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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 Customermates?

Customermates is a user-friendly and modern AI CRM specifically designed for small businesses that wish to simplify their software experience. It can be set up in just two minutes, requires no previous training, and offers an intuitive experience right from the first interaction. All essential customer data, notes, and communications are housed in one well-organized platform, complemented by a sleek interface that minimizes distractions and streamlines everyday operations. For teams looking for advanced features, Customermates seamlessly connects with n8n, providing full automation and easy integration with current tools and workflows. Originating from Germany and fully aligned with GDPR standards, Customermates serves as a reliable alternative to larger enterprise AI CRMs, equipping small teams to stay organized, enhance their workflows, and build stronger relationships with customers without the stress of high overheads. Furthermore, its straightforward design and operational efficiency enable small businesses to concentrate on what is truly essential: cultivating their client relationships effectively. This focus on user-friendliness and functionality makes Customermates an ideal choice for those aiming to grow their customer base.

Media

Media

Integrations Supported

Pabbly Connect
n8n

Integrations Supported

Pabbly Connect
n8n

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

14€ / User
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
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

Customermates

Date Founded

2026

Company Location

Germany

Company Website

customermates.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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