Title: Customer Intelligence for WooCommerce Author: YoOhw Studio Published: June 11, 2026 Last modified: June 29, 2026 --- Search plugins ![](https://ps.w.org/yoohw-customer-intelligence/assets/banner-772x250.png?rev=3568224) ![](https://ps.w.org/yoohw-customer-intelligence/assets/icon-256x256.png?rev=3568224) # Customer Intelligence for WooCommerce By [YoOhw Studio](https://profiles.wordpress.org/yoohw/) [Download](https://downloads.wordpress.org/plugin/yoohw-customer-intelligence.1.1.2.zip) * [Details](https://vec.wordpress.org/plugins/yoohw-customer-intelligence/#description) * [Reviews](https://vec.wordpress.org/plugins/yoohw-customer-intelligence/#reviews) * [Installation](https://vec.wordpress.org/plugins/yoohw-customer-intelligence/#installation) * [Development](https://vec.wordpress.org/plugins/yoohw-customer-intelligence/#developers) [Support](https://wordpress.org/support/plugin/yoohw-customer-intelligence/) ## Description 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, task email notifications, 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, send task reminders, 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. * CRM task email notifications for task assignment, reassignment, due soon reminders, overdue digests, escalation, completed tasks, reopened tasks, and daily follow- up summaries. * WooCommerce email settings integration with a CRM email group, editable email subjects/headings, and WooCommerce-style email templates. * 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. Task email notifications help teams respond faster to customer follow-ups. Assignees can receive emails when tasks are assigned, reassigned, due soon, reopened, or included in daily follow-up summaries. Overdue tasks can be grouped into daily digests to reduce inbox noise, and escalation emails can notify configured manager/admin recipients after a task stays overdue for a defined number of days. #### WooCommerce email notifications CRM task emails use the WooCommerce email system, including WooCommerce email templates, sender settings, content type settings, and email styling. Store managers can review and configure these emails from Customers > Emails or WooCommerce > Settings > Emails > CRM. #### 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. ## Screenshots [⌊Overview dashboard with customer health, lifecycle, risk, tasks, and recent activity.⌉⌊ Overview dashboard with customer health, lifecycle, risk, tasks, and recent activity .⌉[ Overview dashboard with customer health, lifecycle, risk, tasks, and recent activity. [⌊Customer list with filters, search, bulk actions, export, archive, and customer intelligence columns.⌉⌊Customer list with filters, search, bulk actions, export, archive, and customer intelligence columns.⌉[ Customer list with filters, search, bulk actions, export, archive, and customer intelligence columns. [⌊Customer profile with commerce summary, identity, orders, notes, tasks, tags, segments, and activity.⌉⌊Customer profile with commerce summary, identity, orders, notes, tasks, tags, segments, and activity.⌉[ Customer profile with commerce summary, identity, orders, notes, tasks, tags, segments, and activity. [⌊WooCommerce order edit screen with customer profile selection and customer task metabox.⌉⌊WooCommerce order edit screen with customer profile selection and customer task metabox.⌉[ WooCommerce order edit screen with customer profile selection and customer task metabox. [⌊Tasks screen for follow-up management.⌉⌊Tasks screen for follow-up management.⌉[ Tasks screen for follow-up management. [⌊Tags management screen.⌉⌊Tags management screen.⌉[ Tags management screen. [⌊Segments management screen.⌉⌊Segments management screen.⌉[ Segments management screen. ## Installation 1. Upload the plugin folder to `/wp-content/plugins/yoohw-customer-intelligence`, or install it through the WordPress Plugins screen. 2. Activate the plugin in WordPress. 3. Make sure WooCommerce is active. 4. Open Customers in WordPress admin. 5. Go to Customers > Settings. 6. Run Sync Existing Orders to import existing WooCommerce customer data. 7. Go to Customers > Emails to review CRM task email notifications. 8. Review Overview, Customers, Tasks, Tags, Segments, Activity, and Settings. ## FAQ ### Does this plugin require WooCommerce? Yes. WooCommerce is required. If WooCommerce is inactive, the plugin shows an admin notice and does not load its Customer admin screens. ### Is this a WooCommerce CRM? Yes. It adds CRM-style customer profiles, internal notes, follow-up tasks, customer tags, static segments, CSV export, and WooCommerce order insights inside WordPress admin. ### Is this compatible with WooCommerce HPOS? Yes. The plugin declares compatibility with WooCommerce High-Performance Order Storage and reads orders through WooCommerce order APIs. ### Is this an official WooCommerce plugin? No. This plugin is developed by YoOhw Studio. It is not affiliated with, endorsed by, or sponsored by WooCommerce or Automattic. ### Does this replace WooCommerce customers or WordPress users? No. It adds customer profiles for store operations. WooCommerce customers and WordPress users remain managed by WooCommerce and WordPress. ### Does it store CRM data in wp_usermeta? No. Customer data uses custom database tables as the primary data store for profiles, notes, tasks, tags, segments, and activity events. ### Can I create customer follow-up tasks? Yes. You can create tasks from the Tasks screen, customer profiles, customer list bulk actions, and WooCommerce order edit screens. ### Who can be assigned to tasks? Tasks can be assigned to Administrators and Shop Managers. ### Does it send WooCommerce task email notifications? Yes. CRM task emails can notify assignees about new assignments, reassigned tasks, due soon tasks, reopened tasks, overdue task digests, overdue escalations, completed tasks, and daily follow-up summaries. These emails are managed through WooCommerce email settings under the CRM group. ### Can I export customers? Yes. The customer list includes CSV export for the current filter set. The export is capped to avoid heavy single-request exports on large stores. ### Can I filter WooCommerce orders by customer profile? Yes. The WooCommerce orders list can filter by plugin customer profiles, and order edit screens can link to the matching profile. ### What does Archive do? Archive hides a customer profile from the main list. It does not delete WooCommerce orders or WordPress users. Archived profiles can be restored. ### What does Reset data remove? Reset clears customer data for customers, events, notes, tasks, and customer tag/ segment relationships. It does not delete WooCommerce orders, WordPress users, tag definitions, or segment definitions. ### Can I segment WooCommerce customers? Yes. Use customer tags and static segments for manually maintained customer groups. Dynamic smart segments, automations, AI workflows, and cross-store intelligence are planned for future/premium scope. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Customer Intelligence for WooCommerce” is open source software. The following people have contributed to this plugin. Contributors * [ YoOhw Studio ](https://profiles.wordpress.org/yoohw/) [Translate “Customer Intelligence for WooCommerce” into your language.](https://translate.wordpress.org/projects/wp-plugins/yoohw-customer-intelligence) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/yoohw-customer-intelligence/), check out the [SVN repository](https://plugins.svn.wordpress.org/yoohw-customer-intelligence/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/) by [RSS](https://plugins.trac.wordpress.org/log/yoohw-customer-intelligence/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.1.2 (Jun 29, 2026) * Added CRM task email notifications for assignment, reassignment, due soon, overdue digest, escalation, completion, reopened tasks, and daily follow-up summaries. * Added a CRM email group inside WooCommerce email settings and a Customers > Emails shortcut. * Improved WooCommerce-style email templates for CRM task notifications and task digests. * Added overdue task count badges to the Customers > Tasks submenu. #### 1.1.1 (Jun 19, 2026) * Improved profile tags and segments with Product tags-style autocomplete, existing- term selection, colored chips, readable contrast, and scroll-preserving add/remove actions. * Added clickable Customers list rows with keyboard support while preserving form controls, links, buttons, and bulk actions. * Replaced the WooCommerce registered-customer order filter with Customer profile filtering, better phone search normalization, and “Filter by Customer” wording. * Refined SelectWoo fields, task form alignment, priority/status spacing, and order customer selector styling. * Moved email and phone copy actions inline in the Identity metabox using icon buttons. * Simplified customer wording, including “Customer ID”, sentence-case labels, and the Customers menu position before WooCommerce Products. #### 1.1.0 (Jun 15, 2026) * Updated the WordPress Dashboard follow-up tasks widget to appear at the top of the Dashboard. * Refreshed the Tasks admin page with a task-specific header, summary cards, clearer form/list panels, and responsive layout improvements while staying familiar to WordPress admin. #### 1.0.0 * Initial release with overview dashboard, customer profiles, customer list filters/ export, notes, tasks, tags, segments, WooCommerce order integration, Sync Center, HPOS compatibility, and custom database tables. ## Meta * Version **1.1.2** * Last updated **1 hour ago** * Active installations **Fewer than 10** * WordPress version ** 6.9 or higher ** * Tested up to **7.0** * PHP version ** 7.4 or higher ** * Language * [English (US)](https://wordpress.org/plugins/yoohw-customer-intelligence/) * Tags * [crm](https://vec.wordpress.org/plugins/tags/crm/)[customer analytics](https://vec.wordpress.org/plugins/tags/customer-analytics/) [customer management](https://vec.wordpress.org/plugins/tags/customer-management/) [woocommerce](https://vec.wordpress.org/plugins/tags/woocommerce/)[WooCommerce CRM](https://vec.wordpress.org/plugins/tags/woocommerce-crm/) * [Advanced View](https://vec.wordpress.org/plugins/yoohw-customer-intelligence/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/yoohw-customer-intelligence/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/yoohw-customer-intelligence/reviews/) ## Contributors * [ YoOhw Studio ](https://profiles.wordpress.org/yoohw/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/yoohw-customer-intelligence/)