My experience of use was mainly to contact my other teachers at the school, add some extras to the educational offer and we all agree in case of any enrollment

The ability of the platform to integrate and control the relationships I have with clients and others makes it one of the best offers in this type of software. The ease of using the software from a mobile device or a computer makes the user experience more complete and remote from a distance. Save time to use it in other equally important activities is the best option they offer

Sometimes the page was saturated and it demanded more internet consumption, which was a problem to use in places with difficult access or where I did not have unlimited internet.

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.

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.

sorted out my CRM workflow

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.

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.

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.

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.

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.

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