InStream

excellence in CRM

What do you like best? I like his aesthetic vision of seeing all the activities of our potential clients through a grid view. You also keep a history of all your communications with your customers, which is very useful, because you can always go back and check if you forgot something. I also like how it integrates and tracks email conversations What do you dislike? The basic version was very limited, however after acquiring the full version all my expectations were met. ...

Superb CRM software

PROS & CONS What are the best aspects of this product? It is a good tracking tool to our projects. Since we are broadcasting campaigns via email, it allows us to see if the content we sent out is being opened. It also allows you to easily create campaigns and categorize contacts. Furthermore, its support team is very accomodating and friendly. They were able to solve my problems efficiently. What aspects are problematic or could work better? Their support team is very helpful. ...

Excellent application

PROS & CONS What are the best aspects of this product? Easy to use, configure, and track clients. It is great for companies who have a small number of clients as the system limits the number you can add into your contacts. I'd recommend this for any small business. What aspects are problematic or could work better? I find this as the most intuitive CRM that I've used. It was able to give me an excellent experience. Unfortunately, to attain this experience, you must really spend time ...

Integrates smoothly with other softwares

PROS & CONS What are the best aspects of this product? It delivers excellent results in attracting clients because of its easy integration with retirement planning softwares. What aspects are problematic or could work better? I can't log in using several computers. Other than that, I love what Instream has to offer. What specific problems in your company were solved by this product? It accounts for volatility. This will let me know the chance in which my clients can run out of ...

It is great for startups

PROS & CONS What are the best aspects of this product? It may take some time to understand its features, but once you get the basics, it provides a great experience. What aspects are problematic or could work better? I don't have any particular dislikes about InStream. What specific problems in your company were solved by this product? It is a superb CRM platform. Are you a current user of this product? No

InStream is very efficient

PROS & CONS What are the best aspects of this product? It offers excellent features that are easy to learn how to use. It helped us plan marketing campaigns without needing to pay for an expert. As a result, we reached our overall goals in our business. What aspects are problematic or could work better? We can't find anything to dislike. It gives us all the functions we need and their customer service is always there to help us fix any issue. What specific problems in your company ...

Love this CRM

PROS & CONS What are the best aspects of this product? It is easy to set-up and use. It's a great help in running our business. What aspects are problematic or could work better? It is an awesome CRM because it gives you awesome updates from time to time. What specific problems in your company were solved by this product? N/A Are you a current user of this product? No

Awesome CRM

What do you like best? Easiness of use and fresh look. Also quick to set up and does the job well. What do you dislike? Sweet so far. More and more functions are coming however it is a must CRM to check. Recommendations to others considering the product: You will be very pleased wih this system. Have a go and al least try. What problems are you solving with the product? What benefits have you realized? None. All fine

Best for startups

What do you like best? Great experience to using Instream, It takes time to understand every part of its features but once you experienced all social networking platforms like LinkedIn, Twitter and Facebook sales data will be in your hand. What do you dislike? Good software, not sure for any negative part of it. What problems are you solving with the product? What benefits have you realized? CRM Platform

Fantastic software for integrating monte carlo simulation into financial planning modeling

What do you like best? I love the fact that I can integrate several pieces of retirement planning software into one cohesive package that delivers phenomenal results in converting a prospect to a client What do you dislike? I only dislike the fact that I cant be logged in on the software on several computers at once. What problems are you solving with the product? What benefits have you realized? I'm solving the problem of how to depict how volatility in someones portfolio ...