Fluid BPMKoekiebox
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Related Products
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About
Fluid is a system, which enables technology to deliver your business objectives through automation of business tasks and streamlining operational efficiency. Fluid enables clients to manage, configure and administer their own business-specific documents and procedures. Fluid is an independent, self-contained, technology-based, business software system. Configuration and administration is achieved by configuring and applying fields, forms, and workflows to manage operational tasks & transactions. By using Fluid, we are able to schedule and manage tasks effectively & efficiently. Fluid has the capability of taking a single customer's business to the next level or working seamlessly with other business systems to provide an integrated solution in record time. Fluid has a unique ability to accommodate, adapt and connect, various system architectural elements together. We are enabling operational deployment in a significantly reduced timeframe.
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About
Fluid CRM is a visual, lightweight CRM built for solo founders, freelancers, and small B2B sales teams. It replaces messy spreadsheets and bloated enterprise CRMs with one clean pipeline view where you drag deals across stages and always see what needs to happen next.
Core features: unlimited pipelines and contacts, visual drag-and-drop deal boards, follow-up reminders so no lead slips through the cracks, BCC email sync, embeddable lead capture forms, in-app automations, REST API with webhooks, and easy CSV import and export. Keyboard shortcuts and minimal clicks make 10-second tasks take 10 seconds, not 5 minutes.
Setup takes about 5 minutes. No onboarding calls, no admin overhead, no upgrade traps. Every feature included in every plan.
Fluid CRM is rated 5.0 on AppSumo and powers hundreds of small B2B pipelines. It has the structure of a CRM with the simplicity of a spreadsheet
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies seeking a tool to configure their forms, fields, roles & business processes
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Audience
Founders, freelancers, agencies and small B2B teams
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$80.00/month/user
Free Version
Free Trial
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Pricing
$16
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationKoekiebox
Founded: 2013
South Africa
www.fluidbpm.com
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Company InformationFluid CRM
Founded: 2025
Finland
fluidcrm.io
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Categories |
Categories |
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Business Process Management Features
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
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CRM Features
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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Integrations
Amazon EC2
Amazon Web Services (AWS)
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pabbly Connect
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Integrations
Amazon EC2
Amazon Web Services (AWS)
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Pabbly Connect
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