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/.
Audio Transcription: Automatically transcribe voice notes received via WhatsApp or Instagram and process them as text messages. Supports multiple transcription providers: OpenAI Whisper, Groq, and Deepgram. Configurable per-node with language setting for improved accuracy.
Human Support Escalation: Define situations (complaints, urgent requests, complex queries) where the AI automatically escalates to human support by sending an email to the support team. Each situation has a title, description for the AI, and custom instructions for how the bot should respond. Optionally pause AI responses after escalation.
Follow-Up Tracking: Configure follow-up listeners that monitor conversations for customer commitments (e.g., “I’ll send the documents tomorrow”). When detected, the system automatically creates a reminder task in the CRM with configurable delay periods.
Message Buffering: 10-second response delay that buffers multiple consecutive messages from the same customer into a single AI request, making the bot feel more human and reducing unnecessary API calls.
WhatsApp Scheduled Template Messages: Schedule WhatsApp template messages for future delivery with automatic processing on incoming webhooks and WP-Cron fallback.
Assistant Personality: Define a global assistant personality (tone, emotional style, language register) separately from the system prompt. Can be overridden per node in the Funnel Builder.
Early Webhook Verification: WhatsApp webhook GET verification now runs at init priority 1, before REST API processing, to avoid output buffering issues that could cause Meta verification to fail.

CRM Clients Dashboard

Unified Client Pipeline: A dedicated dashboard page that merges WordPress users and organizations into a single client view. Filter by stage, source, and search across all clients.
Visual Stage Pipeline: Interactive stage dots with color coding, tooltips, and click-to-change functionality. Stages are fully configurable with custom names, colors, and descriptions.
Grid & List Views: Switch between a card-based grid view and a compact list view. Cards show client name, email, phone, company, country flag, source badge, and stage pipeline.
Country Detection: Automatic country detection from phone number prefixes with flag display using bundled country flag assets.
Stage Configuration: Editable funnel states shared across Clients, Organizations, GHL, and Zoho integrations. Configure stage names, colors, descriptions, and enabled/disabled status from settings.
Shortcode & Gutenberg Block: Use [pn-customers-manager-clients] shortcode or the native Gutenberg block to embed the clients dashboard on any page.

Activity Log (Audit Trail)

Automatic Change Tracking: Records every significant change made through the plugin — creating, updating, deleting organizations, budgets, invoices, funnels, mockup flows, settings changes, imports, exports, and status changes.
Dashboard Section: A searchable, filterable activity log section on the statistics page with action type icons, badges, timestamps, user attribution, and IP address tracking.
Filtering & Search: Filter by action type (created, updated, deleted, settings, status change, import, export) and object type (organization, budget, invoice, funnel, etc.). Full-text search across titles, descriptions, and user names.
Pagination & Load More: Paginated results with a “Load more” button and sort order toggle.

Go High Level (GHL) CRM Integration

Bidirectional Sync: Sync organizations and WordPress users with Go High Level contacts via the GHL REST API. Push contacts to GHL and receive webhook updates.
Conversation Mirroring: WhatsApp conversations processed by the AI bot are automatically mirrored to GHL conversations, keeping both systems in sync.
Field Mapping: Automatic mapping of organization and user fields (name, email, phone, address, city, country, postal code) to GHL contact fields.
Webhook Support: Receive real-time contact updates from GHL via webhooks. Webhook URL is displayed in the funnel builder props panel for easy configuration.
Connection Testing: Built-in test connection button in settings to verify API key and location ID configuration.

Zoho CRM Integration

OAuth 2.0 Authentication: Secure connection to Zoho CRM using OAuth 2.0 with automatic token refresh. Connect and disconnect directly from the settings page.
Bidirectional Sync: Sync organizations and WordPress users with Zoho CRM contacts. Push contacts to Zoho and receive webhook updates.
Field Mapping: Automatic mapping of organization and user fields to Zoho contact/account fields including custom field support.
Multi-Region Support: Works with all Zoho data centers (US, EU, IN, AU, CN, JP) with automatic API domain detection.
Connection Testing: Built-in test connection button that verifies OAuth tokens and displays the connected Zoho organization name.

WooCommerce Checkout Custom Fields

Product-Specific Fields: Add custom fields to the checkout page for specific products. Configure different fields for different products based on what information you need to collect.
Visual Field Builder: Intuitive drag-and-drop interface in product edit screen to create, reorder, and configure custom fields. Located in a new “Campos de Checkout” tab before the Calendar tab.
Multiple Field Types: Support for text, textarea, email, phone, number, date, select (dropdown), radio buttons, checkboxes, and file uploads.
Field Configuration: Each field can be configured with:
- Label and internal name (ID)
- Placeholder text
- Options for select/radio/checkbox fields
- Description/help text
- Required/optional status
Automatic Display: Fields automatically appear at checkout when customers purchase products with custom fields enabled.
Validation: Built-in validation for required fields and email format. Integrates seamlessly with WooCommerce checkout validation.
Order Storage: Customer responses are saved to order item metadata and visible in:
- Admin order details page
- Customer order view (My Account)
- Order confirmation emails
- Order item meta display
Email Integration: Custom field data is included in order notification emails with proper formatting and labels.

WooCommerce QR Tickets

QR Code Generation: Generate unique QR codes for WooCommerce products that can be used as tickets for physical delivery validation, event entry, or item collection.
Product Settings: Enable QR tickets per product with customizable prefix and customer instructions. Settings available in WooCommerce product data tabs.
Order Integration: QR codes are automatically generated when orders are completed and stored as order item metadata.
Customer Display: Customers who purchased products with QR codes enabled can view their QR codes on product pages (when logged in), order confirmation emails, and My Account order details page.
Admin Management Panel: Complete QR tickets management system with:
- Interactive table with customer info, products breakdown, and status
- Clickable rows – tap anywhere on a row to view full QR details
- Real-time filters by product and status (Pending/Processed)
- Native popup system for consistent UI experience
- Detailed modal view with full QR code image and order information
- QR code scanner using device camera with intelligent camera selection
- Smart camera detection prioritizes rear camera on mobile devices
- Camera switching button when multiple cameras are available
- One-click actions to mark as processed, mark as pending, or delete
- Confirmation dialogs for all destructive actions
- Responsive design with scroll and mobile-optimized layout
Shortcode Support: Use [pn_qr_manager product_id="123"] to display the QR management panel on any page (admin only).
Status Tracking: Track QR codes as processed or pending with timestamps, user attribution, and processing history.
Mobile Optimized: Responsive design with stacked filters on mobile, icon-only status badges on tablets, and optimized table layout for small screens.

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, image compare), optional items that customers can toggle on/off, recurring items with configurable periods (daily, weekly, monthly, yearly), and image galleries for visual references.
Item Alternatives: Each budget item or phase can have an alternative version. Toggle between original and alternative with a single click — totals update automatically, showing only the active version’s prices.
Before/After Image Compare: Add side-by-side image comparisons to budgets with an interactive slider that clients can drag to reveal before and after states.
Recurring Items: Mark items as recurring with a period badge. Recurring items are displayed separately from the one-time subtotal for clear pricing breakdowns.
Bulk Selection & Actions: Enter selection mode to check multiple items at once (with Shift+click range selection), then bulk delete, mark as optional, or mark as recurring in a single action.
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 with WYSIWYG rich text descriptions, reorder with drag-and-drop, add new items, upload images via wp.media, and manage status directly from the public-facing template without returning to the admin panel.
Payments Tracking: Record income and expense payments against budgets and invoices. Track payment date, amount, concept, category (client payment, worker, material, supply, other), recipient, method, notes, and client visibility. View payment history with running balance calculations.
Invoice Expenses: Invoices now support an Expense type alongside Income. Expense invoices include supplier invoice number, category, payment method, and editable subtotal fields. Separate default tax and IRPF rates for expenses in settings.
IRPF Withholding Tax: Support for IRPF (income tax withholding) on invoices, common for Spanish freelancers. Configurable default rate (15% standard, 7% new freelancers) with per-invoice override.
Configurable Invoice Numbering: Choose from multiple numbering formats (PREFIX-NUMBER, PREFIX-YEAR-NUMBER, YEAR-NUMBER, etc.) with configurable separator character, number padding, and prefix. Lock numbering format once invoices are issued to ensure correlative integrity. Year-based formats auto-reset on January 1st.
Recurring Invoice Frequencies: Recurring invoices now support monthly, quarterly, biannual, and yearly frequencies (previously only yearly). Configurable next billing date with automatic calculation.
Invoice Payment Details: New field for payment information (bank account, IBAN, payment instructions) shown on invoices.
Invoice Footer Image: Upload a custom footer image displayed at the bottom of the public invoice page.
Invoice Terms & Conditions: WYSIWYG editor for invoice-specific terms and conditions, with fallback to budget terms.
Budget Paid Status: Budgets now include a “Paid” status option in addition to Draft, Sent, Accepted, and Rejected.
Global Financial Summary: Budget and invoice list pages now display a financial summary chart showing totals by status.
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.
Default Content: Configure default terms and conditions, client notes, and additional information in settings — automatically pre-filled when creating new budgets, with per-budget WYSIWYG overrides.

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 dropdown with 200+ countries and localized names, 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, Spam, and Forms 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.
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