Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Focusing on the deals that have the highest value will increase your company's revenues. It is important to have a clear and concise deal pipeline. Flexie has created a powerful and easy-to-use deal management system that allows you to focus on the deals that will bring the greatest value to your company. Don't let high-value deals slip by the wayside. You can create as many deals you wish with our user-friendly, customizable deal pipeline. Drag and drop deals to move through the stages and use filters to find specific deals. You can close more deals, set new targets and adapt your deals pipeline to your sales thinking. Assign tasks and deals to your sales reps and managers.
Description
Fluid CRM is a simple sales CRM designed for small businesses that find tools like HubSpot, Salesforce, and Pipedrive too complex and expensive for their needs. Instead of hundreds of settings and features built for enterprise ops teams, Fluid focuses on what small B2B teams actually do every day: track deals, remember follow-ups, and close.
The core of Fluid is a visual pipeline. Every deal is a card you drag between stages, so the whole sales process is visible on one screen. Each deal keeps contacts, companies, notes, activity history, and reminders together, so you never dig through tabs to find context or figure out the next step.
Fluid is built for speed. Keyboard shortcuts cover common actions like logging a call, setting a reminder, or moving a deal. Users switching from tools like Attio and Less Annoying CRM report that tasks that used to take minutes now take seconds.
Features include unlimited pipelines and contacts, follow-up reminders, BCC email sync, lead capture forms you can embed on any website, 8 in-app automations, a documented REST API with 16 webhooks, and spreadsheet import and export. Multiple pipelines let you separate outbound, inbound, and client work, and move deals between them.
Typical users are founders, consultants, freelancers, agencies, and sales teams of 1 to 10 people. Common use cases: replacing a Google Sheets pipeline, managing outbound sales follow-ups, and tracking client relationships without CRM admin work.
Pricing is flat and transparent with all features in every plan. Fluid CRM holds a 5.0 rating on AppSumo.
API Access
Has API
API Access
Has API
Integrations
Pabbly Connect
AppointmentCore
Desktop.com
Easyflow
Hyperise
KonnectzIT
Nekton.ai
Pipedream
Rambox
Stackreaction
Integrations
Pabbly Connect
AppointmentCore
Desktop.com
Easyflow
Hyperise
KonnectzIT
Nekton.ai
Pipedream
Rambox
Stackreaction
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$16
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Flexie Solutions
Founded
2011
Country
Albania
Website
flexie.io
Vendor Details
Company Name
Fluid CRM
Founded
2025
Country
Finland
Website
fluidcrm.io
Product Features
CRM
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
Product Features
CRM
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