Overview

What's better than closing a deal with a customer? Closing more deals! Close CRM is loaded with tools to speed up your sales cycle, such as a speed dialer, email automation, and embedded communication for phone and SMS. These tools will improve your speed to lead, a proven strategy for converting more customers. Close CRM also keeps the interface simple by focusing on just one thing--sales.
InStream is a cloud-based customer relationship management platform that offers solutions for managing company connections and monitoring client interactions. Client service agents may create alerts and notifications for activities and assure quick servicing of customer enquiries using InStream's real-time notification system. With the InStream communication tracker, users can trace incoming and outgoing phone conversations and email interactions and guarantee correct follow-ups for each activity. InStream may connect to numerous mailboxes, including Gmail, Hotmail, Outlook, and other email service providers, to share contact information.

Ease of use

From a single dashboard, you can manage leads and interact with customers. From within the client record, you can make calls, email, add notes and tasks, and change your lead status. Close CRM also lets you automate email campaigns, and track the opens, click rates, and other KPIs. If you make a mistake, the system offers an undo button. Close also makes long lists of sales calls a breeze with built-in VoIP telephony to 200 countries. You can record conversations and develop an effective calling strategy based on successful conversations. You can even redirect calls to another sales rep. SMS messaging is another tool you get with Close CRM. You can send bulk messages to notify clients about special offers and new products. In addition to making communication easy, the interface itself is easy to navigate. Close CRM keeps the UI simple by focusing only on sales tools and communication. Close CRM makes paying easy too. You can drop out of your plan at any month. They will keep your data for a prescribed time, so it's there waiting if you decide to come back to the platform. Alternatively, subscribe to an annual contract, and you'll receive a 15% discount.
The features of InStream are based on lead management and client communication organization. You may add an unlimited number of custom fields to every contact, as well as tag and categorize lead and customer discussions. These capabilities, when combined, make it simple to see and search the full history of communication between your organization and a contact. The platform's UI is the most appealing aspect of InStream. InStream provides a basic environment with comfortable menus and easy messaging systems, unlike many CRM solutions that are cluttered, complex, and overwhelming. This is especially useful when first getting started with the program because there is very little that managers need to set up before asking team members to begin creating contacts.

Support

Close CRM offers email support Monday through Friday, 9 am - 7 pm. The speed of response depends on your subscription tier. The most expensive plan has a response time of up to 6 hours and may include such extra services as a screen share support, service-level agreement, and a dedicated account manager. There is also an extensive online knowledge base.
InStream also struggles to provide help. The firm is located in Poland and does not have a customer support staff in the United States. As a result, it is difficult for US users to obtain help during regular business hours in the United States. Furthermore, the firm is slow to respond to emails requesting information. The lack of fast customer support is exacerbated by InStream's very small user community. There isn't a lot of documentation on the company's website, and there isn't a forum where you can obtain help from other InStream customers.

Who is it for?

Close CRM is designed for small to midsize businesses looking to improve their customer relationships and improve sales performance. If you're looking for a combination of telephony, marketing automation, and reporting tools, Close CRM is worth considering. If you're unsure whether this software fits your requirements, a 14-day free trial is available.
InStream is a personal CRM platform that is ideal for small and medium-sized businesses in a variety of industry sectors. The system allows you to create an endless number of lists customized to specific demands that may be flexibly changed to your company's profile. This makes InStream.io a suitable solution for all companies that rely on long-term relationships with customers and do not focus only on one-time-sale.

Ease of Use

4.6
4.7

Support

4.6
4.6

API Access

yes
no

Free Trial

yes
yes

Free Version

no
no

Contact Management

yes
yes

Molile Access

no
no

Task Management

yes
yes

Social Integration

no
no

Email Marketing

yes
no

Analytics & Dashboard

yes
no

Lead Management

yes
yes

Marketing Automation

yes
no

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison