內容簡介
PN Customers Manager 是一款專為 WordPress 設計的客戶關係管理外掛，幫助企業直接從網站收集、組織和管理潛在客戶與客戶。透過易於使用的控制台和完整的銷售、行銷及 AI 驅動的溝通工具，讓您能集中所有互動，追蹤工作流程，並自動化重複性任務，專注於業務成長。
【主要功能】
• WhatsApp AI 整合，自動處理客戶對話
• Instagram AI 整合，自動回覆私訊
• WooCommerce 產品知識，自動回答產品問題
• 引導式產品推薦，提高轉換率
• 訂單接受協議，簡化訂單流程
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, 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/.
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.
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, 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.
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
Funnel Form Builder
Visual Form Editor: Build custom forms inside the funnel builder with a drag-and-drop field editor. Add, remove, and reorder fields with an intuitive interface directly in the node settings popup.
Multiple Field Types: Support for text, email, number, phone, URL, date, textarea, select (dropdown), checkbox, radio, file upload, and informational text blocks.
Interactive Option Manager: Configure select and radio field options with individual value/label inputs, drag-and-drop reordering, and add/remove buttons — no more error-prone textareas.
Three Display Modes: Choose how forms are presented to visitors:
Basic: All fields displayed at once (default)
Sequential: One field at a time with progress bar, step counter, and back/next navigation
Fullscreen (Typeform-style): Immersive full-screen overlay with custom background color and automatic dark/light text detection
Loader Overlay & Feedback: During AJAX submission, a spinner overlay covers the form. On completion, an animated success or error icon with message is displayed for a few seconds before fading out.
Form Submissions Dashboard: All submissions are stored in a dedicated database table and displayed in a new “Forms” tab within Contact Messages. View submitted data, sender email, source page, user, date, and funnel association. Mark as read, expand details, and delete submissions with live badge counters.
Anti-Spam Protection: Optional honeypot field to catch automated bots without requiring CAPTCHAs.
Email Notifications: Optionally send form submissions to a configurable recipient email address.
Shortcode: Embed any funnel form on any page using [pn-customers-manager-funnel-form funnel_id="123" node_id="abc"].
Gutenberg Block: Native block editor support with live preview for funnel forms.
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
Social Media Link Display
Linktree-Style Layout: Display all your social media links and custom URLs in a clean, mobile-friendly, stacked layout similar to Linktree.
Multiple Display Styles: Choose from default (stacked links), grid (2-3 columns), or sidebar (compact with icons only).
Button Customization: Solid or outline button styles with configurable colors and fixed light gray background.
15+ Social Networks: Built-in support for Facebook, Instagram, Twitter/X, LinkedIn, YouTube, TikTok, Snapchat, Pinterest, Reddit, Twitch, Discord, WhatsApp, Telegram, plus email, website, and custom links.
Custom Links: Add unlimited custom links with custom labels and URLs for any platform not in the preset list.
Share Functionality: Integrated share button that opens a popup with native social sharing options (Facebook, Twitter, LinkedIn, WhatsApp, Telegram, email) and a copy-to-clipboard feature.
SVG Icon System: Crisp, scalable vector icons for all platforms with customizable colors.
Shortcode & Gutenberg Block: Use [pn-customers-manager-social-media] shortcode or the native Gutenberg block with live preview.
Responsive Design: Automatically adapts to mobile, tablet, and desktop screens with optimized layouts.
Interactive Tutorial & Onboarding
First-Time User Guidance: Automatic interactive tutorial that guides new users through the plugin’s main features with step-by-step overlays.
Spotlight Highlighting: Visual spotlight effect that highlights the relevant section of the settings page for each tutorial step.
5-Step Walkthrough: Covers Welcome, Marketing & Company Info, Referral System, WooCommerce Integration, and completion.
Progress Tracking: Visual progress bar showing current step out of total steps.
Draggable Interface: Tutorial box can be dragged to any position on screen for better visibility.
Auto-Expansion: Automatically opens collapsed sections when highlighting them in the tutorial.
Smart Positioning: Tutorial box intelligently positions itself next to highlighted elements, or centers on small screens.
Skip & Complete Options: Users can skip the tutorial at any time or mark it as completed, with persistence via AJAX.
Call to Action (CTA) Injection
Automatic CTA Insertion: Inject custom HTML content (banners, promotions, signup forms) into any public post type content automatically — no shortcode needed.
Flexible Positioning: Place the CTA at the beginning of the content, at the end, or inside the content after a configurable percentage of paragraphs (e.g., 50% inserts it halfway through).
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