Description
PN Customers Manager is a powerful and intuitive Customer Relationship Management plugin designed specifically for WordPress. It helps businesses collect, organize, and manage their leads and customers directly from their website – without relying on external platforms.
With an easy-to-use dashboard and a complete set of sales and marketing tools, WP CRM Manager allows you to centralize all interactions, track workflows, and automate repetitive tasks so you can focus on what matters most: growing your business.
This plugin includes customizable contact profiles, segmentation, activity tracking, lead capture forms, sales pipelines, task management, and built-in automation features. Whether you run an online store, a service-based business, an agency, or a membership site, WP CRM Manager provides everything you need to turn visitors into loyal customers.
PN Customers Manager integrates seamlessly with WordPress, WooCommerce, contact form plugins, and major email and messaging providers. No more spreadsheets, no more third-party CRMs with expensive monthly fees—everything lives inside your WordPress installation.
Core Features
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Funnel Management System: Create and manage sales funnels with customizable stages. Each funnel can include multimedia content (video, audio, images), dates, times, and custom taxonomies for better organization. Funnels support hierarchical structures and can be linked to organizations for complete pipeline tracking.
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Organization Management: Comprehensive organization/company management with advanced features including:
- Owner and collaborator assignment
- Funnel linking and stage tracking
- Contact information management (phone, email, website, LinkedIn)
- Billing information fields
- Lead source tracking and lifecycle stage management
- Priority and health scoring
- Lead scoring system
- Tags and notes for better organization
- Geographic data (country, region, city, address, postal code)
- Industry and segment classification
- Team size and annual revenue tracking
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Advanced Form Builder: A powerful form system that supports multiple field types:
- Text inputs (text, email, url, password, date, time, color, hidden)
- Textarea and rich text editor (WYSIWYG)
- Select dropdowns (single and multiple selection)
- Checkboxes and radio buttons
- Range sliders with custom min/max labels
- Star rating system
- File uploads (images, videos, audio, documents)
- Image galleries with multiple image support
- Audio recorder with transcription capabilities
- Tags input with autocomplete suggestions
- Conditional fields (parent/child relationships)
- Multiple field groups with drag-and-drop reordering
- HTML content blocks
- Form validation and sanitization
- Forms can save data to WordPress users, custom post types, or options
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User Management:
- Custom user roles (Manager and Client roles)
- User creation and management functions
- User metadata handling
- User login tracking
- User profile management with custom fields
- Age calculation from birthdate
- User name formatting utilities
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Shortcodes:
[pn-customers-manager-funnel]– Display individual funnels with all their details[pn-customers-manager-funnel-list]– Display lists of funnels with customizable layouts[pn-customers-manager-organization-list]– Display lists of organizations[pn-customers-manager-client-form]– Public client registration form (also available as Gutenberg block)[pn-customers-manager-call-to-action]– Create call-to-action blocks with icons, titles, content, and customizable buttons[pn-customers-manager-test]– Display course/test content with video popups and resource links
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Client Registration System:
- Public-facing client registration form
- Gutenberg block for easy page building
- Automatic WordPress user creation with client role
- Organization data collection
- Customizable form fields
- Form validation and error handling
- Support for existing user updates
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AJAX Functionality:
- Private AJAX handlers for logged-in users
- Public AJAX handlers for non-authenticated users
- Secure form submissions
- Dynamic content loading
- Real-time data updates
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Popup System:
- Modal popups for content display
- Video popups for embedded media
- Customizable popup options (close button, overlay close, ESC key)
- JavaScript API for programmatic popup control
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Template System:
- Custom single templates for funnels and organizations
- Custom archive templates
- Template override system
- Flexible template loading
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Settings & Configuration:
- Dedicated settings page in WordPress admin
- Customizable URL slugs for custom post types
- Option to remove plugin data on deactivation
- Plugin activation redirect to settings
- Settings link in plugin list
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Internationalization:
- Full translation support
- Polylang integration for multilingual sites
- Translation-ready strings throughout the plugin
- Custom post type translation support
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Data Management:
- Post management functions
- Attachment handling utilities
- Data validation and sanitization
- Meta field management
- Custom selector component for advanced selections
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Security Features:
- Nonce verification for forms
- Input sanitization and validation
- Capability-based access control
- Secure AJAX endpoints
- Password strength checker
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Developer-Friendly:
- Clean, object-oriented code structure
- Extensible hook system
- Filter and action hooks throughout
- Well-documented codebase
- Custom capabilities for fine-grained permissions
Credits
This plugin stands on the shoulders of giants
FancyBox v3.5.7
Licensed GPLv3 for open source use or fancyBox Commercial License for commercial use
Copyright 2019 fancyApps
http://fancyapps.com/fancybox/
https://github.com/fancyapps/fancybox/blob/master/dist/jquery.fancybox.js
https://github.com/fancyapps/fancybox/blob/master/dist/jquery.fancybox.css
Tooltipster v4.2.8 – A rockin’ custom tooltip jQuery plugin
Developed by Caleb Jacob and Louis Ameline
MIT license
https://calebjacob.github.io/tooltipster/
https://github.com/calebjacob/tooltipster/blob/master/dist/js/tooltipster.main.js
https://github.com/calebjacob/tooltipster/blob/master/dist/css/tooltipster.main.css
Owl Carousel v2.3.4
Licensed under: SEE LICENSE IN https://github.com/OwlCarousel2/OwlCarousel2/blob/master/LICENSE
Copyright 2013-2018 David Deutsch
https://owlcarousel2.github.io/OwlCarousel2/
https://github.com/OwlCarousel2/OwlCarousel2/blob/develop/dist/owl.carousel.js
Select2 4.0.13
License MIT – https://github.com/select2/select2/blob/master/LICENSE.md
https://github.com/select2/select2/tree/master
https://github.com/select2/select2/blob/master/dist/js/select2.js
https://github.com/select2/select2/blob/master/dist/css/select2.css
Trumbowyg v2.27.3 – A lightweight WYSIWYG editor
alex-d.github.io/Trumbowyg/
License MIT – Author : Alexandre Demode (Alex-D)
https://github.com/Alex-D/Trumbowyg/blob/develop/src/ui/sass/trumbowyg.scss
https://github.com/Alex-D/Trumbowyg/blob/develop/src/ui/sass/trumbowyg.scss
https://github.com/Alex-D/Trumbowyg/blob/develop/src/trumbowyg.js
Blocks
This plugin provides 3 blocks.
- Formulario de organización pn-customers-manager
- Organization List
- Funnel List
Installation
- Upload
pn-customers-manager.phpto the/wp-content/plugins/directory - Activate the plugin through the ‘Plugins’ menu in WordPress
FAQ
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How do I install the PN Customers Manager plugin?
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To install the PN Customers Manager plugin, you can either upload the plugin files to the /wp-content/plugins/pn-customers-manager directory, or install the plugin through the WordPress plugins screen directly. After uploading, activate the plugin through the ‘Plugins’ screen in WordPress.
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Can I customize the look and feel of my listings?
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Yes, you can customize the appearance of your listings by modifying the CSS styles provided in the plugin. Additionally, you can enqueue your own custom styles to override the default plugin styles.
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Where can I find the uncompressed source code for the plugin’s JavaScript and CSS files?
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You can find the uncompressed source code for the JavaScript and CSS files in the src directory of the plugin. You can also visit our GitHub repository for the complete source code.
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How do I add a new Custom Post Type to my site?
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To add a new Custom Post Type, go to the ‘Funnel’ section in the WordPress dashboard and click on ‘Add New’. Fill in the required details for your Funnel, including any custom fields provided by the plugin. Once you’re done, click ‘Publish’ to make the Funnel live on your site.
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Can I use this plugin with any WordPress theme?
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Yes, the PN Customers Manager plugin is designed to be compatible with any WordPress theme. However, some themes may require additional customization to ensure the plugin’s styles integrate seamlessly.
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Is the plugin translation-ready?
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Yes, the PN Customers Manager plugin is fully translation-ready. You can use translation plugins such as Loco Translate to translate the plugin into your desired language.
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How do I update the plugin?
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You can update the plugin through the WordPress plugins screen just like any other plugin. When a new version is available, you will see an update notification, and you can click ‘Update Now’ to install the latest version.
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How do I backup my Funnel before updating the plugin?
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To backup your Funnel, you can export your posts and custom post types from the WordPress Tools > Export menu. Choose the ‘Funnel’ post type and download the export file. You can import this file later if needed.
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How do I add ratings and reviews to my Funnel?
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The plugin don’t include a built-in ratings and reviews system yet. You can integrate third-party plugins that offer these features or customize the plugin to include them.
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How do I optimize my Funnel for SEO?
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To optimize your Funnel for SEO, ensure that you use relevant keywords in your Funnel titles, descriptions, and content. You can also use SEO plugins like Yoast SEO to further enhance your Funnel posts’ search engine visibility.
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How do I get support for the PN Customers Manager plugin?
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For support, you can visit the plugin’s support forum on the WordPress.org website or contact the plugin author directly through our contact information [email protected].
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Is the plugin compatible with the latest version of WordPress?
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The PN Customers Manager plugin is tested with the latest version of WordPress. However, it is always a good practice to check for any compatibility issues before updating WordPress or the plugin.
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How do I uninstall the plugin?
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To uninstall the plugin, go to the ‘Plugins’ screen in WordPress, find the PN Customers Manager plugin, and click ‘Deactivate’. After deactivating, you can click ‘Delete’ to remove the plugin and its files from your site. Note that this will not delete your Funnel, but you should back up your data before uninstalling any plugin.
Reviews
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Contributors & Developers
“PN Customers Manager” is open source software. The following people have contributed to this plugin.
Contributors
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Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
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