InStream

InStream

Sales, contact management & relationship automation tool

4.7/5 (39 avis)

InStream - Présentation

InStream is a sales, contact management and relationship automation system that offers SMBs a smart platform from which to build, manage and sustain customer relationships. Incorporating a powerful contact database, communication lists and useful reports, InStream aims to deliver a comprehensive customer relationship management solution.

In order to manage sales leads and customer contact details effectively, InStream equips users with the tools to store, add and find key customer information easily. Employing intelligent custom fields and a user-friendly design, InStream grants users the flexibility to collect additional customer details as well as gain an immediate overview of important customer information. Moreover, by supporting LinkedIn integration, InStream enables users to create an extensive contact database complete with phone numbers or addresses automatically.

Besides contact management, InStream facilitates productive communication by allowing users to connect any mailbox to the InStream platform. By centralizing communication channels, InStream enables users to engage with customers directly, automate communication and monitor communication conveniently from one location. To further enhance relationships with business contacts and customers, InStream permits users to create different communication lists. Utilizing relationship intelligence technology, fast-filter options and notifications, InStream helps users find and receive information updates quickly and efficiently

InStream serves to promote sales automation with an innovative sales funnel. Furthermore, with features such as active scoring and reporting, users can motivate their sales team innovatively and measure team performance accurately.

Prix

À partir de
6,00 $US/mois
Types de licence
Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Pour quelle entreprise ?

S
M
L

Disponible dans les pays suivants

Europe, Royaume-Uni, États-Unis

Langues

anglais, polonais

InStream - Avis

Note globale
4.7/5
100% d'avis positifs
28
Excellent
11
Très bien
0
Moyen
0
Médiocre
0
Mauvais
Utilisateur vérifié
Traduire avec Google Translate

Communicate With Clients Effectively with InsStream

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/10/2018
Provenance de l'avis : Capterra

Avantages

My job is to gather information of potential, high-risk and low-risk investments which means I work long, gruesome hours. With the constant change in the market, I need to keep up and be glued to updates of our current economy. I was searching for a software that could assist me in efficiently communicate with stockbrokers, fund managers and clients and I came across InStream. 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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Abiola A.
Traduire avec Google Translate

Instream enable us create relationships.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 05/07/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

Great experience so far using Instream. 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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Utilisateur vérifié
Traduire avec Google Translate

Good software, might be dead though - no customer support and bugs

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 16/04/2018
Provenance de l'avis : Capterra

sorted out my CRM workflow

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

2.0/10
Tom G.
Traduire avec Google Translate

Instream is an awesome app

Publié le 09/05/2016
Provenance de l'avis : Capterra

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?

Hard to find something that is not working and I don't like itI really can feel that they really care about their customers and I won't be left alone whenever I will meet any problem or have any question.

What benefits have you realized?

I am saving a lot of time and I can see that my team at work have better contact now. 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. What's more, seeing everything related to one person in one place helps me with constructing better offers.

Recommendations to others considering Instream

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.

Note détaillée

Simplicité d'utilisation
Support client

Manny L.
Traduire avec Google Translate

Used since beta. Well developed, lightweight CRM.

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 29/01/2019
Provenance de l'avis : Capterra

Avantages

I like the lightweight interface that gets down to business. Not a whole lot of clutter of charts just your leads and pertinent information with customizable information fields.

Inconvénients

Sometimes I do wish it had charts or metrics you could use but for small businesses it works well.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

InStream - Prix

À partir de
6,00 $US/mois
Types de licence
Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix

InStream offers 4 different pricing tiers.

Freelancer: $6/month
Basic: $10 per user/month
Business: $19 per user/month
Premium: $29 per user/month

InStream - Fonctionnalités

  • Champs personnalisables
  • Données en temps réel
  • Gestion des calendriers
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Notifications automatiques
  • Rapports et statistiques
  • Suivi des activités

  • API
  • Base de données de clients
  • Importation et exportation de données
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Paiements électroniques
  • Rappels
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Tableau de bord d'activités

Plus d'informations sur InStream

InStream - Principales fonctionnalités

  • Action management
  • Activity tracking
  • Add comments
  • Appointment tracking
  • Assignment management
  • Automatic notifications
  • CRM
  • Calendar management
  • Calendar sync with Google
  • Cataloging / categorization
  • Client management
  • Communication management
  • Communication monitoring
  • Contact database
  • Contact history
  • Contact management
  • Custom fields
  • Customer service analytics
  • Customer support tracking
  • Customizable fields
  • Customizable lists
  • Email integration
  • Email response control
  • Fast-filter options
  • Goal management
  • Goal setting / tracking
  • Help desk management
  • Interaction tracking
  • Lead management
  • Pipeline view
  • Real-time conversations
  • Relation list management
  • Reporting & statistics
  • Search functionality
  • Status tracking
  • Task management
  • Third party integration
  • To-do tasks

Avantages

  • InStream offers a number of smart tools including notifications, follow up reminders and an online calendar, enabling users to track their actions and manage their time effectively.

  • InStream provides customizable communication lists, permitting users to organize leads, opportunities and closed deal business relations efficiently.

  • InStream supports LinkedIn integration, helping users to create and enhance their contact database easily.

  • InStream connects with any mailbox including Gmail, enabling users to send and receive emails conveniently from within the InStream platform.

  • InStream includes powerful reporting technology, granting users accurate and actionable insight into sales team performance.

  • InStream - FAQ

    Voici quelques-unes des questions fréquentes sur InStream.

    Q. Quels sont les types de licence disponibles pour InStream ?

    Types de licences disponibles pour InStream :

    À partir de: 6,00 $US/mois

    Type de licence: Gratuit, Abonnement

    Essai gratuit: Disponible

    InStream offers 4 different pricing tiers.

    Freelancer: $6/month
    Basic: $10 per user/month
    Business: $19 per user/month
    Premium: $29 per user/month

    Q. Quelles sont les principales fonctionnalités du logiciel InStream ?

    Fonctionnalités du logiciel InStream :

    • Action management
    • Activity tracking
    • Add comments
    • Appointment tracking
    • Assignment management
    • Automatic notifications
    • CRM
    • Calendar management
    • Calendar sync with Google
    • Cataloging / categorization
    • Client management
    • Communication management
    • Communication monitoring
    • Contact database
    • Contact history
    • Contact management
    • Custom fields
    • Customer service analytics
    • Customer support tracking
    • Customizable fields
    • Customizable lists
    • Email integration
    • Email response control
    • Fast-filter options
    • Goal management
    • Goal setting / tracking
    • Help desk management
    • Interaction tracking
    • Lead management
    • Pipeline view
    • Real-time conversations
    • Relation list management
    • Reporting & statistics
    • Search functionality
    • Status tracking
    • Task management
    • Third party integration
    • To-do tasks

    Q. Qui utilise InStream ?

    Utilisateurs habituels du logiciel InStream :

    Entreprises de taille moyenne, PME

    Q. Dans quelles langues InStream est-il disponible ?

    Langues dans lesquelles InStream est disponible :

    anglais, polonais

    Q. Quels sont les types de licence disponibles pour InStream ?

    Types de licences disponibles pour InStream:

    Gratuit, Abonnement

    Q. InStream prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par InStream.

    Q. Avec quelles applications InStream peut-il s'intégrer ?

    Applications s'intégrant à InStream :

    Facebook, Gmail, LinkedIn, Twitter

    Q. Quelles sont les ressources d'aide disponibles pour InStream ?

    Ressources d'aide disponibles pour InStream :

    FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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