Fluid CRM

Fluid CRM is a visual customer relationship management (CRM) platform for solo founders, freelancers, agencies, and small business-to-business (B2B) sales teams. It provides a drag-and-drop pipeline for moving deals between stages and maintaining contacts, notes, activity histories, and follow-up reminders.

Fluid CRM combines the structured records of a CRM with a spreadsheet-style interface. It is designed for small teams moving beyond spreadsheet-based deal tracking or seeking an alternative to more complex CRM platforms such as HubSpot, Salesforce, and Zoho. The vendor states that initial setup can be completed in approximately five minutes.

Seven keyboard shortcuts support frequent actions, including creating and editing deals, setting reminders, and opening a prospect’s website, social profile, or email thread. These shortcuts are intended to reduce the navigation required for routine sales tasks.

Fluid CRM plans include unlimited pipelines, deals, and contacts. Blind carbon copy (BCC) email synchronization automatically associates emails with deal records without requiring a browser extension. Embeddable lead-capture forms support custom Cascading Style Sheets (CSS) and create deals within the selected pipeline. Eight configurable automations support functions such as deal assignment, follow-up reminders, idle-deal alerts, and movement between pipelines. Additional capabilities include three-month revenue forecasting, a Representational State Transfer (REST) API, and 16 webhook events. Fluid CRM supports connections with Zapier, Make, Pabbly, n8n, Smartlead, and Instantly. An ingestion endpoint can create deals from positive responses recorded by cold-email systems. Data can be imported from Pipedrive, HubSpot, comma-separated value (CSV) files, and Microsoft Excel XLS or XLSX files. Users can also export CRM data from the platform.

The interface emphasizes pipeline visibility and direct access to routine sales actions. Fluid CRM is intended for small teams that prioritize a limited feature set, short setup process, and low administrative overhead.

Fluid CRM costs €16 per user per month or €144 per user when billed annually, with the same features included in both billing options. A seven-day trial is available without a credit card. The platform operates in modern desktop and mobile web browsers.