GETTING STARTED

What FlyCRM Pro Adds

FlyCRM Pro installs on top of the free plugin. It adds features for teams that outgrow the free tier. This page lists what Pro adds and how to turn it on.

What you need

  • The free FlyCRM plugin, installed and active.
  • The FlyCRM Pro plugin.
  • A valid FlyCRM Pro license key.

Pro does not replace the free plugin. It extends it. Keep both active.

The Pro features

Feature What it does Documentation
Custom fields Add your own fields to contacts, companies, leads, and deals Custom fields
Invoices and payments Invoices from quotes, a product catalog, a transactions ledger, and online payment with Stripe or PayPal Invoices and payments
Workflows Automate follow-up: triggers, actions, conditions, and waits Workflows
MCP (AI access) Let an AI assistant read and change CRM data through approved tools MCP
Custom pipelines Create extra pipelines and edit their stages Set in Settings > Pipelines

The Invoices, Products, and Transactions menu items appear in the free plugin as locked previews. They become usable once Pro is active.

Install and activate Pro

  1. Install the FlyCRM Pro plugin the same way you install any plugin. See Installation.
  2. Activate FlyCRM Pro.
  3. Go to FlyCRM > Settings > License.
  4. Enter your license key and select Activate.

An active license unlocks the Pro features and turns on updates.

Screenshot needed: The Settings > License tab with a license key entered and an Activate button. Show the active-license confirmation state. Highlight the license field.

Where the Pro features appear

  • Custom fields — a new tab under Settings.
  • Workflows — a new top-level item in the FlyCRM menu.
  • Payments — new gateway options under Settings, and a pay button on public invoices.
  • MCP — a new settings screen for the AI server.

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