Customer managementFOR WORDPRESS WEBSITESDownload free ↓
The customer management pluginTurn your WordPress website into your customer management hub. Contacts, documents and next steps – directly on your own website.
Try for 14 dayswithout providing personal details
INSIDE CUSTOMER MANAGEMENT
A tour of the interface, with real screenshots from the local preview and fictional sample data.
Contact details, booked services and internal notes belong together. The customer profile keeps them in one place.
Import documents manually and assign them to the right customer. The document view keeps the connection clear.
Pipelines structure customer care. Appointments and reminders help you keep the next step in sight.
General availability of social media integrations is coming soon. Existing connections remain usable.
Visibility checks are prepared for your own XOVI access. Real results require a successful connection test.
EVERYDAY CUSTOMER MANAGEMENT
Key information stays with the customer, from the first contact to ongoing care.
Manage companies, contacts, email, services, status and internal notes in one place.
Import documents manually or automatically retrieve emails and attachments once the mailbox connection is configured. A unique customer or company name enables automatic assignment and release; ambiguous matches remain internal for review. Scanned PDFs and images are read using local OCR while customer management is open.
Custom pipelines and stages structure your work. Appointments and reminders support follow-up.
Initial setup guides you through the basics and resumes at the saved step until complete. Later changes remain available in Settings.
INTEGRATIONS & COMPATIBILITY
Optional services require your own access and a successful connection test.
Customer import is prepared. Returning selected customer details can be enabled separately.
Customer data import via API is prepared; write access is enabled separately.
Retrieve domain and ranking reports using your own access.
Social media coming soon. General availability of social media integrations is coming soon. Existing connections remain usable.
GET TO KNOW IT AT YOUR PACE
The trial starts on first activation. Updates do not restart it. A valid licence is required afterwards. With an active licence, the purchase button and trial notice disappear. Until the shop is ready, the purchase button displays an information message.
PERSONAL SUPPORT
Personal help with your customer management.
EVERYTHING TO GET STARTED
Open or download all materials here.
Find the essentials here. The detailed handbook and full documentation are also available below as German-language downloads.
Installable plugin · Version 1.0.34
Download plugin ↓HANDBOOK · PDF · 10 LANGUAGES100 pages: German first, followed by nine more language chapters.
Open handbook ↗SETUP · TXT · GERMANSetup, optional access and operating guidance.
Open installation guide ↗DOCUMENTATION · TXT · GERMANFeatures, requirements and integration limitations.
Open documentation ↗INSTALLATION — SUMMARY
1. Before updating, back up WordPress, the database, uploads and private encryption keys. Upload the ZIP under Plugins → Add New → Upload Plugin and activate it. Existing customer data is preserved.
2. Open Customer management and complete initial setup. Set your organisation, central incoming email address and optional administration logo. Saving an address does not connect a mailbox.
3. Add customers, save their details and assign services or pipelines. Customer accounts see only their own explicitly released document details. No invitations are sent automatically.
4. Optional Lexware Office, awork and XOVI services require your own protected credentials and a successful connection test. Skip them if no access is available. Never put keys in chat or notes.
5. Under Settings or at the upper right, choose German, English, Spanish, French or simplified Chinese. Open input is retained; your browser saves the display language.
The free trial lasts exactly 14 days from first activation. Updates do not restart it. Activate a valid website-bound licence in Settings to continue after expiry. The future shop is not yet connected.
The full German installation reference is available as a TXT download above.FEATURES AND LIMITS — SUMMARY
Customers: contacts, services, status, internal notes, search and filters. Pipelines: multiple opportunities per customer, configurable stages, dates and internal reminders.
Documents: manual import of text-based PDF, EML and TXT. Check all recognition and assignment suggestions. Scanned images need OCR that is not yet connected. Original documents are not stored as downloadable files.
Integrations: Lexware and awork contact imports are optional; returning selected company and email changes requires separate write access. No confirmed invoice import. XOVI requires a separate API connection. Social accounts and automatic mailbox retrieval are not connected.
Security: WordPress login, server-side permissions, customer separation and encrypted credential storage. Encryption requires HTTPS, OpenSSL and protected keys. Export and controlled erasure are available through WordPress privacy tools even after trial expiry. Check identity and retention duties first. External services, free-text mentions and backups require separate review. This is not a GDPR certification.
Language: locally supplied interface translations; no customer data is sent to translation services. Custom labels, customer content and dynamic server messages retain their original language.
Operations: local preview uses fictional data and blocks real email. Hosting needs working scheduling, mail transport, HTTPS and tested backups. Licence expiry locks the plugin while preserving data.
The complete German technical reference and handbook are available in the downloads above.QUICK ANSWERS
Download the ZIP and select it in WordPress under Plugins → Add New → Upload Plugin. Install and activate it. The installation guide explains setup in detail.
No. Optional services can be skipped during setup. They are used only with your own access and explicit activation.
This page runs locally on this computer. Screenshots contain fictional sample data. The local application sends no real emails.