Average Ratings 0 Ratings
Average Ratings 7 Ratings
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
HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Accelevents
No
Advantage CSP
No
AnswerForce
No
Cloud4Wi
No
Contractbook
No
DataGuard
No
DataJoy
No
Four/Four
No
GetAccept
No
HubSpot Customer Platform
No
Integrations
Accelevents
Yes
Advantage CSP
Yes
AnswerForce
Yes
Cloud4Wi
Yes
Contractbook
Yes
DataGuard
Yes
DataJoy
Yes
Four/Four
Yes
GetAccept
Yes
HubSpot Customer Platform
Yes
Pricing Details
$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Trial
Yes
Free Version
No
Pricing Details
Free
Starter plan is $20/month, Professional plan is $100/month, Enterprise plan is $150/month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Fluid CRM
Founded
2025
Country
Finland
Website
fluidcrm.io
Vendor Details
Company Name
HubSpot
Founded
2006
Country
United States
Website
www.hubspot.com/products/sales
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
Product Features
Conversation Intelligence
AI Insights
No
Account Health Alerts
No
Call Analytics
No
Call Recording
No
Call Recording Cloud Storage
No
Call Snippets
No
Call Transcription
No
Call/Meeting Sharing
No
Sales Coaching
No
Topic Tags
No
Topic-Based Analytics
No
Video Conferencing Analytics
No
Win/Loss Analysis
No
Email Tracking
A/B Testing
No
Audience Segmentation
No
Campaign Management
No
Event-Based Notifications
No
Location Tracking
No
Team Management
No
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
Yes
Email Sequences
Yes
Email Tracking / Automation
Yes
Lead Management
Yes
Reporting / Analytics
Yes
Sales / Voice Dialer
Yes
Sales Automation
Yes
Search
Yes
Task Management
Yes
Templates
Yes
Workflow Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Sales Intelligence
CRM Integration
Yes
Data Cleaning
Yes
Data Enrichment
Yes
Data Import/Export
Yes
Data Mining
Yes
Data Verification
Yes
Email Integration
Yes
Lead Scoring
Yes
List Building
Yes
Performance Management
Yes
Pipeline Management
Yes
Predictive Modeling/Analytics
Yes
Prospecting Tools
No
Reporting/Analytics
Yes
Sales Forecasting
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No