# Fluid CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Fluid CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10044384/Fluid-CRM

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# 

 Fluid CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 11, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Fluid CRM

## What is Fluid CRM?

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. Fluid is built around a calm visual pipeline. Deals move across stages fast with keyboard shortcuts. Reminders surface 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. API and webhooks connect cold email tools so interested replies become tracked deals automatically. Every feature is included on both plans. Monthly billing is $16 per seat. Annual billing is $144 per seat, three months free. No upgrade traps, no implementation fees. Setup takes minutes, not weeks. Free trial is seven days, no credit card required.

## What is Fluid CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$16

Flat Rate, Per Month

Free trial  
available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Contact Management

Manage, organize, and store contact information

Customizable Fields

Customize data fields to support various needs and use cases

Data Import/Export

Import and export data to and from software applications

Fluid CRM 16 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Protect sensitive data for digital privacy

Assemble applications and processes by dragging over and arranging pre-built components

Form predictions based on past and present data/trends

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Timed notification for any upcoming task, deadline, appointment, or activity

Pipeline view and tracking lead status

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

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## Pricing

Free Trial

Monthly Plan

$16.00

Flat Rate,Per Month

It includes:

-   Unlimited deals & contacts
-   Unlimited pipelines
-   8 in-app automations
-   Reminders & alerts
-   Keyboard shortcuts
-   API & webhooks
-   Easy import & export

Annual Plan (Best Value)

$144.00

Flat Rate,Per Year

It includes:

-   Unlimited deals & contacts
-   Unlimited pipelines
-   8 in-app automations
-   Reminders & alerts
-   Keyboard shortcuts
-   API & webhooks
-   Easy import & export

## Integrations

[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Pabbly Connect](https://www.capterra.com/p/205994/Pabbly-Connect/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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