Ctrlk
Go to website
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Fluid CRM Documentation

Official documentation for Fluid CRM, a visual pipeline CRM for small B2B teams, founders and agencies.

This documentation explains how Fluid CRM works, who it is built for, and how to use it effectively in daily B2B sales.

Fluid is intentionally simple. The docs reflect that. No fluff, no enterprise noise, only what helps you close deals faster.

What Fluid CRM is

Fluid CRM gives small B2B teams a clear visual pipeline to close more deals without the mess of spreadsheets or the bloat of traditional CRMs.

It helps you:

  • See your whole pipeline on one screen with a kanban-style deal board

  • Track contacts, companies and activities tied to every deal

  • Set reminders so follow-ups never slip through the cracks

  • Forecast revenue based on your actual pipeline, not gut feel

  • Run automations that handle the busy work in the background

  • Connect Fluid to your stack through a real REST API on every plan

Fluid has the structure of a CRM with the simplicity of a spreadsheet. If you outgrew Google Sheets but find HubSpot and Pipedrive feel like a second job, Fluid is built for you.

Who this documentation is for

This documentation is written for:

  • B2B founders and solopreneurs running outbound

  • Small sales teams of 2 to 25 people

  • Agencies managing client pipelines or partner programs

  • Consultants and freelancers selling services

  • Coaches running structured client pipelines

  • Anyone graduating from spreadsheets to a real CRM without the enterprise overhead

If you value speed, clarity and a calm interface that stays out of your way, this documentation is for you.

How the documentation is structured

The docs are organized to match how you actually use Fluid.

Getting started

Learn the core concepts and get productive fast:

  • What is Fluid CRM

  • Who Fluid is for

  • Onboarding

  • Your daily workflow

  • Import your data

  • Inviting teammates

Features

Deep dives into how Fluid works:

  • Visual pipeline

  • Dashboard

  • Deals

  • Pipeline customization

  • Field customization

  • Keyboard shortcuts

  • Contacts (people and companies)

  • Forecast

  • Notepad

  • Automations

  • API & Webhooks

  • Lead forms

  • Themes

Settings

Control how Fluid behaves:

  • Account settings

  • Team and seats

  • Security and 2FA

  • Notifications and email digest

Data

Move your data in and out:

  • Export data

Billing and subscription

Manage your plan:

  • Plans and pricing

  • Manage subscription

  • Billing and invoices

  • Upgrade or downgrade

  • Cancel subscription

  • Refunds

Compliance

Privacy, security and legal:

  • Privacy and GDPR

  • Security overview

  • Terms of service

Referrals

Earn months by sharing Fluid:

  • How referrals work

  • Referral terms

How to use these docs

If you are new:

  • Start with What is Fluid CRM

  • Read Onboarding

  • Follow Your daily workflow

If you are configuring Fluid:

  • Go to Pipeline customization

  • Then Field customization

  • Then Automations

If you are integrating or scaling:

  • Read API & Webhooks

  • Read Team and seats

  • Read Import your data and Export data

Design principles behind Fluid

Everything in Fluid follows the same principles:

  • Visual pipeline over list view, drag and drop over data entry

  • Calm UX, dark themes, zero clutter

  • Fast execution over heavy configuration

  • Spreadsheet simplicity with CRM structure

  • One flat plan, unlimited everything, no upgrade traps

The documentation mirrors those principles.

What to read next

  • What is Fluid CRM, core philosophy and positioning

  • Onboarding, get set up in minutes

  • Your daily workflow, how to use Fluid every day

  • Visual pipeline, how Fluid structures sales

NextWhat is Fluid CRM

Last updated