Related Products
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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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About
Track40 turns the processes a business repeats into workflows that run the same way every time.
Work moves through stages you define, and each stage asks for what it needs before a job can move on, so every handoff arrives complete. Put a time limit on a stage and anything running over is flagged by itself, counted in your working hours and holidays.
Jobs arrive through forms you publish. Submitters get a link to track it, no account needed.
Read any board as a sortable table and save it as a report. Keep suppliers, price lists and catalogues in the app so nobody retypes them. Total up line items automatically. Every change is recorded with who made it.
Connect everything else with a full API and signed webhooks. Zapier and Make connectors available. Moving off Pipefy? The importer brings boards, cards, comments and files across.
Roles control who sees and changes what.
$12 USD per editor per month. Viewers are unlimited and free. Thirty days to try it, no charge and no card.
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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
Founders, freelancers, agencies and small B2B teams
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Audience
Operations teams who want to streamline their operations.
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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
$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Version
Free Trial
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Pricing
$12/month/user
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 InformationFluid CRM
Founded: 2025
Finland
fluidcrm.io
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Company InformationTrack40
Founded: 2024
New Zealand
track40.com
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Categories |
Categories |
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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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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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