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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

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Founders, freelancers, agencies and small B2B teams

Audience

Operations teams who want to streamline their operations.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$16
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Version
Free Trial

Pricing

$12/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fluid CRM
Founded: 2025
Finland
fluidcrm.io

Company Information

Track40
Founded: 2024
New Zealand
track40.com

Alternatives

Alternatives

Flexie CRM

Flexie CRM

Flexie Solutions
Airo Mail

Airo Mail

Airo Intelligence Inc.
Teamwork CRM

Teamwork CRM

Teamwork.com
Autovella

Autovella

Revcodex LLP
RenewalCompass

RenewalCompass

Regency Software LLC

Categories

CRM

Categories

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

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

Integrations

Make
Pabbly Connect
Zapier

Integrations

Make
Pabbly Connect
Zapier
Claim Fluid CRM and update features and information
Claim Fluid CRM and update features and information
Claim Track40 and update features and information
Claim Track40 and update features and information