InStream CRM logo

InStream CRM

by InStream · Since 2015
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ActiveAvailable globallyCloud
Quick facts
VendorInStream
Year launched2015
StatusActive
Locationul. Sielska 8 (IV piętro) 60-128 Poznań Wielkopolska Polska
Countries servedGlobal
Languages2
Integrations3+
Free tier
Free trialYES
Contact sales

About InStream CRM

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InStream CRM stands out as a versatile and intuitive customer relationship management platform, designed primarily to support sales teams and businesses looking to streamline their communication and sales processes. From the moment you engage with the software, it becomes apparent that the developers have prioritized usability without sacrificing robust functionality. One of the key strengths of InStream CRM lies in its comprehensive contact management system, which consolidates data from multiple sources including emails, phone calls, and social media platforms like LinkedIn. This integration ensures that users have a complete overview of their customer interactions in one centralized location, thereby reducing the risk of missed follow-ups or overlooked leads. The platform’s ability to track all forms of communication in real-time is particularly beneficial for sales teams, as it facilitates timely responses and nurtures stronger client relationships. Additionally, the sales pipeline management tools offer a clear visual representation of the sales funnel, allowing teams to monitor deal progress and prioritize tasks effectively. This feature not only improves workflow efficiency but also helps sales managers forecast revenue and allocate resources strategically.

Pros & Cons

What users like
  • +User-Friendly Interface: Intuitive design that simplifies CRM tasks.
  • +Comprehensive Feature Set: Offers a wide range of tools for sales and communication.
  • +Customization Options: Tailor the CRM to fit your business processes.
  • +Mobile Accessibility: Manage CRM tasks on-the-go.
  • +Scalability: Suitable for small to medium-sized businesses.
What users flag
  • Limited Advanced Features: May lack some enterprise-level functionalities.
  • Learning Curve: New users may require time to familiarize themselves with the platform

Features

Key features

Contact Management
Centralized storage for customer contacts, integrating data from emails, phone calls, social media, and other sources.
Communication Tracking
Monitor all interactions with clients, including emails, calls, and social media engagements.
Sales Pipeline Management
Visualize and manage the sales funnel, track deal stages, and assign tasks to team members.
Task Automation
Automate repetitive tasks such as follow-ups and reminders to enhance productivity.
Calendar Integration
Sync with Google Calendar to schedule and manage meetings and events.
Social Media Insights
Integrate with platforms like LinkedIn to gather client information and monitor social interactions.
Team Collaboration
Share contact lists, emails, and notes with team members to ensure seamless communication.
Customizable Dashboards
Tailor dashboards to display relevant metrics and KPIs for your team.
Mobile Access
Access CRM data and manage tasks on-the-go via mobile devices.

Additional features

Lead Generation Tools
Capture and qualify leads through various channels.
Email Integration
Sync with email clients to manage correspondence.
Document Management
Store and share documents related to clients and deals.
Custom Fields
Add custom fields to capture specific client information.
Role-Based Permissions
Assign different access levels to team members based on roles.
Data Import/Export
Import data from CSV files and export CRM data as needed.
Lead Scoring
Assign scores to leads based on engagement and potential.
Email Templates
Utilize pre-designed templates for common email communications.
Activity Logging
Keep a detailed log of all activities related to contacts and deals.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Basic

USD 9

Basic

USD 19

Business

USD 29

Countries & Languages

Global
Countries served
2
Interface languages
10
Billing currencies

Interface languages

EnglishPolish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB

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