# InStream Group Reviews **Vendor:** InStream **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 124 ## About InStream Group InStream is the relation management platform. CRM alternative for customer-focused companies. InStream supports small and medium size business in collecting information about customers, managing communication and in building strong business relations. Simple but flexible tool which can be integrated with any mailbox, social media and business management tool. ## InStream Group Pros & Cons **What users like:** - Users appreciate the **ease of use** of InStream Group, making live streaming enjoyable and hassle-free. (2 reviews) - Users love the **easy setup** of InStream Group, which enhances their live streaming experience significantly. (1 reviews) - Users value the **lead management capabilities** of InStream Group, which enhance sales processes and facilitate closing deals. (1 reviews) - Users enjoy the **simplicity and ease of use** of InStream Group, making their experience straightforward and efficient. (1 reviews) - Users appreciate how InStream Group's **task management** helps streamline sales processes, making lead management and deal closure easier. (1 reviews) **What users dislike:** - Users face **integration issues** with InStream Group, limiting compatibility with existing workflows and causing technical difficulties. (2 reviews) - Users experience **performance issues** with lag and distracting ads, hindering smooth topic transitions. (1 reviews) - Users experience **slow loading times** with InStream Group, which hampers efficiency and usability in their workflows. (1 reviews) ## InStream Group Reviews ### 1. Boosts Targeted Prospecting, Needs Deeper Analytics **Rating:** 3.5/5.0 stars **Reviewed by:** Eveer S. | Senior Portfolio Manager, Investment Management, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2026 **What do you like best about InStream Group?** As a senior portfolio manager focusing on German asset management services, I greatly appreciate its finance-oriented precise audience filtering system. We can freely set screening criteria covering enterprise scale, core investment directions and client capital volume, which helps us rapidly filter out low-matching individual investors and lock in genuine institutional clients and high-net-worth groups that fit our portfolio service positioning. This accurate selection has visibly improved our effective consultation conversion rate and greatly cut redundant outreach workload. Its built-in formal business copy templates fully conform to the communication tone of the European investment industry, and the whole system strictly abides by GDPR and local financial marketing compliance requirements, allowing our client development work to proceed steadily and safely. Besides, the platform entry configuration is simple, with detailed use guidelines, and our business development team can get started proficiently in a short time without long-term professional training. **What do you dislike about InStream Group?** In actual financial market promotion work, its native data analysis module is too generalized and cannot meet the refined data statistics demands of investment industry outreach. It lacks exclusive classification labels suitable for ESG sustainable investment promotion campaigns, making it difficult for us to independently count and sort related customer groups. Meanwhile, it has very few built-in docking channels for mainstream local financial management systems in Germany, resulting in cumbersome steps when we need to import screened high-quality potential customer data into internal client asset files, unable to realize one-click synchronous management efficiently. **What problems is InStream Group solving and how is that benefiting you?** It completely replaces the traditional manual customer information collection and scattered one-to-one contact modes in our team, standardizes the whole process from potential customer screening to later regular follow-up maintenance. While optimizing work efficiency, it also standardizes our external promotion behaviors in line with local financial industry regulations, effectively avoids invalid customer resource consumption, and steadily expands our high-quality customer resource reserve in the European investment market. ### 2. Clean, Flexible Interface That Makes Structuring Contacts, Companies, and Deals Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2026 **What do you like best about InStream Group?** Instream makes contacts, companies and deals structuring much easier. Also, their relationship-focused approach is very helpful to track communication history. Both these features are very helpful in term client relationship, on top of everything, their interface is very clean, and their field has more customisation flexibility. **What do you dislike about InStream Group?** Some advanced automation and reporting level features are a bit limited when compared to its competitors in the CRM space. Their integration ecosystem should also be expanded to connect it with the third party tools. Their UI interface should also have deeper analytics. **What problems is InStream Group solving and how is that benefiting you?** Instream helps me in centralising the customer information and also to track interaction across the entire deal pipeline process. It allows our team to manage the sales process, from scheduling follow-ups to monitoring deal pipelines. This platform helps us to improve the visibility in deeper level, to gain the visibilty on the sales opportunities. ### 3. Organize and Simplify, But It Needs to Improve the Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Yolanda S. | Marketing design, Market Research, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about InStream Group?** I like that InStream Group allows me to have everything organized and under control. I also appreciate the clarity it brings to the workflow. **What do you dislike about InStream Group?** It works well for organizing and tracking, but the interface is a bit limited, especially when handling many cases at once. It would be very useful to have a more visual and customizable dashboard. **What problems is InStream Group solving and how is that benefiting you?** I use InStream Group to organize and track processes and communications, solving organization and communication problems within my team. It allows me to have everything organized and under control, providing clarity to the workflow. ### 4. Outstanding Designs with High-Quality Streaming **Rating:** 5.0/5.0 stars **Reviewed by:** M.Abdullah H. **Reviewed Date:** December 08, 2025 **What do you like best about InStream Group?** I enjoy using InStream for live streams due to its high-quality video service. The amazing designs and features stand out and make my experience enjoyable. I love the music and entertainment fun it provides. The initial setup is very simple and easy to use, and I find myself using it frequently because I loved it. **What do you dislike about InStream Group?** Sometimes it lags and the ads waste my time when I want to change the topic and go back. **What problems is InStream Group solving and how is that benefiting you?** InStream provides high-quality video service for live streams. ### 5. Offers a range features to support sales processes **Rating:** 4.5/5.0 stars **Reviewed by:** Uriel M. | In sales, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about InStream Group?** Because it’s helps businesses streamline their sales processes making it easier to manage leads and close deals **What do you dislike about InStream Group?** It has a limited integrations with other tools and platforms making it difficult to use with existing workflows and occasional technical issues such as slow loading times or error **What problems is InStream Group solving and how is that benefiting you?** It’s solves a range of problems helps provides a centralized platform for managing customer data reducing manual data entry errors and improving dat accuracy ### 6. Review of InStreamCRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about InStream Group?** I like InStreamCRM best for its simplicity and ease of use. **What do you dislike about InStream Group?** limited number of integrations with other tools **What problems is InStream Group solving and how is that benefiting you?** organizes contacts, tracks leads, and simplifies communication ### 7. Awesome **Rating:** 4.5/5.0 stars **Reviewed by:** Seipati M. | Programs Director and personal assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2025 **What do you like best about InStream Group?** It's quick, catchy and visual....perfect for short attention spans. **What do you dislike about InStream Group?** Overstimulation&short attention spans..constant scrolling **What problems is InStream Group solving and how is that benefiting you?** Help businesses strengthen relationships with customers ### 8. Platforms which help you control everything **Rating:** 5.0/5.0 stars **Reviewed by:** Vikash P. | Young Professional Fellow (Portfolio), Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about InStream Group?** Create the right sales culture and an effective sales team by starting with a good CRM system. **What do you dislike about InStream Group?** Pricing and it get sthe right insight by collecting the customer data you need. **What problems is InStream Group solving and how is that benefiting you?** Best FREE online CRM to streamline the business ### 9. An App that converts leads into relationship **Rating:** 4.0/5.0 stars **Reviewed by:** Jeetesh A. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2022 **What do you like best about InStream Group?** The most I like with this App iss it has a very intersting UI ,so ther user uses it with a great interest and its also very easy to use ,And it really helps to build relationship with customers **What do you dislike about InStream Group?** The one Thing I dislike about this app is it do provide data amd leads but sometimes the are not sorted or verified so it creats some issue while dealing with customers **What problems is InStream Group solving and how is that benefiting you?** The main problem we used to deal with was having a good customer base and with instream this problem is resolved And the benifits of this app is that it helps the user to easily communicate ... ### 10. InStream CRM Streamlined The Businesses Operations. **Rating:** 4.5/5.0 stars **Reviewed by:** Nadim Ahmed C. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2022 **What do you like best about InStream Group?** InStream is easy to use and understand from the start, and it has excellent work participation and high-quality functions. It is easy to manage, and the user interface (UI) is precise and intuitive. We created business requirements lists, sent out invitations to events or meetings, and worked our contacts through Facebook, Google, or other social sites. It's impressive that it integrates and manages relationships with clients and users. Compared to other CRM solutions, InStream has a more exciting selling point. It also has attractive layouts and customizable views for computers and mobile devices compatible with the application. With this approach, we can enjoy a more seamless and far-flung interaction. Aside from that, there's a customer service analytics system and an alert/notification system. **What do you dislike about InStream Group?** We have had a fantastic time with InStream CRM. While learning its features can take time, your sales data will be there once you've tried Facebook, Twitter, and LinkedIn. It's hard to dislike this tool because of its responsiveness to customers' concerns. It has done an excellent job, but the user interface isn't very user-friendly. Getting the hang of it took some time. **Recommendations to others considering InStream Group:** Our business has benefited from the use of InStream’s CRM software. It has boosted our search engine rankings. Our existing and potential customers will benefit from it. Our access lists allow us to tailor the platform to meet our company’s specific requirements. **What problems is InStream Group solving and how is that benefiting you?** InStream CRM solves our company's problems with managing relationships among various contacts. The primary goal of this system is to facilitate effective communication. We use it to keep track of our client's communications, and it works very well. Social network integration helps it learn about potential customers and provide suggestions for communication. ### 11. Easy to use and very efficient. I would recommend. **Rating:** 5.0/5.0 stars **Reviewed by:** Marissa R. | sales, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about InStream Group?** What I like best is how easy it is to use. It helps my work time get cut in half because it is easy to use and to learn. Anyone who is new to this software can use it. **What do you dislike about InStream Group?** The software can load slowly every now and then. I think most softwares have that hiccup so if you can look past it then it's a great tool for your day to day work. **What problems is InStream Group solving and how is that benefiting you?** It helps my day to day go by quicker and is streamlined which is why I would recommend it. It is very useful for someone who is newer to the industry. I use this daily. This is very helpful. ### 12. AWESOME **Rating:** 5.0/5.0 stars **Reviewed by:** francesca f. | licensed health insurance agent, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2021 **What do you like best about InStream Group?** I like how the system is so user friendly, and everything is so easy to figure out. Even using the product as a "new user" i never have any questions because it is so self explaintory **What do you dislike about InStream Group?** i dislike that when surfing the internet that cookies from website will make the product work a little slower, but to solve this you just need to clear cookies. **Recommendations to others considering InStream Group:** its easy to use and so user friendly. i highly recommend it for all working individuals. **What problems is InStream Group solving and how is that benefiting you?** it keeps everything organized in one place, so i never have to look for anything. It keeps me on task and help me to not waste any time. I like how everything is in one place ### 13. A robust CRM system with straightforward functions **Rating:** 4.5/5.0 stars **Reviewed by:** Ritwik C. | Business Systems Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about InStream Group?** InStream is a strong, interpersonal CRM platform that encapsultes all the basics of a customer management and fits well for small to medium businesses across multiple sectors. The interface is intuitive and offers cobination of excellent layouts and customizable views with alert / notification system and customer service analytics. The most important features includes automatic customer profile updates, profile record management, auto-complete integration with social media, campaign management system with reporting and cataloging. With Instream, with the help of lead capture and management, one has an opportunity to create meaningful business relationships that are productive and efficient. It allows you to create business requirements list, calendar invites to schedule meetings and events, contact sharing and management with Google and Facebook integation. Coomunication features include, mailbox integration with automatic communication flow for all employees. As a CRM tool, it also helps create excellent sales report with elaborative dashboards and forcasting features. Some other features like Data export, customer support system, interaction tracking helps to make it a complete package. **What do you dislike about InStream Group?** InStream does not have much features to dislike, but just like any other software, there has been hickups here and there. At times, when a page has too much information, it loads slowly and consume more bandwitdh which causes difficulty accessing crucial data. Being such a vast service, one has to be patient and take a lot of time to understand the nitty gritty of all the tools that it offers, a simpler lite version would have been better for starters. Metrics and charting system can only be used for osmall and mid-sized companies. Greater offerings in that area can give it an upper edge for large businesses. InStream only offers trial version for free and does not have a free version altogether. The Premium price per user which includes evry function built in is a bit tad pricey and may not favour all startup businesses. Hence, some revision on pricing strategy can be taken into consideration. **Recommendations to others considering InStream Group:** All kinds of businesses have to get the best client satisfaction possible and this can be achieved by carefully selecting diverse software solution which fits well with the budget, offers variety of tools and skills to get the job done. This is where InStream stands with respect to CRM system. It surely gives you power to manage, grow and sustain customer relationships, contacts management and delivers to its promise. Best suited for long term relationships for small and mid-sized businesses and is based out of Cloud, Saas Web based system with fair price and a organized platform. It will help save a lot of time and help you gather and represent a lot of data which can make your clients happy and committed for a long partnership. **What problems is InStream Group solving and how is that benefiting you?** InStream helps solve problems with relationships management between various contacts in a business. This CRM system is focused largely on communication and offers excellent tool to manage all forms of client communication along with sales management. Being a smart and robust system, it helps suggests customers who may need a problem resolution or a conatct. It also offers suggestions for communication with potential cleint and gets to learn more and more about them through integration with social sites. Sales team may enjoy using this as data entering takes a lot less time, this is because of automatic feed updation with the help of single database for all kinds of client's personal information. ### 14. Best buy **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2022 **What do you like best about InStream Group?** I like the customer support and the cost friendly. **What do you dislike about InStream Group?** UI of the dashboard can be improved and updated. **What problems is InStream Group solving and how is that benefiting you?** All the marketing problems ### 15. Good image **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2021 **What do you like best about InStream Group?** Hulu is a dependable option for streaming new and classic shows as well as live TV on nearly every platform. It's a top choice among video streaming services. **What do you dislike about InStream Group?** Whenever you make updates, monitor the uninstallation curve. Adopting this practice helps anticipate negative app review issues. **What problems is InStream Group solving and how is that benefiting you?** Some benefits need improvement ### 16. excellence in CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Marcos G. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2020 **What do you like best about InStream Group?** 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 about InStream Group?** The basic version was very limited, however after acquiring the full version all my expectations were met. **Recommendations to others considering InStream Group:** 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 is InStream Group solving and how is that benefiting you?** 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. ### 17. This document management tech is next level and a must have in the workplace. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2021 **What do you like best about InStream Group?** I really like how it enables me to manage not only my work, but also the work of others. **What do you dislike about InStream Group?** I think that utilizing the software itself can at times be a bit difficult, especially for those that are not technologically savy. **What problems is InStream Group solving and how is that benefiting you?** I am leading a team of MDs, PhD, and other medical researchers. We perform clinical studies examining the efficacy of ortho procedures, and use this platform to manage the peocess. ### 18. InStream attractive configuration. **Rating:** 4.0/5.0 stars **Reviewed by:** Jose K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2020 **What do you like best about InStream Group?** This crm software for us has been very attractive on favorable results for the company, so I liked the configurations of the management of the tools, they have been very useful in context and also we have not seen any break or problem with the system and be able to perform the tasks. Sales has been very interactive and the support has been friendly to the customers and amazing to us. **What do you dislike about InStream Group?** I have no point of inconvenience regarding the system, I have found it very detailed, certain points can improve how the servers optimizing and avoiding the freezing of information.This means that in some cases we add data and information is frozen so it is something annoying, no It is common but when it happens it is complicated. **Recommendations to others considering InStream Group:** I recommend because it has given both important and favorable results within the company, attractive solutions to improve our stability, above all by improving our visibility, until appearing in the main search engines. **What problems is InStream Group solving and how is that benefiting you?** The tools were perfectly matched for us within the company and unifying the marketing system as we have it right now, it has been totally different using sales and in turn the traffic, in reality it impresses us it has been very complete and detailed the traffic within the web page is very noticeable every day it increases and sales are made concrete, so I think its tools are useful. ### 19. Improved sales and in a more customer-friendly way. **Rating:** 3.5/5.0 stars **Reviewed by:** Jose T. | Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2020 **What do you like best about InStream Group?** This platform allows you to maintain long-term relationships with your clients, it is a very good CRM option for medium and small companies. You can collect information and data from your customers based on sales made for the segmentation of potential customers. **What do you dislike about InStream Group?** We are happy with the work we have been doing with InStream, but its interface is not the most intuitive and it took us a little to adapt at first, now we maintain a better workflow and we have a better experience with the platform. **Recommendations to others considering InStream Group:** This software will help you maintain and strengthen business relationships with your frequent and potential customers, you can customize the platform based on the needs of your company through the lists that are very easy to do. You can save a lot of time for the entire work team. Totally recommended. **What problems is InStream Group solving and how is that benefiting you?** With InStream we established a stable and effective communication with our clients, we also segmented the most potential ones. Now we carry out a collection of relevant data from our clients to execute the most appropriate investment possible, this is also achieved thanks to the tools that this platform provides us, such as chat history, here we find past conversations with our users. We managed to achieve goals and we are satisfied with the performance and development we have achieved. ### 20. Perfect CRM to increase sales. **Rating:** 4.0/5.0 stars **Reviewed by:** Jean K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2020 **What do you like best about InStream Group?** Due to my endless hours of work, INSTREAM allows us to effectively collect information from our most favorable clients from social media platforms such as Facebook and twitter. It is easy to use and makes our work time worthwhile thanks to its positive results. The tools are nice and simple, which allows for extensive marketing and sales, because the increase in traffic has been considerable and I like its functionality. **What do you dislike about InStream Group?** At first it was not easy to adapt since its platform is not very intuitive, but after practice you can have a better handling of it. There are no negative things in Instream. **Recommendations to others considering InStream Group:** All my links are within this platform, it provides you with help to increase that interaction you want with your clients. You can create a personalized list to your liking without any problem, totally great. I must recommend the tools, because their functionality is stable and sales have increased widely and their functionality is remarkable. **What problems is InStream Group solving and how is that benefiting you?** Its mobile version always allows me to be in contact with my clients when I am not working or traveling, the important thing is that I always have contact with them. Thanks to this platform, the information is truthful and updated. The problems are solved and for us it is good service. ### 21. Great and nicely developed CRM tool. **Rating:** 4.5/5.0 stars **Reviewed by:** shrinivas b. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2020 **What do you like best about InStream Group?** The GUI follows normal standards so it's user-friendly, getting started is quite much instant I really like how it incorporates and monitors conversations via email and shows lead / opportunities relevant social media posts etc. **What do you dislike about InStream Group?** Its really hard to find dislike in this tool because they really cares for customers brought up this tool with nicely programming. **What problems is InStream Group solving and how is that benefiting you?** InStream saves lot of time and our team or group are nicely collaborated with each other. ### 22. Communicate With Clients Effectively with All my links are under one roof using InsStream **Rating:** 4.0/5.0 stars **Reviewed by:** Renukaprasad T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2019 **What do you like best about InStream Group?** The user interface is very Good and the price is reasonable with one of the best help desk team to solve all the issues. **What do you dislike about InStream Group?** 1) I wish it had charts or metrics which will be useful for small businesses. 2) The features offered are quite basic. 3) It would be great if they can offer more services other than risk and client management. **Recommendations to others considering InStream Group:** InStream is one of the best cloud-based customer relationship management (CRM) solution designed for small and mid size businesses people which eventually helps to connect with an audience and build a long-term relationships. Using InStream we can also integrate with multiple mailboxes including Gmail, Hotmail, Outlook and other email service providers for sharing contact details. Using InStream we can even configure alerts and notifications for most of the activities and ensure timely service to our customer queries. **What problems is InStream Group solving and how is that benefiting you?** 1) Requires a lot of patience to understand the usage of Instream. 2) I wish they had a better demonstration of how powerful this CRM is in practical applications/usage. ### 23. Basic functions operations **Rating:** 4.0/5.0 stars **Reviewed by:** Andrea T. | Data Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** June 04, 2019 **What do you like best about InStream Group?** I like this platform is its ability to learn to use any function you have, because its operation is not complicated, it is very basic to learn to use it without so many days of induction or training by the support team Advertising and marketing is the basic functioning of this platform that is essential for the company and with instream we manage to create successful campaigns that have been of great benefit to improve more and more **What do you dislike about InStream Group?** Users are limited in the free version, so I could not test the option of having several users at the same time in the same account to work and test how it worked and know if it was good or bad, it was the only thing that was missing to prove because the rest is very good to make a more stable and superior marketing It would be good to activate all the functions as a paid plan to really know how is the operation from the beginning and have a better perspective of the entire platform **What problems is InStream Group solving and how is that benefiting you?** It is a benefit to have this type of platform in the company to help go one step further and improve the marketing of the company with tools that provide a very useful support to start a better business and increase sales in an easier and productive way ### 24. It is an easy to use software, effectively useful and fits all my goals. **Rating:** 4.0/5.0 stars **Reviewed by:** Tristan H. | Team Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2019 **What do you like best about InStream Group?** I like it since it has been a very loyal platform since the first time it was implemented in the company since we have everything I need. It has also helped me to fully manage each communication process with each of our clients and thus hide a lot of work with an effective CRM system, to achieve great benefits both with customers and with our own work. **What do you dislike about InStream Group?** What we can add is that we notice that this tool is very complete, since it has nothing negative that we dislike InStream its functions are inadmissible and the tools work very effectively, it has also been a sincere collaborator to save time and load in the work. I recommend you try. Communication is effective and the organization in the business and sales is certainly unprecedented. **Recommendations to others considering InStream Group:** InStream can be recommended as it is easy to use and configure since it allows step-by-step monitoring of all clients and development in all commercial businesses. Additionally, with this system we have improved the process and sales management in our company, obtaining excellent results when planning a project. We can also organize all clients, employees, fixed clients and colleagues in a specific place. **What problems is InStream Group solving and how is that benefiting you?** Even being a CRM platform in which I have saved a good amount of time, it is very easy to use and contains many useful tools that go hand in hand with any company, besides InStream has a function that called us a lot of tension since It gives us some lists that help me manage and organize everything much better, in this way I see everything more clearly. ### 25. CRM solution **Rating:** 4.0/5.0 stars **Reviewed by:** Madison H. | Senior Financial, Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about InStream Group?** It is a CRM platform that allows you to manage contacts, automate sales and track tasks and the progress you have with each client to optimize marketing and increase sales. With all the information collected from people, it generates business opportunities and serves to undertake better relationships with customers to improve business and have a broader knowledge of the tastes of each of the customers to offer business according to their needs. needs **What do you dislike about InStream Group?** The support is deficient with respect to the prompt response that I hope to solve my doubts to what bothers me that a platform like Instream do not have a good team that support the support to solve important questions that allow me to continue with my processes without interruption **What problems is InStream Group solving and how is that benefiting you?** Having the most important data of each client can have a closer connection and thus improve sales in general that benefit the company having a higher and higher sales index and new customers interested in the products offered ### 26. Simple system to use **Rating:** 4.0/5.0 stars **Reviewed by:** Brandon G. | General Manager Logistics, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2019 **What do you like best about InStream Group?** I have a better vision of everything that happens in the marketing area and its sales understanding better if they are satisfactory sales or where part of the area is failing to improve and achieve better sales with all the tools offered by the instream platform and also helps to improve communication with customers to have an improvement of internal relationships **What do you dislike about InStream Group?** As all start at the beginning is difficult to understand and causes some genius bad functions that are tedious to learn to use, it takes patience and time to dedicate the first days of start until you know how is the active functioning of the platform to not muddy **What problems is InStream Group solving and how is that benefiting you?** It has advanced to giant steps in the improvement of marketing obtaining better and better results through the services of Instream, having fewer failures with the clients so that they trust more and have a more pleasant reputation for all ### 27. Good software **Rating:** 4.0/5.0 stars **Reviewed by:** James L. | CMO , Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2019 **What do you like best about InStream Group?** It allows me to gather all the important information of all the clients to have the data that stand out of the sales and of the potential clients through a grid view for more order of this information Strengthens business relationships with old customers and customers that serves to form very productive ties that allow you to customize the specific needs of each client to maintain good contact with all customers without having preferences with some because all customers treat them equally **What do you dislike about InStream Group?** The customer service seems very inefficient to me that they are not in the moments that are most needed in answering questions that are sent to them, I have had to send up to three times emails asking the same question because I have not had an answer in the first email I send what has made me disappointed this part of instream **Recommendations to others considering InStream Group:** It not only serves to better manage sales but also to know what the needs of the customers are so as to satisfy the needs and so the customers feel that they are listened to and they begin to have more confidence with the company that improves the business between us **What problems is InStream Group solving and how is that benefiting you?** It saves me time in the communication with the clients because I have a better contact with each one allowing to have a clearer communication to avoid mistakes between us and to be able to offer a more complete service without options to generate dislikes to the clients that may regret the purchase or Do not count on our products again ### 28. Awesome CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **What do you like best about InStream Group?** Easiness of use and fresh look. Also quick to set up and does the job well. **What do you dislike about InStream Group?** Sweet so far. More and more functions are coming however it is a must CRM to check. **Recommendations to others considering InStream Group:** You will be very pleased wih this system. Have a go and al least try. **What problems is InStream Group solving and how is that benefiting you?** None. All fine ### 29. Improve the relationship with customers **Rating:** 4.0/5.0 stars **Reviewed by:** Joseph F. | General Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2019 **What do you like best about InStream Group?** Makes the relationship with customers easier because all procedures are managed correctly InStream is a very easy to use platform and I can connect with social platforms to automatically gather all the most useful information of each client It has a team of very modern tools that help improve sales and to be more and more satisfied with customers and wanting to buy again to make more predictable sales **What do you dislike about InStream Group?** The support service provides a very basic support when a question is asked, they respond in a way that is not very consistent with what they ask because they make me review something that I tell them to check several times until after several help tickets they solve the problem **What problems is InStream Group solving and how is that benefiting you?** It improves the experience with each customer that gets what has turned out to be a profit in sales and its satisfactory increase is that every time you get more because you can have tracking the emails, phone calls and meetings that take place ### 30. InStream my review **Rating:** 4.0/5.0 stars **Reviewed by:** John C. | John Coffi(team lead manager), Enterprise (> 1000 emp.) **Reviewed Date:** July 12, 2019 **What do you like best about InStream Group?** I really like this application for its user-friendly and intuitive interface that even the most novice user will understand it, spending a maximum of 3-4 days on it Using this application is very convenient to create and use advertising for its intended purpose, and instream is ideal for this. In our company we used instream and were very pleased with it. **What do you dislike about InStream Group?** The limitations of the free version, at one time we wanted to use one account with a colleague, but because of the limitations we did not succeed, which greatly reduced the profit from this application It would be nice to work a little on the paid plan, since you have no idea about this platform from the very beginning. But despite all the flaws, I can confidently say that the developer will fix them soon and fix everything quickly. **Recommendations to others considering InStream Group:** I can recommend instream because of the simplicity and ease of use, because of the convenient and intuitive interface, because of the possibility of monitoring all clients step by step. If you need to improve the management of processes and sales, I advise you to look at this application. **What problems is InStream Group solving and how is that benefiting you?** I was lucky that in our company this application was used, because with the help of it we were able to take a step forward in improving marketing with the tools in this application. With instream I spent some time and effort. On this platform, there is a function for convenient reading lists, which is very helpful for long work. ### 31. Good CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Chase H. | Administrator , Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2019 **What do you like best about InStream Group?** We are a company that is starting to create its first broadcast campaigns by email and until now InStream has been a good tool to track the commitment with each prospect that has been had With InStream it has been very easy to load contacts to classify them in specific lists and the creation of the campaigns has a simple system to create them Your good support team is the one that has helped me to get ahead with every problem I have encountered or doubt that I have in the realization of something **What do you dislike about InStream Group?** So far I have not had problems with this platform I am in a learning stage which has been very good and everything I have learned I have not found flaws or I have seen something that I dislike and as I said the support team has been a great ally for this stage of recognition of the platform **What problems is InStream Group solving and how is that benefiting you?** Start working with this platform has been very simple to better manage relationships and visualize those potential customers and be more aware of them or also see those customers who have not come back for a long time to motivate them to come back with us ### 32. Innovative sales funnel **Rating:** 4.5/5.0 stars **Reviewed by:** Alix H. | Senior Marketing, Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2019 **What do you like best about InStream Group?** It is a great help to make each employee responsible for a different stage and I can supervise it through an overview that measures the performance of each employee InStream predicts revenues according to the performance of each employee that increases sales The sales team is motivated by an active punctuation that makes employees have a more pleasant workplace **What do you dislike about InStream Group?** The support does not respond agilely as I would like to solve my problems and when they do not do it in an acertiva way and this bothers me because it does not allow me to solve my doubts quickly to continue with the work I'm doing **What problems is InStream Group solving and how is that benefiting you?** There is an improvement in sales, having the performance of each one of the employees to know how their work performance is and if they are achieving permanent sales and how many they make up to date, it also means that through this follow-up they can be more incentivized to those who they make good sales to keep it that way and those that have bad motivate them to improve their performance ### 33. InStream Review **Rating:** 4.0/5.0 stars **Reviewed by:** Miren R. | Miren Ris, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2019 **What do you like best about InStream Group?** Using InStream, I am able to record our clients' contact information all in one place. This helps me save time when I need to communicate with one of my clients' and saves me the hassle of trying to locate their information. **What do you dislike about InStream Group?** It is expensive. Lacking a free mode of the software was such a challenge since we implemented it in our company while we were just building our business. **Recommendations to others considering InStream Group:** If you are looking for a tool to help with your client relations and management, InStream is your tool. I highly recommend it., **What problems is InStream Group solving and how is that benefiting you?** InStream enabled us to easily communicate with our clients which strengthened our relationship. InStream also helped in converting most of our leads into clients which resulted in a hike in our sales. ### 34. Excellent service **Rating:** 4.0/5.0 stars **Reviewed by:** Chad G. | Auxiliar administrativo, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2019 **What do you like best about InStream Group?** I can manage my time well with all the activities I have to do in the order that allows me to have InStream other than the emails that enter my inbox, I can see them in the InStream platform without opening the mail I can manage with social platforms to get more information from clients and learn them to know more and in InStream I have the history of each one with the most relevant information and it helps me to keep informed remembering the tasks that I have to do with clients and business partners for sales **What do you dislike about InStream Group?** The test period they give is very short to know the platform well. I ran out of test time and I had many doubts but I bought a plan because the little that interacts with the platform seemed very good, but I would have liked it to be a little longer the trial period **What problems is InStream Group solving and how is that benefiting you?** I have all the most relevant information from the client to better manage sales and get more customers to track each one. The storage of data is sufficient to be able to store all the information that is collected ### 35. Seamless communication with customers **Rating:** 4.0/5.0 stars **Reviewed by:** Elena R. | IT Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2019 **What do you like best about InStream Group?** I have a control over the system to know when it was the last time that I contacted a client and to be able to classify contacts by lists to differentiate each client to what type of sale or project belongs It has a very advanced filter system which allows me to do searches much faster and keeps me informed about the commercial tasks that I have to perform I supervise the progress and performance of each employee of the sales stages that each one has, thus getting to know the income that they have daily and if the sales increased or decreased You can have clear objectives to motivate the sales team to reach the goal and improve sales results **What do you dislike about InStream Group?** It is a shame not to have the InStream mobile app would be useful to be more connected at all times and work from anywhere just hope that one day we can have this mobile app to be more efficient in my work **What problems is InStream Group solving and how is that benefiting you?** I have the follow-up of each client to know how many times I have communicated with him, when was the last time and the topic that was spoken to keep track of each purchase, is a system that helps me to have my customer base very orderly ### 36. Instream **Rating:** 3.0/5.0 stars **Reviewed by:** bhavdeep d. | Instream, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2019 **What do you like best about InStream Group?** Instream operation is very easy. It is primary function is advertising and marketing so very easy improve sales. Instream through help me to find new customers and build relationship with customers. It is also help for communication with clients and all important information receive from instream. **What do you dislike about InStream Group?** Instream is a very good application but something I do not like is that customer service, while I ask a question that time not a quick response from instream and I personally hope that I can have this mobile application to be more capable in my work. **Recommendations to others considering InStream Group:** I think Instream is good application for advertising and marketing but I suggested to you that it's customer service is very poor. **What problems is InStream Group solving and how is that benefiting you?** I have easily getting all important information of clients and improve communication with old customer. The main benefit is increase in sales when I realized I went to an internship. ### 37. Great sales tool **Rating:** 5.0/5.0 stars **Reviewed by:** Dave C. | Senior Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2019 **What do you like best about InStream Group?** I have all the correct information I need to work on the InStream platform so I will not be moving between other pages and losing time helps me to improve communication through automation and improve sales results because it indicates the sales opportunities that are faster in collaboration with social networks that help me to know more about the customer's tastes and preferences. has integrations that contribute a lot to automatically collect data that is very useful for later managing **What do you dislike about InStream Group?** I do not have words to describe something bad about this platform. Everything that I have used it seems to me to be a very good platform. The only thing that I have noticed is that the customer service takes a little time to answer but it is something very minimal, just as it is understandable that can have advisors at all times pending that they respond quickly **What problems is InStream Group solving and how is that benefiting you?** sales have remained higher since the choice of acquiring InStream with high percentages of profits and have a more dynamic and more orderly work with customers and co-workers, achieving an excellent work campaign, all of them contributing new ideas for new projects that it suits the company ### 38. Instream is an awesome application. **Rating:** 5.0/5.0 stars **Reviewed by:** Erika A. | Design, Enterprise (> 1000 emp.) **Reviewed Date:** May 27, 2019 **What do you like best about InStream Group?** This is a very easy way to use and configure to keep track of the clients. The interface is well designed. Its limit in contacts made it not worth it, since other products do not limit the number of contacts and my company has more than 100 thousand contacts. It was not clear in which place if you buy premium (which is only a few dollars higher than what we currently use) if it would be for "unlimited" users as the price indicated per user. My associate tried to find an answer to the question, but never received an answer) so we just moved forward with another company. But I would definitely recommend this to someone with fewer clients. **What do you dislike about InStream Group?** Great experience so far using Instream. However, it takes time to really understand the corner and crack of Instream. It requires a lot of patience since Instream is not the most intuitive CRM that exists. **Recommendations to others considering InStream Group:** I chose this CRM software based on the features it offered for free, and also the paid version. It just offered more. Filip, one of the developers, spent quality time with me learning all the functions of this software and helping me to customize it for my industry. Who does that more? I was very pleased and extremely impressed with the features and thinking of InStream and the customer service I received. New features are constantly being added. Everyone should try this platform. It is perfect to keep up with our potential customers. InStream presents a beautiful interface and has all the features I wanted for my recently launched web design agency. We were looking for a cheap CRM to manage our potential customers and opportunities. This software allowed us to do this. and more! Highly recommended **What problems is InStream Group solving and how is that benefiting you?** My job is to collect information on potential investments, high risk and low risk, which means that I work long and dreadful hours. With the constant change in the market, I need to be up to date and stick to the updates of our current economy. I was looking for software that could help me communicate efficiently with brokers, fund managers and clients, and I found InStream. This software helps me collect relevant data from my clients so that I can relate them to the appropriate investments. He also maintains a record of all his communications with his clients, which is very useful, since he can always return and verify if he forgot something. ### 39. the best way to communicate **Rating:** 3.5/5.0 stars **Reviewed by:** Brandon B. | Group Marketing Director, Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2019 **What do you like best about InStream Group?** InStream has been a very reliable platform since the first time it was implemented in the company because I have everything I like and what I need, we can work as a team to improve sales and keep track and advice I have a communication with my business contacts more stable and more complete of the products we offer and keep them satisfied the prices really are very economical to choose any plan, of course we pay the one that has more functions because the rate is very low **What do you dislike about InStream Group?** Maybe the only thing I've seen on the platform that is needed is to improve the support service is not as agile as I would like to be given a quick and accurate solution because the advisors take a little time to respond **What problems is InStream Group solving and how is that benefiting you?** I have all the order of sales of the company and customers to be in a more constant communication from seller to buyer having all the tools in InStream to achieve more sales and business ### 40. Simplicity in an effective CRM system **Rating:** 4.5/5.0 stars **Reviewed by:** Alaha A. | Commercial Marketing Specialist, Marketing and Advertising, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2019 **What do you like best about InStream Group?** What I like about InStream is its simplicity and innovation in its platform. With the customer segmentation system I can have a better vision of the whole system, to fully handle each communication process with each of our clients and thus develop better interpersonal relationships, such as business alliances. **What do you dislike about InStream Group?** The CRM system is undoubtedly the best to perform any sales and marketing management. But when you arrive at the beginning it is difficult to understand everything, it takes a lot of training and preparation in the area to enter fully into such a deep area, but after it is there the benefits are incredible. **Recommendations to others considering InStream Group:** InStream is an effective software, fast in its work. With a system that completely complements good sales management and business marketing. I recommend it to cover a lot of work with an effective CRM system, to obtain great benefits both with clients and with our own work. **What problems is InStream Group solving and how is that benefiting you?** Considerably we have made giant steps with the CRM system. By learning to manage it and exploiting its full potential, we began to obtain better results. The service we offer to our clients now has better quality and professionalism, thanks to the fact that we take each of our experiences with our commercial sales, we handle the failures to find effective solutions that maximize our qualities. In a rewarding way, we obtain great business and work advantages, saving time, money and time invested in different sales organizations. ### 41. Follow-up of activities **Rating:** 3.5/5.0 stars **Reviewed by:** Zoe H. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about InStream Group?** With the Business Intelligence tool it helps me to supervise all the communications that I have with the clients and to have the order of the planned activities and the last time that I communicate with each one in order not to lose the client or to be so intense in the communication also I have all the information I need from each client in the same place that gives me support at work so that time is reduced without having to move to other app to have this information I control all emails, incoming and outgoing phone calls that improves the quality of business relationships and to focus on my daily responsibilities **What do you dislike about InStream Group?** I think that the integrations that can be done with InStream make the platform slow and it does not work quickly as it normally works. Maybe it's just my network system that does not work correctly with the integrations **What problems is InStream Group solving and how is that benefiting you?** The commercial relations are getting better and the functioning of the platform so that this is so is great because with its Business Intelligence system it makes everything easier and leads to goals that are proposed with customers and sales. The platform is simple in its learning process that helps from the beginning to implement all the processes well ### 42. InStream is awesome! **Rating:** 4.0/5.0 stars **Reviewed by:** Madi B. | Dropbox , Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2019 **What do you like best about InStream Group?** InStream is an online CRM, which helps build strong relationships with customers. InStream is great for Investment Advisors, Client and Risk Management, and Modeling & Simulation. **What do you dislike about InStream Group?** 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. **Recommendations to others considering InStream Group:** I was looking for a Tool which supports my sales processes in an easy way. As a startup, you have to take care of your budget. So InStream was the best too to make my business growth and held the costs low. **What problems is InStream Group solving and how is that benefiting you?** 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. ### 43. Fantastic software for integrating monte carlo simulation into financial planning modeling **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2019 **What do you like best about InStream Group?** 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 about InStream Group?** I only dislike the fact that I cant be logged in on the software on several computers at once. **What problems is InStream Group solving and how is that benefiting you?** 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. ### 44. Used since beta. Well developed, lightweight CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2019 **What do you like best about InStream Group?** It is very good to be able to organize both my existing business contacts and potential contacts under one roof. It has a simple design. It is nice to be able to import contacts on different platforms. **What do you dislike about InStream Group?** The basic version was very limited and I'm self employed and really needed something between the basic and next version up. **Recommendations to others considering InStream Group:** Nice app for freelancers and people who had to handle business while travelling a lot. It is really cool that I always have access to it. I even use it more from my mobile than pc. I do wander how ppl working on this app took care of every single detail **What problems is InStream Group solving and how is that benefiting you?** We are an organization that has just began the first stages of our email outreach campaigns and so far Instream has been great for us to track our engagement with prospects. The system is very easy to load new contacts and then sort those contacts into targeted lists. The list feature is highly customizable in terms of the information that can be shown and data fields that can be added. Instream's customer service though is what sets it apart from other CRMs. The support team is there virtually on demand to help you. Would definitely recommend Instream to others. ### 45. "CRM framework bringing together and improving associations with clients" **Rating:** 5.0/5.0 stars **Reviewed by:** grey s. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2019 **What do you like best about InStream Group?** Basically I like it to be a simple to-utilize programming, it enables me to arrange every one of the customers, representatives, fixed customers and partners along these lines I can have a superior correspondence with them; It likewise gives me the likelihood to deal with every relational association with customers. It has an imaginative structure and the interface is very finished, it has completely every one of the apparatuses I need. **What do you dislike about InStream Group?** By and by I feel that it is an exceptionally total programming, its capacities are mind blowing and the apparatuses work very productively. In any case, of late we have to build the client relations and the possibility of ​​having a video call would be great, so I would have an immediate discussion with the customers and that would be extremely staggering. **Recommendations to others considering InStream Group:** The CRM framework is extremely imaginative and exceptionally productive. Improved relations with potential clients and with fixed clients in all regards. An honest supporter of spare time and weight at work. I prescribe you attempt it. **What problems is InStream Group solving and how is that benefiting you?** On account of the CRM framework that InStream offers, we have improved a great deal in the association with the customers, in light of the fact that the correspondence is powerful and the association in the business and deals is extremely fantastic. This framework has spared us time contributed, cash since it is efficient, the tasks and deals are made rapidly, improving the nature of our administrations. ### 46. good Software for companies **Rating:** 4.5/5.0 stars **Reviewed by:** Maria G. | programmer, Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2019 **What do you like best about InStream Group?** My job is to put together information about important, high-risk and low-risk investments, which means I work many gruesome hours. With the market constantly changing, I need to stay up to date and be tied to the updates of our current economy. I was looking for software that would help me communicate with brokers, fund managers and clients and I came across InStream. This software helps me merge and collect relevant data from my clients so that I can match them with the right investments. It also keeps a history of chatting with your clients, which is very useful, because you can always look back and see if you forgot something. **What do you dislike about InStream Group?** I'm very happy with the program. However, to say that its features are quite basic. It would be great if you could offer more services in addition to customer and risk management. **What problems is InStream Group solving and how is that benefiting you?** solved my CRM workflow ### 47. Best app to maintain the business leads and sales activities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2019 **What do you like best about InStream Group?** With InStream you get a sales and business relations management platform that helps you capture leads and convert them into meaningful and productive business relations. InStream provides easy and intuitive contact management tools and monitors all communication with your clients. **What do you dislike about InStream Group?** There is no fault in case of business crm management,where it takes a quite a amount of time to get expertized. **Recommendations to others considering InStream Group:** InStream includes business intelligence modules. The platform suggests when and how to communicate with a client. You can easily find all customers who require contact or who suffer from a specific problem. **What problems is InStream Group solving and how is that benefiting you?** The platform does everything automatically. With it you can store emails, phone calls and all other client-related data in one place. ### 48. Best for startups **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2019 **What do you like best about InStream Group?** 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 about InStream Group?** Good software, not sure for any negative part of it. **What problems is InStream Group solving and how is that benefiting you?** CRM Platform ### 49. CRM system unifying and improving relationships with customers **Rating:** 4.0/5.0 stars **Reviewed by:** Melina A. | Sales And Marketing Specialist, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2018 **What do you like best about InStream Group?** It is an effective tool, with a representative utility. With many positive attributes: - It has powerful features. It has very good tools, which systematically allows you to customize and adapt everything according to my tastes and preferences. - Easy to use and configure. - Integration and synchronization with other applications to improve the work process. - It is really very useful, allows step by step monitoring of all customers and development in all commercial businesses. **What do you dislike about InStream Group?** In itself, and in general terms the software has very complete tools, but perhaps there are some other details that would add. I would like to be able to manage all the clients that I manage in different groups, in order to better differentiate and organize all the client's development and the business development that I manage with them. The CRM has been a bit complicated to understand, but it has really been a really good and useful tool. **Recommendations to others considering InStream Group:** Fully recommended if you are looking to exponentially improve sales management, starting from the relationship with each client. In every way it is an excellent tool, which contributes to improve little by little all the advances in marketing and sales. Test it **What problems is InStream Group solving and how is that benefiting you?** The CRM system has been a truly useful tool that unites and improves the commercial and professional relationships with our clients, colleagues and work partners. I like that I can integrate marketing and business administration, InStream is all in one. With this system we have improved the process and sales management. Thanks to all this work is now easier, we have everything at hand for such a powerful and effective tool. ### 50. Instream is an awesome app **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2019 **What do you like best about InStream Group?** 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. 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. **What do you dislike about InStream Group?** 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. 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. **Recommendations to others considering InStream Group:** Start now **What problems is InStream Group solving and how is that benefiting you?** 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. ## InStream Group Discussions - [What is InStream used for?](https://www.g2.com/discussions/what-is-instream-used-for) - 1 comment - [View InStream Group pricing details and edition comparison](https://www.g2.com/products/instream-group/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-25+03%3A24%3A06+-0500&secure%5Bsession_id%5D=a3759200-9d2d-49f0-9528-09633354f01b&secure%5Btoken%5D=ee4aac929a6491cc834f2502bffe74361d5e8697ac80789e30e8f28a1f315779&format=llm_user) ## InStream Group Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top InStream Group Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,600 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,821 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,125 reviews)