InStream CRM for Consulting Companies
Customer relations management tool for consultants
In the consulting industry fluent communication with a client is crucial. It helps you to control implementation of the projects. You can compare the progress of taken actions with previously set up deadlines. Due to constant monitoring you are able to introduce improvements faster. Thanks to “add note” option you will not miss important detail.
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 consultants needs
Flexibility of the platform gives you the ability to decide what is an important information. Do you want to know at what stage is the realization of projects? Do you need to check how the communication with the client was handled? Adjust your lists to fit your needs.
Reports
Thanks to automatic reports you can measure your team resoults
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
Widok Stream
Having all communication in one place helps you to control implementation of the projects. You can compare the progress of taken actions with previously set up deadlines. Due to the constant monitoring you are able to introduce improvements faster. Thanks to “add note” option you will not miss important detail.
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 customer relationship management system we improved customer service. Nowadays everything is clear and transparent. There is no doubt who is responsible for what and at what stage are our projects.”
