Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Fluid is a comprehensive system designed to empower technology in achieving your business goals through the automation of various tasks and enhancing operational effectiveness. This platform allows clients to oversee, set up, and manage their custom business documents and processes with ease. As a stand-alone, technology-driven business software solution, Fluid facilitates the configuration and administration of tasks by utilizing fields, forms, and workflows to efficiently handle operational duties and transactions. Through the utilization of Fluid, we can efficiently schedule and manage tasks, ensuring optimal productivity. It is capable of elevating a single client's business operations or integrating seamlessly with other systems to deliver a cohesive solution in a remarkably short period. Moreover, Fluid possesses a distinctive capability to adapt and connect diverse system architecture components, thus enabling a significantly faster operational deployment. Ultimately, this adaptability allows businesses to respond to changing needs with agility and precision.
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.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Amazon EC2
Yes
Amazon Web Services (AWS)
Yes
Mailchimp
Yes
Microsoft 365
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
Pabbly Connect
No
Integrations
Amazon EC2
No
Amazon Web Services (AWS)
No
Mailchimp
No
Microsoft 365
No
Microsoft Excel
No
Microsoft Outlook
No
Microsoft Word
No
Pabbly Connect
Yes
Pricing Details
$80.00/month/user
Free Trial
Yes
Free Version
No
Pricing Details
$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Koekiebox
Founded
2013
Country
South Africa
Website
www.fluidbpm.com
Vendor Details
Company Name
Fluid CRM
Founded
2025
Country
Finland
Website
fluidcrm.io
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No