FlyCRM - CRM with Sales Pipeline and Deal Management for WooCommerce

The free plugin covers contacts, companies, leads with scoring and one-step conversion, as many sales pipelines as you need, the kanban deal pipeline board, deals with several stakeholders, quotes with a PDF and a public accept or decline page, the full activity timeline, CSV import and export, lead capture from five form plugins, WooCommerce order sync, the Dokan and weMail integrations, the dashboard, both CRM roles and email sending through your own mail server, all with no record limit. FlyCRM Pro adds invoices and online payments, workflow automation, custom fields, the product catalogue, sales reports, email templates, inbox sync, colleague invitations, lead CSV import, automatic lead scoring, the CRM Admin role and the HubSpot, Help Scout, AWeber, Mailchimp, MailPoet and Google Workspace integrations. The full free list is in the description above.

Yes. Lead management is where most of the work in FlyCRM starts. Leads come in from Contact Form 7, WPForms, Fluent Forms, Ninja Forms and Gravity Forms, or you add them by hand. Each lead carries a score you set, a status from New through to Converted, and lead tracking for the campaign, medium, source, content and term it arrived on, plus the page that referred it. When a lead is ready, one step turns it into a contact, a company and a deal.

Yes. Client management in FlyCRM builds on its contact management. Each client is a contact, and a client that is a business can also have a company profile with the people who work there. Every client record holds a timeline of notes, calls, emails, meetings, tasks and files, along with their deals and quotes. Owner assignment shows who looks after each client, and last-contacted tracking shows when they last heard from you. That makes it a practical client management tool for freelancers and agencies as well as sales teams.

It suits B2B selling. Contacts belong to company profiles that carry industry, employee count, revenue and website. One deal can hold several contacts, each with their own role, which is how a decision usually goes through a business. Quotes go out with line items, discounts and tax, and the buyer accepts or declines from a link without a WordPress account.

FlyCRM comes from the team behind WP ERP, but it is a separate plugin, built again from the ground up. It is not an upgrade from WP ERP CRM and it does not share WP ERP data, so each plugin keeps its own records. FlyCRM is for people who want a faster CRM screen and a sales pipeline they can read at a glance.

No. The free plugin sends quotes, with a PDF attached and a public link your client can accept or decline from. Invoices, invoice payment tracking, turning a quote into an invoice and taking payment online are all in FlyCRM Pro.

Yes. Every record sits in your own WordPress database on your own hosting. There is no outside service, no key to paste in and no account to open. If you deactivate the plugin your data stays where it is.

FlyCRM is a WordPress CRM plugin. Its screens live inside your WordPress admin, its records live in your WordPress database, and it uses the WordPress users and roles you already have. There is no separate app to open and no second login to remember.

It is built for that case. A freelancer CRM needs contacts, a way to tell which enquiries are worth chasing, a pipeline for work in progress and quotes a client can sign off. All four are in the free plugin, with no record limit and no subscription.

Yes. A small team shares one sales pipeline without per-seat fees, and the CRM Agent role keeps each person to their own records unless you open them up. An agency keeps its client records in its own database, on hosting in whichever country it chooses.

No. FlyCRM does not count your records and does not charge for them. The only ceiling is whatever your own hosting can hold.

Every lead carries a number you set yourself, and you sort and filter your lead list by it. The free plugin does not score leads automatically, so the number reflects your own judgement rather than a rule engine you have to configure before it is any use. FlyCRM Pro adds automatic lead scoring: every contact and lead gets a score from 0 to 100, built from what the CRM already records, such as form submissions, calls, meetings, orders, replies, quote views and deal progress, and scores fade over time.

A lead is somebody who has shown interest. A contact is somebody you are doing business with. Keeping them apart means an enquiry that goes nowhere never sits in your customer list. When a lead is ready, one step turns it into a contact, a company and a deal, and the lead history follows it across.

Yes. Create as many as you need, each with its own stages. Stages can be reordered by dragging, and each one carries a win probability.

It is how FlyCRM shows your sales pipeline. Each stage is a column, each deal is a card with its value, probability and close date, and you drag a card to the next stage as the deal moves. Every column shows how many deals it holds and their total value.

Every deal carries its value, expected close date, win probability and the contacts involved, each with their own role. It moves across the stages of your sales pipeline until it is won or lost, every stage change is recorded, and quotes, notes, calls and meetings stay attached to the deal.

Yes. The free plugin imports contacts and companies from a CSV file, with field mapping and duplicate detection on email address. Lead import is in FlyCRM Pro.

Yes. An Export button next to Import downloads a CSV of exactly what the lead, contact or company list shows, with its search, filters and order. The file opens cleanly in Excel and maps itself when you import it again.

Yes. Every quote gets its own public link, a long random web address that nobody can guess, and the accept and decline actions on it are protected. Your client opens the link in a browser, reads the quote, downloads the PDF and accepts or declines it. You see when it was opened and what they decided.

The quote status changes to accepted and the acceptance is recorded against the deal, so the pipeline reflects it without anybody editing a record by hand. Turning that accepted quote into an invoice is in FlyCRM Pro.

Yes. FlyCRM works with Contact Form 7, WPForms, Fluent Forms, Ninja Forms and Gravity Forms. Switch on your form plugin under FlyCRM, then Integrations, add a feed for the form, map its fields to CRM fields and pick a lead source. Every submission after that becomes a lead.

Yes. Orders create contacts on their own, and you choose which order statuses trigger it and which status and tag a new customer gets. The contact then shows total order value, order count, average order value and last order, with each order on the activity timeline.

Yes. There is a one-time import for customers who ordered before you installed FlyCRM, so you are not starting with only the people who buy from tomorrow.

Yes. With Dokan, an approved vendor becomes a contact and their store becomes a linked company. Live, First Sale and Closed tags follow each vendor over time, and vendors you already have are imported in the background. With weMail, contacts are pushed to a weMail list as they change, and existing contacts can be synced in bulk.

Yes, with FlyCRM Pro. HubSpot syncs contacts one way or both ways, Mailchimp, MailPoet and AWeber keep your email lists in step, Help Scout customers and their conversations show on the contact, and Google Workspace adds Google Meet links and calendar invites to your meetings.

Yes. A deal takes several contacts, each with their own role, which is what you need when a decision goes through more than one person. Every one of them keeps their own timeline as well.

There are two roles. CRM Manager reaches everything. CRM Agent reaches their own records only, which suits a salesperson. Administrators get full access on activation. Underneath, access is set for each record type and each action, so somebody can be allowed to add and edit a deal without being allowed to delete one. An agent can be given everyone else's records as well, one record type at a time, when a team needs to share. FlyCRM Pro adds a CRM Admin role, which runs the whole CRM, settings and team included, without WordPress admin rights.

Yes. A deleted record goes to trash and can be restored. There is a separate permanent delete for the times you mean it, and it is a different permission, so an agent who can delete does not automatically have it.

No. FlyCRM keeps its own records rather than filling up your posts and pages, and its screens load only inside the FlyCRM area of the admin. The only thing it puts on the public side of your site is the quote page, and that loads for nobody except the client opening a quote on its own link.

In your own WordPress database, on your own hosting. Deactivating FlyCRM leaves every record where it is in its own database tables, and the two CRM roles stay in place as well, so reactivating does not mean setting your permissions up again.

Yes to both. You can send a quote from the CRM with the PDF attached, and FlyCRM has its own mail server settings with a test button so you can check them before you rely on them. Every message it sends is logged against the record it belongs to.

FlyCRM is ready to be translated and every word on screen can be translated with the standard WordPress tools. No finished translations ship with the plugin yet. Quote PDFs can already carry Bengali, Chinese, Japanese, Korean and other scripts: FlyCRM downloads a matching font in one click.