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② 後台搜尋「FlyCRM – WordPress CRM Plugin with Contacts, Leads, Deals & Invoices」→ 直接安裝（推薦）
原文外掛簡介
FlyCRM is a free WordPress CRM plugin that turns your site into a complete customer relationship management system. No external tools, no monthly SaaS fees – just a fast, modern CRM plugin for WordPress built right into your dashboard.
Whether you’re a freelancer tracking clients, a small business CRM user managing a sales pipeline, or an agency juggling contact management across multiple 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 – A self-hosted CRM with 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.
Contact Management
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
Lead Management & Sales Pipeline
Capture leads, nurture them through your sales pipeline, and convert them into contacts, companies, and deals when they’re ready. Full lead management and sales pipeline management, built for WordPress.
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 in WordPress, send them as PDFs, and let clients accept or decline – all without leaving your dashboard.
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
WooCommerce CRM & Form Integrations
Connect the tools you already use and capture leads automatically – no copy-paste, no manual data entry. Use FlyCRM as a WooCommerce CRM, or as a CRM for Contact Form 7, WPForms, and other form plugins.
Form integrations – Capture leads straight from Contact Form 7, WPForms, Fluent Forms, Ninja Forms, and Gravity Forms
Per-form setup – Choose exactly which forms feed the CRM; each form gets its own configuration
Field mapping – Map any form field to a CRM field: name, email, phone, mobile, job title, company, department, website, LinkedIn, and more
Smart name handling – A single “Full Name” field is split into first and last name automatically
Lead source tracking – Assign a lead source per form, so you always know where a lead came from
WooCommerce – Auto-create contacts from orders, choose which order statuses trigger a sync, and apply a status and tag to new customers
Order history on contacts – Total order value, order count, average order value, and last order details, with orders logged to the activity timeline
Historical import – Backfill your existing WooCommerce customers into the CRM in one go
CRM Dashboard & Sales Reporting
Get a bird’s-eye view of your customer relationship management data with a real-time CRM dashboard and sales reporting.
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)
Lead capture from Contact Form 7, WPForms, Fluent Forms, Ninja Forms, and Gravity Forms
WooCommerce integration with order history on contacts
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
The complete, human-readable source code, along with the build steps used to produce the compiled files in dist/, is available on GitHub:
https://github.com/weDevsOfficial/flycrm
