Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 Fluid?
Fluid Financial acts as a supportive partner in managing revenue collection, serving as a virtual cash flow manager that offers optional advances on each invoice you generate. With our intuitive payment optimization tools, you can anticipate receiving payments approximately 22 days earlier, all without any costs incurred by you or your team. Your account benefits from robust bank-grade security protocols, coupled with a team of dedicated financial professionals committed to fostering your business's growth. Fluid simplifies your payment procedures, giving you the flexibility to choose when you access your funds. To get started, simply create an account and submit your outstanding invoices to your clients. As soon as your invoice is approved, you will receive a notification, and the payment will be immediately available for withdrawal to your selected bank account. The repayment process is seamless, as your client will manage the payment via Fluid, which will facilitate your advance. Freelancers, agencies, and small business owners depend on Fluid to optimize their cash flow management, enabling them to stay financially agile in a competitive landscape. By opting for Fluid, you are not merely enhancing payment processes; you are also adopting a more streamlined approach to managing your financial interactions, ultimately setting your business up for sustained success. Embracing such innovative solutions can lead to improved cash flow stability, which is vital for long-term business growth.
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
Pricing not provided
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
Fluid Financial
Company Location
United States
Company Website
www.choosefluid.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
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator