FlyCRM – Self Hosted CRM for WordPress with a Sales Pipeline and WooCommerce Sync

FlyCRM is a self-hosted CRM that runs inside your WordPress admin. It gives you a sales pipeline with a drag-and-drop deal pipeline board, WooCommerce CRM sync for your store customers, and quotes your clients accept from a link. Your contacts, leads, deals and quotes live in your own database on your own hosting. There is no external account to open, no monthly bill for the plugin and no limit on how many records you keep.

How FlyCRM works

A lead arrives from a form on your site, from a WooCommerce order, or from a spreadsheet you import. You give it a score, work it through your lead statuses, and when it is ready you turn it into a contact, a company and a deal in one step. The deal moves across the stages of your sales pipeline on the deal pipeline board. You send a quote as a PDF, your client opens it on a link without logging in and accepts or declines it, and every note, call and meeting stays attached to the record so the history is there next time.

Why people choose FlyCRM

Customer relationship management usually means a monthly subscription and somebody else’s servers. FlyCRM keeps it in your own WordPress database instead.

• 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.

What FlyCRM is for

• 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

Contacts and companies

• 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

Leads and lead scoring

Leads are kept apart from contacts, so an enquiry that goes nowhere never clutters your customer list.

• 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

Your sales pipeline and the deal pipeline board

• 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 clients can accept online

• 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

Leads from your forms and your store

• 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

The dashboard

• 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

Roles and permissions

• 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

Email

• 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

Everything in this list is in the free plugin

• 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

What FlyCRM Pro adds

These features are part of FlyCRM Pro, a paid upgrade from weDevs at https://flycrm.co/pricing/.

• 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

Who FlyCRM is for

FlyCRM is built for four kinds of user. Freelancers and consultants who need to know which enquiries are worth chasing and want quotes a client can sign off from a link. Small businesses and sales teams who want a pipeline board without a per-seat subscription. Agencies keeping client records for somebody else, who have to keep that data in a particular country. WooCommerce shops that want their customers in a CRM rather than only in an order list.

Built by weDevs

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

Source Code

The human readable source, and the build steps that produce the compiled files, are on GitHub.

https://github.com/weDevsOfficial/flycrm