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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Showing 51-60 out of 136
04/18/19
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 ...
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04/14/19
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 problems are you ...
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04/11/19
CPA
What do you like best? That it helps with accounting and numbers it will store several millions worth of data through out your life time What do you dislike? Downsides is people that are older don't know how to use it What problems are you solving with the product? What benefits have you realized? Accounting
04/09/19
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 ...
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04/03/19
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 ...
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04/01/19
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 ...
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03/27/19
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 ...
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03/25/19
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 ...
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03/22/19
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 ...
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03/21/19
A unique CRM platform worth trying out!
What do you like best? I like that this is unique, unlike more widely known and used CRM data systems. It offers nice features and allows for all-in-one sales/marketing/communication for you and your team. What do you dislike? It does not have all the bells and whistles if could. Recommendations to others considering the product It's great for smaller size teams! What business problems are you solving with the product? What benefits have you realized? InStream helps solve alot ...
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