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, marketing, and AI-powered communication tools, PN Customers Manager allows you to centralize all interactions, track workflows, and automate repetitive tasks so you can focus on what matters most: growing your business.

Whether you run an online store, a service-based business, an agency, or a membership site, PN Customers Manager provides everything you need to turn visitors into loyal customers — including AI chatbots that talk to your clients on WhatsApp and Instagram.

AI-Powered Conversations

WhatsApp AI Integration: Connect your WhatsApp Business account and let an OpenAI-powered chatbot handle customer conversations automatically. The AI knows your products, prices, shipping zones, and business hours. It can send product photos, process orders, and escalate complex queries — all through the WhatsApp Cloud API.
Instagram AI Integration: Same AI-powered conversation engine for Instagram Direct Messages. Receive DMs, respond automatically with context-aware answers, and manage all conversations from your WordPress dashboard.
WooCommerce Product Knowledge: The AI automatically loads your top 50 best-selling products (with variations, prices, stock status, and images) so it can answer product questions, recommend items, and share add-to-cart links.
Guided Product Recommendations: Enable a multi-step recommendation protocol where the AI asks qualifying questions (budget, category, preferences) before suggesting products — resulting in more relevant recommendations and higher conversion rates.
Order Acceptance Protocol: The AI can take orders directly in chat with a two-step confirmation flow (summary + explicit confirmation), then notify you by email with the order details.
Special Order Forwarding: For requests that cannot be fulfilled through a standard purchase link (B2B, bulk orders, custom products), the AI collects all the details and forwards them by email to a configurable list of internal users and external email addresses.
Shipping Zone Awareness: The AI automatically knows your WooCommerce shipping zones, methods, and costs. It can answer shipping questions instantly, including postal code validation and free shipping thresholds.
Blog & Page Context: Inject your WordPress posts and pages into the AI’s knowledge base so it can reference your content and share links with customers.
Conversation Management Dashboard: View, search, close, delete, and reset all WhatsApp and Instagram conversations from your admin panel and from the funnel builder. Full chat history with timestamps and role indicators.
Debug Logging: Enable or disable debug logging independently for WhatsApp AI and Instagram AI from the settings page. Logs are saved to wp-content/uploads/pn-customers-manager-logs/.

Budgets & Invoices

Budget Management: Create professional proposals and quotations with customizable items, phases, tax rates, and discount rates. Budgets support multiple item types (hours, fixed, phase, image), optional items that customers can toggle on/off, and image galleries for visual references.
Invoice Management: Generate invoices linked to organizations with automatic invoice numbering, due dates, status tracking (Draft, Sent, Paid, Cancelled), and payment date recording.
Public Sharing via Token: Share budgets and invoices with customers through secure token-based URLs — no WordPress login required. Clean, standalone templates with company branding, schema.org structured data, and Open Graph meta tags.
Customer Acceptance Workflow: Customers can accept or reject budgets directly from the public view. Non-registered users can provide their email address to confirm acceptance. Acceptance/rejection is timestamped.
Optional Items & Phases: Organize budget items into collapsible phases. Mark individual items or entire phases as optional — customers see a live-updating total as they toggle items on/off with a sticky price bar.
PDF Generation: Generate professional PDF documents from both budgets and invoices directly from the public or admin view.
Inline Editing: Admins can edit budget and invoice items, reorder with drag-and-drop, add new items, and manage status directly from the public-facing template without returning to the admin panel.
CSV Import/Export: Bulk import and export budgets via CSV files. Includes a downloadable template with sample data, a multi-step import wizard with preview, and automatic organization name resolution.

Core CRM 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
Contact Messages: A built-in contact form system with inbox management. Messages are organized in Inbox and Spam tabs with unread counters, read/unread status, mark as spam, and full sender details including source page and IP address.
Akismet Spam Protection: Contact form submissions are automatically checked against Akismet for spam detection and filtering.

Email Campaigns

Campaign Management: Create and send email campaigns directly from WordPress with template support and audience segmentation. Each campaign includes a content preview with a copy button for manual sending.
Mail Statistics: Track email campaign performance with open rates, click rates, bounce rates, and unsubscribe tracking on a dedicated dashboard.

Business Projections

Automated Data Collection: Automatic daily, hourly, or weekly snapshots of your CRM metrics, user stats, email performance, and social media followers via scheduled cron jobs.
Social Media Tracking: Connect Instagram Graph API, Facebook Insights, and Twitter/X API v2 to track followers, impressions, reach, and engagement over time.
Manual Projections: Set future targets with expected values and dates. Compare projections vs actual performance with deviation percentage calculations.
Visual Dashboard: Interactive Chart.js line charts with projection overlays, metric selectors, source tabs (CRM, Users, Email, Social Media), and status cards showing active integrations.

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

Referral System

Enable referral tracking for your organizations
Top referrers ranking display
Customizable referral share text
QR code generation with custom logo
Configurable reminder frequency and limits
Business card phrases management

User Management

Custom user roles: Administrator, CRM Manager, Commercial, and Client
CRM Manager role with full access to CRM features (messages, statistics, projections, conversations, commercial agents) without requiring full admin privileges
User creation and management functions
User metadata handling
User login tracking
User profile management with custom fields

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-contact-form] — Contact form with Akismet spam protection
[pn-customers-manager-call-to-action] — Call-to-action blocks with icons, titles, content, and customizable buttons
[pn-customers-manager-button] — Customizable buttons (solid/outline/transparent, size, color, icon, image) with Gutenberg block support
[pn-customers-manager-whatsapp-ai] — WhatsApp conversations front-end panel (admin only)
[pn-customers-manager-instagram-ai] — Instagram conversations front-end panel (admin only)

Settings & Configuration

Dedicated settings page in WordPress admin
API configuration for OpenAI, WhatsApp, Instagram, and social media platforms
Built-in API connection testing tools
Settings export to JSON and import from JSON
Recommended plugins discovery with one-click install and activate
Customizable URL slugs for custom post types
Plugin activation redirect to settings

More Features

Popup System: Modal popups for content display, video popups for embedded media, customizable options (close button, overlay close, ESC key), and a JavaScript API for programmatic control.
Template System: Custom single and archive templates for funnels and organizations with a template override system.
Internationalization: Full translation support with Polylang integration for multilingual sites. Spanish translation included.
Security: Nonce verification, input sanitization, capability-based access control, secure AJAX endpoints, and password strength checking.
Developer-Friendly: Clean object-oriented code, extensible hook system, filter and action hooks throughout, and custom capabilities for fine-grained permissions.

PN Plugin Ecosystem

PN Customers Manager is part of a modular plugin ecosystem by Padres en la Nube. Each plugin is independent but designed to work seamlessly together. You can discover, install, and activate companion plugins directly from the Settings page.

MailPN — Email Marketing & Newsletters
The shared email engine for the entire ecosystem. Create and schedule email campaigns, personalize content with dynamic fields, track open and click-through rates in real time, set up automated drip campaigns, and connect with popular email services or your own SMTP server. PN Customers Manager uses MailPN as its campaign sending and tracking backend.

UsersPN — User Management & Registration
Complete frontend user management: customizable registration and login forms, advanced profile editing with tabbed interface, profile completion tracking, custom avatar system with Gravatar fallback, CSV import/export, and auto-login for support. Includes Google reCAPTCHA v3, honeypot, rate limiting, and Akismet integration. Provides the user layer that feeds contacts into the CRM. Notifications are powered by MailPN.

PN Tasks Manager — Task & Project Management
Create tasks, assign them to users, track time, and organize workflow with an interactive calendar (day, week, month, year views). Supports recurring tasks, task categories with custom icons and colors, public/joinable tasks, ICS calendar export (Google Calendar, Outlook, Apple Calendar), user rankings based on completed hours, and file attachments. Email notifications powered by MailPN.

PN Cookies Manager — Cookie Consent & GDPR Compliance
Lightweight cookie consent plugin supporting GDPR, CCPA, LGPD, and ePrivacy Directive. Three banner layouts (full-width bar, compact box, floating card), a cookie preferences panel with category toggles (Necessary, Functional, Analytics, Performance, Advertising), a cookie registry with quick-add presets for GA4, Google Ads, Facebook Pixel, and more. Built-in Google Consent Mode v2 integration. Ensures your CRM tracking and analytics cookies are properly disclosed and consent is collected.

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

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

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/trumbowyg.js

Chart.js
Licensed under the MIT License
https://www.chartjs.org/