InStream Reviews & Product Details - Page 4

This is a very easy way to use and configure to keep track of the clients. The interface is well designed. Its limit in contacts made it not worth it, since other products do not limit the number of contacts and my company has more than 100 thousand contacts. It was not clear in which place if you buy premium (which is only a few dollars higher than what we currently use) if it would be for "unlimited" users as the price indicated per user. My associate tried to find an answer to the question, but never received an answer) so we just moved forward with another company. But I would definitely recommend this to someone with fewer clients. Review collected by and hosted on G2.com.

Great experience so far using Instream. However, it takes time to really understand the corner and crack of Instream. It requires a lot of patience since Instream is not the most intuitive CRM that exists. Review collected by and hosted on G2.com.

InStream has been a very reliable platform since the first time it was implemented in the company because I have everything I like and what I need, we can work as a team to improve sales and keep track and advice

I have a communication with my business contacts more stable and more complete of the products we offer and keep them satisfied

the prices really are very economical to choose any plan, of course we pay the one that has more functions because the rate is very low Review collected by and hosted on G2.com.

Maybe the only thing I've seen on the platform that is needed is to improve the support service is not as agile as I would like to be given a quick and accurate solution because the advisors take a little time to respond Review collected by and hosted on G2.com.

What I like about InStream is its simplicity and innovation in its platform. With the customer segmentation system I can have a better vision of the whole system, to fully handle each communication process with each of our clients and thus develop better interpersonal relationships, such as business alliances. Review collected by and hosted on G2.com.

The CRM system is undoubtedly the best to perform any sales and marketing management. But when you arrive at the beginning it is difficult to understand everything, it takes a lot of training and preparation in the area to enter fully into such a deep area, but after it is there the benefits are incredible. Review collected by and hosted on G2.com.

With the Business Intelligence tool it helps me to supervise all the communications that I have with the clients and to have the order of the planned activities and the last time that I communicate with each one in order not to lose the client or to be so intense in the communication

also I have all the information I need from each client in the same place that gives me support at work so that time is reduced without having to move to other app to have this information

I control all emails, incoming and outgoing phone calls that improves the quality of business relationships and to focus on my daily responsibilities Review collected by and hosted on G2.com.

I think that the integrations that can be done with InStream make the platform slow and it does not work quickly as it normally works. Maybe it's just my network system that does not work correctly with the integrations Review collected by and hosted on G2.com.

InStream is an online CRM, which helps build strong relationships with customers. InStream is great for Investment Advisors, Client and Risk Management, and Modeling & Simulation. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love the fact that I can integrate several pieces of retirement planning software into one cohesive package that delivers phenomenal results in converting a prospect to a client Review collected by and hosted on G2.com.

I only dislike the fact that I cant be logged in on the software on several computers at once. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The basic version was very limited and I'm self employed and really needed something between the basic and next version up.

Review collected by and hosted on G2.com.

Basically I like it to be a simple to-utilize programming, it enables me to arrange every one of the customers, representatives, fixed customers and partners along these lines I can have a superior correspondence with them; It likewise gives me the likelihood to deal with every relational association with customers. It has an imaginative structure and the interface is very finished, it has completely every one of the apparatuses I need. Review collected by and hosted on G2.com.

By and by I feel that it is an exceptionally total programming, its capacities are mind blowing and the apparatuses work very productively. In any case, of late we have to build the client relations and the possibility of ​​having a video call would be great, so I would have an immediate discussion with the customers and that would be extremely staggering. Review collected by and hosted on G2.com.

My job is to put together information about important, high-risk and low-risk investments, which means I work many gruesome hours. With the market constantly changing, I need to stay up to date and be tied to the updates of our current economy. I was looking for software that would help me communicate with brokers, fund managers and clients and I came across InStream. This software helps me merge and collect relevant data from my clients so that I can match them with the right investments. It also keeps a history of chatting with your clients, which is very useful, because you can always look back and see if you forgot something. Review collected by and hosted on G2.com.

I'm very happy with the program. However, to say that its features are quite basic. It would be great if you could offer more services in addition to customer and risk management. Review collected by and hosted on G2.com.

With InStream you get a sales and business relations management platform that helps you capture leads and convert them into meaningful and productive business relations. InStream provides easy and intuitive contact management tools and monitors all communication with your clients. Review collected by and hosted on G2.com.

There is no fault in case of business crm management,where it takes a quite a amount of time to get expertized. Review collected by and hosted on G2.com.