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What is Fluid CRM?

Fluid CRM is a lightweight customer relationship management tool for small B2B companies. It solves a specific problem: spreadsheets break down once you have more than 30 active deals, but traditional CRMs demand weeks of setup and constant maintenance. Fluid sits in the middle. Structured like a CRM, simple like a spreadsheet. The main workspace is a drag-and-drop pipeline board. Deals move across stages you define, and each card opens into a full view with contact details, company info, notes, activity timeline, and the next scheduled follow-up. A dashboard shows pipeline value by stage, so founders and sales leads can see the health of their pipeline at a glance. Follow-up reminders are central to how Fluid works. Every deal can carry a next action with a due date, which means interested leads never go quiet by accident. This makes Fluid a strong fit for outbound sales teams: several users connect it to tools like Smartlead through the API so that interested replies automatically become deals in the pipeline. Other capabilities include BCC email sync to log conversations against deals, embeddable lead capture forms for websites, in-app automations for repetitive updates, unlimited pipelines and contacts on every plan, and full import and export via CSV. An open API and webhooks support integrations with automation platforms. Setup takes minutes rather than weeks. There is no required onboarding, no per-feature pricing tiers, and no enterprise add-ons. The product is intentionally focused: it does not include email marketing automation or 200-field customization, because it is built for teams of 1 to 10 people, not ops departments. Fluid CRM launched in 2025, is developed in Finland, and is rated 5.0 stars on AppSumo where it powers hundreds small business pipelines.

What is Convertorix?

Convertorix is a cutting-edge platform specifically crafted for lead management and automation, catering to affiliates and brokers who utilize Telegram to enhance their conversion rates. It transforms disorganized Telegram chats into a well-structured, data-oriented sales pipeline by seamlessly capturing each lead, tracking responses, and providing timely follow-ups that significantly improve first-time deposit (FTD) rates. With Convertorix, affiliates and network managers can: • 📲 Automatically record every Telegram interaction into an organized dashboard • 🤖 Schedule or automate follow-ups with ease • 📢 Send bulk messages in just a few seconds • 🎯 Track lead stages and performance metrics in real-time By eliminating the need for tedious spreadsheets and manual tracking, Convertorix presents a robust SaaS solution designed to enhance efficiency, amplify conversions, and provide clarity within your Telegram sales funnel. Positioned as a white-label service for affiliate networks and brokers, Convertorix not only boosts partner empowerment and affiliate retention but also contributes to a higher overall FTD volume, all while enabling you to preserve your unique brand identity. Furthermore, it simplifies lead management, making it an indispensable tool for anyone dedicated to optimizing their sales strategies and achieving remarkable results in their business endeavors.

Media

Media

No images available

Integrations Supported

Pabbly Connect

Integrations Supported

Telegram

API Availability

Has API

API Availability

Pricing Information

$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Trial Offered?

Pricing Information

$250/month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Fluid CRM

Date Founded

2025

Company Location

Finland

Company Website

fluidcrm.io

Company Facts

Organization Name

Convertorix

Date Founded

2025

Company Location

United Arab Emirates

Company Website

convertorix.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging

Categories and Features

CRM

Not specified

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