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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D
Dana
05/01/20
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
UI
User in Insurance
04/30/20
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
RT
Renukaprasad T
12/05/19
Communicate With Clients Effectively with All my links are under one roof using InsStream
What do you like best? 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? 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 the product: InStream is one of the best cloud-based ...
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AI
Administrator in Transportation/Trucking/Railroad
11/04/19
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 problems are you solving with the product? What benefits have you realized? Business filing ,archiving, payroll,etc
UI
User in Telecommunications
10/15/19
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
UI
User in Financial Services
09/26/19
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 ...
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MR
Miren R
08/14/19
InStream Review
What do you like best? 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? 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 the product: If ...
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07/19/19
Collection of investment information
What do you like best? It's easy to use, starting is practically instantaneous, I like the way it integrates and tracks, what I like most is that it shows social media posts. What do you dislike? I do not have any problem, the truth is that nothing disputes me. Recommendations to others considering the product: Relevant information. What problems are you solving with the product? What benefits have you realized? My team at work has better contact now, good research and ...
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07/19/19
Good Application
What do you like best? UI is very good with colorfull appliaction. we can connect with many different-different mail application this this portal it is very good for us. every this is showing saparat saparat module like contacts, calander and leads and more. if we click on leads only showing leads and click on customers only showing customers list this is very good. we can also share this with socal media for adverstmint. we can also send message and mail direct with this portal.showing ...
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07/19/19
It is a simple to use software, effectively useful and meets all my goals.
What do you like best? I love it since it's been an extremely loyal platform because the first time it was applied in the business since we've everything I want. It has additionally helped me to totally manage each communication process with your clients and therefore hide a great deal of use a highly effective CRM system, to achieve amazing benefits equally with clients with this personal work. What do you dislike? That which we can genuinely add is the fact that individuals ...
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