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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Fluid Contract Manager is a cloud-based project management platform specifically designed for the construction sector, optimized for use on mobile devices. This innovative tool is highly valued by Owners, Construction Managers, General Contractors, Specialty Contractors, and A/E teams, as it offers an effective and user-friendly solution for project documentation and collaboration. Ideal for projects with budgets ranging from $1 million to $50 million and teams comprising 2 to 200 individuals, Fluid CM ensures that all stakeholders stay informed about updates in project plans. Users can easily upload and share drawings, specifications, and various other files, while also being able to monitor the document access history for each team member. Additionally, the platform allows users to share file links and send emails directly through Fluid CM, enhancing communication among team members. For added security, access to specific folders can be restricted to Admins only, providing an extra layer of control over sensitive information. Furthermore, Fluid CM simplifies the process of creating meeting minutes with its intuitive tool, making it easier for teams to document discussions and decisions efficiently. This seamless integration of features makes Fluid Contract Manager an indispensable resource for successful project management in the construction industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Pabbly Connect

Integrations

Pabbly Connect

Pricing Details

$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Trial
Free Version

Pricing Details

$99.00/month
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

Fluid CRM

Founded

2025

Country

Finland

Website

fluidcrm.io

Vendor Details

Company Name

Fluid CM

Founded

2012

Country

United States

Website

fluidcm.com

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

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