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What is Team365 CRM?
Team365 CRM provides an accessible and engaging interface enriched with unique functionalities aimed at significantly boosting lead conversion rates. The user-friendly dashboard facilitates the creation of 'macros' that enhance the management and tracking of leads throughout the sales process. Administrators can monitor lost opportunities and pinpoint high-achieving agents, enabling strategic decisions backed by detailed sales analytics.
The features offered by Team365 CRM include:
- Sales pipeline: Manage deals with ease using our visual pipelines, which allow for simple drag-and-drop organization, activity tracking, and lead follow-ups.
- Automations: Enhance your sales workflows by automating repetitive tasks, freeing up time to focus on closing more deals.
- Lead generation: Efficiently create, rank, and engage with leads using a comprehensive set of tools designed for maximum effectiveness.
- Integrations: Seamlessly integrate Team365 CRM into your organization through our open API or by selecting from over 275 pre-existing integrations.
- Reports and insights: Evaluate and predict your team’s performance while keeping track of their actions' effectiveness through interactive dashboards.
With these features, Team365 CRM not only streamlines sales oversight but also empowers companies to leverage data-driven insights that foster their growth and success. By adopting this CRM solution, businesses can expect to elevate their sales strategies and improve overall efficiency.
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.
Media
No images available
Integrations Supported
Pabbly Connect
API Availability
Has API
API Availability
Has API
Pricing Information
$18 per month
Free Version
Free Trial Offered?
Pricing Information
$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
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
Customer Success Technology
Date Founded
2019
Company Location
India
Company Website
team365.io
Company Facts
Organization Name
Fluid CRM
Date Founded
2025
Company Location
Finland
Company Website
fluidcrm.io
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