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What is Truly?

An Enhanced Method for Managing Your Remote Revenue Team and Operations. As your remote team's communications have shifted to a digital format, there is now a wealth of data available concerning customer interactions. This information can be effectively utilized and converted into actionable insights through Revenue Process Automationâ„¢. Historically, revenue management has been a time-consuming task, heavily dependent on individual experiences and spreadsheets, which restricts sales teams from adequately addressing deal evaluations, coaching, and forecasting, thereby resulting in missed revenue opportunities. By implementing Revenue Process Automation, you gain the ability to systematically assess your activity and opportunity data in line with your sales strategies, ensuring that every potential deal receives the required attention. This innovative solution integrates seamlessly with the leading CRM platform, Salesforce, enabling better oversight and improved results for your team. Such advancements are essential for succeeding in the demanding environment of remote revenue management, as they allow for more strategic decision-making and foster a more proactive approach to sales.

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

Media

Integrations Supported

Gong
Pabbly Connect
Salesforce
Salesloft
Shift
Zendesk

Integrations Supported

Gong
Pabbly Connect
Salesforce
Salesloft
Shift
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$65 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

Truly

Date Founded

2013

Company Location

United States

Company Website

truly.co

Company Facts

Organization Name

Fluid CRM

Date Founded

2025

Company Location

Finland

Company Website

fluidcrm.io

Categories and Features

Auto Dialer

Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys

Business Phone Systems

Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Transcription

AI / Machine Learning
Annotations
Audio/Video File Upload
Automatic Transcription
Collaboration Tools
File Sharing
For Manual Transcription
Full Text Search
Multi-Language Support
Natural Language Processing (NLP)
Playback Controls
Speech Recognition
Subtitles
Text Editor
Timecoding

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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