Who Gets Into Your CRM Is Up to You
Add teammates from the WordPress users you already have, give each one a Manager or Agent role, and keep the CRM in your hands.
Give Each Teammate a Role
Managers run the CRM and the team. Agents get standard access to get work done.
Onboard in a Few Clicks
Pick a WordPress user you already have, or send an invitation and set the role.
No Second Login System
FlyCRM uses WordPress accounts, so passwords and sessions stay exactly where they are.
Everyone Sees Everything, and That's a Problem
Most WordPress CRMs hand every single user the same set of keys.
One Access Level
A new intern lands with the same reach as the founder.
No Team Structure
Nobody can say who actually runs the CRM.
Admin Sprawl
Handing out site admin just to open the CRM.
Same Five People, Two Very Different Setups
See what changes the day your CRM knows who is who.
Without FlyCRM
Everyone signs in with the same wide open access, contractors included, no list of who is on the team, and no way to change it later.
With FlyCRM
One team list with named roles. Managers run the CRM and the team, Agents work their deals, and WordPress administrators keep the final say.
Manager Runs It, Agent Works It
FlyCRM ships two CRM roles. A Manager gets full CRM access and can manage the team, adding people and changing roles. An Agent gets standard CRM access with limited team management, so they can work deals without reshaping the team around them.
Add a Teammate in Under a Minute
FlyCRM shows you which WordPress users are not on the CRM team yet. Pick one, choose Manager or Agent, and they are in. Working with someone who does not have an account? Send an invitation instead. Roles can be changed or removed later from the same list.
It Runs on Accounts You Already Have
There is no second user database and no extra password to reset. FlyCRM sits on the WordPress role system and WordPress authentication, so administrators automatically hold full CRM access. You can even turn a CRM contact into a WordPress user when a prospect becomes someone you work with.
Also in Team Management
The smaller pieces that keep your team list accurate.
Team Invitations
Send an invitation and bring someone onto the CRM team.
Role Assignment
Switch a member between Manager and Agent whenever things change.
Team Candidates
See which WordPress users can still be added to the CRM.
Member Removal
Take someone off the CRM team without deleting their account.
Admin Override
WordPress administrators automatically hold full CRM access.
Assignment Picker
Choose any team member as the owner of a deal or task.
Contact to User
Turn a CRM contact into a WordPress user account.
Member Profiles
Avatar, email, role label and join date on every member.
Questions and Answers
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A Manager has full CRM access and can manage the team, while an Agent has standard CRM access with limited team management.
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Yes, FlyCRM lists your WordPress users as candidates so you can add one and pick their role.
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No, FlyCRM uses WordPress authentication, so everyone signs in exactly the way they already do.
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Not today, FlyCRM ships two CRM roles, Manager and Agent, plus full access for WordPress administrators.
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They come off the CRM team while their WordPress user account stays exactly as it was.