FlyCRM – CRM with Sales Pipeline and Deal Management for WooCommerce

Description

Want to close more deals without paying a CRM fee for every user? FlyCRM is the easiest way to run your CRM on WordPress.

FlyCRM is a powerful free CRM plugin for WordPress. Track leads, manage deals and send quotes from one CRM kanban sales pipeline, inside the WordPress admin you already use, without paying a fee for every user.

FlyCRM is built and maintained by weDevs, a WordPress focused software company with 13 years in the ecosystem, trusted by over 1 million users across its product portfolio.
FlyCRM is under active development, with regular releases, security improvements and ongoing compatibility updates for the latest versions of WordPress and WooCommerce.

See FlyCRM, the WordPress CRM with no per-user fees, in action.

👉 Learn More About FlyCRM (PRO): All the CRM features

👉 Plans and Pricing: FlyCRM pricing

👉 Confused about how to get started? Read the FlyCRM blog

👉 Docs & Support: Access Now

👉 What is new: Changelog and Roadmap

How FlyCRM works

A lead arrives from a form on your site, or you add it yourself. You give it a score, track 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 CRM kanban 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. WooCommerce orders come into the CRM as contacts on their own, with their order history on the record.

Why people choose FlyCRM

Customer relationship management usually means a monthly CRM subscription and somebody else’s servers. FlyCRM keeps your CRM 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 CRM kanban 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 small business CRM for a team that shares one pipeline without per-seat fees

• A sales CRM with deal management for a sales team working from one WordPress site, where each salesperson can be kept to their own records

• A B2B CRM where contacts belong to companies and one deal can carry several decision makers

• A freelancer CRM for keeping track of clients, quotes and follow-ups

• An agency CRM for client records, client deals and quotes that have to stay in a particular country

• A WooCommerce CRM that turns store customers into CRM contacts

Lead management, lead tracking and lead scoring

Leads are kept apart from contacts, so an enquiry that goes nowhere never clutters your customer list. FlyCRM gives each lead a score, a source and a status, so you can see which enquiries are worth chasing.

• Lead scoring, a number on every lead that you set yourself and sort your list by

• Lead tracking by source, 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

• Lead capture from Contact Form 7, WPForms, Fluent Forms, Ninja Forms and Gravity Forms, with a lead source set per form

• One-step conversion of a lead into a contact, a company and a deal, with the lead history kept

Contact management and client management

• 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 client has somebody responsible for them

• 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

• CSV export for leads, contacts and companies, matching the search, filters and order on screen, with status, tags and owner, ready to open in Excel

• Trash and restore, so a deletion is recoverable

Sales pipeline and deal management

Deal management in FlyCRM happens on the CRM kanban board. Every deal carries its value, expected close date and the people involved, and moves stage by stage until it is won or lost.

• 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 CRM 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

• Quote PDFs in more languages: when a quote has Bengali, Chinese, Japanese, Korean or other text the built-in PDF font cannot show, FlyCRM warns you and downloads a matching font in one click

Integrations

FlyCRM is a WordPress CRM, so it connects to the plugins many WordPress sites already run. Switch each one on under FlyCRM, then Integrations.

• Contact Form 7, WPForms, Fluent Forms, Ninja Forms and Gravity Forms. Each form is set up on its own, so you choose which forms feed the CRM. Any form field maps to a CRM field, a single full name field is split into first and last name for you, and every submission becomes a lead with the source you picked for that form.

• WooCommerce, as a WooCommerce CRM. Orders create contacts, with the order statuses that trigger it under your control. Total order value, order count, average order value and last order show on the contact, each order is logged to the timeline, and a one-time import brings in customers who ordered before you installed FlyCRM.

• Dokan. An approved Dokan vendor becomes a contact and their store becomes a linked company. Live, First Sale and Closed tags follow each vendor over time, orders can be logged on the vendor’s timeline, and existing vendors are imported in the background.

• weMail. Contacts are pushed to a weMail list as they change, and existing contacts can be synced in bulk.

• With FlyCRM Pro: HubSpot (one-way or two-way contact sync), Help Scout, AWeber, Mailchimp, MailPoet and Google Workspace, for Google Meet links and calendar invites on your meetings.

The CRM dashboard

• The admin menu, settings, list pages and dashboard fit a phone screen

• 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

CRM 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 from the CRM

• 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, and CSV export for leads, contacts and companies

• Lead capture from five form plugins

• WooCommerce order sync, with a one-time import of earlier customers

• Dokan and weMail integrations

• 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

• Automatic lead scoring from 0 to 100, with a Hot Leads dashboard widget and workflows that react when a score changes

• HubSpot, Help Scout, AWeber, Mailchimp, MailPoet and Google Workspace integrations

• A CRM Admin role that runs the whole CRM, settings and team included, without WordPress admin rights

A CRM for small businesses, agencies, freelancers and WooCommerce stores

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 sales CRM with a pipeline board, without a per-seat subscription. Agencies that need an agency CRM for client records they keep for somebody else, often in a particular country. WooCommerce shops that want a WooCommerce CRM, with their customers in a CRM rather than only in an order list.

Privacy Policy

FlyCRM uses the Appsero SDK to collect some telemetry data, only after you allow it. This helps us fix problems faster and improve the CRM.

The Appsero SDK does not gather any data by default. It starts gathering basic telemetry data only when you allow it in the setup wizard or the admin notice. It sends usage counts, such as how many contacts or deals you have, never the CRM records themselves.

Source Code

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

https://github.com/weDevsOfficial/flycrm