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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gong No 
Pabbly Connect Yes 
Salesforce No 
Salesloft No 
Shift No 
Zendesk No 

Integrations

Gong Yes 
Pabbly Connect No 
Salesforce Yes 
Salesloft Yes 
Shift Yes 
Zendesk 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

$65 per month
Free Trial No 
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 Yes 
Mac Yes 
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) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

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 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

Auto Dialer

Call Center Management No 
Call Recording No 
Call Reporting No 
Call Scripting No 
Lead Management No 
Power Dialer No 
Predictive Dialer No 
Preview Dialer No 
Progressive Dialer No 
Surveys No 

Business Phone Systems

Call Logging Yes 
Call Monitoring Yes 
Call Recording Yes 
Call Routing Yes 
Employee Directory Yes 
IVR / Voice Recognition Yes 
Mobile Access Yes 
Virtual Call Center Yes 
Web Conferencing No 

Call Center

Blended Call Center No 
Call Logging No 
Call Recording No 
Call Scripting No 
Campaign Management No 
Database No 
Escalation Management No 
IVR / Voice Recognition No 
Inbound Call Center No 
Manual Dialer No 
Outbound Call Center No 
Predictive Dialer No 
Progressive Dialer No 
Queue Management No 
Real-time Chat No 
Reporting/Analytics No 

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 

Transcription

AI / Machine Learning No 
Annotations No 
Audio/Video File Upload No 
Automatic Transcription No 
Collaboration Tools No 
File Sharing No 
For Manual Transcription No 
Full Text Search No 
Multi-Language Support No 
Natural Language Processing (NLP) No 
Playback Controls No 
Speech Recognition No 
Subtitles No 
Text Editor No 
Timecoding No 

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