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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

By automating tasks for your sales team and consolidating all their email interactions onto a single, user-friendly contact interface, you can transform them into highly effective selling powerhouses! Don't allow potential leads and revenue to go unaccounted for any longer! For roughly $2 a day, you can enhance your outreach to more prospects through diligent follow-ups and email campaigns, streamline your sales team's organization, capture leads directly from your website, and manage all communications with your team! It’s clear that achieving better organization is essential, especially since your current CRM is falling short. Make the smart choice to prevent valuable leads and revenue from being overlooked—act now!

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Act!
Choozify Visitor ID
Cyclr
Google Calendar
Microsoft Outlook
Pabbly Connect
QuickBooks Online
QuickBooks Online Advanced
Wufoo

Integrations

Act!
Choozify Visitor ID
Cyclr
Google Calendar
Microsoft Outlook
Pabbly Connect
QuickBooks Online
QuickBooks Online Advanced
Wufoo

Pricing Details

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

Pricing Details

$45 per user per 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

SalesNexus

Founded

2001

Country

United States

Website

www.salesnexus.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

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

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