Close more deals, manage projects, and simplify finances with your all-in-one CRM

The review summary: 'Customers are all about Heffl, praising its seamless integration of CRM, project management, and financial tools, its user-friendly interface, and the active development team. There are a few hiccups like minor issues with notifications and a learning curve during setup, just small bumps on the road. Weighing the raves against the occasional grumbles, Heffl is hitting the mark and is a solid buy for those in need of an all-in-one CRM solution. Since this product is refundable, then encourage the customer to give it a try, because there's a 60-day money-back guarantee.'

Organize leads, manage follow-ups, and move deals forward with a calm visual CRM built for B2B teams

Customers appreciate Fluid CRM for its ease of use, visual pipeline, reminders, deals & contacts, in-app automations, and API integration. The onboarding process is simple, and users can start tracking deals within minutes. While there are some minor feature requests, overall, Fluid CRM is a solid choice for B2B companies in need of a CRM solution.

Group

Software

Courses & learning

Templates

Creative resources

Operations

Marketing & sales

Build it yourself

Media tools

Finance

Development & IT

Customer experience

Photos

Icons

Video

Audio

Websites

Documents

Social media

Email

Business strategy & skills

Development

Marketing

Creative

Productivity

Sub category

Accounting

Audio asset

Blogging

Calendar & scheduling

Code

Community builders

Content marketing

Content strategy

Course builders

Customer onboarding

Customer support

Development tools

Ecommerce

Email management

Email marketing

Email template

Feedback management

Financial analytics

Form builders

General marketing

How-to-use popular tools

Icon set

Investing

Lead generation

Legal

Marketing management

Media management

Native app builders

No code

Photo

Presentation

Privacy

Project management

Remote collaboration

Sales management

Security

Skills

Social media template

Social proof

Spreadsheet

Stock photos

Strategy

Survey software

UI kit

Visual design

Web builders

Web themes & templates

Webinars & streaming

Website analytics

WordPress themes

Product tag

HR management

Time tracking

Performance management

Recruiting

Personal productivity

Business productivity

Workflow management

Video conferencing

Remote platform

Team collaboration platform

Knowledge management

Lead capture

Sales enablement

Giveaways

Event management

Marketing automation

Marketing planning

Reputation management

Marketing dashboard

Proposal management

Sales dashboard

Link management

SMS communication

Social proof platform

Social media analytics

Social media management

Live streaming

Webinar tool

Audio editing

Audio management

Podcast tools

Photo editing

Video editing

Video marketing

Graphic design

Logo design

Media collaboration

Invoicing

Financial reporting

Crypto

Personal finance

File sharing

Cloud storage

Document management

Digital asset management

Hosting

Development tool

Session reporting

Privacy tools

Web security

Password management

Site monitoring

Heatmapping

Augmented reality / VR

Live chat

Helpdesk

Chatbot

Customer communication platform

Customer engagement

User testing

Mindmapping

Sans serif font

Serif font

Script font

Display font

Font pack

Icon kit

Video LUT

Video preset

Motion graphic

Product type

Courses

Creative assets

Best for

Accountants

Authors

Bloggers

C-suite

Consultants

Content creators

Copywriters

Course creators

Developers

Educators

Entrepreneur-curious

Event organizers

Freelancers

Graphic designers

Influencers

IT/security agencies

Marketers

Marketing agencies

Nonprofits

Online coaches

Photographers

Podcasters

Product designers

Product managers

Project managers

Real estate

Recruiters

Remote teams

SaaS

Sales managers

Small businesses

Social media managers

Social media marketers

Solopreneurs

Videographers

Virtual assistants

Visual artists

Web design agencies

Web designers

YouTubers

Task Automation

Alternative to

Choose up to 3 alternatives your product might replace

1Password

ActiveCampaign

AppSumo LaunchPad