Audience
Founders, freelancers, agencies and small B2B teams
About Fluid CRM
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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Platform highlights:
-Pipeline Management: a single source of truth for deals, with pipeline visualization and tracking of contacts, documents, and communications
-Process Management: templatize, standardize, and track tasks across every stage of a deal
-Buy-Side Virtual Data Room: manage information requests and disclosure between buyer and seller in diligence, then carry documents into integration
-Connected Intelligence: diligence findings travel into integration planning, and deal context stay
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Pricing
Starting Price:
$16
Pricing Details:
Monthly: €16/month. Annual: €144/year (3 months free). Both plans include every feature.
Free Trial:
Free Trial available.
Company Information
Fluid CRM
Founded: 2025
Finland
fluidcrm.io
Videos and Screen Captures
Fluid CRM Visual Pipeline
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online
Fluid CRM Frequently Asked Questions
Fluid CRM Product 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