InStream CRM

InStream CRM

InStream.io
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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

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your 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 Supported
Chromebook Not Supported

Audience

Companies seeking a sales, contact management and relationship automation tool

Audience

CRM and commission software for multi-line sellers, distributors, manufacturers, and wholesalers

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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$8.00/month/user
Free Version Supported
Free Trial Supported

Pricing

Call for pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.5 / 5
support 4.7 / 5

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

  • Very intuitive and easy to use GREAT for tracking and following up on Projects If you give out Samples or Lend tools to contractors great tracking tool built in All your contracts are in 1 place and easy to access online or via app Best mobile app
  • It feels like it is built for reps, not generic businesses. I appreciate that it understands my unique workflows of multi-line selling and commission-driven sales — unlike standard CRM platforms like Salesforce or HubSpot that often need heavy customization.
  • What I enjoy the most about Repfabric is that it is a very intuitive tool and easy to use. Its interface is super user-friendly and it gives the chance to be on the same page with peers, clients and manufacturers.
  • I use this system for entering PO's and Invoices able to do so with ease. The AI features make this very convenient too!
  • I like being able to track a project and make sure we land them. It makes it easier to recall which ones are still on the hook.

Cons

  • No "cons" per say but one feature that I do wish existed is that Rep Fabric could integrate w/ quick books so sales data can be streamlined to be added to won projects or jobs etc.
  • The mobile app - it's slower in performance, has dated interface elements and is missing some features
  • I believe that the Activity Journals could have more "Type" options, or have the chance to put your own custom "Type" for the AJ.
  • The AI tool can be finicky at times, but it performs very well when it’s working properly.
  • I don't like that I sometimes forget to use it. I personally haven't come across any negatives.

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

Repfabric
Founded: 2013
United States
repfabric.com

Alternatives

Capsule

Capsule

Zestia

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Freshsales

Freshsales

Freshworks
Freshsales

Freshsales

Freshworks

Categories

Contact Management Supported
CRM Supported
Lead Management Supported

Categories

Commission Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Field Sales Supported
HVAC Supported
Lead Management Supported
Mileage Tracking Supported
Plumbing Supported
Sales Supported
Sales Acceleration Supported
Sales Analytics Supported
Sales Compensation Supported
Sales Intelligence Supported
Sales Tracking 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 Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Commission Features

Affiliate Management Not Supported
Agency Commission Supported
Commission Calculations Supported
Commission Scheduling Not Supported
Commission Tracking Supported
Compliance Management Not Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Not Supported
Split Commissions Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Not Supported
Time Management Not Supported

Field Sales Features

Activity Tracking Supported
Channel Management Supported
Collaboration Tools Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Not Supported
Inventory Management Not Supported
Invoices Not Supported
Lead / Opportunity Management Supported
Online Payments Not Supported
Order Management Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Not Supported
Visit Scheduling Not Supported
Workflow Management Not Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Not Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Not Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Mileage Tracking Features

Business / Personal Travel Supported
Cost Analysis Not Supported
Employee Reimbursement Supported
Expense Reports Supported
GPS Tracking Not Supported
Manager Workflow Not Supported
Mileage Logging Supported
Reporting Supported

Plumbing Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Not Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Supported
Dialer Supported
Email Sequencing Not Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Not Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Not Supported
Pipeline Management Not Supported
Predictive Forecasting Not Supported
Predictive Lead Scoring Not Supported
Sales Intelligence Reporting Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Not Supported
Data Enrichment Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Email Integration Supported
Lead Scoring Not Supported
List Building Not Supported
Performance Management Supported
Pipeline Management Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Sales Forecasting Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Not Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Not Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Not Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Integrations

Gmail Supported
Autoklose Not Supported
Epicor Eclipse Not Supported
Facebook Supported
GA Connector Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
ISQuote Not Supported
LinkedIn Supported
Mailchimp Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Not Supported
Salesforce Not Supported
X (Twitter) Supported
Zoho CRM Not Supported

Integrations

Gmail Supported
Autoklose Supported
Epicor Eclipse Supported
Facebook Not Supported
GA Connector Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
ISQuote Supported
LinkedIn Not Supported
Mailchimp Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Supported
Salesforce Supported
X (Twitter) Not Supported
Zoho CRM Supported
Claim InStream CRM and update features and information
Claim InStream CRM and update features and information
Claim Repfabric and update features and information
Claim Repfabric and update features and information