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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

Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard Key features include: End-to-End M&A Platform Playbooks CRM Buy-Side VDR Kanban-Style Pipeline Midaxo Insights Deal Scoring Due Diligence Checklists Information Requests Deal Workspaces Dashboards Slides Task Management Progress Tracking Email Notifications Outlook Integration

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Grata No 
Microsoft Outlook No 
Microsoft Power BI No 
Microsoft SharePoint No 
Microsoft Teams No 
Pabbly Connect Yes 
PitchBook No 
SourceScrub No 

Integrations

Grata Yes 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Pabbly Connect No 
PitchBook Yes 
SourceScrub 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

Contact Sales for Pricing Details
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 No 
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 No 

Vendor Details

Company Name

Fluid CRM

Founded

2025

Country

Finland

Website

fluidcrm.io

Vendor Details

Company Name

Midaxo

Founded

2009

Country

United States

Website

www.midaxo.com

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

Equity Management

Cap Table Management No 
Deal Management Yes 
Document Storage Yes 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management Yes 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

M&A

Virtual Data Room

Anonymity Management No 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management Yes 
Role-Based Permissions Yes 
Secure Preview Yes 

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