{"id":292068,"date":"2026-07-10T06:45:17","date_gmt":"2026-07-10T06:45:17","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/flycrm\/"},"modified":"2026-07-10T06:44:54","modified_gmt":"2026-07-10T06:44:54","slug":"flycrm","status":"publish","type":"plugin","link":"https:\/\/cs.wordpress.org\/plugins\/flycrm\/","author":14197972,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.0","stable_tag":"1.0.0","tested":"7.0.1","requires":"6.5","requires_php":"7.4","requires_plugins":null,"header_name":"FlyCRM","header_author":"weDevs","header_description":"A CRM plugin for WordPress.","assets_banners_color":"","last_updated":"2026-07-10 06:44:54","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"https:\/\/flycrm.co","header_author_uri":"https:\/\/wedevs.com","rating":0,"author_block_rating":0,"active_installs":0,"downloads":51,"num_ratings":0,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","faq","changelog"],"tags":{"1.0.0":{"tag":"1.0.0","author":"wedevs","date":"2026-07-10 06:44:54"}},"upgrade_notice":[],"ratings":[],"assets_icons":[],"assets_banners":[],"assets_blueprints":{},"all_blocks":[],"tagged_versions":["1.0.0"],"block_files":[],"assets_screenshots":[],"screenshots":{"1":"Dashboard - KPIs, pipeline overview, recent activities, and upcoming tasks","2":"Contacts - List view with status filters, search, and bulk actions","3":"Contact Detail - Full profile with activity timeline, tags, and company info","4":"Companies - Manage companies with linked contacts and activity history","5":"Leads - Track and score leads from multiple sources","6":"Deals - Kanban board for drag-and-drop pipeline management","7":"Quote - Create professional quotes with line items, discounts, and tax","8":"Invoice - Track payments with partial payment support","9":"Public Document Page - Client-facing view for quotes and invoices","10":"Settings - Business info, currency, email templates, and more"}},"plugin_section":[],"plugin_tags":[2736,1150,330,16236,335],"plugin_category":[58],"plugin_contributors":[79343,79526],"plugin_business_model":[],"class_list":["post-292068","plugin","type-plugin","status-publish","hentry","plugin_tags-contacts","plugin_tags-crm","plugin_tags-deals","plugin_tags-invoices","plugin_tags-leads","plugin_category-user-management","plugin_contributors-tareq1988","plugin_contributors-wedevs","plugin_committers-tareq1988","plugin_committers-wedevs"],"banners":[],"icons":{"svg":false,"icon":"https:\/\/s.w.org\/plugins\/geopattern-icon\/flycrm.svg","icon_2x":false,"generated":true},"screenshots":[],"raw_content":"<!--section=description-->\n<p><strong>FlyCRM<\/strong> 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.<\/p>\n\n<p>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.<\/p>\n\n<h4>Why FlyCRM?<\/h4>\n\n<ul>\n<li><strong>Zero learning curve<\/strong> - If you know WordPress, you already know how to use FlyCRM.<\/li>\n<li><strong>Your data, your server<\/strong> - No third-party SaaS. Your customer data stays on your hosting, under your control.<\/li>\n<li><strong>Beautiful modern UI<\/strong> - Built with React and Tailwind CSS for a snappy, app-like experience.<\/li>\n<li><strong>No monthly fees<\/strong> - One plugin, all the core CRM features, completely free.<\/li>\n<\/ul>\n\n<h4>Contacts &amp; Companies<\/h4>\n\n<p>Manage your contacts and companies with rich profiles, activity timelines, tagging, and custom statuses.<\/p>\n\n<ul>\n<li>Full contact profiles - name, email, multiple phone numbers, job title, social links, addresses<\/li>\n<li>Company profiles - industry, employee count, revenue, website, logo, linked contacts<\/li>\n<li>Custom statuses with color coding (New, Active, Inactive, Customer, and more)<\/li>\n<li>Tag contacts and companies for easy filtering and segmentation<\/li>\n<li>Track activity history - every note, call, email, and meeting in one timeline<\/li>\n<li>CSV import with field mapping and duplicate detection<\/li>\n<li>Assign owners to contacts and companies for team accountability<\/li>\n<li>Soft delete with trash and restore<\/li>\n<\/ul>\n\n<h4>Leads &amp; Deals<\/h4>\n\n<p>Capture leads, nurture them through your pipeline, and convert them into contacts, companies, and deals when they're ready.<\/p>\n\n<ul>\n<li><strong>Lead management<\/strong> - Capture leads with source tracking, UTM parameters, and referrer URLs<\/li>\n<li><strong>Lead scoring<\/strong> - Prioritize your hottest leads<\/li>\n<li><strong>Lead conversion<\/strong> - Convert a qualified lead into a contact, company, and deal in one click<\/li>\n<li><strong>Sales pipelines<\/strong> - Create multiple pipelines with custom stages (Qualified, Proposal, Negotiation, Won, Lost)<\/li>\n<li><strong>Kanban board<\/strong> - Drag and drop deals between stages<\/li>\n<li><strong>Deal tracking<\/strong> - Track value, expected close date, win probability, and stakeholders<\/li>\n<li><strong>Multi-stakeholder deals<\/strong> - Associate multiple contacts with different roles on each deal<\/li>\n<\/ul>\n\n<h4>Quotes &amp; Invoices<\/h4>\n\n<p>Create professional quotes and invoices, send them as PDFs, and let clients accept or decline - all without leaving WordPress.<\/p>\n\n<ul>\n<li>Create quotes and invoices with line items, discounts, and tax<\/li>\n<li>Auto-generated document numbers with customizable prefixes<\/li>\n<li>Send documents via email with PDF attachments<\/li>\n<li>Shareable public links - clients can view without logging in<\/li>\n<li>Clients can accept, decline, or request changes on quotes directly<\/li>\n<li>Track when documents are viewed, accepted, or paid<\/li>\n<li>Invoice payment tracking with partial payment support<\/li>\n<li>Beautiful PDF generation<\/li>\n<\/ul>\n\n<h4>Activities<\/h4>\n\n<p>Keep a complete record of every interaction with your contacts, companies, leads, and deals.<\/p>\n\n<ul>\n<li><strong>Notes<\/strong> - Jot down important details after a conversation<\/li>\n<li><strong>Tasks<\/strong> - Create to-dos with due dates and status tracking<\/li>\n<li><strong>Emails<\/strong> - Log email interactions<\/li>\n<li><strong>Calls<\/strong> - Record call details and outcomes<\/li>\n<li><strong>Meetings<\/strong> - Schedule and track meetings<\/li>\n<li>Activities are linked across entities - one activity can relate to a contact and a deal at the same time<\/li>\n<\/ul>\n\n<h4>Dashboard &amp; Reporting<\/h4>\n\n<p>Get a bird's-eye view of your CRM with a real-time dashboard.<\/p>\n\n<ul>\n<li>KPI cards - new contacts, active companies, and activity counts with trend indicators<\/li>\n<li>Sales pipeline visualization - see deals across stages at a glance<\/li>\n<li>Recent activity feed - stay on top of what's happening<\/li>\n<li>Upcoming tasks and meetings - never miss a follow-up<\/li>\n<li>Team leaderboard - see who's closing the most deals<\/li>\n<li>Date range filtering with comparison to previous periods<\/li>\n<\/ul>\n\n<h4>Team Collaboration<\/h4>\n\n<p>Built for teams from day one.<\/p>\n\n<ul>\n<li><strong>CRM Manager role<\/strong> - Full access to all CRM data, settings, imports, and reports<\/li>\n<li><strong>CRM Agent role<\/strong> - Access to own records only, perfect for sales reps<\/li>\n<li>60+ granular capabilities for fine-tuned access control<\/li>\n<li>Owner assignment on every record - know who's responsible<\/li>\n<li>Last contacted tracking - see when each contact was last engaged and how<\/li>\n<\/ul>\n\n<h4>Built for Developers<\/h4>\n\n<p>FlyCRM is designed to be extended. Build integrations, add custom features, or connect with other plugins using WordPress hooks.<\/p>\n\n<ul>\n<li>Full REST API at <code>\/flycrm\/v1\/<\/code> for all entities<\/li>\n<li>WordPress action and filter hooks throughout (<code>flycrm_{entity}_{event}<\/code>)<\/li>\n<li>Filterable API queries, settings, menu items, and routes<\/li>\n<li>Add custom pages, settings tabs, and API endpoints from your own plugin<\/li>\n<li>WP-CLI commands for automation and management<\/li>\n<li>Clean, namespaced codebase following WordPress Coding Standards<\/li>\n<\/ul>\n\n<h4>What's Included (Free)<\/h4>\n\n<ul>\n<li>Unlimited contacts and companies<\/li>\n<li>Lead management with scoring and conversion<\/li>\n<li>Sales pipelines with kanban board<\/li>\n<li>Quotes and invoices with PDF generation<\/li>\n<li>Activity tracking (notes, tasks, calls, emails, meetings)<\/li>\n<li>CSV import for contacts and companies<\/li>\n<li>Email sending with PDF attachments<\/li>\n<li>Public document pages for client review<\/li>\n<li>Dashboard with KPIs and reporting<\/li>\n<li>Team roles and permissions<\/li>\n<li>Tags and custom statuses<\/li>\n<li>REST API access<\/li>\n<li>WP-CLI commands<\/li>\n<\/ul>\n\n<h3>Source Code &amp; Build Process<\/h3>\n\n<p>The JavaScript and CSS files shipped in the <code>dist\/<\/code> 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:<\/p>\n\n<p><strong>https:\/\/github.com\/weDevsOfficial\/flycrm<\/strong><\/p>\n\n<p>There you will find:<\/p>\n\n<ul>\n<li><code>src\/<\/code> - the full React\/TypeScript application and Tailwind CSS source.<\/li>\n<li><code>webpack.config.js<\/code>, <code>tsconfig.json<\/code>, <code>postcss.config.js<\/code>, <code>components.json<\/code> - the build and tooling configuration.<\/li>\n<li><code>package.json<\/code> - the dependency manifest and build scripts.<\/li>\n<\/ul>\n\n<h4>Build tools<\/h4>\n\n<p>The frontend is built with <a href=\"https:\/\/webpack.js.org\/\">webpack<\/a> via <a href=\"https:\/\/www.npmjs.com\/package\/@wordpress\/scripts\">@wordpress\/scripts<\/a>, using <a href=\"https:\/\/pnpm.io\/\">pnpm<\/a> as the package manager. PHP dependencies are managed with <a href=\"https:\/\/getcomposer.org\/\">Composer<\/a>.<\/p>\n\n<h4>Building the compiled assets from source<\/h4>\n\n<p>Clone the repository at https:\/\/github.com\/weDevsOfficial\/flycrm and, from the project directory:<\/p>\n\n<ol>\n<li>Install PHP dependencies: <code>composer install<\/code><\/li>\n<li>Install JavaScript dependencies: <code>pnpm install<\/code><\/li>\n<li>Create the production builds in <code>dist\/<\/code>: <code>pnpm build<\/code><\/li>\n<li>For development with hot reloading, run: <code>pnpm start<\/code><\/li>\n<\/ol>\n\n<p>Running <code>pnpm build<\/code> reads the source in <code>src\/<\/code> and regenerates every minified file in <code>dist\/<\/code>.<\/p>\n\n<!--section=installation-->\n<h4>Minimum Requirements<\/h4>\n\n<ul>\n<li>WordPress 6.5 or greater<\/li>\n<li>PHP 7.4 or greater<\/li>\n<\/ul>\n\n<h4>Automatic Installation<\/h4>\n\n<ol>\n<li>Go to <strong>Plugins &gt; Add New<\/strong> in your WordPress admin.<\/li>\n<li>Search for <strong>FlyCRM<\/strong>.<\/li>\n<li>Click <strong>Install Now<\/strong>, then <strong>Activate<\/strong>.<\/li>\n<li>Navigate to <strong>FlyCRM<\/strong> in the admin sidebar to get started.<\/li>\n<\/ol>\n\n<h4>Manual Installation<\/h4>\n\n<ol>\n<li>Download the plugin ZIP file.<\/li>\n<li>Go to <strong>Plugins &gt; Add New &gt; Upload Plugin<\/strong>.<\/li>\n<li>Choose the ZIP file and click <strong>Install Now<\/strong>.<\/li>\n<li>Activate the plugin.<\/li>\n<\/ol>\n\n<h4>Getting Started<\/h4>\n\n<p>After activation, FlyCRM creates everything it needs automatically - database tables, default statuses, a sales pipeline, and tags. Just head to the <strong>FlyCRM<\/strong> menu in your sidebar and start adding contacts.<\/p>\n\n<!--section=faq-->\n<dl>\n<dt id=\"do%20i%20need%20any%20external%20service%20or%20api%20key%3F\"><h3>Do I need any external service or API key?<\/h3><\/dt>\n<dd><p>No. FlyCRM runs entirely on your WordPress site. There are no external services, no API keys, and no monthly subscriptions required.<\/p><\/dd>\n<dt id=\"will%20flycrm%20slow%20down%20my%20site%3F\"><h3>Will FlyCRM slow down my site?<\/h3><\/dt>\n<dd><p>No. FlyCRM uses its own custom database tables and only loads its assets on CRM admin pages. Your frontend site performance is not affected.<\/p><\/dd>\n<dt id=\"can%20i%20import%20my%20existing%20contacts%3F\"><h3>Can I import my existing contacts?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"can%20my%20clients%20view%20quotes%20and%20invoices%20without%20logging%20in%3F\"><h3>Can my clients view quotes and invoices without logging in?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"how%20do%20roles%20and%20permissions%20work%3F\"><h3>How do roles and permissions work?<\/h3><\/dt>\n<dd><p>FlyCRM comes with two built-in roles: <strong>CRM Manager<\/strong> (full access) and <strong>CRM Agent<\/strong> (own records only). Administrators automatically get full CRM access. The permission system includes 60+ granular capabilities, so you can customize access precisely.<\/p><\/dd>\n<dt id=\"can%20i%20create%20multiple%20sales%20pipelines%3F\"><h3>Can I create multiple sales pipelines?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"does%20flycrm%20work%20with%20woocommerce%3F\"><h3>Does FlyCRM work with WooCommerce?<\/h3><\/dt>\n<dd><p>FlyCRM can track WooCommerce customer data including total order value, order count, average order value, and last order details on contact profiles.<\/p><\/dd>\n<dt id=\"can%20i%20send%20quotes%20and%20invoices%20via%20email%3F\"><h3>Can I send quotes and invoices via email?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"is%20flycrm%20translation-ready%3F\"><h3>Is FlyCRM translation-ready?<\/h3><\/dt>\n<dd><p>Yes. FlyCRM is fully internationalized and ready for translation. You can translate it into any language using standard WordPress translation tools.<\/p><\/dd>\n<dt id=\"how%20do%20i%20convert%20a%20lead%20into%20a%20contact%3F\"><h3>How do I convert a lead into a contact?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"where%20is%20my%20data%20stored%3F\"><h3>Where is my data stored?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"can%20i%20extend%20flycrm%20with%20my%20own%20code%3F\"><h3>Can I extend FlyCRM with my own code?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n<dt id=\"what%20happens%20if%20i%20deactivate%20the%20plugin%3F\"><h3>What happens if I deactivate the plugin?<\/h3><\/dt>\n<dd><p>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.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.0 (10 July, 2026)<\/h4>\n\n<ul>\n<li>Initial release<\/li>\n<li>Contact and company management with rich profiles<\/li>\n<li>Lead management with scoring, source tracking, and conversion<\/li>\n<li>Sales pipelines with kanban board and custom stages<\/li>\n<li>Deal tracking with multi-stakeholder support<\/li>\n<li>Quotes and invoices with PDF generation<\/li>\n<li>Email sending with PDF attachments and customizable templates<\/li>\n<li>Public document pages for client review and action<\/li>\n<li>CSV import for contacts and companies<\/li>\n<li>Dashboard with KPIs, pipeline view, and activity feed<\/li>\n<li>Team roles (CRM Manager, CRM Agent) with 60+ capabilities<\/li>\n<li>Tags and custom statuses with color coding<\/li>\n<li>Activity tracking (notes, tasks, calls, emails, meetings)<\/li>\n<li>Full REST API<\/li>\n<li>WP-CLI commands<\/li>\n<\/ul>","raw_excerpt":"The easiest way to manage contacts, companies, leads, deals, quotes, and invoices right from your WordPress dashboard.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/292068","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=292068"}],"author":[{"embeddable":true,"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/wedevs"}],"wp:attachment":[{"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=292068"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=292068"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=292068"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=292068"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=292068"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/cs.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=292068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}