Overview

Pipedrive is one of the most affordable and user-friendly CRMs available. It was designed by sales reps for sales reps and includes a full suite of sales tools to help you close deals faster. The user-friendly Kanban-style interface lets you view your sales performance at a glance. It also provides an AI assistant to keep users on task and ensure no client or deal slips through the cracks.
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

Pipedrive's ease of use sets it apart from other CRM systems. The intuitive interface requires little to no training to navigate. If you do get lost, Pipedrive's AI assistant is there to guide you through the platform. The dashboard gives you a visual overview of your sales data, divided into categories such as products, services, and sales reps. You can design your pipelines using drag and drop tools and watch your sales cycle in real-time. It also provides an AI assistant that sifts company data and guides the sales team to their next best step.
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

All plans offer 24/7 email and chat support. In addition, Pipedrive provides you with an online knowledge base containing FAQs and informative articles. If you are looking for training videos and tutorials, look to the online Pipedrive Academy. Then there's the Pipedrive community which offers advice from experienced users. Phone support is only available for Enterprise subscriptions.
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?

Thanks to the affordable price tag and easy onboarding, thousands of small organizations and freelancers use Pipedrive CRM. It is also well-suited to larger companies that are focused on sales. Any business that wants to manage leads and speed up its sales cycle can benefit from Pipedrive CRM. However, if you're looking for a more comprehensive tool that includes marketing and service departments, Pipedrive is probably not the CRM for you.
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

3.7
4.7

Support

3.5
4.6

API Access

yes
no

Free Trial

yes
yes

Free Version

no
no

Contact Management

yes
yes

Molile Access

yes
no

Task Management

yes
yes

Social Integration

yes
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