InStream Software


InStream is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses to help them connect with an audience and build long-term relationships. The solution provides tools to manage business contacts and monitor client interactions.

With InStream's real-time notification system, customer service agents can configure alerts and notifications for activities and ensure timely service of customer queries. Users can track incoming and outgoing phone calls and email communications with InStream communication tracker and ensure proper follow-ups for every action.

InStream is able to integrate with multiple mailboxes including Gmail, Hotmail, Outlook and other email service providers for sharing contact details. The solution also allows users to post campaign-specific details on multiple social media platforms and reach potential customers. InStream is capable of analyzing existing client interaction history and providing valuable insights about client behavior, preferred communication channels and key trends of a campaign.

Capture client information from social media
Capture client information from social media
Capture client information from social media
Settings for alerts and notifications
Settings for alerts and notifications
Create followups
Create followups
Hints and business insights
Hints and business insights
Monitor communications
Monitor communications
Sharing within teams
Sharing within teams

Supported Operating System(s):

Web browser (OS agnostic)



41 Reviews of InStream

Overall rating

4.5 / 5 stars

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Tugrul from zooplus AG

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

All my links are under one roof

Pros

It is very good to be able to organize both my existing business contacts and potential contacts under one roof. It has a simple design. 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.

Review Source: Capterra
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Verified Reviewer

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Pros

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.

Cons

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.