Features
- Daily motivational quote
- 6 premium themes
- Notepad
- Forecast
- Dashboard
- Custom fields
- Easy import & export
- API & webhooks
- Follow-up reminders
- 7 keyboard shortcuts
- 8 in-app automations
- Unlimited pipelines
- Unlimited contacts
Questions
Q: Email IMAP connections, notes and tags? What about GDPR and the servers where it is hosted?
For my business the whole pipeline stuff is not necessary. But still Fluid CRM sounds nice. So I would like to describe what I really expect of a CRM and what my expectations regarding GDPR are.
What I really do need is a connection of at least one, preferably more of my IMAP accounts to have easy access to the whole communication with a customer at a glance. As well as an option to leave notes...
Review
Customers appreciate Fluid CRM for its ease of use, visual pipeline, reminders, deals & contacts, in-app automations, and API integration. The founders are responsive and have made onboarding stupid simple. While there are some minor feature requests, overall, Fluid CRM is a solid choice for small B2B businesses. Additionally, the product comes with a 60-day money-back guarantee, so customers can try it risk-free.
