Omar Abdalla 
Pipedrive and Zoho CRM both open at $14 per seat, so the two look level until your team wants its inbox connected. On that day the Pipedrive seat becomes $39 and the Zoho seat stays at $14. Zoho charges for the difference in setup hours, so price those before you pick. Pipedrive vs Zoho is … Read more
You open your CRM dashboard, look at eleven charts and close it again, because none of them says who you owe a call today. Most dashboards are built to answer a manager’s question. On a team of four, the manager is also the person selling. A CRM dashboard is one screen of live numbers from … Read more
Your pipeline rarely falls apart in one bad week. A deal misses its follow-up on Tuesday, nobody opens the board on Wednesday and by Friday three buyers have stopped expecting to hear from you. Leads die on the days the CRM stays closed, and that is the problem Fluid CRM and this routine are built … Read more
You already have a sales pipeline. It is spread across your inbox, your phone and whatever you remember on a good day. It works until a busy week, when the person you promised a quote on Tuesday hears nothing and signs with somebody else. A sales pipeline is the list of deals you could win … Read more
An owner told you two years ago to call when his tenant’s lease comes up. That date is now in your head, or in a spreadsheet tab nobody has opened since spring. This list covers five tools for that brokerage problem plus Fluid CRM, compared by what each one stores and what it costs a … Read more
A CRM for nonprofits has to hold two things that behave differently: gifts already made and asks still open. Every donor tool records the first one well. They differ on the second, which is why the table below has a column for it, with Fluid CRM included for one narrow job. The best CRM for … Read more
HoneyBook bundles four jobs, from the first inquiry to the final payment. Many people use only part of it, so a one-for-one swap can send them to the wrong tool. We built Fluid CRM for one of those jobs, and this post shows which one. The best HoneyBook alternative depends on the job you need … Read more
Most lists of the best CRM for financial advisors rank Wealthbox, Salesforce and sales CRMs as rivals. Wealthbox and Redtail look after the households you already serve, while a sales pipeline wins the ones you don’t have yet. Fluid CRM and five other tools below are sorted by that job. The best CRM for financial … Read more
Most sales report templates ask a three-person team for a dozen metrics, so the report quietly stops going out by week three. The ones that last fit on a phone screen. They carry five numbers, last week’s figures beside them and a short note under each. A sales report template for a small team needs … Read more
Most small teams have an ideal customer profile that reads “B2B companies that need marketing” or “growing businesses that want better sales”. That sentence describes half the internet, so the team still takes every call and wonders why the pipeline is full of people who never buy. An ideal customer profile (ICP) is a one-page … Read more