InStream CRM software has a simple design. It organizes both (existing business contacts and potential contacts) under one roof, and is able to import contacts from different platforms.
Key Features:
- Gathers Information: InStream CRM software facilitates users to collect important information about their customers by helping them automatically gather important sales data and leads from major social networking platforms like LinkedIn, Twitter, and Facebook.
- Investment Advisors: InStream CRM software provides financial advisors with financial planning tools that can help them effectively scale a practice by delivering smart, accurate, and consistent advice to clients.
- Contact Management: InStream CRM software helps gain more information about clients and contacts through communication automatically and approaches and converts them into business relationships.