內容簡介
**總結：**
PN Customers Manager 是專為 WordPress 設計的功能強大且直觀的客戶關係管理外掛程式。它幫助企業從他們的網站直接收集、整理和管理潛在客戶和客戶，無需依賴外部平台。與易於使用的儀表板和完整的銷售和營銷工具一起，WP CRM Manager 讓您集中所有互動、追踪工作流程，自動化重複性任務，讓您專注於最重要的事情：發展您的業務。
**問題與答案：**
1. PN Customers Manager 的主要功能是什麼？
- 提供一個強大和直觀的客戶關係管理外掛程式，專為 WordPress 設計。
- 幫助企業直接從其網站收集、整理和管理潛在客戶和客戶，無需依賴外部平台。
2. WP CRM Manager 如何協助使用者成長他們的業務？
- 透過易於使用的儀表板和完整的銷售和營銷工具，讓使用者集中所有互動、追踪工作流程，自動化重複性任務，讓使用者專注於成長業務的最重要事項。
3. 這個外掛程式提供哪些功能？
- 可自定義的聯絡人資料檔案、市場區隔、活動追踪、潛在客戶擷取表單、銷售管道、工作任務管理，以及內建的自動化功能。
4. PN Customers Manager 如何與其他平台整合？
- 完全與 WordPress、WooCommerce、聯絡表單外掛程式和主要電子郵件和訊息供應商無縫整合，不再需要使用電子表格或昂貴的第三方 CRM，一切都在您的 WordPress 安裝內。
外掛標籤
開發者團隊
原文外掛簡介
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
