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Top Fluid CRM Alternatives

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Zoho CRM logo
Zoho CRM A Fully-Featured CRM Software

4.3 Based on 2504 Ratings

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Netsuite CRM Get your customer-centric interactions monitored with ease

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EngageBay Sales CRM Powerful and affordable all-in-one marketing, sales, and support software with free CRM used by 15k+ growing businesses.

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About Fluid CRM

Deep Dive with Clara AI

Fluid CRM is a visual, lightweight CRM for solo founders and small B2B teams. It replaces messy spreadsheets and bloated enterprise CRMs with one clean pipeline view: drag deals across stages, keep contacts, notes, activity and reminders in one place, and always see what needs to happen next. Spreadsheets break past 30 deals. Tools like HubSpot and Salesforce demand weeks of setup. Fluid has the structure of a CRM with the simplicity of a spreadsheet, and sets up in about 5 minutes. Built for speed: minimal clicks, 7 keyboard shortcuts, BCC email sync, embeddable lead capture forms, 8 in-app automations, sales forecasting with a 3-month revenue projection, and a full REST API with 16 webhooks on every plan. Import from Pipedrive, HubSpot or any spreadsheet in minutes. Pricing is 16€ per seat per month with every feature included. No upgrade traps, no filler. Rated 5.0 on AppSumo by users switching from Pipedrive and Attio who cite the same things: clarity, speed and no bloat.

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Pricing

Platforms Supported

  • Not available

Organization Types Supported

  • Not available

API Support

Modes of Support

  • Not available

Fluid CRM Features

CRM Features

Unique Features

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Business Management Features

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Marketing Management

Documents, tracks and also helps to access all data pertaining to the marketing department

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Scheduling

Manages and helps to prepare schedules in an appropriate and timely manner

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Financial Management

Handles functions like management of cash and utilisation of funds

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing

Acquiring goods or services required for the business at minimal cost

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Lead Capture Features

Lead Capture Forms & Landing Pages

Multi-channel Capture (Web, Chat, Social)

Automation & Workflow Triggers

Integration with CRM & Marketing Tools

Lead Qualification & Scoring

Data Collection & Storage

Real-Time Alerts & Notifications

Reporting & Analytics

Fluid CRM Pricing

Free Trial

Available

Learn more about Fluid CRM Pricing

Fluid CRM Alternatives

View All Fluid CRM Alternatives

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipedrive CRM logo
Pipedrive CRM Streamline your sales process: Comprehensive, automated, and data-d... read more

4.5 2,151 user ratings

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshsales logo
Freshsales Improve your CRM functions and grow your business read more

2.2 125 user ratings

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97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Keap logo
Keap Generate more leads and enhance the sales numbers in real-time read more

3.9 481 user ratings

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97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Thryv logo
Thryv Meet Modern Customer’s Expectations read more

2.4 339 user ratings

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96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sellsy logo
Sellsy All-in-one Sales Launchpad read more

3.9 97 user ratings

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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Copper CRM (Formerly ProsperWorks) logo
Copper CRM (Formerl... Richly featured tool for CRM read more

3.1 99 user ratings

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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Nutshell logo
Nutshell Let your B2B teams access sales CRM and email marketing campaigns i... read more

4 67 user ratings

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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

HighLevel logo
HighLevel Scale smarter with AI-powered automation read more

3.2 2,076 user ratings

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

EspoCRM logo
EspoCRM All your CRM needs solved read more

4.7 19 user ratings

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Creatio CRM logo
Creatio CRM No-code automation for seamless customer journeys and business growth read more

4.8 356 user ratings

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Fluid CRM Reviews

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Fluid CRM FAQs

Is Fluid a full CRM?

Yes. Fluid is a full CRM for tracking deals, contacts, companies, activities and follow-ups. It's the visual, lightweight and simple one built for solo founders and small B2B teams instead of enterprise ops departments. It's not built for email marketing automation or 200-field setups, and that's on purpose.

How is Fluid different from HubSpot or Pipedrive?

Fluid has the structure of a CRM with the simplicity of a spreadsheet. HubSpot and Pipedrive are built for scale, with features and pricing most small teams never need. Fluid keeps only what you use to close deals, at a fraction of the cost. Less setup, less training, less admin.

Why is Fluid just 16€/month?

Because that is enough to keep building and pay the team. Most CRMs charge 5x to 30x more to cover big sales teams, enterprise features 95 percent of users never touch and shareholders. We carry none of that. Every feature is included on every plan, with no upgrade traps and no surprise bills.

Can I sync my email with Fluid?

Yes, through BCC logging. You get a secret inbox address in Fluid. BCC it when you email a prospect and the email lands on their deal automatically, no Gmail or Outlook connection needed. Set auto-BCC and it happens on every email without you thinking about it. Fluid is a deals-first pipeline CRM, so pair it with your sending tool for outreach.

Can I import my data from a spreadsheet?

Yes. Import contacts and deals from a CSV, XLS or XLSX. If your file is clean it takes about 2 minutes, and importing as deals creates the contact and company automatically. See the step-by-step import guide: https://fluidcrm.io/blog/import/

How long does it take to set up?

About 60 seconds to your first deal. Nothing to install, no calls, no training. A 7-step onboarding wizard walks you through the essentials so you are productive from day one.

Can I manage multiple businesses in one account?

Yes. Run a separate pipeline for each business and invite people only to the pipelines they should see. Deals stay separated per pipeline. If your businesses need fully separate contact lists, use a license each for now, and separate workspaces under one login are on the roadmap.

Is there a free trial?

Yes. Every plan starts with a 7-day free trial and no credit card. You can also invite up to 5 teammates during the trial, so your whole team can test Fluid before anyone pays.

What happens to my data if I cancel?

You keep full ownership of everything you track. Export your contacts and deals to CSV anytime, so nothing is ever locked in.

What is Fluid CRM used for?

Fluid CRM is CRM Software. Fluid CRM offers the following functionalities:

  • Opportunity Management
  • Customization
  • Collaboration Tools
  • Lead Management
  • List Management
  • Contact Management

Learn more about Fluid CRM features.

What are the top alternatives for Fluid CRM?

Here`s a list of the best alternatives for Fluid CRM:

Fluid CRM Contact

Vendor Details

Founded : 2025

Contact Details

Not available

https://fluidcrm.io/

Social Media Handles

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Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at [email protected]

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