# Fluid CRM Docs ## Docs - [Fluid CRM Documentation](https://fluid-crm.gitbook.io/fluid-crm-docs/fluid-crm-documentation.md): Official documentation for Fluid CRM, a visual pipeline CRM for small B2B teams, founders and agencies. - [What is Fluid CRM](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/what-is-fluid-crm.md): Fluid CRM is a visual, lightweight CRM for solo founders and small B2B teams. Every deal sits on one board. You always know the next action. Follow-ups stop falling through the cracks. - [Onboarding](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/onboarding.md): Get up and running with Fluid CRM in minutes. This guide walks you through the built-in onboarding flow and the first steps to set up Fluid for daily use. - [Your daily follow up workflow](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/your-daily-follow-up-workflow.md): This page explains the core daily workflow Fluid CRM is built around. - [Pipeline customization](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/pipeline-customization.md): This page explains how to customize pipelines in Fluid CRM and why pipeline design matters for daily execution, forecasting and clarity. - [Customize data fields](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/customize-data-fields.md): This page explains how to customize data fields in Fluid CRM and how field control reduces friction, mental load and wasted time during daily work. - [Customize deal cards](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/customize-deal-cards.md): This page explains how deal cards work in Fluid CRM and how customizing them helps you execute faster with less mental effort. - [Invite teammates](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/invite-teammates.md): This page explains how to invite teammates to your Fluid CRM workspace and control what they can access. - [Import your data](https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/import-your-data.md): Import lets you migrate deals or contacts into Fluid CRM from an existing CRM, spreadsheet or external system using a CSV, XLS or XLSX file. - [Dashboard](https://fluid-crm.gitbook.io/fluid-crm-docs/features/dashboard.md): The Dashboard gives you an instant overview of your sales momentum and sets the tone for daily execution. - [Deals](https://fluid-crm.gitbook.io/fluid-crm-docs/features/deals.md): Deals are the core unit of work in Fluid CRM. Everything you do starts and moves forward from a deal. - [Keyboard shortcuts](https://fluid-crm.gitbook.io/fluid-crm-docs/features/keyboard-shortcuts.md): Keyboard shortcuts inside Fluid CRM let you execute common deal actions instantly without leaving the Deals board. - [BCC email sync](https://fluid-crm.gitbook.io/fluid-crm-docs/features/bcc-email-sync.md): BCC one address and the email lands on the deal. No browser extension, no inbox plugin, nothing to configure inside Gmail or Outlook. - [Contacts (people and companies)](https://fluid-crm.gitbook.io/fluid-crm-docs/features/contacts-people-and-companies.md): Contacts in Fluid CRM are linked to deals, but you can work with them either way. - [Automations](https://fluid-crm.gitbook.io/fluid-crm-docs/features/automations.md): Automations handle the busy work that adds up across hundreds of deals. Toggle on what you need, leave the rest off and change anytime. - [Lead capture forms](https://fluid-crm.gitbook.io/fluid-crm-docs/features/lead-capture-forms.md): Lead forms are embeddable forms that automatically create contacts and deals in your Fluid CRM pipeline. - [API & Webhooks](https://fluid-crm.gitbook.io/fluid-crm-docs/features/api-and-webhooks.md): Fluid CRM includes a real REST API and outgoing webhooks on every plan. No upgrade required, no enterprise tier, no per-call pricing. - [Forecast](https://fluid-crm.gitbook.io/fluid-crm-docs/features/forecast.md): The Forecast view shows expected revenue and deal outcomes based on your active pipeline, stage probabilities, and sales cycle settings. - [Notepad](https://fluid-crm.gitbook.io/fluid-crm-docs/features/notepad.md): The Notes feature provides a fast, flexible space to capture internal notes, ideas, follow-ups, and working instructions inside Fluid CRM. - [Themes](https://fluid-crm.gitbook.io/fluid-crm-docs/features/themes.md): Fluid CRM includes 9 built-in themes designed for long work sessions, low-light environments and reduced eye strain. - [Workspace branding](https://fluid-crm.gitbook.io/fluid-crm-docs/features/workspace-branding.md): Add your own logo so the workspace looks like your tool, not a tool you rent. - [General preferences](https://fluid-crm.gitbook.io/fluid-crm-docs/settings/general-preferences.md): General preferences control workspace-wide defaults used across deals, forecasting, and contact data. - [Account settings](https://fluid-crm.gitbook.io/fluid-crm-docs/settings/account-settings.md): Account settings let you manage your personal profile details and subscription status. - [Team settings](https://fluid-crm.gitbook.io/fluid-crm-docs/settings/team-settings.md): Configure team access, seats, and permissions for your workspace. - [Import data](https://fluid-crm.gitbook.io/fluid-crm-docs/data-and-imports/import-data.md): Import lets you migrate deals or contacts into Fluid CRM from an existing CRM, spreadsheet or external system using a CSV, XLS or XLSX file. - [Export data](https://fluid-crm.gitbook.io/fluid-crm-docs/data-and-imports/export-data.md): Export data lets you download your contacts and deals from Fluid CRM at any time with one click. - [Plans and pricing](https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/plans-and-pricing.md): Fluid CRM uses simple, flat-rate pricing. No tiered plans, no enterprise upgrades, no per-feature charges. Same price, same features, every account. - [Manage subscription](https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/manage-subscription.md): View and manage your Fluid CRM subscription, billing status, and plan access through Stripe. - [Billing and invoices](https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/billing-and-invoices.md): View and download invoices and payment receipts for your Fluid CRM subscription through Stripe. - [Upgrade or downgrade plan](https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/upgrade-or-downgrade-plan.md): Change your Fluid CRM subscription plan through Stripe. - [Cancel subscription](https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/cancel-subscription.md): Cancel your Fluid CRM subscription through Stripe. - [Security overview](https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/security-overview.md): Overview of how Fluid CRM protects your data and account access. - [Privacy and GDPR](https://fluid-crm.gitbook.io/fluid-crm-docs/account-and-billing/privacy-and-gdpr.md): How Fluid CRM handles personal data and complies with privacy and data protection regulations. - [How referrals work](https://fluid-crm.gitbook.io/fluid-crm-docs/referral-program/how-referrals-work.md): Learn how the Fluid CRM referral program works and how to earn free subscription time by inviting others. - [Referral terms](https://fluid-crm.gitbook.io/fluid-crm-docs/referral-program/referral-terms.md): Rules, limitations, and conditions for using the Fluid CRM referral program. --- # Agent Instructions This documentation is published with GitBook. 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