We’re thinking to dig into CRM use cases more and provide a better solution here eventually. If you use Fibery as a CRM already, here are few questions we would like to get answers to:
Thank you!
Conditional fields should be supported: for example based on customer segment fields value, many fields should be required (e.g. VAT for business customer) or hidden (again VAT field but for consumer customer).
That Is importante not just for a CRM application but for many types of apps.
Yay! Happy this is getting love. I’ve made a series on YouTube trying to make Hubspot in Fibery, but stopped when I noticed the big limitation in making it: the UX. I’ll answer your questions:
The ideal would be 1. a way to dynamically have pre-filled fields. “Prefill by formula”. For example, you can use the formula to find open deals that are linked to the contact, and have those prefilled. In addition to 2. Dynamic filters (in relation fields) on entity creation (without the need to the entity to have already been created)
I tried implement fibery as a crm in my business, but people found it really complicated to log activities. So we just resorted to commenting, people found it so much easier!! (But its so much worse from a data perspective) So an additional request (again because its also relevant here) for a thread view for anything. More specifically the input to start with at least. When commenting, you dont need to click add comment, wait for a pop-up, then add it. You just type and press enter. Something like the mockup below. And a toggle to switch between the database type you are creating for if there are multiple in the view.
I hope this is helpful! I know these are not simple things to add, but I think they are relevant across domains, and would make Fibery so much easier to use for the end user. If this gets better, I’ll continue the Hubspot in Fibery series and share the final template on here :)) Thanks guys!
I’ve used CiviCRM in the past, the largest open source CRM, for a collaboration network.
I eventually stopped using it because of the need for workgroups in the network to control their own CRM section/clients/stakeholder groups, which CiviCRM does not easily support.
Lot of the international projects I work with, need a CRM that is modular and where data privacy is not centrally managed.
I think that Fibery has potential to cover this growing need based on:
As a bridging phase fibery could cover simple needs like syncing with Google contacts. That would make me use Fibery as CRM for small organizations and projects.
Could you elaborate how a decentralised permissions model might work
The most memorable CRM I used was Salesflare - different opportunity management pipelines and reports; it has Gmail and Outlook integration, showing emails in Account/Contact view. It tracked email opens, it also connected to the website to show visitor activity and had a browser plugin when you were looking at contacts on LinkedIn, click to add contacts and accounts, and had a mobile app.
It didn’t help with managing email marketing contacts, no synching.
Ooh yes! I forgot about this one. This would be huge. I tried setting this up as well, but it gets complex. I think the big thing to make it possible without niching the features is allowing automations to be triggered by a webhook. This way you could use sendgrid to send, and any time it detects an open, it triggers a rule to change status of email, or adds an event entry, whatever it may be. Right now I theres no way (I think) to track opens in Fibery.
I hope this is still in the spirit of this thread and helpful feedback. I know in the abstract there are plenty of cases where Fibery could serve as an org’s CRM, but I don’t think I’d ever replace Hubspot as my CRM source of truth. This is primarily because of the huge ecosystem of app integrations already built for Hubspot. Just the LinkedIn Hubspot syncing tool I use, Surfe, (Hublead is another alternative) and the hubspot integration with Superhuman email (don’t judge me for paying 
for an email client) is so handy as to keep me on Hubspot. I use a handful of other integrations as well. What I would love to see is an even more robust Hubspot and Fibery integration to use Hubspot data in Fibery more reliably.
Hello, I’m a relatively new Fibery user and increasingly becoming a fan.
I’ve been using Fibery as a lightweight CRM after trying options like Podio, HubSpot, Freshsales, and Airtable, which felt overly complex with too many features for my needs. Fibery, on the other hand, works well as a manual-tracking CRM.
A few challenges I’ve encountered:
Lifecycle
I maintain separate databases for leads, companies, and customers due to the messy nature of prospecting data. However, converting leads into customers requires too much manual work—especially when it comes to creating companies, syncing fields, and managing relations. It would be great to see more CRM-specific automations built in.
I know much of this can be set up manually, but take my use case: I have a list of 300 companies for cold outreach. I created tasks in a separate database, but automating this was tricky—I ended up manually creating “Send email xx1, send email xx2,” etc. Additionally, when I move a task, I want the corresponding quote status to update, which I’m currently doing manually. ClickUp, for example, has more robust automations for this type of workflow. That being said, I’m using the free plan and avoiding Fibery’s built-in automations for now.
Data
Large prospecting lists bring duplicates and inconsistencies. While I often clean data in a CSV before importing, built-in tools for automatic duplicate detection and bulk merging would be incredibly useful. Right now, merging even a couple of duplicate entities requires too many clicks.
I also prefer keeping first and last names separate while having the full name as the entity title. However, since formula fields aggregate values dynamically, I can’t easily add an entity from within a view—this slows things down when I’m creating a Company, Contact, and Quote at the same time.
Additionally, I have external stakeholders who need a simple way to view the status of open projects. Not being able to share a public view is a drawback (though, to be fair, this is partly because some stakeholders are reluctant to create new software accounts).
Integrations & Mobile Support
A mobile app or Google Contacts integration would greatly improve usability, as many of my client interactions happen on mobile. The main needs for mobile are:
Accessing customer data
Initiating interactions
Moving quotes to the next stage
A simple form for adding new entities
Everything else can be handled on the web app.
Fibery has been great for my use case as a solo user. With the free plan’s generous 10-database limit, I’ve built a fully functional system for tracking transactions, quotes, and projects. While it may not yet be ideal for automation-heavy, large-scale CRM needs, it’s an excellent option for those, like me and a lot of my solopreneur friends, who prefer a more manual approach.
For comparison, I’d suggest looking at Airtable, ClickUp, and Podio CRM builds—Fibery seems capable of achieving similar setups. I guess what I’m really saying is that with a few tweaks, Fibery could be an excellent lightweight CRM.
Dan Leeman’s video on creating a CRM in Airtable: https://www.youtube.com/watch?v=1EptKpdl5_U&ab_channel=DanLeeman
ClickUp webinar about creating a CRM in ClickUp: https://www.youtube.com/watch?v=TFVFiuJu4bg&t=620s&ab_channel=ClickUp
As some others have already said, powerful forms are a huge requirement for a CRM as well as many other use-cases.
We need the ability to conditionally hide or make fields required and we also need to be able to conditionally hide/show buttons depending on values on the entity too.
More robust entity views would also be ideal, being able to group fields into collapsible sections that can also have a description as well as allowing fields to be placed on the same row instead of it being a long single column of fields.
Have you played around with multiple entity views?
Admittedly I am new so I have not played with them, but looking at the video & docs I like the feature a lot but I’m not sure it’s a great replacement to what I’m suggesting - though it is definitely something I will be making use of.
There are some types of entities that contain a lot of information and all of that information needs to be visible on the same view (to save clicking back and forth between views etc.) without overwhelming the user, being able to group fields into sections solves this particular issue.
We should also be able to group fields into sections on forms too
Document Generation / Contract Signing / Payment Processing.
All these features have a bigger impact than just the CRM use case. However, you are able to do this in a CRM with these:
A lot of this can be done with integrations. The PDF generation alone would be enough of a time saver that the rest of the workflow could be done manually.
DB limits: Fibery cannot handle 500K+ records, which makes tracking calls difficult/impossible for a medium-sized team if each call has a record.
Multiple views definitely help. However, there is so much additional data that could fit into one screen or one flow. I think Multiple Views are better thought of as stages in a multi-step workflow or views optimized for specific user roles (e.g. sales manager vs sales rep).
Collapsable sections and multiple-column sections would allow data to be consumed much more efficiently. It would even help if those sections could swap between fields and full-page components instead of having all the fields up top and all the full-page components on the bottom.
See example:
The biggest barriers for me to use Fibery as my CRM, or to recommend it as a CRM for my clients are:
Not a need but a strong want: data enrichment - I recognize that CRM is a loose term that gets tossed about in many contexts. To me, a CRM is just a database if the users have to create all the data organically. An integration with a 3rd party that handles data enrichment is the value add of a CRM.
100% agree. Notion, Coda, & SmartSuite have all made record Layout progress (sections, columns, tabs, etc), but none of them have quite nailed it. I would love to see Fibery leapfrog all 3 and allow us to build very custom entity views.
One thing I particularly like about Fibery’s current UI is the subtle color distinction between editable input fields and calculated formula fields. I would also appreciate a 3rd color tone (or some sort of visual cue) to further denote Required vs Optional vs Calculated.
Oh and as for my #1 requested CRM feature, I’ll echo what someone said earlier about Google Contacts integration. Even if the much-anticipated Mobile app supports quick Fibery Contact creation/retrieval, I’ll still want my iPhone to show me who’s calling 
, where for me the easiest solution seems to be Google Contacts integration (unless I’m missing something). Thanks so much!
Enrichment - auto filling from email signature was another contact facility O have seen. Ai may be smart enough.
Hey Misha and Chris and folks.
The are 2 core principles of a CRM that an organization wants:
It has a long tail of features, that Fibery lacks and made me hesitant to migrate to Fibery from Planfix.
task = email subject for the external contacts; Integrated with your google mail or outlook or whatever.
when emailing to external parties you must be able to cc and bcc. Any internal contacts just get a notification within the Fibery
any reply to your email is fetched to the same task (aka email thread)
all tasks have
a) link (mostly for internal purposes and sharing the communication thread with external parties)
b) each task has an email task+4899@domain.fibery.com
integrations with messengers, so all the messages happening elsewhere get funneled to the targeted task
a) watsapp
b) intagr
c) telegram
d) facebook
e) whatever integratable.
working with contact groups. I need an infinite number of filters and tags to create different groups. It means 50+ fields: company name, phone numbers, country codes, position, comments.
virtual email addresses. Ability to create an infinite amount of emails like sales@domain.fibery.io - to do automation within the Fibery and forward external form submission, subscriptions, etc.
that’s it for now.
And remember, the more screen time I spend in Fibery, the less need I need to get away from it. Any time I go to gmail app, or watsapp app or something else really hurts me and communication (internal and external)
