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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

Salesforce Partner Cloud serves as a comprehensive platform for managing the entire partner ecosystem, leveraging the capabilities of Salesforce CRM and Agentforce to facilitate all aspects of partner engagement from a single interface. This solution allows teams to seamlessly market, sell, service, quote, recruit, onboard, enable, support, and reward their partners via a customizable digital hub that integrates directly with CRM data and automation features. With user-friendly drag-and-drop templates, businesses can create tailored experiences for various partner types, while functionalities like secure deal registration, lead routing, real-time pipeline monitoring, AI-driven deal scoring, and Partner Connect enhance the ease of co-selling across different CRMs. Partners benefit from easy access to a wealth of approved marketing materials, campaigns, case studies, knowledge bases, product information, and sales resources, along with automated processes for Marketing Development Fund requests and approvals to minimize administrative burdens. Additionally, tools such as Partner Tracks, in-app guidance, training materials, and recommendations from Agentforce empower partners to enhance their skills and concentrate on productive activities that contribute to business growth. Overall, this platform not only streamlines partner management but also fosters deeper collaboration and efficiency among all stakeholders involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Agentforce 360 for Financial Services
IBM Cloud
Pabbly Connect
Slack

Integrations

Agentforce 360 for Financial Services
IBM Cloud
Pabbly Connect
Slack

Pricing Details

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

Pricing Details

$25 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

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/partner-cloud/

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

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

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