InStream is a simple pay-as-you-go CRM solution for small businesses. It enables users to manage their contacts, automate sales, and keep track of their tasks — all in a single platform. We compiled InStream user reviews from around the web and determined that it has generally positive ratings. We also shared its available pricing options.
Summary of InStream User Reviews
What InStream Does Well
Users who gave InStream a positive review said that they appreciate its simplicity and ease of use. They also recommended features such as contact management, integrations, and task management.
What InStream Does Not Do Well
There weren’t a lot of negative reviews about InStream. However, some users complained about occasional system glitches.
Most Helpful Positive User Review
“I have used the basic version of InStream. I was in search of an easy-to-use CRM to track all my contacts and touchpoints in one place. I like the GridView to see where things are at with a quick glance. Whenever I needed customer support, I got a quick response from the team, and they even set up a video session to walk me through a tutorial and answer all my questions. I like the clean, crisp aesthetic of the system, and anyone can use it!”
– Rachel Corwin
Most Helpful Negative User Review
A user who left a negative review of InStream on Capterra reported that bugs in the system usually cause disruptions to their workflow. Other than this, he said that he is quite satisfied with the software’s performance.
InStream has four subscription plans which cost $6/user/month for the Freelancer Plan, $10/user/month for the Basic Plan, $19/user/month for the Business Plan, and $29/user/month for the Premium Plan. The main differences between the plans are the number of contacts, reports, data storage, and level of customer support.
All plans use a pay-as-you-go scheme that is upgradeable or downgradeable anytime, has no long-term contracts, and provides new users with a 14-day free trial.
Check out the list below for some of InStream’s features.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Contact Management: lets users organize a directory of all their business contacts including their profile and contact information.
- Task Management: allows users to track the progress of their various tasks and projects.
- Task Reminders and Notifications: automatically prompts users to follow-up on a lead based on the level of their interaction with a potential customer or client.
- Sales Reporting: gives users analyses and predictions of sales growth within an identified timeframe based on their average business performance.
- Importation and Exportation of Data: allows users to download data to and from the app such as contact and business information of leads, various files, sales reports, among others.
- Third-Party Integrations: lets users seamlessly integrate other apps they use such as social media.
Helpful CRM Software Resources
What is a CRM Software? An Introduction For Small Businesses — In this guide, we answer questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Does InStream offer a free trial?
Yes. Interested users can sign up for a 14-day free trial here.
Is there a mobile solution for InStream?
No. InStream is currently available only as a desktop software.
Does InStream offer online guides for users?
Yes. New users can access guides and updates here.
InStream Overview Video
This video provides an overall background on what InStream can do to help users improve their relationship with their customers.
When choosing a CRM software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of InStream’s popular integrations: