Overview

Comprehensive customization options give Zoho an edge over other CRM systems. Zoho subscribers get the freedom to set up the system the way they want. The platform also integrates with thousands of third-party apps and software. In addition to being a flexible solution, Zoho CRM is affordable and includes a free version for up to three users.
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

Zoho CRM's interface looks a little dated, but in terms of functionality, the system has everything you need to manage your sales, marketing, and service departments. A horizontal dashboard contains tabs for sales, leads, accounts, contacts, reports, and more. These settings can be customized to your preferences. You also have a homepage displaying open tasks, today's leads, and meetings. This can also be personalized, so the information you use most is front-and-center. And unlike many CRM systems, you don't have to worry about storage capacity. You get up to 100,000 contacts, so you can be sure every customer is served.
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

Zoho provides standard support tools, including an online knowledge base, community forums, customer portal, and email support. Depending on your subscription package, you may receive remote assistance, live chat, and phone support five days per week. The more advanced your subscription, the faster the response time. Those customers with a yearly subscription for 25+ users may subscribe for enterprise support, which will cost 25% of the annual fee. It includes comprehensive technical assistance and a one-hour response time. You will also have early access to new features and advice on improving your Zoho experience.
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?

Zoho is a flexible CRM solution, making it a good match for businesses with a unique business model. It provides an API, allowing subscribers to integrate with virtually any third-party tool. As for the other functionality, Zoho offers every feature the average B2B, B2C, or small to medium-sized business may need. The free plan for up to three users makes it a good choice for solo entrepreneurs too.
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

4.1
4.7

Support

4
4.6

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
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