InStream CRM for SaaS and B2B
CRM for B2B SaaS
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.
Monitor all your communication with clients, in one place.
Plan your actions with mobile calendar. Arrange meetings and organise your schedule
Create suitable lists and organize communication with customers
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.
Thanks to automatic reports you can measure your team results
Customize your lists. Store your data wisely.
Use intelligent fields and Business Intelligence tools
Gather all information about your clients in one place
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
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."