Is there a short video showing a messy spreadsheet turning | Fluid CRM

Fluid CRM

Product details

alihassan

Jun 9, 2026

Q: Is there a short video showing a messy spreadsheet turning into a clean visual pipeline?

Founder Team

Omar_FluidCRM

Jun 10, 2026

A: Not yet but it's been on the way!

Helpful?

Related questions

Hi there, I'm interested in your product. I was wondering how you define seats. If one person uses three different email addresses to manage outreach to a larger number of people, is that one seat or three seats? Can outreach from multiple emails used by one person be managed in one seat? Thanks!
Which types of custom fields can I use? Are there any limitations at all to the number of fields, including custom fields? Is Danish language supported? Is DKK supported as currency? Do you support Danish number formatting like 1.234.567,89? Is Fluid CRM role-based, so I can limit employees to their own data/sections, while admins can see and do everything? Can employees have view-only access when looking at data from other employees? How often is data backed up? Is it possible to download backups locally? Can data be transferred easily from one employee to another? Can Fluid CRM be configured so all employees can see everything, but only edit, move, delete or manage their own assigned data? Can I prevent employees from deleting deals, contacts, notes, activities, files and pipelines? Maybe just have them archiving them.
Hi ! first of all, congrats for your CRM, it looks pretty awesome! I only have a few questions: - Is it possible to have multiple workspaces ? I have 3 compagnies absolutely not related so I really need them to not share the same customer lists. - Is it possible to send Quotes and estimates ? And ideally integrate a custom email ? It's a really big part of my work thank you very much and keep up the good work man!
We have salesforce as our CRM and invested heavily in setting it up, so it is our point of truth. I can see this being more fun for our team, so the idea would be to either pull and push certain campaigns or make a substack of Accounts/Contacts, that are being synced back to Salesforce. Is this a feature?

View product details

Fluid CRM

Share Fluid CRM

Choose a plan

Related questions