Fluid CRM

ClaudeCommunityby Fluid CRM

Fluid CRM is a simple sales CRM for small B2B teams. This connector lets Claude work in your own Fluid CRM workspace, so you can keep your pipeline up to date without opening the app. What you can do: - See your open deals, their stage and their value - Get a summary of your pipeline - Add and update deals, contacts and companies - Set reminders so you know what happens next on each deal - Log notes, calls, emails and meetings on a deal or a contact Limits: you need a Fluid CRM account and you sign in with it when you connect. The connector only reaches the workspaces your account can access. It cannot delete deals, contacts or companies, and it does not send emails or messages to your contacts.