Customer Intelligence for WooCommerce

Customer Intelligence for WooCommerce is a lightweight WooCommerce CRM and customer management workspace inside WordPress admin. It turns WooCommerce order history into customer profiles for notes, follow-up tasks, tags, segments, activity history, and order insights.

Use it to search WooCommerce customers, track customer status, lifecycle, VIP level, risk, and trust, create internal notes, schedule customer follow-ups, segment customers, export filtered customer data, and connect customer profiles back to WooCommerce orders.

It stores customer data in dedicated custom database tables. It does not use wp_usermeta as the primary CRM data store.

Main features

• Customer overview dashboard for totals, revenue, orders, VIP customers, risk, lifecycle, tasks, and recent activity.
• Searchable customer list with status, VIP, risk, lifecycle, tag, and segment filters, plus sorting, pagination, clickable rows, archive/restore, and CSV export.
• Customer profiles with identity, commerce summary, addresses, recent orders, notes, follow-up tasks, tags, segments, and activity timeline.
• Internal customer notes with create, edit, and delete actions.
• Follow-up tasks with due date, priority, status, assignee, customer/order context, complete/reopen/edit/delete actions, reminders, and a WordPress Dashboard widget.
• Customer tags and static segments with WordPress taxonomy-style management, autocomplete assignment, existing-term selection, and colored tag chips.
• Bulk actions for tags, segments, follow-up tasks, archive, and restore.
• WooCommerce order list filtering and order edit integration with customer profile selection and a customer task metabox.
• Sync Center for importing customer profiles from existing WooCommerce orders.
• Batch sync progress, resume support, first-order backfill, and recalculation tools.
• Diagnostics for WooCommerce readiness, HPOS status, and customer database tables.
• High-Performance Order Storage (HPOS) compatibility declaration.

WooCommerce customer profiles

Each profile combines WooCommerce order data with operational context:

• Customer name, email, phone, and optional WordPress user link.
• Total orders, total spent, average order value, first order, last order, and last activity.
• Customer status, lifecycle stage, VIP tier, risk score, and trust score.
• Billing and shipping addresses.
• Recent WooCommerce orders.
• Notes, tasks, tags, segments, and activity events.

Follow-up tasks

Tasks are built for day-to-day store operations. Create a task from the Tasks screen, a customer profile, the customer list bulk action, or the WooCommerce order edit screen.

Tasks can be assigned to Administrators and Shop Managers. They support priority, due date, open/completed status, customer context, optional order context, and timeline events.

Tags and segments

Use tags for flexible labels such as “wholesale”, “needs review”, “VIP candidate”, or “support follow-up”.

Use static segments for manual customer segmentation such as loyal customers, repeat buyers, B2B customers, or retention lists.

Sync and HPOS

The Sync Center imports and normalizes customer data from WooCommerce orders. Order data is read through WooCommerce order APIs for HPOS compatibility. When an order is synced or linked from order admin, the order can store the related customer profile ID so order admin, profile views, tasks, and profile queries stay aligned.

Data and privacy

The free version keeps customer intelligence data inside your WordPress database unless an administrator exports it manually or another plugin/custom integration moves it.

Customer data is stored in custom tables for customers, events, notes, tasks, tags, segments, and relationships. WooCommerce orders and WordPress users remain managed by WooCommerce and WordPress.

Requirements

• WordPress 6.9 or newer.
• PHP 7.4 or newer.
• WooCommerce 8.2 or newer.
• WooCommerce must be active.