Hey Sumo-lings! Omar here again 👋

Big batch shipped this week! Three things worth your attention, plus a handful of smaller ones.

Deals have their own names now

Every deal used to be named after the contact. Sell to the same client three times and you got three deals called "Sarah Chen."

Now every deal has its own optional name field. Leave it blank and nothing changes. Fill it in and it shows on the card, in exports and imports, and through the API and webhooks.

See your deals as a list

Several of you asked for the table view on deals and we heard you! Hit the toggle next to the Deal button and the same deals show up as a table.

You can sort by any column. Pick which columns you see and drag them into your own order. Active, Won and Lost tabs, so closed deals are one click away instead of gone. A reminder column showing overdue, today and future at a glance, clickable to set a reminder without opening the deal. Export the view or just the rows you select. Oh, and keyboard shorcuts works normally here too!

Move a deal to another pipeline (easier than ever)

Before you needed an in-app automation "cross-pipeline" move to move deals between pipelines. Useful but niche and not so easy to find. Now when you edit a deal, you can pick a different pipeline and boom, it moves there. Everything travels with it: value, dates, owner, contact, notes, labels, reminders and full activity history.

Also shipped

• Two new keyboard shortcuts (my personal favorite): A logs an activity, N opens notes. Eight total now
  Search now matches deal name, email, phone, job title, source, labels and custom fields, not just contact and company

• Four fields on a board card instead of three

• Merge duplicates now shows email, company, deal count and age before you pick

• Faster contacts and companies tables with column control and shift-range select

A few things you might be wondering:

Does the list view replace the board? No. Both are there, one toggle apart. The board stays active-only. The list is where you go to sort, scan or find closed deals.

Do I have to rename my existing deals? No. Deal names are optional and everything you already have keeps working exactly as it did.

What about MCP? Still the priority and being developed. Most of this batch was groundwork for it. Aiming for mid-September, but no hard promises.

Got a question or a feature you want to see? Drop it right here on the page. I read every one, and this batch came almost entirely from your requests, so thank you!

More coming soon. Cheers,

Omar
Founder, Fluid CRM

Hey Sumo-lings! Omar here again 👋

Quick update: we just shipped the biggest customization upgrade to Fluid CRM since launch.

Custom fields aren't just for deals anymore. You can now build custom fields on contact people and companies too, so you can finally track what actually matters to your sales process instead of whatever we decided you needed.

Here's what's new:

• Add your own fields: text, number, link, date, or checkbox
• Mark any field as required
• Reorder and hide fields so your team only sees what it needs
• Now available on Person fields and Company fields, right alongside the deal fields you already had

That's the whole idea behind Fluid: a CRM that fits your process, not one you have to bend around. Now every part of it, deals, people, and companies, works exactly the way you want.

We also snuck in some design polish across the app while we were in there, so log in and take a look.

What's next: custom field import for migrations. So if you're moving over from a spreadsheet or another CRM, you won't have to rebuild your fields by hand. It's already in the works.

A few things you might be wondering:

Does this cost extra? Nope. It's included in every plan, same as everything else we ship for Fluid.

I already had custom fields on deals. Did those change? They're not going anywhere. This update adds the same power to contact people and companies, so now your whole CRM is customizable, not just the pipeline.

Can I import my existing custom field data during migration? Not yet, but it's next up on our roadmap. We'll let you know the second it's live.

Got a question or a feature you want to see? Drop it right here on the page, we read every one, and we'd love your input on what we build next.

More features coming soon. Thanks for building with us.

— Omar

Hey Sumo-lings! Omar here from Fluid CRM. 👋

Since launch, one request has come up more than any other: email sync. It's now live for every AppSumo license.

Here's how it works:

You get a secret inbox address in Fluid. BCC it when you email a prospect, and the email lands on their deal automatically. No Gmail or Outlook connection, no OAuth, no permissions to grant. Your inbox stays yours.

A few details worth knowing:

• If the contact has no open deal, the email goes to their notes instead, so nothing gets lost
• It only matches contacts already in Fluid. It never creates new contacts from email, so your CRM stays clean

And in the spirit of being upfront with you (you know that's how we do things): outbound email, meaning sending from Fluid, isn't planned near-term. Fluid is a deals-first pipeline CRM, not an inbox replacement. Full inbound sync where Gmail/Outlook/IMAP emails appear automatically without BCC is a long-term goal of ours, and your AppSumo license includes it when it ships.

This one came straight from your feedback, so keep the requests coming. You're shaping the roadmap in real time.

Go BCC something. 😮‍💨

-Omar

Founder, Fluid CRM

Hey Sumo-lings! Omar here from Fluid CRM 👋

We built Fluid because after working with 50+ small B2B companies across various industries, the issue was clear.

They either tracked sales in spreadsheets and it was a total mess. Or they paid an arm and a leg for fancy CRM setups that nobody used because it was built on "everybody has this" instead of what sales teams actually needed.

Fluid CRM is the best of both worlds.

Frictionless in ease of use, fast and calm to look at. Yet it has all the core features a proper CRM needs: visual pipeline, reminders, deals & contacts, in-app automations and API integration. Without the unnecessary fluff that costs a fortune, slows you down and makes sales reps hate logging in.

Every feature is and will be included in your plan, and onboarding is stupid simple. Whether you create your first deal in Fluid or import your existing data, you'll be tracking deals in minutes.

We're beyond excited to bring Fluid to the AppSumo community.

Grab the lifetime deal, help shape our roadmap and let's make selling feel… well, Fluid! 😮‍💨