# Fluid CRM Documentation

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 is a lightweight, follow-up-first CRM designed for people who actually sell.

It helps you:

* Track active sales conversations
* Capture context and notes
* Set clear next actions
* Execute follow-ups without friction

Fluid focuses on execution, not reporting.\
If your sales live across email, LinkedIn, calls, and outbound tools, Fluid keeps everything moving without slowing you down.

***

### Who this documentation is for

This documentation is written for:

* B2B founders and solopreneurs
* Consultants and freelancers selling services
* Small sales teams
* Outbound agencies managing many parallel conversations

If you value speed, clarity, and consistency in follow-ups, 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
* Onboarding
* Your daily follow-up workflow
* Customizing pipelines, fields, and deal cards
* Inviting teammates

#### Features

Deep dives into how Fluid works:

* Dashboard
* Deals and pipelines
* Contacts
* Forecast
* Notes
* Search and filtering
* Keyboard shortcuts

#### Settings

Control how Fluid behaves:

* General preferences
* Deal field management
* Themes and appearance
* Account and team settings
* API access
* Data import and export
* Billing, subscriptions, and seats
* Security, privacy, and GDPR
* Referral program

***

### How to use these docs

If you are new:

1. Start with **What is Fluid CRM**
2. Read **Onboarding**
3. Follow **Your daily follow-up workflow**

If you are configuring Fluid:

* Go to **Customize pipeline**
* Then **Customize data fields**
* Then **Deal field management**

If you are integrating or scaling:

* Read **API settings**
* Read **Team settings**
* Read **Import data** and **Export data**

***

### Design principles behind Fluid

Everything in Fluid follows the same principles:

* Deal-first, not contact-first
* Fast execution over heavy configuration
* Minimal UI, maximum clarity
* One simple plan, 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 follow-up workflow – how to use Fluid every day
* Deals overview – how sales conversations are structured


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://fluid-crm.gitbook.io/fluid-crm-docs/fluid-crm-documentation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.