Compare InStream vs. Zoho CRM

A great way to find the right CRM Software product for your business is to match the solutions against each other. Here you can compare InStream and Zoho CRM and see their functions compared contrastively to help you select which one is the better product. Likewise, you can review their overall ratings, including: overall score (InStream: 8.2 vs. Zoho CRM: 9.4) and user satisfaction (InStream: 94% vs. Zoho CRM: 92%). Examine their differences and similarities and see which one outperforms the other. Similarly imagine how your business will look like in the future; will your company outgrow the app in the next 3-5 years? If you want to quickly locate the best CRM Software according to our review team we advise you examine these products: Freshdesk, HubSpot CRM, Pipedrive.
Software

InStream

VS

Zoho CRM

VS

InStream screenshot Zoho CRM screenshot
Pricing Details

Total Score

Our Score

8.2 ?

Our Score

9.4 ?

Client Experience

Client Experience

Client Experience

94% ?

Client Experience

92% ?

Price

Price

€8

free

Pricing Type

Pricing Type

Free | Monthly payment Monthly payment | Annual Subscription
Full Review

Full Review

General Description

General Description

InStream improves relation management, assures effective communication with a client and increases the efficiency of sales.
Zoho CRM is the winner of our 2015 Marketing Software Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.
Easy Links
Types of Clients

Types of Clients

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Email Address

Email Address

office@instream.io sales@zohocorp.com
Supported Integrations

Supported Integrations

InStream integrates with the following business systems and applications:

  • Gmail
  • Google calendar
  • Google apps
  • Hotmail
  • Outlook
  • FastMail
  • Inbox
  • Mail.com
  • Twitter
  • Facebook

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mobile Edition
  • Zoho Email
  • Zoho Projects
  • Zoho Apps
  • Google Apps
  • Gmail
  • Microsoft Outlook
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce
Types of Support

Types of Support

Phone
Ticket
Phone
Ticket Training
Contact Address

Contact Address

Block H, Southgate Office Village,
286C Chase Road
N14 6HF London, Great Britain
4141 Haciendra Drive
Pleasanton, CA 94588
USA
Available Features

Available Features

InStream FEATURES

  • Calendar Management
  • Contact Management
  • Free Version
  • Interaction Tracking
  • Lead Management
  • Social Media Integration
 

Zoho CRM FEATURES

Sales Force Automation
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management
Lead Management
  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)
Account Management
  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs
Effective Follow-up
  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year
Website Integration with Forms
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM
CRM Workflow Management
  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks
Sales Tracking
  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition
Pulse
  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity
Sales Forecasting
  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
Productivity
  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields
MailMagnet
  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders
Document Library
  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document
Social CRM
  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM
Mobile CRM
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
CRM for Google Apps
  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories
OS Supported

OS Supported

Windows
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Available Plans

Available Plans

Free

  • 2 Users
  • Synchronization with any mailbox
  • Data import from csv file
  • Unlimited number of contacts
  • Unlimited number of relation lists
  • List personalisation
  • 3 list view
  • Social Media integration (Facebook, Twitter)
  • Calendar
  • Notifications, follow-ups, notes
  • Content sharing
  • Custom fields
  • Intelligent hints
  • Attachments
  • Cloud-based
  • E-mail marketing capabilities
  • Free support

Premium – €8/month/user

  • All features

Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Free Edition – For 3 users

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Edition+
  • Sales forecasting
  • Scoring rules
  • Charts and KPIs
  • Document library
  • Roles and profiles
  • Custom fields
  • Call center connectors
  • Webforms
  • Secure, encrypted transmission

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan+
  • Email integration
  • Social CRM
  • Sales signals
  • Workflows and macros
  • Blueprint – Process management
  • Inventory management
  • Unlimited records
  • Google AdWords integration

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan+
  • Zia Voice – Conversational AI
  • Multi-user portals
  • Target meters, anomaly detectors, predictive AI
  • Custom modules and buttons
  • Mobile SDK and app distribution
  • Conditional fields
  • Subforms
  • Encryption at Rest

Ultimate – $100/user/month ( billed annually)

  • All Features from other plans+
  • Dedicated Database cluster
  • Free Premium support
  • Automation suggestions
  • Data enrichment
  • Enhanced storage
  • Email sentiment

Bundle – $50/user/month when billed annually and $60/user/month when billed monthly

Zoho CRM is also part of the Zoho CRM Plus bundle.  This combines the customer engagement software solutions that Zoho, including:

  • CRM
  • Campaigns
  • Desk
  • SalesIQ
  • Social
  • Projects
  • Survey
  • Reports
  • SalesInbox
  • Motivator
  • BugTracker
Prominent Customers

Prominent Customers

Woodpecker, Planners, GAVBIZ ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Phone No.

Phone No.

+ 1 347 6889916 +1-888-900 9646
Pricing Details

Pricing Details

Learn more about InStream pricing Learn more about Zoho CRM pricing
Available Languages

Available Languages

English English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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Please note that even though both InStream and Zoho CRM may provide an excellent array of features every app might be aimed at a different business size. If you are studying different apps you may want to focus on a business size they are aimed at. Specific functionalities may scale up well for big enterprises but if you own a small or medium company it’s frequently better to stay away from paying for advanced features that you might never use.