As a small sales team, I think having team goals and leaderboard is a great way to monitor how our team is doing and set a clear weekly or monthly goal for them. Would that be considerded?
Founder Team
Omar_FluidCRM
Jul 2, 2026
A: Hey and I appreciate the question. This is a great request and it's already in our roadmap under "considering". I agree that team goals and a leaderboard would be nice for a team.
You can see our roadmap here: https://fluidcrm.io/roadmap
I hope this helps and I'm here if you have any other questions. Best, Omar
Hello, Do you have any direct integrations with any email platforms?
I was thinking of buying tier 2 so I can provide a CRM to my assistant so do I get administration control so anyone I give access to the CRM can’t delete my contacts. Thank you
Founder Team
Omar_FluidCRM
Jul 2, 2026
A: Hey and thanks for the great question.
We're building BCC email sync as we speak but no other major email integrations near-term. Proper two-way email sync is on the long-term list but it's a significant build, so I won't promise a date.
On the assistant setup: yes, this works. Invite your assistant as a Member into only the pipelines you choose. You can also add an automation that...
Q: Does Fluid integrate with Google Calendar and gmail?
We are an all-Google shop so this would be key.
Founder Team
Omar_FluidCRM
Jul 1, 2026
A: Hey Bill, thanks for the great guestion. Not at the moment unfortunately. We're building BCC email-sync as we speak and will look into this more in the future. You can see our current and constantly updating roadmap here: https://fluidcrm.io/roadmap
Q: Will multiple workspace option be available in the future? Will we have access to it?
Founder Team
Omar_FluidCRM
Jul 1, 2026
A: Not guaranteed but i'd like to have that feature. If it comes live, you will have access to it along with all future features. This is on the "potential features" list in the roadmap and we'll revisit this idea properly after the next major improvements have been published. Best, Omar
Thanks for letting me know Matthew. I'm hearing this more and more now. It's high priority feature, I'll investigate it more carefully after publishing the next set of significant features.
Q: Is there a way to see your upcoming tasks, such as follow up calls or upcoming meetings all in 1 view?
Founder Team
Omar_FluidCRM
Jul 1, 2026
A: Hey Omar thanks for the question! At the moment you can click on today's reminders and overdue Reminders from the dashboard. This brings you to the deals page with today's or overdue reminders only. But there isn't a full task view at the moment, alrough it's on the potential features list. I hope this helps and works for you in the meantime. Cheers!
Q: Will there be a team goal and leaderboard?
As a small sales team, I think having team goals and leaderboard is a great way to monitor how our team is doing and set a clear weekly or monthly goal for them. Would that be considerded?
Omar_FluidCRM
Jul 2, 2026A: Hey and I appreciate the question. This is a great request and it's already in our roadmap under "considering". I agree that team goals and a leaderboard would be nice for a team.
You can see our roadmap here: https://fluidcrm.io/roadmap
I hope this helps and I'm here if you have any other questions. Best, Omar
Share Fluid CRM
Q: Integrations and tier 2 control
Hello, Do you have any direct integrations with any email platforms?
I was thinking of buying tier 2 so I can provide a CRM to my assistant so do I get administration control so anyone I give access to the CRM can’t delete my contacts. Thank you
Omar_FluidCRM
Jul 2, 2026A: Hey and thanks for the great question.
We're building BCC email sync as we speak but no other major email integrations near-term. Proper two-way email sync is on the long-term list but it's a significant build, so I won't promise a date.
On the assistant setup: yes, this works. Invite your assistant as a Member into only the pipelines you choose. You can also add an automation that...
Share Fluid CRM
Q: Does Fluid integrate with Google Calendar and gmail?
We are an all-Google shop so this would be key.
Omar_FluidCRM
Jul 1, 2026A: Hey Bill, thanks for the great guestion. Not at the moment unfortunately. We're building BCC email-sync as we speak and will look into this more in the future. You can see our current and constantly updating roadmap here: https://fluidcrm.io/roadmap
Share Fluid CRM
Q: Will multiple workspace option be available in the future? Will we have access to it?
Omar_FluidCRM
Jul 1, 2026A: Not guaranteed but i'd like to have that feature. If it comes live, you will have access to it along with all future features. This is on the "potential features" list in the roadmap and we'll revisit this idea properly after the next major improvements have been published. Best, Omar
Share Fluid CRM
Verified purchaser
Would love this as well
Verified purchaser
Thanks for letting me know Matthew. I'm hearing this more and more now. It's high priority feature, I'll investigate it more carefully after publishing the next set of significant features.
Q: Is there a way to see your upcoming tasks, such as follow up calls or upcoming meetings all in 1 view?
Omar_FluidCRM
Jul 1, 2026A: Hey Omar thanks for the question! At the moment you can click on today's reminders and overdue Reminders from the dashboard. This brings you to the deals page with today's or overdue reminders only. But there isn't a full task view at the moment, alrough it's on the potential features list. I hope this helps and works for you in the meantime. Cheers!
Share Fluid CRM