Flux CRM

Flux CRM combines donations, orders, forms and WhatsApp conversations into one contact card per person. It matches source records by account, email and phone while preserving manually entered information.

Contacts and timeline#

Manage roles, tags, owners and notes. Track email, SMS, WhatsApp and advertising consent per channel, with changes recorded in the timeline. Filter by role, RFM segment, saved segment, tag and consent; use bulk actions or CSV export. Donations, orders with refunds, forms, WhatsApp activity, notes and calls share one timeline.

Segments#

RFM scores measure recency, frequency and value. Churn risk uses the contact’s own activity rhythm. Rule-based live segments are available as Flux Mail recipients; consent is checked at send time.

Setup#

Install from FluxWP Panel → Packages. Review the enabled sources: Flux Donate, WooCommerce, Flux Chat, Flux Forms and site users. Check imported contacts and create a segment, then select it in Flux Mail.

Developers#

Use FLXCRM_Contacts::upsert(), FLXCRM_Events::add() with a unique event key and FLXCRM_Contacts::ids() with segment rules. REST uses flx-crm/v1; AI and MCP tools are registered through Flux AI. See docs/flx-crm/API.md for hooks and tools. Pipelines, journeys and advertising integrations are planned separately.