Everything You Need to
Close More Deals
FlyCRM gives you contacts, leads, pipelines, quotes, and invoicing. All inside your WordPress dashboard. No monthly fees. No data lock-in.
Every Customer Detail, One Place
Rich profiles. Company linking. CSV import. All inside WordPress.
Stop Losing Leads in Form Submissions
Lead scoring
Score leads so your team focuses on the ones most likely to close.
Source tracking
UTM parameters, referrer URLs, and built-in sources. Know where every lead came from.
One-click conversion
Turn a lead into a contact, company, and deal in one step. Source data carries over.
See Every Deal at a Glance
Multiple pipelines. Custom stages. Drag and drop.
Multiple Pipelines
Separate pipelines for new business, upsells, or regions. Each tracks its own stages.
Kanban Board
Drag and drop deals between stages. Full pipeline view at a glance.
Multi-Stakeholder Deals
Multiple contacts per deal with different roles. Track decision makers and influencers.
Send Professional Quotes Without Leaving WordPress
Line items, tax, PDFs, and a public client portal.
Line items and tax
Products with quantity, price, discounts, and tax.
PDF generation
Clean PDFs with your logo and terms. Generated inside CRM.
Public client portal
Unique URL for clients to view, accept, or decline. No login required.
Every Interaction, Logged
Notes, tasks, calls, emails, meetings. All connected.
5 Activity Types
Notes, tasks, calls, emails, meetings. Log anything.
Cross-Entity Linking
One activity links to a contact and a deal. No duplicates.
Task Management
Due dates, status tracking, team assignment. Every follow-up has an owner.
Know Your Numbers Without a Data Analyst
KPIs, pipeline health, and three core reports.
KPI dashboard
Contacts, leads, deals, revenue. Each number shown next to the previous period.
Pipeline visualization
See deals move through your pipeline. Spot where prospects drop off.
3 core reports
Activity, Customer, and Growth. Filter by 7 days through 12 months, or a custom range.
Connects to Tools You Already Use
Works with what you already use. No new software to learn.
Form Plugins (6)
Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Gravity Forms, Formidable.
Support Tools (3)
Zendesk, Help Scout, Awesome Support. Tickets sync to customer profiles.
Contact Sync (3)
Two-way contact and tag sync with the address books you already use.
SMS Gateways (2)
Twilio and Clickatell. Automated SMS for deal updates and follow-ups.
WooCommerce
Order history, total customer spend, and automatic contact creation from store purchases.
Workflow Extension
Automated triggers, status changes, and task assignments on CRM events.
Built for Teams, Not Just Individuals
Role-based access with 60+ granular permissions.
Capability
CRM Manager
CRM Agent
View all contacts
Included
Manager only
Edit own records
Included
Included
Delete deals
Included
Manager only
Manage pipelines
Included
Manager only
Send quotes
Included
Included
Your Data Stays Yours
Self-hosted. No monthly fees. No data lock-in.
Your Server, Your Data
Customer data stays in your WordPress database. Never sent to a third-party server.
No External Dependencies
No API keys required. Works offline. Nothing leaves your hosting.
Deactivate Without Losing Data
Deactivate the plugin and your data stays. Reactivate and everything is where you left it.
All of This. Free.
No feature gating. No usage limits.
Questions About What's Included
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Yes. Contacts, leads, deals, pipelines, quotes, activities, reporting, and team roles are all included. No feature gating and no usage limits.
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No. Create as many pipelines, stages, and deals as you need. Nothing is metered.
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Yes. Quotes and invoices render as clean PDFs with your logo and terms, generated inside the CRM. Clients view and accept them from a public link without logging in.
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There are 60+ capabilities across two built-in roles, CRM Manager and CRM Agent. You control per-role access to viewing, editing, deleting, and managing each record type.
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Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Gravity Forms, and Formidable. Submissions land as leads with their source data attached.