--- title: Fluid CRM Reviews meta_title: 'Fluid CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Fluid CRM works for a business like yours. date_modified: '2026-06-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Fluid CRM Reviews **Vendor:** Fluid CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About Fluid CRM 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. - [View Fluid CRM pricing details and edition comparison](https://www.g2.com/products/fluid-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-22+18%3A09%3A44+-0500&secure%5Bsession_id%5D=8f0f65db-85d4-4869-a5ca-a110411e5fe3&secure%5Btoken%5D=78120cc535972d66e9b307ff7516a4ebd25553bf08475fc4918cc1269fc9711a&format=llm_user) ## Fluid CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Fluid CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,694 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,245 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,313 reviews)