CRM and WordPress, in practice
Guides on sales pipelines, lead management and keeping customer data on your own stack.
Introducing FlyCRM, a Self-Hosted WordPress CRM
FlyCRM keeps your contacts, leads, deals and quotes in your own WordPress database. Here is what the free plugin does, what FlyCRM Pro adds and what it deliberately leaves out.
Latest articles
Self-Hosted CRM for WordPress, Explained
A self-hosted CRM keeps customer records in a database you control instead of a vendor's. Here is where the data sits, what the choice costs you, and who should stay on cloud.
CRM for Agencies That Keeps Client Data Yours
An agency CRM has to keep one client's records apart from another's and survive a team that changes every month. Here is the per-seat arithmetic, the separation and what handover looks like when a retainer ends.
Sales Pipeline Stages That Match Real Deals
A five-stage worked example with the exit condition written out for each stage, what to do when a deal skips one or slides backwards, and how to build the set in WordPress.
Turn WooCommerce Orders Into a Customer List
WooCommerce already knows who bought from you. Here is what it takes to turn that order list into customer records, including the years of orders you have already taken.