Title: FlyCRM Author: weDevs Published: 10. 7. 2026 Last modified: 10. 7. 2026 --- Prohledat pluginy ![](https://s.w.org/plugins/geopattern-icon/flycrm.svg) # FlyCRM Autor: [weDevs](https://profiles.wordpress.org/wedevs/) [Stáhnout](https://downloads.wordpress.org/plugin/flycrm.1.0.0.zip) * [Podrobnosti](https://cs.wordpress.org/plugins/flycrm/#description) * [Hodnocení](https://cs.wordpress.org/plugins/flycrm/#reviews) * [Instalace](https://cs.wordpress.org/plugins/flycrm/#installation) * [Vývojáři](https://cs.wordpress.org/plugins/flycrm/#developers) [Podpora](https://wordpress.org/support/plugin/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](https://webpack.js.org/) via [@wordpress/scripts](https://www.npmjs.com/package/@wordpress/scripts), using [pnpm](https://pnpm.io/) as the package manager. PHP dependencies are managed with [Composer](https://getcomposer.org/). #### 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/`. ## Instalace #### Minimum Requirements * WordPress 6.5 or greater * PHP 7.4 or greater #### Automatic Installation 1. Go to **Plugins > Add New** in your WordPress admin. 2. Search for **FlyCRM**. 3. Click **Install Now**, then **Activate**. 4. Navigate to **FlyCRM** in the admin sidebar to get started. #### Manual Installation 1. Download the plugin ZIP file. 2. Go to **Plugins > Add New > Upload Plugin**. 3. Choose the ZIP file and click **Install Now**. 4. Activate the plugin. #### Getting Started After activation, FlyCRM creates everything it needs automatically – database tables, default statuses, a sales pipeline, and tags. Just head to the **FlyCRM** menu in your sidebar and start adding contacts. ## Nejčastější dotazy ### Do I need any external service or API key? No. FlyCRM runs entirely on your WordPress site. There are no external services, no API keys, and no monthly subscriptions required. ### Will FlyCRM slow down my site? No. FlyCRM uses its own custom database tables and only loads its assets on CRM admin pages. Your frontend site performance is not affected. ### Can I import my existing contacts? Yes. FlyCRM includes a CSV import tool with field mapping. You can import contacts and companies from any spreadsheet or CRM that exports to CSV. Duplicate emails are automatically detected during import. ### Can my clients view quotes and invoices without logging in? Yes. Every quote and invoice gets a unique public URL. You can send this link to your clients, and they can view the document, download the PDF, and accept or decline quotes – all without needing a WordPress account. ### How do roles and permissions work? FlyCRM comes with two built-in roles: **CRM Manager** (full access) and **CRM Agent**( own records only). Administrators automatically get full CRM access. The permission system includes 60+ granular capabilities, so you can customize access precisely. ### Can I create multiple sales pipelines? Yes. You can create as many pipelines as you need, each with its own set of custom stages. Each stage has a win probability percentage, and you can reorder stages by dragging and dropping. ### Does FlyCRM work with WooCommerce? FlyCRM can track WooCommerce customer data including total order value, order count, average order value, and last order details on contact profiles. ### Can I send quotes and invoices via email? Yes. You can send quotes and invoices directly from FlyCRM. The email includes a PDF attachment and a link to the public document page. Email templates are fully customizable from the settings. ### Is FlyCRM translation-ready? Yes. FlyCRM is fully internationalized and ready for translation. You can translate it into any language using standard WordPress translation tools. ### How do I convert a lead into a contact? Open the lead and click the convert button. FlyCRM will let you create a new contact, optionally create a company, and optionally create a deal – all in one step. The lead’s history and source information are preserved. ### Where is my data stored? All data is stored in your WordPress database in dedicated FlyCRM tables. Your data never leaves your server. If you deactivate the plugin, your data remains intact. ### Can I extend FlyCRM with my own code? Absolutely. FlyCRM provides extensive hooks and filters, a full REST API, and JavaScript filters for adding pages and settings tabs. Check the developer documentation for details on available extension points. ### What happens if I deactivate the plugin? Your data is preserved in the database. Reactivating the plugin will restore everything. The custom CRM roles are removed on deactivation but recreated on reactivation. ## Recenze Pro tento plugin nejsou žádné recenze. ## Autoři FlyCRM je otevřený software. Následující lidé přispěli k vývoji tohoto pluginu. Spolupracovníci * [ weDevs ](https://profiles.wordpress.org/wedevs/) * [ Tareq Hasan ](https://profiles.wordpress.org/tareq1988/) [Přeložte “FlyCRM” do svého jazyka.](https://translate.wordpress.org/projects/wp-plugins/flycrm) ### Zajímá vás vývoj? [Prohledejte kód](https://plugins.trac.wordpress.org/browser/flycrm/), podívejte se do [SVN repozitáře](https://plugins.svn.wordpress.org/flycrm/), nebo se přihlaste k[ odběru protokolu vývoje](https://plugins.trac.wordpress.org/log/flycrm/) pomocí [RSS](https://plugins.trac.wordpress.org/log/flycrm/?limit=100&mode=stop_on_copy&format=rss). ## Přehled změn #### 1.0.0 (10 July, 2026) * Initial release * Contact and company management with rich profiles * Lead management with scoring, source tracking, and conversion * Sales pipelines with kanban board and custom stages * Deal tracking with multi-stakeholder support * Quotes and invoices with PDF generation * Email sending with PDF attachments and customizable templates * Public document pages for client review and action * CSV import for contacts and companies * Dashboard with KPIs, pipeline view, and activity feed * Team roles (CRM Manager, CRM Agent) with 60+ capabilities * Tags and custom statuses with color coding * Activity tracking (notes, tasks, calls, emails, meetings) * Full REST API * WP-CLI commands ## Meta * Verze **1.0.0** * Poslední aktualizace **před 1 dnem** * Aktivních instalací **Méně než 10** * Verze WordPressu ** 6.5 nebo novější ** * Testováno až do WordPressu **7.0.1** * Verze PHP ** 7.4 nebo novější ** * Jazyk * [English (US)](https://wordpress.org/plugins/flycrm/) * Štítků * [contacts](https://cs.wordpress.org/plugins/tags/contacts/)[crm](https://cs.wordpress.org/plugins/tags/crm/) [deals](https://cs.wordpress.org/plugins/tags/deals/)[invoices](https://cs.wordpress.org/plugins/tags/invoices/) [leads](https://cs.wordpress.org/plugins/tags/leads/) * [Podrobnosti](https://cs.wordpress.org/plugins/flycrm/advanced/) ## Hodnocení Zatím nebyly zadány žádné recenze. [Your review](https://wordpress.org/support/plugin/flycrm/reviews/#new-post) [Zobrazit všechny recenze](https://wordpress.org/support/plugin/flycrm/reviews/) ## Spolupracovníci * [ weDevs ](https://profiles.wordpress.org/wedevs/) * [ Tareq Hasan ](https://profiles.wordpress.org/tareq1988/) ## Podpora Potřebujete pomoc? [Fórum podpory](https://wordpress.org/support/plugin/flycrm/)