FlyCRM

Popis

FlyCRM turns your WordPress site into a powerful CRM. No external tools, no monthly SaaS fees – just a fast, modern CRM built right into your dashboard.

Whether you’re a freelancer tracking clients, a small business managing a sales pipeline, or an agency juggling multiple contacts and companies, FlyCRM gives you everything you need without leaving WordPress.

Why FlyCRM?

• Zero learning curve – If you know WordPress, you already know how to use FlyCRM.
• Your data, your server – No third-party SaaS. Your customer data stays on your hosting, under your control.
• Beautiful modern UI – Built with React and Tailwind CSS for a snappy, app-like experience.
• No monthly fees – One plugin, all the core CRM features, completely free.

Contacts & Companies

Manage your contacts and companies with rich profiles, activity timelines, tagging, and custom statuses.

• Full contact profiles – name, email, multiple phone numbers, job title, social links, addresses
• Company profiles – industry, employee count, revenue, website, logo, linked contacts
• Custom statuses with color coding (New, Active, Inactive, Customer, and more)
• Tag contacts and companies for easy filtering and segmentation
• Track activity history – every note, call, email, and meeting in one timeline
• CSV import with field mapping and duplicate detection
• Assign owners to contacts and companies for team accountability
• Soft delete with trash and restore

Leads & Deals

Capture leads, nurture them through your pipeline, and convert them into contacts, companies, and deals when they’re ready.

• Lead management – Capture leads with source tracking, UTM parameters, and referrer URLs
• Lead scoring – Prioritize your hottest leads
• Lead conversion – Convert a qualified lead into a contact, company, and deal in one click
• Sales pipelines – Create multiple pipelines with custom stages (Qualified, Proposal, Negotiation, Won, Lost)
• Kanban board – Drag and drop deals between stages
• Deal tracking – Track value, expected close date, win probability, and stakeholders
• Multi-stakeholder deals – Associate multiple contacts with different roles on each deal

Quotes & Invoices

Create professional quotes and invoices, send them as PDFs, and let clients accept or decline – all without leaving WordPress.

• Create quotes and invoices with line items, discounts, and tax
• Auto-generated document numbers with customizable prefixes
• Send documents via email with PDF attachments
• Shareable public links – clients can view without logging in
• Clients can accept, decline, or request changes on quotes directly
• Track when documents are viewed, accepted, or paid
• Invoice payment tracking with partial payment support
• Beautiful PDF generation

Activities

Keep a complete record of every interaction with your contacts, companies, leads, and deals.

• Notes – Jot down important details after a conversation
• Tasks – Create to-dos with due dates and status tracking
• Emails – Log email interactions
• Calls – Record call details and outcomes
• Meetings – Schedule and track meetings
• Activities are linked across entities – one activity can relate to a contact and a deal at the same time

Dashboard & Reporting

Get a bird’s-eye view of your CRM with a real-time dashboard.

• KPI cards – new contacts, active companies, and activity counts with trend indicators
• Sales pipeline visualization – see deals across stages at a glance
• Recent activity feed – stay on top of what’s happening
• Upcoming tasks and meetings – never miss a follow-up
• Team leaderboard – see who’s closing the most deals
• Date range filtering with comparison to previous periods

Team Collaboration

Built for teams from day one.

• CRM Manager role – Full access to all CRM data, settings, imports, and reports
• CRM Agent role – Access to own records only, perfect for sales reps
• 60+ granular capabilities for fine-tuned access control
• Owner assignment on every record – know who’s responsible
• Last contacted tracking – see when each contact was last engaged and how

Built for Developers

FlyCRM is designed to be extended. Build integrations, add custom features, or connect with other plugins using WordPress hooks.

• Full REST API at /flycrm/v1/ for all entities
• WordPress action and filter hooks throughout (flycrm_{entity}_{event})
• Filterable API queries, settings, menu items, and routes
• Add custom pages, settings tabs, and API endpoints from your own plugin
• WP-CLI commands for automation and management
• Clean, namespaced codebase following WordPress Coding Standards

What’s Included (Free)

• Unlimited contacts and companies
• Lead management with scoring and conversion
• Sales pipelines with kanban board
• Quotes and invoices with PDF generation
• Activity tracking (notes, tasks, calls, emails, meetings)
• CSV import for contacts and companies
• Email sending with PDF attachments
• Public document pages for client review
• Dashboard with KPIs and reporting
• Team roles and permissions
• Tags and custom statuses
• REST API access
• WP-CLI commands

Source Code & Build Process

The JavaScript and CSS files shipped in the dist/ directory are compiled and minified production builds generated with webpack. The complete, human-readable source code used to produce them – the full React/TypeScript application, Tailwind CSS, and every build configuration – is publicly available in our GitHub repository:

https://github.com/weDevsOfficial/flycrm

There you will find:

• src/ – the full React/TypeScript application and Tailwind CSS source.
• webpack.config.js, tsconfig.json, postcss.config.js, components.json – the build and tooling configuration.
• package.json – the dependency manifest and build scripts.

Build tools

The frontend is built with webpack via @wordpress/scripts, using pnpm as the package manager. PHP dependencies are managed with Composer.

Building the compiled assets from source

Clone the repository at https://github.com/weDevsOfficial/flycrm and, from the project directory:

1. Install PHP dependencies: composer install
2. Install JavaScript dependencies: pnpm install
3. Create the production builds in dist/: pnpm build
4. For development with hot reloading, run: pnpm start

Running pnpm build reads the source in src/ and regenerates every minified file in dist/.