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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

A Superior Approach to Overseeing Your Remote Revenue Team and Processes. As your remote team's interactions have transitioned into the digital realm, there is now an unprecedented amount of data regarding customer engagement available. This data can be harnessed and transformed into reliable execution through Revenue Process Automation™. Traditionally, managing revenue has been a labor-intensive endeavor, relying heavily on personal anecdotes and spreadsheets, which hampers sales teams from achieving adequate coverage in deal assessments, coaching, and forecasting, ultimately allowing significant revenue opportunities to be lost. With Revenue Process Automation, you are empowered to consistently evaluate your activity and opportunity data in relation to your sales process, ensuring that every deal receives the necessary follow-up. This powerful solution operates seamlessly within the leading CRM platform, Salesforce, facilitating enhanced oversight and improved outcomes for your team. Such innovations are crucial for thriving in the competitive landscape of remote revenue management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gong
Pabbly Connect
Salesforce
Salesloft
Shift
Zendesk

Integrations

Gong
Pabbly Connect
Salesforce
Salesloft
Shift
Zendesk

Pricing Details

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

Pricing Details

$65 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

Truly

Founded

2013

Country

United States

Website

truly.co

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

Auto Dialer

Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys

Business Phone Systems

Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Transcription

AI / Machine Learning
Annotations
Audio/Video File Upload
Automatic Transcription
Collaboration Tools
File Sharing
For Manual Transcription
Full Text Search
Multi-Language Support
Natural Language Processing (NLP)
Playback Controls
Speech Recognition
Subtitles
Text Editor
Timecoding

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