Fluid CRM Reviews

FluidCRM is an intelligently designed product with some thoughtful features. It really is all you need (mostly!) and nothing you don't (almost!). What I really appreciate is how responsive Omar is to feedback. In several cases, he fixed or added functionality literally within minutes of being told about it. It's only been a week or so, and Fluid is already much improved. Long may this continue. I do not think I have ever experienced support this responsive, and that alone deserves 5 tacos. Please keep it up!

I looked at hubspot, airtable and stuff like that.
Glad I came across this one.

I've been using it for outreach for a few days, and I totally dig the thinking of the founder.
Reminders for action.
Simplistic to "play the outbound game".
I really think this is going to work for me.
It really has that speed, no bells and whistles, just does what it's supposed to do.

Plus the owner is really responsive, takes feedback and constantly improves.

So, I run a solo creative studio and have tried more CRMs than I care to admit. I've always searched for a cost-effective way to track lead pipeline and client contacts, while also making it really easy to intake said leads (aka, embed-able lead forms!) Other CRMs force so many unneeded features onto me in the name of being an all-in-one, so I love that FluidCRM is exactly what I needed, which is a clean, no-frills interface that does what I need and doesn't annoy me with features that I don't.

But what really, truly sold me was the support experience. I emailed in with a few questions during my trail, and Omar (the founder) responded personally and quickly. What I didn't expect was that when he realized the platform didn't have the features I was asking about, he'd actually ship the features I mentioned within hours. No, he didn't just add to the roadmap. He and his team shipped it same day.

That kind of responsiveness is rare at any price point and no matter where you go. I highly recommend FluidCRM to any solo operator or biz who wants a simple, powerful tool backed by someone who genuinely cares!

This CRM tool is easy to use and once some minor improvements (possibility change Deals name into Projects), The different "deal projects") are moved to the left tab for clarity. A possibility of having two simultanious pipelines underneeath each other, and some minor other fixes like adding attachements (jpg, pdf, xls, docx) to individual contacts...this will be a fantastic tool.

Most CRMs are a nightmare to use and maintain - not this one.

Fluid removes all the clutter so that you can work much faster, see the big picture and focus on the work - not the software.

I've tried a many CRMs over the years, both as a specialist B2B marketing agency and as a home services business. Sugar, Zoho, PipeDrive, Salesforce, ActiveCampaign, Vtiger, and custom systems.

They are all overly complex and simple entries take up your time.

I find find Fluid is perfect for my needs. Simple, quick and easy to enter and update data and flexible enough for a startup project.

Omar, the CEO is a fantastic chap, extremely responsive and with a clear vision of where he wants the business to go. He's open to hearing suggestions and feedback so reach out to him - he's very approachable.

The tool itself doesn't seem to have any issues so far and I think it will improve even more. I won't say grow because the team has the right idea of keeping it relatively streamlined, fast and easy to use.

I won't go into the features - you can check them out on the product page. However I will touch up on the nested contacts within the companies / contacts view which is extremely practical - especially for ABM strategies and complex sales.

I'd say this CRM is perfect for most AppSumo users looking for a CRM - it's unlikely enterprise CRMs are suited for your work and needs - and neither are their subscription fees!