InStream CRM vs. Keap Comparison


InStream CRM InStream.io	Keap	+	+
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Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 18,373 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 196 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. 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About Collect valuable information about your customers. Gather all your contacts in one place. Connect your account with LinkedIn and other social platforms to automatically gather useful information. Get the right insight by collecting the customer data you need. Manage your contacts regarding all accessible information. Never miss a conversation. Communicate with the right people at the right time. Improve the quality of communication and save time through automation. Run real-time conversations, and share information with your team. Engage in communication with your clients to build stronger relationships. Manage your business relationships easily. Have access to all your relations with customers in one place. Get immediate access to everything you need. See what, when and with whom you've been talking to lately. Benefit from the use of different lists to keep your conversations in order.	About Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies seeking a sales, contact management and relationship automation tool	Audience Small businesses that need an all-in-one CRM and sales and marketing platform
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $8.00/month/user Free Version Free Trial	Pricing $40 per month Free Version Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 4.4 / 5 ease 4.0 / 5 features 4.7 / 5 design 4.3 / 5 support 4.5 / 5 Read all reviews
Pros & Cons from Real Users Pros It is intuitive and easy to use, qualities I love about InStream. Its performance has been optimal within our organization. It is one of the best CRMs I have seen and used. It has been effective for customer relationship management, and its features have helped us make our brand more visible, attract a wider audience, improve customer service, drive sales, and more. Their customer service is quite good, always attentive and responsive. Cons We have not had any major inconvenience with this tool; it works very well. Whenever we have questions or requirements, the customer service and support team has provided quick and effective solutions.	Pros & Cons from Real Users Pros Keap is a very updated platform and has a very simple and easy-to-navigate interface. It automatically identifies possible leads and showcases them in an organized manner. Its automation features like follow-up mode directly connect with leads. It has wide customization options for email designing and campaign modification. Also, the emails bounce rate is very low. Build funnels to sell your products and services. More advanced marketing features that will help you sell online. We love infusionsoft! It works great. Having our sales and marketing processes in the same system is a huge win! The databases that we can add to the Infusionsoft platform can have different extensions, but generally the size of these is quite large, and the platform does not show any problems when importing them, which shows that it is optimized enough to deal with a lot of data. This application provides management and access to customer database and timely tracking of customer updates. It serves financial functions such as payment and customer management. Apart from having a state-of-the-art automated system, Infusionsoft allows you to manage shopping pages and coupon codes. Cons The campaign reporting has a low amount of data to examine. No other con. Too confusing to use. Will take up a lot of your time to work with this software. For advanced marketing tech builders. The only downside to infusionsoft is the price. Pretty expensive for startups. Automating the creation of marketing documents within Infusionsoft may not be the most appropriate due to the problems the platform has in mobilizing or managing files in general. In terms of price, Infusionsoft turns out to be one of the most expensive marketing automation services (up to $99 per month depending on the plan). Apart from not having a system for storing documents and other files, the application does not provide interaction with work groups through internal chats. It leaves out influence tracking and overhead tracking functions. Likewise, it does not operate to keep track of time or life cycle of consumers in our database.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information InStream.io Founded: 2015 Poland www.instream.io	Company Information Keap Founded: 2001 United States keap.com
Alternatives Capsule Zestia	Alternatives ActiveCampaign
Salesflare	Maropost
Freshsales Freshworks	Act!
Keap	Pipedrive
LeadDelta View All	Thryv View All
Categories Contact Management CRM Lead Management	Categories Appointment Scheduling Billing and Invoicing Campaign Management Contact Management CRM Customer Communications Management eCommerce Marketing Email Marketing Insurance CRM Lead Management Lead Nurturing Marketing Automation Quote-to-Cash Quoting
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking	CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Show More Features Appointment Scheduling Features Appointment Reminders Automated Scheduling Calendar Sync Client Database Group Scheduling Mobile Access Multi-Location Online Booking Online Payments Recurring Appointments Room Booking Management Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator Campaign Management Features Channel Management Contact Database Email Marketing Event Triggered Actions Lead Management Multi-Campaign Customer Communications Management Features Batch Communications Chat / Messaging Content Management Email Distribution Interactive Content Multi-Channel Communications On-Demand Communications Personalization Print Management Template Management Video Content Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor Lead Nurturing Features A/B Testing Campaign Management Drip Campaigns Lead Capture Lead Notifications Lead Scoring Lead Segmentation Performance Metrics Personalization Pipeline Management Marketing Automation Features A/B Testing Analytics / ROI Tracking Artificial Intelligence Content / Blogging Platform Customizable CTAs Drip Campaigns Dynamic Content Landing Pages / Web Forms Lead Scoring Sales Intelligence Search Marketing Segmentation Social Marketing Website Visitor Tracking Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management
Integrations Facebook GA Connector Gmail BoldLeads Crowdcast Digistore24 Easy Insight Ema Emma Google Drive HappyFox Healthie LeadsBridge OnceHub SSIS Integration Toolkit Sociamonials Thrive Leads Truto Workers by Delos bestPT Show More Integrations View All 5 Integrations	Integrations Facebook GA Connector Gmail BoldLeads Crowdcast Digistore24 Easy Insight Ema Emma Google Drive HappyFox Healthie LeadsBridge OnceHub SSIS Integration Toolkit Sociamonials Thrive Leads Truto Workers by Delos bestPT Show More Integrations View All 345 Integrations
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