InStream CRM for SaaS and B2B

Build strong relations with your clients

Powerful CRM for B2B SaaS companies

Create your sales funnel. Manage your contact from the beginning of the relation. For your professional sales team, we recommend lists like: Inbound Lead, Outbound Lead, Opportunities, Deals, Current Customers, Upsell and Help Desk.


Mail

Monitor all your communication with clients, in one place.

Calendar

Plan your actions with mobile calendar. Arrange meetings and organise your schedule

Lists

Create suitable lists and organize communication with customers

Notifications

In order to be up to date, use intelligence notifications

CRM adjusted to SaaS needs

InStream provides users with Business Intelligence tools, which you can easily use to create lists. These tools will help you build a strong relations with your clients. Our features will show you: date and form of the last communication with a client, last activity and last planned activity. InStream allows you to add an unlimited number of fields and adjust them to your needs.


Reports

Thanks to automatic reports you can measure your team results

Customization

Customize your lists. Store your data wisely.

Tools

Use intelligent fields and Business Intelligence tools

Clients

Gather all information about your clients in one place

 

Stream View

Extended system integration with all mailboxes will allow you to monitor all communication gathered in one place. The system also monitors phone calls (both incoming and outgoing) and gives you the opportunity to add comments/ notes. Our platform is a perfect solution for the companies which want to build and maintain strong business relations.

 
 
 
 

Available in browser

You can use InStream from any device which has acces to the Internet

Intuitive design

You don't have to be skilled computer user to use the platform

Remote access to data

You can access InStream no matter where you are

 
 

"Thanks to the implementation of the system we saved a lot of time. Moreover, we also improved communication within the company. Now everybody knows exactly for which project is responsible and I have an access to all processes within those projects. I also find adding comments really helpful tool, which put in order communication as well as intelligent notifications which are especially helpful for new employees."

 

Matteo Vergani


Build strong relations with your clients

Improve communication within your organization to increase your sales

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