yohan.cetoutQ: Quotes and workspaces
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!
Omar_FluidCRM
Jun 10, 2026A: Thank you Yohan for the questions and I truly appreciate it!
1. Yes it's definitely possible to have multiple workspaces. However, you need to buy separate licenses for each one. Unfortunately it's not possible to exchange seats to new workspaces from one license, because of technical reasons and how AppSumo has the licenses set up.
2. At the moment it's not possible to send outward emails from Fluid CRM because there's no email sync yet. However, email sync is our #1 requested feature and it's coming - first email information > Fluid and later possibly send individual emails through Fluid, but this is not confirmed yet.
I hope this helps and I'm here for any further questions! :-)
Thanks for the fast response ! And regarding the quotes ? is it possible to send estimates ? at least build them and export them in Pdf ?
Verified purchaser
Hey Yohan, good follow-up.
No, Fluid doesn't have quotes or estimates. There's no document builder or PDF export for that, and it's not on the current roadmap. Fluid focuses on the sales, pipeline and follow-up side, so the best setup is keeping a dedicated tool for quotes (most invoicing tools handle estimates too) and tracking the deal itself in Fluid.
I hope this helps!
Thanks for your answers ! :)