1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Fluid CRM Discussions](https://www.g2.com/products/fluid-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c03d02be7778a6b14c16adfcbdaf57e4/fluid-crm.jpg "Product Avatar Image") ](/products/fluid-crm/reviews) [ Fluid CRM ](/products/fluid-crm/reviews) (5)5.0/5 Fluid CRM is the visual, lightweight CRM for small B2B sales teams. Founders, agencies, consultants and coaches use Fluid CRM to track deals, contacts and follow-ups in a clean visual pipeline without the clutter of HubSpot, Salesforce or Pipedrive. Most CRMs are built for enterprise sales teams with dedicated ops staff and six-figure implementation budgets. Small B2B teams end up either drowning in features they don't use or staying on Google Sheets and Excel because the alternatives feel like a second job. Fluid CRM is the middle option that didn't exist. A full CRM with the structure to scale past spreadsheets, sized for teams that need clarity instead of complexity. The product is built around a calm visual pipeline. Deals move across stages and data logging is fast with keyboard shortcuts. Reminders surface the follow-ups that need attention today, color coded by urgency. Nested contacts under companies handle multi-stakeholder B2B sales and account-based outreach. Lead capture forms with custom fields pre-qualify prospects on budget, timeline and project type before they hit the pipeline. API and webhooks connect cold email tools like Smartlead and Instantly so interested replies become tracked deals automatically. Every feature is included on both plans. Monthly billing is $16 per seat per month. Annual billing is $144 per seat per year, which works out to $12 per seat per month and three months free. There are no upgrade traps, no feature unlocks behind premium tiers, no implementation fees and no required onboarding calls. Setup takes minutes, not weeks. Fluid CRM is the right fit for solo founders running outbound, agencies juggling multiple client pipelines side by side, consultants and coaches tracking warm leads through to closed deals and after-work, cold email and outbound agencies turning replies into closed deals, and small B2B sales teams of two to ten people who outgrew Google Sheets but rejected HubSpot. Fluid CRM is not the right fit for marketing automation, complex enterprise sales force management or multi-product catalog tracking. Teams that need 200 custom fields and a dedicated CRM administrator should look elsewhere. Free trial is seven days, no credit card required. Show More * * * ### 100.0 Nps Score Already have Fluid CRM? ### All Fluid CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Nicolas V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicolas V.") NV Loading... [Nicolas V.](https://www.g2.com/users/1de094ae-b5a5-46e5-b64d-799f265418d8 "Nicolas V.") • about 1 month ago Cleantech Sales Pipeline Development & Thought Leadership Cleantech Sales Pipeline Development & Thought Leadership More Options - [ # How do you balance a clean, fast CRM with missing features in Fluid CRM? ](/discussions/how-do-you-balance-a-clean-fast-crm-with-missing-features-in-fluid-crm) Fluid CRM feels exceptionally clean and uncluttered, making day-to-day B2B pipeline work fast without the usual CRM complexity. The tradeoff is that some functions are not there yet, even though new high-value features are being delivered frequently and onboarding is quick. For those focused on... 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Answer a few questions to help the Fluid CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ffluid-crm%2Fdiscuss%3Fsmall_ask%3Dfluid-crm) No ## Top Contributors in Fluid CRM 1 ![Nicolas V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicolas V.") NV Loading... ### [Nicolas V.](https://www.g2.com/users/1de094ae-b5a5-46e5-b64d-799f265418d8 "Nicolas V.") Managing Director 1 pt