8.3
Spot Score
Streamlining customer interactions for better sales.
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InStream has established itself as a robust and user-friendly CRM solution tailored for small to medium-sized businesses seeking to streamline communication and enhance client relationships. Its intuitive interface, comprehensive contact management tools, and seamless integration with email and social media platforms enable businesses to collect valuable client ...Read more
Collects and organizes client data in one place, enabling better tracking and management of client relationships.
Intuitive email and communication tracking, making it easier to monitor interactions and build stronger customer connections.
Customizable platform with features like personalized lists tailored to business-specific needs.
Effective for creating and managing marketing campaigns, improving lead conversion rates and overall sales.
Initial learning curve due to the non-intuitive interface for beginners, requiring time and effort to master all functions.
Limited features in the free version, restricting the ability to test advanced capabilities before committing to paid plans.
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G
Garth
06/18/20
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 ...
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G
Genevieve
06/16/20
Very easy to operate
PROS & CONS What are the best aspects of this product? I can analyze the sales we have. I can see if its a good sale or if there's still room for improvement. With the great tools it offers, we were able to communicate better with our clients, allowing us to build better relationships with them. What aspects are problematic or could work better? It can be difficult to learn at first. It may take some time to familiarize yourself with every function. What specific problems in your ...
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K
Korbin
06/10/20
Effectively communicates with clients
PROS & CONS What are the best aspects of this product? It is affordable and user-friendly. They also provide great support for their clients. What aspects are problematic or could work better? Though it is already a good app, there's still some room for improvement like adding charts or metrics; adding more features; and offer more services. What specific problems in your company were solved by this product? It is a very powerful CRM in terms of application and usage. It just ...
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T
Troy
06/05/20
Save us a lot of time doing extra work
PROS & CONS What are the best aspects of this product? All my clients' information are in one place. This helps me to easily communicate with them and find the necessary information I need from their files. What aspects are problematic or could work better? It is not cheap. This is challenging as we were only starting our business. I hope they have a free mode. What specific problems in your company were solved by this product? It allows great communication between us and our ...
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L
Lawson
05/28/20
The best CRM we used
PROS & CONS What are the best aspects of this product? It optimizes our marketing and increased our sales. Its features include managing contacts, automating sales, and tracking tasks. Since it collects client information, we were able to identify business opportunities and develop a lasting relationship with clients. This allowed us to provide better service for them. What aspects are problematic or could work better? Their customer service lacks efficiency. They answer inquiries ...
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R
Rickey
05/23/20
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
M
Marianne
05/23/20
It helps us communicate with our customers
PROS & CONS What are the best aspects of this product? Customer management is very easy. I can also connect it with my social media platforms, which allows me to gather essential information on clients. It also has great tools that you can utilize to attract new customers and increase your sales. What aspects are problematic or could work better? Their customer service is not very helpful. I had to create several tickets before they were able to solve my problem. They should provide ...
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P
Piper
05/22/20
User-friendly and inuitive application
PROS & CONS What are the best aspects of this product? It is super easy to use. Give it three to four days and you're already an expert on how to use it. It also allows you to create advertisements and instreams. This is very convenient for us as our company uses instream. What aspects are problematic or could work better? There are limitations with the free software. We can't use it in multiple computers. They should also make improvements on the paid plan or atleast let us know in ...
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J
Jonathan
05/19/20
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 ...
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D
Darrin
05/10/20
Maintains business leads. We love it!
PROS & CONS What are the best aspects of this product? It helped in capturing leads and converting them into sales. We were able to build an effective and mutually beneficial relationship with our clients because of its easy to use contact management tools. What aspects are problematic or could work better? We haven't found any faults. We were able to gain a lot because of this application. We are very thankful. What specific problems in your company were solved by this product? ...
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