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InStream

4.2
(85)

InStream is a CRM software, which combines many online communication channels into one simple platform. It helps small enterprises to build relationships with customers and creates tools for more efficient work.

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InStream review by Alix H.
Alix H.
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"Innovative sales funnel"

What do you like best?

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?

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

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

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InStream review by Chad G.
Chad G.
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Verified Current User
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content

"Excellent service"

What do you like best?

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?

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

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

What CRM solution do you use?

Thanks for letting us know!
InStream review by Elena R.
Elena R.
Validated Reviewer
Verified Current User
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content

"Seamless communication with customers"

What do you like best?

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?

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

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

InStream review by Dave C.
Dave C.
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Verified Current User
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content

"Great sales tool"

What do you like best?

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?

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

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

InStream review by Brandon B.
Brandon B.
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content

"the best way to communicate"

What do you like best?

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?

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

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

InStream review by Alaha A.
Alaha A.
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Verified Current User
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content

"Simplicity in an effective CRM system"

What do you like best?

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?

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 the product

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

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.

InStream review by Melina A.
Melina A.
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content

"CRM system unifying and improving relationships with customers"

What do you like best?

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?

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 the product

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

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.

InStream review by Gladis T.
Gladis T.
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content

"Innovative CRM system"

What do you like best?

Mainly I like it to be an easy-to-use software, it allows me to organize all the clients, employees, fixed clients and colleagues in this way I can have a better communication with them; It also gives me the possibility to handle all interpersonal relationships with clients. It has an innovative design and the interface is quite complete, it has absolutely all the tools I need.

What do you dislike?

Personally I feel that it is a very complete software, its functions are incredible and the tools work very efficiently. However, lately we need to increase the customer relations and the idea of ​​having a video call would be very good, so I would have a direct conversation with the clients and that would be really incredible.

Recommendations to others considering the product

The CRM system is really innovative and very efficient. Improved relations with potential customers and with fixed customers in all respects. A truthful contributor to save time and burden at work. I recommend you try it.

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

Thanks to the CRM system that InStream offers, we have improved a lot in the relationship with the clients, because the communication is effective and the organization in the business and sales is really incredible. This system has saved us time invested, money because it is very economical, the projects and sales are made quickly, improving the quality of our services.

InStream review by Samanta L.
Samanta L.
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content

"Easy to use, contains many useful tools and is a tool that goes hand in hand with any company"

What do you like best?

It is an excellent area of ​​work that has a good internal communication system among potential customers, some other contact, close colleague and / or company employees. I like how the lead score is also integrated, thus having a better control of the performance of customer relationships, among others. Likewise it is a platform not very complicated to use, it is very organized and has a good calendar and follow-up conversations.

What do you dislike?

Very inefficient support, they should also include video conferences as well as screen sharing with a client.

Recommendations to others considering the product

It is super useful and nothing is used to use, has enough tools to do a good job of CRM, I recommend it.

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

Apart from being a CRM platform in which I have saved a good amount of money for the company with an affordable price unlike other CRM is good software to maintain a good B2B relationship and employees, and so have good feedback Inside the company.

InStream review by Kassandra V.
Kassandra V.
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Verified Current User
Review Source
content

"Effective CRM system for intercommerce relationships"

What do you like best?

It is a great software, working with the CRM system allows me to improve little by little the inter-commercial relations with the clients and potential clients, in this way to devise strategies for the increase of the sales. It is simple to use, flexible and compressible to what you need, I like the fact of integrating marketing with sales. Syncing other applications with InStream facilitates the entire process. It has a function that I like very much, the lists help me to manage and organize everything much better, in this way I see everything with more clarity.

What do you dislike?

It would be good to have a demonstration at the beginning to understand much better the use of CRM, at the beginning it was a little complicated to understand its precise use, however, with a lot of patience I could understand everything in detail and thus, use it without any inconvenience.

Recommendations to others considering the product

If you need to better reach your customers, increase sales and identify all your potential customers, without any doubt you need InStream. With the CRM system you can do all that and more.

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

We had problems with the relationship with our customers, we have improved considerably thanks to InStream. Now that we understand what customers are asking us to do, we organize and manage all the information completely from the different lists it provides, so we bring updates and advances, which makes the work much easier. With the CRM system, we can have a fundamental base in the development of relations with customers and partners and in the improvement of all our sales.

InStream review by Leila C.
Leila C.
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Verified Current User
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content

"Collaborative CRM, unifies and allows to provide customer service."

What do you like best?

InStream gives me the possibility of having a long-term relationship with customers and potential customers, in this way we manage the sales strategy with better results. It allows me to personalize using lists or grids and so organize everything according to my needs, in this way it is easier to observe what happens with all the clients. It is an easy to use software, really quite useful, it adjusts to all my objectives, it offers the great opportunity of commercial relations and besides that integrates in a simple way the marketing and the commercial administration, it is all in one. It also synchronizes with external applications which greatly facilitates the work.

What do you dislike?

It was very useful if I could separate all my clients by lists, that would allow me to differentiate them better and help me to see a little better the progress and the distribution of the clients. Applying the CRM cost me a bit, I would like them to demonstrate and help learn to use it better. Of rest, InStream works perfectly, without any problem.

Recommendations to others considering the product

InStream provides the opportunity to use a CRM system and thus improve intercommercial and personal relationships, directly, with customers. Without a doubt, it is a unique tool that helps improve sales and relationships with potential customers. It is a great software for the development in the processes of management and commercial, prove it.

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

This software has helped us on a large scale, we have a better relationship with customers and partners, this has significantly increased our sales, on a large scale. The communication has improved, thanks to the fact that InStream does everything automatically, it stores all the data immediately and where I want, this makes the work much easier. The CRM system is really amazing and has been a good base and support for the work we do every day.

InStream review by Abby W.
Abby W.
Validated Reviewer
Verified Current User
Review Source
content

"Software for effective communication based on CRM."

What do you like best?

I have recently used the basic version of instream which I find excellent since it is a customer relationship management software that effectively integrates commercial management, marketing and customer service. I find it visually appealing to use a grid view to see what happens to my potential clients immediately. InStream allows you to unify external applications so that they work together facilitating the users' commercial relationships.

What do you dislike?

I would like them to offer some version that allows creating different lists such as current clients, potential clients, previous clients and potential clients. And concise and clear demonstrations of how the CRM can be applied. I certainly can not find anything else that disgusts me in InStream since part of the above described I find a very complete software

Recommendations to others considering the product

I recommend that you need a more direct and unified relationship with your clients using InStream, which represents one of the best CRM softwares.

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

InStream provided me with a better attention and relationship with the clients and potential clients, supervising all the communication at all times with them. It should also be noted that the platform does everything automatically thus facilitating the entry of data in the CRM where it is worth noting that all the data related to a specific client is stored in one place which makes all my work easier and much faster.

InStream review by Zoe H.
Zoe H.
Validated Reviewer
Review Source
content

"Follow-up of activities"

What do you like best?

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?

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

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

InStream review by Laurel M.
Laurel M.
Validated Reviewer
Verified Current User
Review Source
content

"Perfect to make your working routine organized."

What do you like best?

This is a very easy to configure and use tool for communication with clients. Simple and functional interface. Compared to other software products CRM, where the data is entered manually, is automated, which saves time.

What do you dislike?

Limiting the number of contacts can make it impossible to use companies with a large base of contacts.

Recommendations to others considering the product

With this software, you will feel much better and you will be sure that everything that you are doing is working right. All of the work more organized. Instream will help you collect and systematize all information about your partners and clients. Very easy and simple to find and to access contacts. You will be able to monitor the entire history of relationships and important moments. The service is easy to set up and it is easy to use. However, I believe that this service will suit you only if you have few contacts.

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

I would like to say that this software really does a lot of help to our working team and our company. I have the opportunity to monitor the work of my team and my sales processes. The fact that all tasks are collected in one place, greatly facilitate my work. I like the possibility of organizing contacts in different lists.

We have been using InStream for some time to manage our contacts and are very pleased that we have the ability to track the development of our customers and our relationships with them.

InStream review by Scottie G.
Scottie G.
Validated Reviewer
Verified Current User
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content

"Better way to improve relations with your clients."

What do you like best?

A wonderful way to get the right undrerstanding by collecting the customer information I need. Develop the quality of connection and save time through automation. Also, I like to have an approach to all our relations with clients in one place.

What do you dislike?

I'm really glad that I don't have any bad problem with this product. No problem with managing all information and sales trade. The program has the good step to develop our sales process.

Recommendations to others considering the product

I recommend this software as I know that is the best one for sale deals. Will give you a chance to be one step from ahead of your contestant by staying closer to your customers. Will give you the ability to control all your communication. You will be sure that your sales will grow faster.

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

We can see what, when and with whom we are been talking to recently. Also, we have the ability to control leads and convert them into happy customers. We can do our sales more effective and work on increase them.

InStream review by Administrator
Administrator
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Verified Current User
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content

"Used since beta. Well developed, lightweight CRM."

What do you like best?

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?

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 the product

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

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.

InStream review by Daniyal K.
Daniyal K.
Validated Reviewer
Verified Current User
Review Source
content

" Good Service for StartUp companies"

What do you like best?

I researched several CRMs and needed something that I found visually appealing and that was simple/easy to use. I have been using the basic version of Instream and it was super easy to import contacts and start working on my lists and relations. I like the grid view to see what's going on with my leads at a glance. InStream enables users to manage their business relations from a single place by unifying external applications and getting them to work together. InStream is a customer relationship management software that effectively integrates online communication channels into a single, unified platform platform.

What do you dislike?

Not enough clear demonstrations of how CRM can be applied. 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 the product

Offer a basic version that allows a couple of different lists to be created at a minimum (for current clients, potential clients, past clients) - I think most are looking for this at a minimum. So yes I would recommend this

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

InStream has helped me Contact and Manage relations in organizations. Traditional CRM systems are more focused on sales and less on communication. InStream provides easy and intuitive contact management tools and monitors all communication with my clients. Initially, Sales representatives spent to much time on entering data manually into CRM. Now there is no such need. The platform does everything automatically. With it I can store emails, phone calls and all other client-related data in one place.

InStream review by Madi B.
Madi B.
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content

"InStream is awesome!"

What do you like best?

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?

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 the product

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

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.

InStream review by grey s.
grey s.
Validated Reviewer
Review Source
content

""CRM framework bringing together and improving associations with clients""

What do you like best?

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?

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 the product

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

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.

InStream review by Maria G.
Maria G.
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"good Software for companies"

What do you like best?

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?

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

solved my CRM workflow

InStream review by Ying R.
Ying R.
Validated Reviewer
Verified Current User
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content

"Great helper inside a company"

What do you like best?

I really like that I can keep my information organized. I like to use this great tools. I like that I can work myself, including all new custom unit. I like it so much.

What do you dislike?

On my opinion, it is very nice tools. Everything that you are doing will works well. I like that I can receive very fast help from support service. They know what they do. Thank you for that. Actually, it is a good product.

Recommendations to others considering the product

Very big helper. Will make your sales leads and possibility more organized. Very easy to access clients files, support service is very helpful. Very good for a company.

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

For us its really good step and helper. Great an easy step to control our clients. I like that we can have fast reporting. Great to customizable almost everything what we need.

InStream review by Gabriela T.
Gabriela T.
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Verified Current User
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content

"direct connection with clients"

What do you like best?

this is a different but innovative program with the clients can organize their information for the time they are going to make a purchase, what more guta is that allows me to have more direct relationships with customers which is a differentiating factor with respect to the competition

What do you dislike?

for those of us who are making our brand known is a limiting factor that regulates the number of users

Recommendations to others considering the product

improve communication with customers is certainly a positive factor for the productivity of it

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

the direct connection with the client is priceless, it will allow those who buy your good or product to feel the importance they have on your company, which makes the process more warm and the client has a better chance of returning

InStream review by Aurora M.
Aurora M.
Validated Reviewer
Verified Current User
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content

"Good work tool"

What do you like best?

It makes the job easier because it collects valuable information about your customers and also manages your business relationships easily, obtaining immediate access to everything you need. He always has his contacts in different lists to keep them in order and also that he has good publicity.

What do you dislike?

It has very high prices in each country, this does not help the business and that does not ease the productivity of the tools that obtain information based on data about their relationships with customers

Recommendations to others considering the product

I would recommend it because the page is safe and the most important thing is that it seeks to create a relationship with business.

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

The website has many things that make it easier for me to find what I need.

InStream review by User
User
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content

"Instream is your best sales executive!!"

What do you like best?

InStream videos give us the possibility to offer advertising in an integrated format, and they are visualized within video players. This means that it can be played within other videos, before, after or in the middle of the content

What do you dislike?

The companies that develop Instream videos survive thanks to the advertising they charge to advertisers, so your signal will be flooded with commercials or banners that will detract credibility and seriousness from your transmission, or worse, they can show advertising from your competition!

Recommendations to others considering the product

I recommend 100% !! In-Stream video provides a type of advertisement designed to grab your prospects attention quickly. Unlike traditional advertisement videos that are made to run exclusively way, In-stream videos run like a television ad; they appear while your target market is watching another thing anda thus In-stream catch attention effectively.

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

Instream allows direct feedback and allows you to discover potential customers, obtain relevant information about their behavior, their interests and their opinions. It also allows followers of a brand to contact and communicate with each other, thereby generating a virtual community

InStream review by User in Philanthropy
User in Philanthropy
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"Great product!"

What do you like best?

This is a really easy to use and set up way to track clients. The interface is well laid out. Their cap on contacts made it not worth the money as other products do not cap number of contacts and my company has over 100k contacts. it was a bit unclear where if you buy premium (which is only a few dollars higher than what we use currently) whether that would be for "unlimited" users as the price noted per user. My associate tried to find an answer to the question, but never heard back) so we simply moved forward with another company. But I would definitely recommend this for someone with less clients.

What do you dislike?

Limited users on free version.Not enough clear demonstrations of how it can be applied.

Recommendations to others considering the product

Offer a basic version that allows a couple of different lists to be created at a minimum (for current clients, potential clients, past clients) - I think most are looking for this at a minimum.

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

We are using InStream to manage our connections and gather all information about potential customers, partners and venture capitalists. It is easy to use, easy to find and easy to share

InStream review by Administrator
Administrator
Validated Reviewer
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content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Instream is an awesome app"

What do you like best?

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?

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 the product

Start now

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

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 review by User
User
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"InStream is a good app!"

What do you like best?

Instream is an awesome app that helps you to strengthen business relations not only with your frequent/ potential customers but also with people it is important for you to remain in a good contact. The biggest advantage for me is that you can create your own lists without much effort, so that the platform become personalized for your specific needs.

What do you dislike?

I don't like itI really can feel that they really care about their customers

Recommendations to others considering the product

Do the good research and make clear what your needs are. There are many CRM platforms available on the internet, they are all good, but u have to know which one would be the best for you. Before finally deciding on InStream I was signing in for 4 other platforms and after a month testing different products on trial versions I knew with which one I have to stay.

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

. Everyone knows what to do and they are only seeing what applies to their duties so that we are avoiding now not clear situations and unnecessary mistakes

InStream review by Ogbonna S.
Ogbonna S.
Validated Reviewer
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"My scope of InStream"

What do you like best?

InStream allows you to put all the important information and records of your(or your colleagues) communication with him in one place without permanent switches between pages.

What do you dislike?

However it takes time to really understand the nook and cranny of Instream. Requires a lot of patience as Instream isn't the most intuitive CRM out there.

Recommendations to others considering the product

Great experience so far using Instream, if you are not using InStream you are missing out

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

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.

InStream review by Antony M.
Antony M.
Validated Reviewer
Verified Current User
Review Source
content

"Positive CRM sytem for commercial relationship "

What do you like best?

The good inter_commercial relationship with your potential clientvis my best of all since business depend on good relationship

What do you dislike?

The limited number of contacts can hinder a large scale organisation with large base contacts

Recommendations to others considering the product

Create a good relationship with your potential clients today with instream

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

The automatic entry of data in crm which make work efficient and easier

And the virtual support team always ready to help out

InStream review by yuki w.
yuki w.
Validated Reviewer
Review Source
content

"exalt softward"

What do you like best?

The ease of use and various integrations are some of it's strongest features. We had no issues getting it plugged into our CRM and Accounting software packages.

What do you dislike?

Any issues we havepurely minor issues like adding other shipping companies to the list in the procurement tracking model. There are workarounds to still provide tracking for LTL and regional freight couriers, but it would be nice to be able to have the ability to track all of the couriers.

Recommendations to others considering the product

Integration with salesforce.com, a basic configurator and a low price point.

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

The efficiency of getting quotes assembled and distributed allows us to run a lean staff and maximizes our resources.

InStream review by Piotr D.
Piotr D.
Validated Reviewer
Review Source
content

"Comunication focused CRM"

What do you like best?

Great CRM for managin relationships. Easy and fast.

What do you dislike?

Too little options to manage and analyse the sales. Also very poor options to make sales opportunity specific like expected margin broken down to particular elements of the sales etc.

Recommendations to others considering the product

If you look for simple, relationship and communication orientated CRM without wide range of sales options you might try it out.

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

It helps me to communicate on time and be exact about topics of communication with my prospects and clients and beeing on time is sometimes the difference between selling and not selling.

InStream review by User in Libraries
User in Libraries
Validated Reviewer
Review Source
content

"Helpful business site"

What do you like best?

You can connect various email accounts into this website and make it easy for you to check.

What do you dislike?

The pricing of this place. If you try it for free, the functions you can use it's very limited. And I don't want to pay for this out of my own pocket.

Recommendations to others considering the product

First check to see whether your company will pay for the service. I only try the free version to see whether I like their service or not. Personally I will not recommend for this kind of service, if your company ask you to pay for it. There are other product in the market you can get it for free.

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

Because of the limited functions I can use, I only use this for consolidate my email & use the notification to remind me of the events coming up.

InStream review by Cesar M.
Cesar M.
Validated Reviewer
Review Source
content

"boosting the brand by capturing potential customers"

What do you like best?

I love that the videos can be played before, through or after the content to advertise in our brand.Its interface is well designed, it is easy to use and it allows capturing potential clients who are interested in improving communication with each one of them.

What do you dislike?

the free version limits the number of users, which is a limitation when starting with the company since the idea is to advertise your brand

Recommendations to others considering the product

increase sales possibilities

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

This tool allows you to measure the scope of the product you offer so you can constantly improve to increase the number of potential customers

InStream review by User in Retail
User in Retail
Validated Reviewer
Review Source
content

"Sales manager "

What do you like best?

The over experience with instream

Was the interface very interactive and great to look at , overall ease and availability to teach others the platform was a plus . The website isn’t buggy like other websites.

What do you dislike?

The over experience was great using the website. I always would like to see an intergreated app . That would allow a better easy of access and availability to teach others the platform. Overall very pleasant to use .

Recommendations to others considering the product

Can we get an app

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

Having other companies useing the same software has improved our productivity. Our biggest issue is that we didn’t haven’t any plan before Instream

InStream review by Rafaela K.
Rafaela K.
Validated Reviewer
Review Source
content

"Review"

What do you like best?

I really like that they are an innovative financial planning that is quickly revolutionizing the way advisors deliver advice, and redefining how they manage their practice.

What do you dislike?

My experience with them was very good, I didn’t have anything that I didn’t like or that made me not recommend the company for other people.

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

They provide me advisors with a simple robust planning capabilities to increase my client satisfaction, and most importantly, grow my business.

InStream review by Paweł E.
Paweł E.
Validated Reviewer
Verified Current User
Review Source
content

"Great tool"

What do you like best?

Instream focuses on communication and I have a great view at all of our sales processes in one place.

What do you dislike?

The more you have, the more you want - I am waiting for new features they are about to release soon.

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

I need to control our sales team and my own sales processes. I can see whole communication with our clients as well.

InStream review by Ana María E.
Ana María E.
Validated Reviewer
Review Source
content

"Permite recopilar información de todos los clientes"

What do you like best?

InStream analiza el historial del cliente y proporciona información sobre el comportamiento del mismo. es muy buen canal de comunicación.

What do you dislike?

No es nada intuitive, tienes que dedicarle muchas horas para que el funcionamiento resulte eficaz.

Recommendations to others considering the product

Se pueden configurar alertas y notificaciones para las actividades y garantizar un buen servicio.

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

Puedes encontrar fácilmente conversaciones e información sin perder mucho tiempo,.

InStream review by Damian B.
Damian B.
Validated Reviewer
Verified Current User
Review Source
content

"CRM with best "

What do you like best?

They are always online, and they know their own product. It`s important - they can help quickly!

What do you dislike?

I don`t see any.. It`s startup - so real time changes are natural.. So if must write 40 characters - i do that now..

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

I can to see with customers are promising to payment.

InStream review by Michał B.
Michał B.
Validated Reviewer
Review Source
content

"InStream Business"

What do you like best?

InStream has a clear, innate logic to it which helped us categorize our relations with clients. The system is continually growing and the staff is eager to help you out anytime you need it.

We're interested to see how the system develops and looking forward forward to further implementations.

What do you dislike?

Relations lists loading and calculating speed could use some work.

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

We've managed to sort out our relations with clients and are now able to keep track of how they develop

InStream review by User in Retail
User in Retail
Validated Reviewer
Verified Current User
Review Source
content

"Effective communication "

What do you like best?

I like being able to have customers in contact with the business. It’s a great way to improve communication.

What do you dislike?

I don’t dislike anything to be honest, it’s very simple and effective.

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

It’s been nice to keep an open door of communication with customers about their concerns, or exciting. Promotions to get them through the door.

InStream review by Kate C.
Kate C.
Validated Reviewer
Review Source
content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Review on InStream software"

What do you like best?

Its an easy to use software, has many special features and good tools to help you!

What do you dislike?

It is good and recommend, may ve difficult at first but many tools to help

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

Helping customers and reaching sales.Has improved a lot wich I love

InStream review by Administrator in Health, Wellness and Fitness
Administrator in Health, Wellness and Fitness
Validated Reviewer
Verified Current User
Review Source
content

"Nice product moving forward very fast"

What do you like best?

I like a really good response to the problems of InStream Team. They do a lot of hard work to make product better each day and it really gets better and better

What do you dislike?

There are some mistakes, that shouldn't happen in such product. They should be found in testing process, but it looks like it is changing in positive way.

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

I found an easy tool that helps to manage my customer relationships that are not connected with sale process.

InStream review by Administrator in Legal Services
Administrator in Legal Services
Validated Reviewer
Review Source
content

"Great CRM Software "

What do you like best?

This software helps me gather relevant data from my clients so I can match them with the right investments.

What do you dislike?

It takes time to really understand the nook and cranny of Instream. Requires a lot of patience as Instream isn't the most intuitive CRM out there.

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

It enables me to 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 review by Adam S.
Adam S.
Validated Reviewer
Review Source
content

"InStream helps"

What do you like best?

I like the relation lists. It is just awesome that I can gather my contacts on different lists - they are like folders on my pc.

What do you dislike?

I really would need an integration with slack.

Recommendations to others considering the product

It was easy to setup. I think is perfect for small teams.

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

I have better control of my team and also do not have a problem with setting up my calendar. It is much easier to have all tasks in one place.

InStream review by Dani M.
Dani M.
Validated Reviewer
Review Source
content

"Very helpful product!"

What do you like best?

The feature that allows for targeted deal options for customers based on their purchases is great. InStream helped greatly in organizing customer information.

What do you dislike?

From my experience with inSeam I didn’t notice any downsides or negative aspects.

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

This helped by allowing targeted ads and coupons based on customer purchases.

InStream review by Andy R.
Andy R.
Validated Reviewer
Review Source
content

"Great service "

What do you like best?

I like how the software Gets the job done .

What do you dislike?

Honestly something I dislike is the pricing. It’s reasonable but not cheap

Recommendations to others considering the product

Na

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

Trying to reach out and actually pull it in all together

InStream review by User in Retail
User in Retail
Validated Reviewer
Review Source
content

"InStream Review"

What do you like best?

I love how to program is very diverse and it really helps our company manage and view sales. We are able to plan our daily, weekly, and monthly goals based on what this program provides.

What do you dislike?

No Dislikes I believe that this program is awesome and more companies should get this product for their business

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

We are able to plan and manage our sales goals so much better than most programs would allow us to

InStream review by User in Medical Devices
User in Medical Devices
Validated Reviewer
Review Source
content

"InStream Review"

What do you like best?

That you can create personalized lists based on contact groupings.

What do you dislike?

I don't dislike much, it seemed to work really well for our company. The calendar feature is really helpful.

Recommendations to others considering the product

Other CRM systems have to be entered manually but this is automatic, saving myself and other sales reps a lot of time.

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

Staying organized with contacts. In sales you can have a lot of contacts and staying organized and on top of who you contacted recently, when, and about what is important.

InStream review by Trisha B.
Trisha B.
Validated Reviewer
Review Source
content

"Sign up today!!"

What do you like best?

Instead is a great CRM. Helps you stay on top of your game.

What do you dislike?

I really don’t have anything bad to say.

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

Helping keep e accountable to my clients.

InStream review by Belinda T.
Belinda T.
Validated Reviewer
Review Source
content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Instream"

What do you like best?

I currently use this software,very good,easy, accessible

What do you dislike?

I currently use this and don't seem to dislike anything about it

Recommendations to others considering the product

Very reliable and trusting ,great quality

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

Business filing ,archiving, payroll,etc

Kate from G2

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