Migrate your InStream data
Lightweight CRM for small teams needing quick contact management and social lead capture. Its limited feature set makes it easy to onboard but hard to scale beyond basic relationship tracking.
In its favor
Why people choose InStream
The signal that keeps InStream on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Low barrier to entry with a free plan for 1 user and 100 contacts, allowing small teams to evaluate the platform before committing to a paid tier.
Simple contact import lets users get data into the system quickly, with a grid view that gives an at-a-glance overview of lead status.
Social network integration with LinkedIn, Twitter, and Facebook automatically enriches contact profiles with public social data.
Fast onboarding with responsive support, including screen-share assistance for new users setting up their first contacts and lists.
Feature set is too basic for growing teams — users outgrow it when they need advanced automation, custom reporting, or deeper CRM capabilities.
Loading performance degrades occasionally, creating friction for daily users who depend on quick access to contact and deal data.
Integration ecosystem is narrow; users with complex tech stacks find the Gmail-Facebook-Twitter-LinkedIn-only integrations limiting.
Gap between Basic and Business plan pricing leaves solos and very small teams without a mid-tier option, forcing an expensive jump for additional features.
Reasons to switch
Why people leave InStream
The recurring reasons buyers give for replacing InStream. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where InStream fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
InStream pricing overview
InStream uses a per-user, per-month pricing model across four paid tiers. A free plan exists for single users with a hard cap of 100 contacts. The jump from Basic to Business is steep, leaving solos and very small teams without a comfortable mid-tier option.
Free
Tier 1 of 5
$0/month
What's included
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What gets migrated
InStream object support
Object-by-object support for InStream migrations. Per-pair details surface during scoping.
Contacts
Fully supportedInStream's primary object. Each Contact holds name, email, phone, social profiles, notes, and activity history. We map all standard fields 1:1 and preserve social-sourced enrichment data during migration.
Companies/Accounts
Fully supportedCompanies are stored as separate objects and linked to Contacts. We migrate the Company record and re-link all associated Contacts in the destination system.
Deals/Pipeline Stages
Mapping requiredInStream uses a simple Kanban-style pipeline with customizable stages and deal values. Stages are migrated as-is; custom stage names require field mapping against the destination pipeline schema.
Lists
Mapping requiredLists are InStream's way of grouping Contacts for segmentation. We preserve list membership as tags or custom segments in the destination CRM.
Activities/Engagements
Mapping requiredEmail history, calls, meetings, and social interactions are attached to Contacts. We map these to activity timelines in the destination system, though rich-media attachments may require additional handling.
Tags
Fully supportedInStream supports tagging Contacts. We migrate tags as-is and map them to the destination's tagging or labeling system.
Custom Fields
Mapping requiredCustom fields exist but their schema is not publicly documented via API. We extract available field definitions during discovery and map them to equivalent custom fields in the destination.
Integrations
Not in this platformInStream integrates with Gmail, Facebook, Twitter, and LinkedIn for social data enrichment. These integrations pull data from external services into contact records; the integration configuration itself is not migratable.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | InStream's primary object. Each Contact holds name, email, phone, social profiles, notes, and activity history. We map all standard fields 1:1 and preserve social-sourced enrichment data during migration. |
| Companies/Accounts | Fully supported | Companies are stored as separate objects and linked to Contacts. We migrate the Company record and re-link all associated Contacts in the destination system. |
| Deals/Pipeline Stages | Mapping required | InStream uses a simple Kanban-style pipeline with customizable stages and deal values. Stages are migrated as-is; custom stage names require field mapping against the destination pipeline schema. |
| Lists | Mapping required | Lists are InStream's way of grouping Contacts for segmentation. We preserve list membership as tags or custom segments in the destination CRM. |
| Activities/Engagements | Mapping required | Email history, calls, meetings, and social interactions are attached to Contacts. We map these to activity timelines in the destination system, though rich-media attachments may require additional handling. |
| Tags | Fully supported | InStream supports tagging Contacts. We migrate tags as-is and map them to the destination's tagging or labeling system. |
| Custom Fields | Mapping required | Custom fields exist but their schema is not publicly documented via API. We extract available field definitions during discovery and map them to equivalent custom fields in the destination. |
| Integrations | Not in this platform | InStream integrates with Gmail, Facebook, Twitter, and LinkedIn for social data enrichment. These integrations pull data from external services into contact records; the integration configuration itself is not migratable. |
Gotchas
What to watch for in InStream migrations
Issues we've hit on past InStream migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Free plan 100-contact cap applies to total contacts, not just active ones
Social profile enrichment does not migrate as raw data
Pipeline stage names are free-text and not normalized
Custom fields schema is not publicly documented
| Severity | Issue |
|---|---|
| High | Free plan 100-contact cap applies to total contacts, not just active ones |
| Medium | Social profile enrichment does not migrate as raw data |
| Medium | Pipeline stage names are free-text and not normalized |
| Low | Custom fields schema is not publicly documented |
Leaving InStream?
Where InStream customers move next
12 destinations InStream can migrate to.
How a InStream migration works
Four steps, InStream-specific
Connect
Not publicly documented — no developer portal or authentication scheme published on instream.io. into InStream. Scopes limited to read-only on the data we move.
Map
We translate InStream-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate InStream quirks before production.
Migrate
Full migration with InStream rate-limit handling. Rollback available throughout.
FAQ
InStream migration FAQ
Answers to the questions buyers ask most during InStream migration scoping. Not seeing yours? Book a call.
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Book a free 30 minute consultationReady when you are
Migrate InStream.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your InStream setup and destination — written quote back within a business day.