FlyCRM - Self Hosted CRM for WordPress with a Sales Pipeline and WooCommerce Sync
| 开发者 |
wedevs
tareq1988 nizamuddinbabu |
|---|---|
| 更新时间 | 2026年9月17日 18:27 |
| PHP版本: | 8.1 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- Your customer data stays with you. Contacts, deal values and client correspondence sit in your own WordPress database. Nothing is sent anywhere else and there is no account to sign up for.
- No monthly bill and no record cap. Keep a hundred contacts or a hundred thousand. The number does not change what you pay, because the free plugin has no record cap and no subscription.
- A sales pipeline you can see. Deals sit on a deal pipeline board you drag them across, with a total for each stage, so you know what is in play without building a report first.
- Quotes your client can sign off from a link. A quote goes out as a PDF on its own web page. Your client reads it, accepts or declines, and you see when they opened it.
- The history is on the record. Notes, calls, emails, meetings, tasks and files all land on one timeline, so the next person to pick up the account can read what happened.
- A WordPress CRM with a sales pipeline, run inside your admin instead of in a separate tool
- A self-hosted CRM that keeps customer records in your own database
- A deal pipeline for a sales team working from one WordPress site
- A WooCommerce CRM that turns store customers into CRM contacts
- A freelancer CRM for keeping track of clients, quotes and follow-ups
- A small business CRM for a team that shares one pipeline without per-seat fees
- An agency CRM for client records that have to stay in a particular country
- Contact profiles with name, email, several phone numbers, job title, social links and addresses
- Company profiles with industry, employee count, revenue, website, logo and the contacts who work there
- Custom statuses with colour coding, and separate sets for contacts, companies and leads
- Tags across every record type, for filtering and segmenting
- An activity timeline on every record, holding notes, calls, emails, meetings, tasks and files
- Owner assignment, so every record has somebody responsible for it
- Last-contacted tracking, showing when a record was last engaged and how
- CSV import for contacts and companies, with field mapping and duplicate detection on email
- Trash and restore, so a deletion is recoverable
- Lead scoring, a number on every lead that you set yourself and sort your list by
- Lead source tracking, with the campaign, medium, source, content and term a lead arrived on, plus the page that referred it
- Lead statuses ready to use from the start, covering New, Contacted, Working, Nurture, Qualified, Unqualified and Converted
- One-step conversion of a lead into a contact, a company and a deal, with the lead history kept
- Build as many sales pipelines as you need, each with its own stages
- Reorder your open stages by dragging them, and give each one a win probability. Won and Lost stay at the end where they belong
- The pipeline you start with has Qualified, Proposal, Negotiation, Won and Lost
- A kanban board for the deal pipeline, with drag and drop between stages and a total for each stage
- Deal value, expected close date and win probability on every deal
- Several contacts on one deal, each with their own role, for the deals with more than one decision maker
- Stage changes are recorded, so you can see how a deal moved and when
- Quotes with line items, discounts and tax
- Quote numbers issued automatically, with a prefix you choose
- A PDF for every quote, attached when you email it
- A public link for each quote, so a client reads it without a WordPress account
- Clients accept or decline from that page and the status follows
- Tracking for when a quote was opened and what happened to it
- Contact Form 7, WPForms, Fluent Forms, Ninja Forms and Gravity Forms
- Setup for each form on its own, so you choose which forms feed the CRM and how
- Field mapping from any form field to a CRM field, with a single full name field split into first and last name for you
- A lead source set per form, so you always know where a lead came from
- WooCommerce CRM sync that creates contacts from orders, with the order statuses that trigger it under your control
- Total order value, order count, average order value and last order shown on the contact, with each order logged to the timeline
- A one-time import for customers who ordered before you installed FlyCRM
- Cards for new contacts, new companies, activity volume and tasks, each measured against the period before
- Sales pipeline value broken down by stage
- Win rate, average deal size, and open, won and lost deal totals
- An attention panel for overdue tasks, overdue deals and deals that have gone quiet
- A list of the tasks and meetings coming up
- Your highest value contacts and companies
- A date range you choose, with the comparison period following your selection
- Two roles. CRM Manager reaches everything, and CRM Agent reaches their own records only
- Give somebody a CRM role from the WordPress Users screen the same way you would any other role
- Administrators get full CRM access as soon as the plugin is switched on
- Access is set for each record type and each action, so an agent can be allowed to add 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, for the teams that work that way
- Send a quote from the CRM with the PDF attached
- Your own mail server settings and a test button, inside FlyCRM
- Every sent email logged against the contact, company, lead or deal it belongs to
- Contacts and companies with full profiles, addresses, tags and custom statuses
- Owner assignment, last-contacted tracking, and trash with restore
- Leads with scoring, source tracking and one-step conversion
- As many sales pipelines as you need, with custom stages and win probabilities
- The kanban deal pipeline board, with drag and drop and a total per stage
- Deals with value, expected close date and several stakeholder contacts
- Quotes with line items, discounts, tax, a PDF and a public accept or decline page
- The activity timeline for notes, tasks, calls, emails, meetings and files
- CSV import for contacts and companies
- Lead capture from five form plugins
- WooCommerce order sync, with a one-time import of earlier customers
- The dashboard, with period comparison and pipeline value by stage
- Both CRM roles, with access set per record type and per action
- Email sending through your own mail server
- No cap on how many records you create
- Invoices, with payment tracking, partial payments and a payment history
- Turning an accepted quote into an invoice in one step
- Taking payment online through Stripe and PayPal
- Workflow automation, so a record being created or changed can trigger a sequence with conditions, branches and waits
- Custom fields on leads, contacts, companies and deals
- A product catalogue inside the CRM, for line items you reuse
- Sales reports, covering the pipeline funnel, sales velocity and how long deals sit in each stage
- Email templates, with a library of placeholders for contact, deal, sender and business details
- Inbox sync, so a client's reply comes back onto the record
- Inviting colleagues into the CRM by email, instead of assigning the CRM roles from the WordPress Users screen
- CSV import for leads, alongside the contact and company import in the free plugin
安装:
- WordPress 6.5 or greater
- PHP 8.1 or greater
- Go to Plugins, then Add New.
- Search for FlyCRM.
- Click Install Now, then Activate.
- Open FlyCRM in the admin sidebar.
- Download the plugin zip file from WordPress.org.
- Go to Plugins, then Add New, then Upload Plugin, and choose the file.
- Click Install Now, then Activate.
屏幕截图:
常见问题:
What is in the free plugin, and what needs FlyCRM Pro?
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 for contacts and companies, lead capture from five form plugins, WooCommerce order sync, 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 and lead CSV import. The full free list is in the description above.
Can I send invoices with the free plugin?
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.
Is FlyCRM a self-hosted CRM?
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.
Is FlyCRM a WordPress CRM or a separate app?
FlyCRM is a WordPress CRM. 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.
Is FlyCRM a good freelancer CRM?
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.
Is there a limit on how many contacts, leads or deals I can keep?
No. FlyCRM does not count your records and does not charge for them. The only ceiling is whatever your own hosting can hold.
How does lead scoring work?
Every lead carries a number you set yourself, and you sort and filter your lead list by it. FlyCRM 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.
What is the difference between a lead and a contact?
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.
Can I run more than one sales pipeline?
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.
Can I import my existing contacts?
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.
Can clients see a quote without a WordPress account?
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.
What happens after a client accepts a quote?
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.
Can I capture leads from my contact forms?
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.
Can I use FlyCRM as a WooCommerce CRM?
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.
Will my existing WooCommerce customers come in?
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.
Can more than one person be attached to a deal?
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.
How do roles and permissions work?
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.
Can I get a deleted record back?
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.
Will FlyCRM slow down my site?
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.
Where is my data stored, and what happens if I deactivate FlyCRM?
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.
Can FlyCRM send email, and can I use my own mail server?
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.
Is FlyCRM available in other languages?
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.
更新日志:
- Design refresh: every screen of the WordPress CRM now follows one design system, with matching buttons, badges, tables, filters, pagination, side panels, dialogs and menus, the Manrope typeface served from your own site, thin scrollbars and a page transition
- Delete asks first: every delete in the CRM, including bulk deletes, files and integration feeds, opens the same confirmation dialog instead of the browser prompt
- Empty states explain themselves: an empty list, a filtered table with no match, an empty trash and every settings table say why nothing is there and what to do next
- Save only when something changed: every edit form enables Save or Update once a value differs from what it opened with
- Contact, company, lead and deal pages: the record name edits in place, the tabs show counts for Activities, Deals, Quotes, Invoices and Files, contacts get Quotes and Invoices tabs, and linked records sit in each activity's meta line
- Sales pipeline: the deal pipeline board and the task board show a scrollbar when stages run past the edge, use the full width on a wide screen, keep every column at the same width, and confirm a stage change with a plain Cancel and Mark as button
- CRM dashboard: five KPI cards on by default (Leads, Contacts, Companies, Activities, Open Quotes) with the rest behind the Customize menu, a period selector on Pipeline Health, and recent notes show their first words
- Quotes and invoices: the document title shows beside its number in lists, on the page, on the public link and in the PDF; every status carries an icon; a declined quote shows the client's reason and a History card, and the owner's email includes the reason; a blank line item is skipped and a priced row without a title is refused
- Public quote and invoice links: the page follows the FlyCRM design, matches the admin page width, and a draft, deleted or unknown link shows a clear message instead of a bare line of text
- CSV import for leads, contacts and companies: opens on a drop zone with a Download Sample CSV whose columns map themselves, asks whether to skip or update rows that match an existing record, gives imported records a default status and source, and refuses a duplicate company name
- Integrations: install and activate Contact Form 7, WPForms, Fluent Forms, Ninja Forms or WooCommerce from the integration card with a progress bar (Gravity Forms links to its vendor); settings are grouped into sections, short fields share a row, and fields that depend on a switch stay hidden until it is on
- Settings: navigation icons and tab groups per design, card headings with a description, and the Unsaved changes bar stays at the foot of the window while you scroll
- Notifications use one toast design; the setup wizard sits in the middle of the screen and its walkthrough plays the published FlyCRM video; a stale link inside the app lands on the dashboard
- Go Pro page shows the current FlyCRM Pro pricing with lifetime and yearly plans
- WordPress.org Live Preview installs the plugin before seeding demo data, and the release zip leaves out vendor manifests, docs and build scripts
- The plugin header now shows your licensed plan beside the version number
- What's New opens the FlyCRM changelog
- Licence links now open the License page for Pro inside the app
- Initial release
- Contacts and companies with full profiles, addresses, tags and custom statuses
- Leads with scoring, source tracking and one-step conversion to contact, company and deal
- Sales pipelines with custom stages, a win probability on each stage, and a drag-and-drop kanban board
- Deals with value, expected close date, win probability, several stakeholder contacts and recorded stage changes
- Quotes with line items, discounts, tax, a PDF and public accept or decline pages
- Activity timeline for notes, tasks, calls, emails, meetings and files, shared across record types
- Lead capture for Contact Form 7, WPForms, Fluent Forms, Ninja Forms and Gravity Forms, with field mapping for each form
- WooCommerce order sync, with order history on the contact and a one-time import of earlier customers
- CSV import for contacts and companies
- Dashboard with period comparison, pipeline value by stage, activity feed and upcoming work
- CRM Manager and CRM Agent roles, with access set per record type and per action
- Email sending through your own mail server, with PDF attachments