Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Fluid is a comprehensive system designed to empower technology in achieving your business goals through the automation of various tasks and enhancing operational effectiveness. This platform allows clients to oversee, set up, and manage their custom business documents and processes with ease. As a stand-alone, technology-driven business software solution, Fluid facilitates the configuration and administration of tasks by utilizing fields, forms, and workflows to efficiently handle operational duties and transactions. Through the utilization of Fluid, we can efficiently schedule and manage tasks, ensuring optimal productivity. It is capable of elevating a single client's business operations or integrating seamlessly with other systems to deliver a cohesive solution in a remarkably short period. Moreover, Fluid possesses a distinctive capability to adapt and connect diverse system architecture components, thus enabling a significantly faster operational deployment. Ultimately, this adaptability allows businesses to respond to changing needs with agility and precision.
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
Amazon EC2
Amazon Web Services (AWS)
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pabbly Connect
Integrations
Amazon EC2
Amazon Web Services (AWS)
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pabbly Connect
Pricing Details
$80.00/month/user
Free Trial
Free Version
Pricing Details
$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
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
Koekiebox
Founded
2013
Country
South Africa
Website
www.fluidbpm.com
Vendor Details
Company Name
Fluid CRM
Founded
2025
Country
Finland
Website
fluidcrm.io
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow 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