trustiosolutions

<p>This is a lightweight plugin for WooCommerce that makes it possible to instant add customer or private notes with predefined messages.</p>


Custom Customer Notes

Custom Customer Notes for WooCoommerce makes custom customer notes in WooCoomerce.

YoOhw Studio

<p>Customer Intelligence for WooCommerce adds a practical customer operations workspace to WordPress admin. It helps WooCommerce store owners, support teams, and shop managers understand customer history, organize customer follow-ups, and work from one clear customer profile instead of jumping between order screens.</p>
<p>The plugin focuses on useful free-version customer intelligence: customer profiles, commerce metrics, notes, tasks, tags, static segments, activity timeline, CSV export, order sync, diagnostics, and WooCommerce order admin integration.</p>
<p>It stores Customer Intelligence data in dedicated custom database tables. It does not use <code>wp_usermeta</code> as the primary CRM data store.</p>
<h4>Main features</h4>
<ul>
<li>Customer overview dashboard for totals, revenue, orders, VIP customers, risk, lifecycle, tasks, and recent activity.</li>
<li>Searchable customer list with WordPress-style filters, sorting, pagination, archive/restore actions, and CSV export.</li>
<li>Customer profiles with identity, commerce summary, addresses, recent orders, notes, follow-up tasks, tags, segments, and activity timeline.</li>
<li>Internal customer notes with create, edit, and delete actions.</li>
<li>Follow-up tasks with due date, priority, status, assignee, customer link, optional order link, complete/reopen/edit/delete actions, and dashboard reminders.</li>
<li>Customer tags and static segments with WordPress taxonomy-style management screens.</li>
<li>Bulk actions for tags, segments, follow-up tasks, archive, and restore.</li>
<li>WooCommerce order edit integration with Customer Intelligence profile selection and a customer task metabox.</li>
<li>Sync Center for importing customer profiles from existing WooCommerce orders.</li>
<li>Batch sync progress, resume support, first-order backfill, and recalculation tools.</li>
<li>Diagnostics for WooCommerce readiness, HPOS status, and Customer Intelligence database tables.</li>
<li>High-Performance Order Storage (HPOS) compatibility declaration.</li>
</ul>
<h4>WooCommerce customer profiles</h4>
<p>Each profile combines WooCommerce order data with operational context:</p>
<ul>
<li>Customer name, email, phone, and optional WordPress user link.</li>
<li>Total orders, total spent, average order value, first order, last order, and last activity.</li>
<li>Customer status, lifecycle stage, VIP tier, risk score, and trust score.</li>
<li>Billing and shipping addresses.</li>
<li>Recent WooCommerce orders.</li>
<li>Notes, tasks, tags, segments, and activity events.</li>
</ul>
<h4>Follow-up tasks</h4>
<p>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.</p>
<p>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.</p>
<h4>Tags and segments</h4>
<p>Use tags for flexible labels such as “wholesale”, “needs review”, “VIP candidate”, or “support follow-up”.</p>
<p>Use static segments for manually maintained customer groups such as loyal customers, repeat buyers, B2B customers, or retention lists.</p>
<h4>Sync and HPOS</h4>
<p>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 Intelligence profile ID so order admin, profile views, tasks, and profile queries stay aligned.</p>
<h4>Data and privacy</h4>
<p>The free version keeps customer intelligence data inside your WordPress database unless an administrator exports it manually or another plugin/custom integration moves it.</p>
<p>Customer Intelligence 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.</p>
<h3>Requirements</h3>
<ul>
<li>WordPress 6.9 or newer.</li>
<li>PHP 7.4 or newer.</li>
<li>WooCommerce 8.2 or newer.</li>
<li>WooCommerce must be active.</li>
</ul>


Customer Intelligence for WooCommerce

Customer profiles, WooCommerce CRM tasks, notes, tags, segments, activity timeline, sync, export, and HPOS-ready order insights.

Custom Customer Notes vs Customer Intelligence for WooCommerce