Fluid CRM レビュー

Rating: 5
Author: Minttu

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3.7

顧客関係管理提供業者

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レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら

プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら

企業情報

当該企業による記述

Fluid CRM is the visual, lightweight CRM for small B2B sales teams. Founders, agencies, consultants and coaches use Fluid to track deals, contacts and follow-ups in a clean visual pipeline. Without the clutter of HubSpot, Salesforce or Pipedrive. Without the mess of Google Sheets. Most CRMs are built for enterprise sales teams with dedicated ops staff and six-figure budgets. Small B2B teams end up either drowning in features they don't use or staying on spreadsheets because the alternatives feel like a second job. Fluid 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 fast with keyboard shortcuts. Reminders surface the follow-ups that need attention today. 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. 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, three months free. No upgrade traps, no implementation fees, no required onboarding calls. Setup takes minutes, not weeks. Fluid CRM is built and supported by a small team that responds within hours, not days. Free trial is seven days, no credit card required.