PN Customers Manager

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

• 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.

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Template System:

  • Custom single templates for funnels and organizations
  • Custom archive templates
  • Template override system
  • Flexible template loading

• 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

• Internationalization:

  • Full translation support
  • Polylang integration for multilingual sites
  • Translation-ready strings throughout the plugin
  • Custom post type translation support

• Data Management:

  • Post management functions
  • Attachment handling utilities
  • Data validation and sanitization
  • Meta field management
  • Custom selector component for advanced selections

• Security Features:

  • Nonce verification for forms
  • Input sanitization and validation
  • Capability-based access control
  • Secure AJAX endpoints
  • Password strength checker

• 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