Fluid CRM

Fluid CRM is a visual, lightweight CRM for small B2B sales teams, solo founders, freelancers, coaches and agencies. It replaces messy sales spreadsheets and bloated enterprise CRM software with a clear drag and drop pipeline, follow-up reminders and full deal history in one place. The problem it solves is simple. Spreadsheets break once you pass 30 deals, and traditional CRMs like HubSpot, Salesforce or Zoho require weeks of setup and features most small teams never use. Fluid CRM has the structure of a CRM with the simplicity of a spreadsheet. Setup takes about 5 minutes. Key features - Visual sales pipeline: drag and drop deal cards across stages, filter by rep, value, label or reminder status. Unlimited deals, contacts and pipelines on every plan. - Deal and contact management: every deal stores contact info, company, activity log, notes and reminders. Contacts are auto-created and auto-linked to companies. - Follow-up reminders: color-coded upcoming and overdue reminders, plus a daily email digest, so no lead falls through the cracks. - Sales forecasting: total pipeline value, expected revenue weighted by close probability and a 3-month revenue projection. - Lead capture forms: embeddable forms with custom CSS that create contacts and deals automatically in your pipeline. No third-party tools needed. - Automations and API: 8 in-app automations, a full REST API and 16 webhook events, compatible with Zapier, Make.com, Pabbly, n8n, Smartlead and Instantly. How it works Sign up, name your pipeline stages and start adding deals. Contacts and companies are created automatically, so you never enter data twice. Log calls, emails, meetings and notes on the deal card. BCC email sync logs emails to deals automatically with no extension. Seven keyboard shortcuts cover daily actions in one keystroke: 10-second tasks take 10 seconds, not 5 minutes. Import from Pipedrive, HubSpot or any spreadsheet via CSV, XLS or XLSX in about 5 minutes. Export everything to CSV anytime. Pricing 7-day free trial, no credit card required. 16€ per seat per month or 144€ per year with every feature on both plans. No feature tiers, no upgrade traps. Rated 5.0 on AppSumo. Users switching from Pipedrive, Attio and Less Annoying CRM cite the same things: clarity, speed and no filler.