InStream vs Initiative CRM Comparison

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

InStream

CRM Software

4.5 172 user ratings

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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

InStream is a platform for sales development and commonly used in small and medium-sized business from different industrial fields. It is user-friendly and helps to collect all essential business contacts in one place. It also serves as a contact manager and sales automation tool. You can gather customer data to get actionable business insights. It allows in connecting your account to social media channels, thereby accessing useful customer data. A real-time conversation helps to collaborate better with your team. Read more

Initiative CRM is a B2B CRM that combines a shared agenda, opportunity tracking, quotations, bills, and complaints into a single platform. Analysis and reporting, as well as interaction with daily tools and GDPR compliance management, are all included in this platform. Initiative CRM is a collaborative solution that aids businesses throughout the sales cycle. VSEs, SMEs, and Key Accounts based in France and Europe are the best fit for the clientele. They come from a wide range of industries, including manufacturing, consulting, hotels, the press, and telecommunications. Initiative CRM's monthly cost starts at €14.00 per user. There is no free version available. A free trial of Initiative CRM is available. Please see the table below for more information on pricing. Read more

Pricing Options

Free Trial Not Available
Offers Free-forever plan.

Free Trial Available

SW Score & Breakdown

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

77%
Reviews

81%
Momentum

61%
Popularity

71%

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%
Reviews

60%
Momentum

63%
Popularity

68%

Features

Total Features	11 Features	20 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 5 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 14 More - Show Less
Unique Features	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	NA	Available

Reviews & Ratings

User Rating	4.5/5 172 user ratings	Not Available
Rating Distribution	Excellent 54.1% Very Good 41.3% Average 4.1% Poor 0% Terrible 0.6%	Not Available
User Sentiments	Easy to Use Interface, Effective Communication Features, Extensive Integrations, Comprehensive Customer Data Management Limited Features in Free Version, Slow Loading Times, Inadequate Customer Support, Lack of Mobile Application	Not Available
Review Summary	InStream users widely praise its user-friendly interface, ease of use, time-saving capabilities, and excellent customer support. The platform is seen as a valuable tool for managing customer relationships, tracking interactions, and streamlining communication. Some users have experienced minor issues such as occasional bugs and glitches, but these are often resolved promptly. Overall, InStream is well-received for its intuitive design, efficient features, and positive customer experience, making it a popular choice among businesses seeking a comprehensive CRM solution.	Not Available
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Pricing

Pricing Options	Free Trial Not Available Offers Free-forever plan.	Free Trial Available
Pricing Plans Monthly Plans Annual Plans	Free Free	Essential Others Business Others Success Others
	View Detailed Pricing	View Detailed Pricing

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