Consultants who hate admin work get sold the wrong CRM constantly. The lists all pretend you’re a sales rep chasing new logos. You’re not. Consultants juggle lead generation, client relationships, proposals and project delivery on the same day, and the CRM that fits respects all four jobs instead of burying you in fields built for … Read more
Your team isn’t lazy. Your CRM is bad. Every blog post and consultant will tell you to train harder, communicate better and build trust. They’re dodging the real problem. If logging a deal takes longer than a sticky note, your team has already decided not to use the CRM. So the fix isn’t more training. … Read more
Bring your sales data into Fluid CRM from any CSV. Two ways to import, depending on where you are: drop in a contact list to start fresh or migrate your active deals from HubSpot, Pipedrive or any other CRM or source with one upload. Deal import supports custom fields. No technical setup or data loss. … Read more
A direct comparison of Fluid CRM’s and Capsule’s pricing, features and fit, so you can pick the right CRM for your team. Start a 7 day Fluid CRM free trial here. Is Fluid CRM or Capsule Right for You? Skip the comparison if you already know which fits. Here’s the short answer. Your situation Pick … Read more
A direct comparison of Fluid CRM’s and Close’s pricing, features and fit, so you can pick the right CRM for your team. Start a 7 day Fluid CRM free trial here. Is Fluid CRM or Close Right for You? Skip the comparison if you already know which fits. Here’s the short answer. Your situation Pick … Read more
A direct comparison of Fluid CRM’s and Attio’s pricing, features and fit, so you can pick the right CRM for your team. Start a 7 day Fluid CRM free trial here. Is Fluid CRM or Attio Right for You? Skip the comparison if you already know which fits. Here’s the short answer. Your situation Pick … Read more
A direct comparison of Fluid CRM’s and HubSpot’s pricing, features and fit, so you can pick the right CRM for your team. Start a 7 day Fluid CRM free trial here. Is Fluid CRM or HubSpot Right for You? Your situation Pick Solo founder, agency under 10 or small B2B team tracking deals Fluid CRM … Read more
A direct comparison of Fluid CRM’s and Pipedrive’s pricing, features and fit, so you can pick the right CRM for your team. Start a 7 day Fluid CRM free trial here. Is Fluid CRM or Pipedrive Right for You? Your situation Pick Founder, small B2B team or agency who want to track deals without upgrade … Read more
Most lists of CRMs for marketing agencies mix two different kinds of software, one that tracks the clients you want to win and one that tries to hold the whole agency. Pick from the wrong group and you pay for a tool your team stops opening. The best CRM for marketing agencies depends on the … Read more
The best CRM for outbound agencies lists are often written for one reader: the SDR manager at a funded company with budget for Close, Salesloft and Apollo all at once. If you run outbound for clients, or even just run it lean in-house, those lists are wrong for you. The math breaks, the setup breaks … Read more