviewed on 10/12/2018
Investment Banking Analyst
Financial Services, 10,001+ Employees
Used the Software for: 1+ year
Reviewer Source 
Source: asdf
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Excellent assistant

Translate with Google Reviewed on 4/2/2018
Barry Ortiz
Business Support Manager
Twang Systems
Business Supplies & Equipment, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
Source: GetApp
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: It is quite simple to set up and use a tool for communicating with customers. Comfortable and functional interface. In addition, support is always answered at any time, they do not make you wait long for an answer, and it saves time. It is very convenient that I can save all my information. I like to apply this wonderful tool. We can see the history of our negotiations with customers. In addition, we have the ability to monitor likely buyers and convert them into happy buyers. We can make our sales more efficient and work hard to improve them.

Cons: I have not had any problems with this product yet, and I'm very happy about it. The program contains an excellent step for the development of our sales process. I hope in the future that Mene will not have problems with InStream.

Read More Reviews