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InStream Reviews

User Rating

4.5/5 (Based on 172 Ratings)

Rating Distribution

  • Excellent

    54.1%
  • Very Good

    41.3%
  • Average

    4.1%
  • Poor

    0%
  • Terrible

    0.6%

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

Do You Use InStream?

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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.

Pros

  • UserFriendly Interface: Easy to navigate and manage customer data, simplifying tasks for users of all backgrounds.
  • Robust Reporting and Analytics: Provides detailed insights into sales performance, customer behavior, and other metrics to aid business decisionmaking.
  • Scalable Platform: Supports the growth of businesses as they expand and adapt to changing needs and demands.
  • Excellent Customer Support: Responsive and knowledgeable support team available to assist users and resolve any issues promptly.

Cons

  • Occasional System Outages: Some users have reported instances of unexpected downtime or system outages, causing temporary disruptions to operations.
  • Limited Integrations: The platform's integration options with other software systems could be improved to enhance overall functionality and streamline workflows.
  • Advanced Features Require Training: Some advanced features may require specialized training or assistance to fully utilize their capabilities.
  • Pricing May Not Suit All Budgets: The cost of InStream may be a consideration for businesses with limited budgets or those seeking a more costeffective solution.

AI-Generated from the text of User Reviews

Reviews
MR

Marissa R

December 14, 2021 Source: G2.com
"Easy to use and very efficient. I would recommend."
What do you like best about InStream?

What I like best is how easy it is to use. It helps my work time get cut in half because it is easy to use and to learn. Anyone who is new to this software can use it.

What do you dislike about InStream?

The software can load slowly every now and then. I think most softwares have that hiccup so if you can look past it then it's a great tool for your day to day work.

What problems is InStream solving and how is that benefiting you?

It helps my day to day go by quicker and is streamlined which is why I would recommend it. It is very useful for someone who is newer to the industry. I use this daily. This is very helpful.

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ff

francesca f

December 2, 2021 Source: G2.com
"AWESOME"
What do you like best about InStream?

I like how the system is so user friendly, and everything is so easy to figure out. Even using the product as a "new user" i never have any questions because it is so self explaintory

What do you dislike about InStream?

i dislike that when surfing the internet that cookies from website will make the product work a little slower, but to solve this you just need to clear cookies.

Recommendations to others considering InStream:

its easy to use and so user friendly. i highly recommend it for all working individuals.

What problems is InStream solving and how is that benefiting you?

it keeps everything organized in one place, so i never have to look for anything. It keeps me on task and help me to not waste any time. I like how everything is in one place

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A

Audie

September 13, 2021 Source: Financesonline.com
Excellent application
PROS: Easy to use, configure, and track clients. It is great for companies who have a small number of clients as the system limits the number you can add into your contacts. I'd recommend this for any small business.
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R

Ruben

July 6, 2021 Source: Financesonline.com
Superb CRM software
PROS: It is a good tracking tool to our projects. Since we are broadcasting campaigns via email, it allows us to see if the content we sent out is being opened. It also allows you to easily create campaigns and categorize contacts. Furthermore, its support team is very accomodating and friendly. They were able to solve my problems efficiently.
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AU

Anonymous User

June 15, 2021 Source: G2.com
"This document management tech is next level and a must have in the workplace."
What do you like best about InStream?

I really like how it enables me to manage not only my work, but also the work of others.

What do you dislike about InStream?

I think that utilizing the software itself can at times be a bit difficult, especially for those that are not technologically savy.

What problems is InStream solving and how is that benefiting you?

I am leading a team of MDs, PhD, and other medical researchers. We perform clinical studies examining the efficacy of ortho procedures, and use this platform to manage the peocess.

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G

Garth

April 4, 2021 Source: Financesonline.com
Integrates smoothly with other softwares
PROS: It delivers excellent results in attracting clients because of its easy integration with retirement planning softwares.
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MG

Marcos G

November 6, 2020 Source: G2.com
"excellence in CRM"
What do you like best about InStream?

I like his aesthetic vision of seeing all the activities of our potential clients through a grid view. You also keep a history of all your communications with your customers, which is very useful, because you can always go back and check if you forgot something. I also like how it integrates and tracks email conversations

What do you dislike about InStream?

The basic version was very limited, however after acquiring the full version all my expectations were met.

Recommendations to others considering InStream:

It's really cool that you always have access to it. I even use it more from my mobile than from my pc. Don't miss the opportunity to try this software

What problems is InStream solving and how is that benefiting you?

This software helps me collect relevant data from my clients so that I can match it with the right investments. With this software I solved my CRM workflow. The biggest advantage for me is that you can create your own lists without much effort, so that the platform is customized for your specific needs.

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R

Rickey

May 23, 2020 Source: Financesonline.com
It is great for startups
PROS: It may take some time to understand its features, but once you get the basics, it provides a great experience.
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J

Jonathan

May 19, 2020 Source: Financesonline.com
InStream is very efficient
PROS: It offers excellent features that are easy to learn how to use. It helped us plan marketing campaigns without needing to pay for an expert. As a result, we reached our overall goals in our business.
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D

Dana

May 1, 2020 Source: Financesonline.com
Love this CRM
PROS: It is easy to set-up and use. It's a great help in running our business.
Read more

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