Features
  • Powerful Leads Tracking System
  • Accounts/Opportunities/Contacts
  • Schedules & Followup
  • Advanced Search
  • One Click Update
  • Update History
 
  • Customizable Reporting Tool
  • Alerts and Notifications
General
  • What is a CRM?
  • CRM Software
  • Sales Force Automation
  • Marketing Automation
  • Support Automation
  Powerful Leads Tracking System
  Schedules & Followups
  Accounts/Opportunity/Contacts
  Advanced Search
  One-click update
  Update History
  Customizable Reporting Tool
  Alerts & Notifications
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Powerful leads tracking system

With Fluid CRM, you can track leads based on

  • Location (Country/State/District/City/Town/Area/Road)
  • Industry
  • Product
  • Lead Source
  • Created By / Assigned To
  • Status
  • Contact Details
  • Personal & Professional Details

No Pre-populated lists. All Information above can be created on-the-go by the user.

Create Views with your favourite search options. Track your leads in a single click.

Easily Perform Mass update and Mass delete operations across multiple pages !

With Lead Tools, Importing and exporting leads is very easy.

Schedules & Followups

Easily create schedules for leads/ Accounts /opportunity

Schedules can be directly followed-up in the leads search screen.

Schedules can be modified at any time.

Create schedules for Week Days/Months/Years.

With Lead Tools, Importing and exporting leads is very easy.

Schedules & Followups

Easily create schedules for leads/ Accounts /opportunity

Schedules can be directly followed-up in the leads search screen.

Schedules can be modified at any time.

Create schedules for Week Days/Months/Years.

With Lead Tools, Importing and exporting leads is very easy.

Schedules & Followups

Easily create schedules for leads/ Accounts /opportunity

Schedules can be directly followed-up in the leads search screen.

Schedules can be modified at any time.

Create schedules for Week Days/Months/Years.

With Lead Tools, Importing and exporting leads is very easy.

Schedules & Followups

Easily create schedules for leads/ Accounts /opportunity

Schedules can be directly followed-up in the leads search screen.

Schedules can be modified at any time.

Create schedules for Week Days/Months/Years.

With Lead Tools, Importing and exporting leads is very easy.