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 yo
About this tool.
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
Getting started.
Minimum requirements
- 01WordPress 6.5 or greater
- 02PHP 8.1 or greater
From your WordPress dashboard
- 03Go to Plugins, then Add New.
- 04Search for FlyCRM.
- 05Click Install Now, then Activate.
- 06Open FlyCRM in the admin sidebar.
Manual installation
- 07Download the plugin zip file from WordPress.org.
- 08Go to Plugins, then Add New, then Upload Plugin, and choose the file.
- 09Click 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.
Frequently asked questions.
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.