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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 FINTY?

FINTY is a versatile cloud business platform designed specifically for small businesses in India, including agencies and clinics. It combines a customer relationship management system with a collaborative deal pipeline, offering functionalities such as WhatsApp Business messaging, GST-compliant quotations and invoices integrated with Razorpay for seamless payments, automated payment reminders, and HR and payroll management, all accessible through a single login. Teams can effectively gather leads from WhatsApp interactions, guide them through different stages of the sales process, issue quotes and invoices, and receive payments without the hassle of juggling multiple tools. Users can link their own WhatsApp Business accounts, with billing handled directly by Meta at cost price, eliminating any additional markup. Additionally, FINTY allows integration with Google Ads, giving users the ability to inquire about their campaigns using simple English through an AI assistant. The platform is free for solo founders, with paid subscription plans beginning at 799 rupees per month and a 14-day trial for new users to test its features. This accessibility and range of features make FINTY an attractive option for entrepreneurs aiming to enhance their business efficiency in a straightforward and intuitive way. Furthermore, the platform's ease of use can help small business owners focus more on their core operations rather than getting bogged down by administrative tasks.

Media

Media

Integrations Supported

Pabbly Connect

Integrations Supported

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

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Not specified

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Fluid CRM

Date Founded

2025

Company Location

Finland

Company Website

fluidcrm.io

Company Facts

Organization Name

Vritix

Company Location

India

Company Website

vritix.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging

Categories and Features

CRM

Not specified

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