InStream Group Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 another app to have this information. I control all emails, incoming and outgoing phone calls that improve the quality of business relationships and help me focus on my daily responsibilities. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I only dislike the fact that I cant be logged in on the software on several computers at once. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The basic version was very limited and I'm self employed and really needed something between the basic and next version up. Review collected by and hosted on G2.com.

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 fully every one of the apparatuses I need. Review collected by and hosted on G2.com.

By and by I feel that it is an exceptionally complete 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is no fault in case of business crm management,where it takes a quite a amount of time to get expertized. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Good software, not sure for any negative part of it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.