Name: Was looking for simple UI and powerful options. Found it.
Item: Fluid CRM
Rating: 5
Author: matthew700

Group

Software

Marketing & sales

Sub category

Product tag

Product type

Best for

Consultants

Sales managers

Alternative to

HubSpot

Pipedrive

Integrations

Pabbly Connect

Webhooks

Resource type

Memberships

Product Tier

Tier 1

Sales management

Task automation

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade between 3 license tiers while the deal is available

Ability to downgrade between 3 license tiers within 60 days of purchase

Fluid CRM Terms & Conditions

Documentation

Easy Import Guide

Video Tutorials

Roadmap

LinkedIn

Blog

A message from Fluid CRM

<p class=""></p><h4><b style="font-size: 14px; color: rgb(0, 0, 0);">Visualize your entire B2B sales pipeline with deals, contacts, follow-up reminders, and a clear dashboard in one CRM</b></h4><p class=""><b>Get a clear snapshot of your sales pipeline</b></p><ul><li><b>See active deals, total pipeline value, and overdue reminders</b>&nbsp;front and center the moment you log in</li><li><b>Track pipeline value by stage</b>&nbsp;with a visual dashboard that updates in real time</li><li><b>Start each day knowing exactly what needs attention</b></li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Fluid-CRM-img-da933fe2"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_6CXxKXQ.png?optimizer=gif"
                alt="Dashboard"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_6CXxKXQ.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image4_6CXxKXQ.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image4_6CXxKXQ.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p><p class=""><b>Manage your deals and pipeline management</b></p><ul><li><b>Create custom pipelines</b>&nbsp;and move deals through every stage with a drag-and-drop view</li><li><b>Add follow-up reminders in two clicks</b>&nbsp;so no prospect goes cold</li><li><b>Customize deal fields by pipeline</b>&nbsp;to track exactly the data your team needs</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Fluid-CRM-img-adaa598d"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_Zj7RrsT.png?optimizer=gif"
                alt="Deals"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_Zj7RrsT.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image3_Zj7RrsT.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image3_Zj7RrsT.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p><p class=""><b>Keep deal details and follow-ups in one place</b></p><ul><li><b>Auto-create contacts</b>&nbsp;the moment you add a new deal to save time</li><li><b>Log calls, emails, meetings, and notes</b>&nbsp;directly on each deal—no switching tools</li><li><b>Forecast expected revenue</b>&nbsp;using stage-based close probability and your sales cycle data</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Fluid-CRM-img-86bbcbb8"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_l05oMHU.png?optimizer=gif"
                alt="Contact information"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_l05oMHU.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_l05oMHU.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_l05oMHU.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p><p class=""><b style="color:#000000; text-decoration:none">Automate workflows and connect your sales stack</b></p><ul><li><b>Trigger up to eight in-app automations </b>to cut down on manual CRM work</li><li><b>Connect</b><b>&nbsp;with Pabbly, REST API, and webhooks</b>&nbsp;to plug Fluid CRM into tools you’re already using</li><li><b>Import contacts and deals from CSV, XLS, or XLSX</b>&nbsp;and export your data anytime</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Fluid-CRM-img-d889cce4"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_BnN2GuQ.png?optimizer=gif"
                alt="Automations and integrations"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_BnN2GuQ.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image1_BnN2GuQ.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image1_BnN2GuQ.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

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

Get a clear snapshot of your sales pipeline

Manage your deals and pipeline management

Keep deal details and follow-ups in one place

Automate workflows and connect your sales stack

Streamline B2B Sales with Unified CRM Pipeline Management

<div><p class=""><b style="color:#000000; text-decoration:none">Visualize your entire B2B sales pipeline with deals, contacts, follow-up reminders, and a clear dashboard in one CRM</b></p><p class=""><b>Get a clear snapshot of your sales pipeline</b></p><ul><li><b>See active deals, total pipeline value, and overdue reminders</b> front and center the moment you log in</li><li><b>Track pipeline value by stage</b> with a visual dashboard that updates in real time</li><li><b>Start each day knowing exactly what needs attention</b></li></ul></div>

<div><p class=""><b>Manage your deals and pipeline management</b></p><ul><li><b>Create custom pipelines</b> and move deals through every stage with a drag-and-drop view</li><li><b>Add follow-up reminders in two clicks</b> so no prospect goes cold</li><li><b>Customize deal fields by pipeline</b> to track exactly the data your team needs</li></ul></div>

<div><p class=""><b>Keep deal details and follow-ups in one place</b></p><ul><li><b>Auto-create contacts</b> the moment you add a new deal to save time</li><li><b>Log calls, emails, meetings, and notes</b> directly on each deal—no switching tools</li><li><b>Forecast expected revenue</b> using stage-based close probability and your sales cycle data</li></ul></div>

<div><p class=""><b style="color:#000000; text-decoration:none">Automate workflows and connect your sales stack</b></p><ul><li><b>Trigger up to eight in-app automations </b>to cut down on manual CRM work</li><li><b>Connect</b><b> with Pabbly, REST API, and webhooks</b> to plug Fluid CRM into tools you’re already using</li><li><b>Import contacts and deals from CSV, XLS, or XLSX</b> and export your data anytime</li></ul></div>

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