InStream Features

InStream

Sales, contact management & relationship automation tool

4.73/5 (40 reviews)

InStream Feature Summary

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

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (357 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (158 other apps)
Automatic Notifications (194 other apps)
CRM Integration (130 other apps)
Calendar Management (180 other apps)
Custom Fields (146 other apps)
Customer Database (151 other apps)
Customizable Branding (191 other apps)
Customizable Reporting (159 other apps)
Customizable Templates (165 other apps)
Data Import/Export (174 other apps)
Electronic Payments (130 other apps)
Email Integration (185 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)
Reporting & Statistics (225 other apps)
Social Media Integration (162 other apps)
Third Party Integration (209 other apps)

Competitor Feature Comparison

InStream Feature Reviews

25 reviewers had the following to say about InStream's features:

Anonymous
A verified reviewer

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

2018-04-16

sorted out my CRM workflow

Pros

I also like how it integrates and tracks conversations via email and displays social media posts related to leads/opportunities etc.

Cons

Support non-responsive, bugs that have been there for ages are not getting fixed, social links show you things, but nothing else.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Filip Bloch

Very handy

2016-05-05

Integration with communitation streems in CRM is must have for proper lead management and instream has it.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dorota Sobieszczuk

Great, Easy to use CRM

2016-05-11

The list feature is highly customizable in terms of the information that can be shown and data fields that can be added.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Abiola Ademosu

Instream enable us create relationships.

2018-07-05

Pros

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.

Cons

Requires a lot of patience as Instream isn't the most intuitive CRM out there.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Manny Lopez

Used since beta. Well developed, lightweight CRM.

2019-01-29

Pros

Not a whole lot of clutter of charts just your leads and pertinent information with customizable information fields.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Felix Neufeld

Good concept - needs to be refined

2017-03-27

Especially auto email import is something I don't want to miss.

Pros

Not just crm

Cons

No auto email import

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from InStream.io


Hi Felix,

thank you for the review. However, I need to tell you that we have seen the great demand on the auto email import, so recently we have develop new feature which allows you to download all your emails automatically. If you are interested to see how it works let me know at natalia.skrzypczak@instream.io.

Read more
Richard Pichardo

Get things done with a beautiful interface interface

2017-03-27

We were looking for a cheap CRM to manage our leads and opportunities.

Pros

Beautiful interface. Fast customer service.

Cons

No free mode. Not the best price.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from InStream.io


Hi Richard,

thank you for the review, really appreciate your good words!

Read more
Levente Szabo

Nice design, easy to use but still needs some important features

2016-05-05

Cons: I did not find any way to export the data into CSV.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Katarzyna Nowak

very valuable for our business

2016-05-05

very user-friendly CRM, very valuable for customer success management and the best CRM I have used

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tugrul Unsal

All my links are under one roof

2018-10-14

Pros

It is nice to be able to import contacts on different platforms.

Cons

I used it for almost a year and I didn't see a feature I didn't like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Pawe¿ Purol

Probably the best CRM

2016-06-11

Intuitive menu, great design and functionality This is what makes me say that is probably the best CRM on the market.

Pros

Quick and User-friendly support. All my expectations were met.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jean Paul

A great CRM for starting out

2017-03-31

I need a CRM to manage my client pipeline and Instream.io is a top contender.

Pros

Easy to use Nice to look at

Cons

Not enough clear demonstrations of how it can be applied.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering InStream

It's just best to dig in - I'm having fun getting comfortable with it.

Source: Capterra
Helpful?   Yes   No

Response from InStream.io


Thanks Jean!

Read more
Rachel Corwin

Clean design and easy to use

2017-03-27

I researched several CRMs and needed something that I found visually appealing and that was simple/easy to use.

Pros

Was easy to get my info into the system

Cons

The basic version was very limited and I'm self employed and really needed something between the basic and next version up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10

Recommendations to others considering InStream

Offer a basic version that allows a couple of different lists to be created at a minimum (for current clients, potential clients, past clients) - I think most are looking for this at a minimum.

Source: Capterra
Helpful?   Yes   No

Response from InStream.io


Hi Rechel,

thank you for the review. We are really happy thank you found our app helpful.

Cheers,

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Anonymous
(Financial Services company, 10001+ employees)

Communicate With Clients Effectively with InsStream

2018-10-12

Pros

This software helps me gather relevant data from my clients so I can match them with the right investments.

Cons

It would be great if they can offer more services aside from client and risk management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ahmed Wassef

Backpacker approved

2016-05-05

I even use it more from my mobile than pc.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Becky Joubert

Exceptional CRM Software

2016-05-07

I chose this CRM software based on the features it offered for free, and the paid version as well.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tyler Hoerner

Good free product

2017-03-31

Great and easy to use crm that sets up contacts and follow up easily.

Pros

Ease of use

Cons

Limited users on free version

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10

Recommendations to others considering InStream

Add more users to the free version

Source: Capterra
Helpful?   Yes   No

Response from InStream.io


Thanks Tyler for honest opinion

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Matt Puchala

5 STARS PRODUCT

2016-05-05

InStream_io - very intuitive and practical CRM I've used.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Justyna Wojtczak

Helpful in sales process

2016-05-05

We recommend this software, finally a CRM that got sales funnel right.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Marcin Szajek

Nice tool for managing connections

2017-03-31

We are using InStream to manage our connections and gather all information about potential customers, partners and venture capitalists.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from InStream.io


Thanks Marcin for review :)

Read more
Kirsten Franklin

Great product but not for my purposes

2017-04-04

This is a really easy to use and set up way to track clients. The interface is well laid out.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from InStream.io


Thanks Kirsten for review

Read more
Anonymous
(Medical Devices company, 11-50 employees)

Great Polish CRM

2019-04-19

Pros

But to be honest - you don't need to contact them very often - software is very easy.

Cons

Yoe need some time to learn all features

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael ANDRE

Great new CRM for everybody

2016-05-10

I really like their great support - going extra mile to make sure the crm gives us 100%.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tom Gorski

Instream is an awesome app

2016-05-09

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Pawe¿ Bilejczyk

Nice tool, quick support

2016-05-05

Nice tool quick support easy to use

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more