
Customer management for WordPress

Customer management for WordPress
WP Kunden is a WordPress plugin for customer management. It allows users to manage contacts, documents, appointments, and services directly from their WordPress website. The plugin is offered as a one-time license purchase. A 14-day trial is available and does not require providing personal details. Customer information is stored in individual profiles that combine contact details, services, internal notes, and document history. The plugin supports manual document import and automatic retrieval of emails and attachments from a configured mailbox. Scanned PDFs and images are processed using local optical character recognition (OCR). Workflows can be structured using custom pipelines and stages, and appointments with reminders are available for follow-up tasks. Typical use cases include managing client records for service-based businesses, organizing project documents, and tracking customer communication history. The workflow involves installing the plugin, completing an initial setup, adding customer records, and managing associated documents and appointments. Optional integrations, such as retrieving domain and ranking reports via XOVI or importing customer data through an API, require the user's own access credentials and a successful connection test. The plugin operates within the standard WordPress administrative interface.