InStream CRM vs. Keap Comparison


InStream CRM InStream.io	Keap	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 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 ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. 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. 19,572 Ratings Visit Website CallTrackingMetrics CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center. Unify communications across your entire organization with our phone, text, online form, and live chat tools. More than 100,000 users around the globe trust CallTrackingMetrics to manage communications for their marketing, sales, and service teams. Call tracking features include reliable dynamic number insertion (DNI) for session-level attribution, local, toll-free, and vanity tracking numbers, and omnichannel attribution across calls, texts, form fills, and chats. Key contact center features include a browser-based softphone, smart routing options, SMS campaigns, automated call scoring, and smart dialer functionality. 939 Ratings Visit Website Arlo Training Management Software Less admin. More training. Arlo is a purpose-built training management system designed for training providers. It enables you to manage course registrations, payments, websites, CRM, and reporting all through one powerful platform. Effortlessly create courses, automate communications, and manage your training schedule & presenters across face-to-face, live-online, and blended learning. Automate the entire registration workflow with customizable forms, flexible payment options and smart invoicing. Leverage waitlists, discounts, and registration rules for private and public courses. Manage client records, relationships and leads all in one place. Track course performance, build customizable reports and make informed decisions that drive growth. Drive more traffic, optimize conversions and update your website in real time. Seamlessly integrate your website or use Arlo’s modern, out of the box solution. 243 Ratings Visit Website 11x 11x is building the autonomous digital workforce for GTM teams to accelerate growth. With two digital workers live today, 11x helps sales, marketing, and growth teams create, qualify, and convert pipeline across every channel in one unified platform. Alice is the outbound digital worker creating demand. She runs your full outbound motion in one workflow from prospecting to enrichment to multi-channel engagement and booking meetings on autopilot. Julian is an inbound digital worker capturing demand 24/7. He handles discovery, qualifies leads, and books meetings across phone, chat, SMS, email, and WhatsApp. Inbound intent is converted into qualified pipeline instantly. Trusted by teams worldwide, from high-growth startups to large enterprises, including Xerox, UST, Gupshup, Sage, Checkr, Armanino, and Rho. Backed by a16z and Benchmark, 11x is automating GTM workflows so humans can focus on what they do best: creating, innovating, and building relationships. 70 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. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 57 Ratings Visit Website
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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported
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 Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $8.00/month/user Free Version Supported Free Trial Supported	Pricing $40 per month Free Version Not Supported Free Trial Supported
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 Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information InStream.io Founded: 2015 Poland www.instream.io	Company Information Keap Founded: 2001 United States keap.com
Alternatives Capsule Zestia	Alternatives Act!
Raynet CRM	monday CRM monday.com
Freshsales Freshworks	EQUP
Keap	Pipedrive
Salesflare View All	Thryv View All
Categories Contact Management Supported CRM Supported Lead Management Supported	Categories Appointment Scheduling Supported Billing and Invoicing Supported Campaign Management Supported Contact Management Supported CRM Supported Customer Communications Management Supported eCommerce Marketing Supported Email Marketing Supported Insurance CRM Supported Lead Management Supported Lead Nurturing Supported Marketing Automation Supported Quote-to-Cash Supported Quoting Supported
CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported Contact Management Features Activity Management Not Supported Appointment Management Not Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Not Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Not Supported Campaign Management Supported Lead Capture Supported Lead Distribution Not Supported Lead Nurturing Not Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Not Supported Prospecting Tools Not Supported Source Tracking Not Supported	CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Not Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Not Supported Marketing Automation Integration Not Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Not Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Not Supported Appointment Management Not Supported Contact Database Supported Contact History Not Supported Contact Import/Export Supported Customer Pipeline Not Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Not Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Not Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Not Supported Source Tracking Not Supported Show More Features Appointment Scheduling Features Appointment Reminders Supported Automated Scheduling Not Supported Calendar Sync Supported Client Database Supported Group Scheduling Not Supported Mobile Access Supported Multi-Location Supported Online Booking Supported Online Payments Supported Recurring Appointments Not Supported Room Booking Management Not Supported Billing and Invoicing Features Billing Portal Not Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Supported Dunning Management Not Supported Hourly Billing Not Supported Invoice History Not Supported Mobile Payments Supported Multi-Currency Supported Online Invoicing Supported Online Payments Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Supported Service Ticket Billing Not Supported Tax Calculator Not Supported Campaign Management Features Channel Management Not Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Customer Communications Management Features Batch Communications Supported Chat / Messaging Not Supported Content Management Supported Email Distribution Supported Interactive Content Not Supported Multi-Channel Communications Not Supported On-Demand Communications Supported Personalization Supported Print Management Not Supported Template Management Supported Video Content Not Supported Email Marketing Features A/B Testing Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Supported Drip Campaigns Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Lead Nurturing Features A/B Testing Supported Campaign Management Supported Drip Campaigns Supported Lead Capture Supported Lead Notifications Supported Lead Scoring Not Supported Lead Segmentation Supported Performance Metrics Supported Personalization Supported Pipeline Management Supported Marketing Automation Features A/B Testing Supported Analytics / ROI Tracking Supported Artificial Intelligence Not Supported Content / Blogging Platform Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Supported Search Marketing Supported Segmentation Supported Social Marketing Supported Website Visitor Tracking Supported Quoting Features Automated Quoting Not Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Not Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Supported Product Configurator Not Supported Proposal Management Not Supported
Integrations Facebook Supported GA Connector Supported Gmail Supported APIANT Not Supported AccessAlly Not Supported AnswerConnect Not Supported BoldLeads Not Supported Freshdesk Not Supported GoTo Webinar Not Supported Healthie Not Supported Jotform Sign Not Supported Lighthouse Not Supported MOCEAN Not Supported MyRepChat Not Supported Rapid Fulfillment Not Supported Shipwire Not Supported Sourcetable Not Supported Webgility Not Supported WebinarNinja Not Supported Wishpond Not Supported Show More Integrations View All 5 Integrations	Integrations Facebook Supported GA Connector Supported Gmail Supported APIANT Supported AccessAlly Supported AnswerConnect Supported BoldLeads Supported Freshdesk Supported GoTo Webinar Supported Healthie Supported Jotform Sign Supported Lighthouse Supported MOCEAN Supported MyRepChat Supported Rapid Fulfillment Supported Shipwire Supported Sourcetable Supported Webgility Supported WebinarNinja Supported Wishpond Supported Show More Integrations View All 347 Integrations
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