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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Team365 CRM offers a straightforward and user-friendly interface packed with distinctive features designed to enhance lead conversion rates effectively. Its intuitive dashboard enables the execution of 'macros' to optimize the way leads are contacted and monitored throughout the sales journey. Administrators have the capability to track missed opportunities and identify top-performing agents, allowing for informed, strategic decisions based on comprehensive sales reporting. Here is a glimpse of the features available in Team365CRM: - Sales pipeline: Utilize our visual pipelines for easy drag-and-drop management of deals, activity tracking, and lead follow-ups. - Automations: Streamline your sales processes by automating routine tasks, allowing you to concentrate on closing deals. - Lead generation: Generate, prioritize, and follow up on leads with a robust suite of tools tailored for efficiency. - Integrations: Effortlessly incorporate Team365CRM into your business with our open API or choose from over 275 existing integrations. - Reports and insights: Analyze and forecast your team’s performance, while monitoring the effectiveness of their actions through dynamic dashboards. With these features, Team365 CRM not only simplifies sales management but also empowers businesses to make data-driven decisions that propel growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

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

$18 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

Customer Success Technology

Founded

2019

Country

India

Website

team365.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

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