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

Minimum requirements

• WordPress 6.5 or greater

• PHP 8.1 or greater

From your WordPress dashboard

1. Go to Plugins, then Add New.

2. Search for FlyCRM.

3. Click Install Now, then Activate.

4. Open FlyCRM in the admin sidebar.

Manual installation

1. Download the plugin zip file from WordPress.org.

2. Go to Plugins, then Add New, then Upload Plugin, and choose the file.

3. Click Install Now, then Activate.

First run

FlyCRM sets itself up on activation. You get a sales pipeline ready to use, a set of contact, company and lead statuses, and a starter tag list. Nothing else has to be configured first. Open the FlyCRM menu and add your first contact, or go straight to Import if you already have a CSV.

To capture leads from your forms, open FlyCRM, then Integrations, switch on the form plugin you use, and add a feed for each form you want leads from.

1. 

   Lead list with scores, statuses, sources, tags and owners, filterable on any of them

2. 

   A single lead, showing where it came from, its activity timeline and the one-step conversion to a contact

3. 

   Contact list with status filters, tags and search

4. 

   A single contact, with notes, calls, emails and meetings on one timeline

5. 

   The deal pipeline as a kanban board, with drag and drop between stages and a total per stage

6. 

   A single deal, showing stage progression, value, expected close date and activity history

7. 

   Quotes with status, issue and expiry dates and totals

8. 

   Integrations, where lead capture from Contact Form 7, WPForms and the other supported form plugins is switched on

1.1.1, 17 September 2026

• 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

1.1.0, 15 September 2026

• 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

1.0.0, 10 July 2026

• 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