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.

Imaginate Solutions

Dhruvin

shubhambhoir

<p>Customer Notes for WooCommerce is a powerful plugin that allows store owners to add specific notes for each customer, providing the ability to keep track of important information about your customers. These notes will then appear on the Edit Order pages and will be automatically displayed whenever a user places an order, allowing you to easily reference important information and provide personalized customer service.</p>
<p>With Customer Notes for WooCommerce, you can add notes related to order history, customer preferences, shipping instructions, or any other information relevant to your customer’s purchasing behavior. This plugin streamlines customer service operations by eliminating the need for staff to search through various notes and records, ensuring that all important information is easily accessible and viewable in one place.</p>
<p>Additionally, the notes can be edited from the Edit Order pages and will reflect on all the orders and the user profile as well. This means that if any customer information changes, the updated notes will be automatically displayed for future orders, allowing you to keep your records up-to-date.</p>
<p>Customer Notes for WooCommerce is a valuable tool for any WooCommerce store owner who wants to provide exceptional customer service and streamline their operations. With the ability to add personalized notes for each customer, you can ensure that your staff is well-informed and equipped to provide top-notch customer support.</p>
<h4>Use Cases</h4>
<p>Customer Notes for WooCommerce is most useful for repeat orders from the same customer. Customer Notes for WooCommerce is compatible with <em>WooCommerce Subscriptions</em>, <em>WooCommerce Memberships</em> and such other subscriptions based orders allowing shop managers and staff to fulfil the orders and also keep a note of the requests received from them.</p>
<p>Classic examples are:</p>
<p>🛍️ Track Customer Preferences<br />
“Customer prefers no plastic packaging.”</p>
<p>📦 Record Delivery Instructions<br />
“Leave package with neighbor if not home.”</p>
<p>🔁 Monitor Subscription Changes<br />
“Upgraded to premium plan in April.”</p>
<p>📞 Note Support History<br />
“Reported broken item – replacement sent May 3.”</p>
<p>🎁 Flag VIP or Frequent Buyers<br />
“Eligible for exclusive loyalty discount.”</p>
<h4>Our other plugins</h4>
<ul>
<li>
<p><a href="https://imaginate-solutions.com/downloads/woocommerce-addon-uploads/?utm_source=wporg&utm_medium=csn&utm_campaign=readme/" rel="nofollow ugc">File Uploads Addon for WooCommerce</a> – Convert your WooCommerce store into a print-on-demand store by allowing users to upload their files when adding products to cart on your WooCommerce store.</p>
</li>
<li>
<p><a href="https://imaginate-solutions.com/downloads/custom-shipping-methods-for-woocommerce/?utm_source=wporg&utm_medium=csn&utm_campaign=readme/" rel="nofollow ugc">Custom Shipping Methods for WooCommerce</a> – Create customized shipping methods for your WooCommerce store and manage dynamic shipping with ease. Be it distance based calculations or weight based or quantity based, this WooCommerce plugin is a one stop solution for all your shipping needs.</p>
</li>
<li>
<p><a href="https://imaginate-solutions.com/downloads/custom-payment-gateways-for-woocommerce/?utm_source=wporg&utm_medium=csn&utm_campaign=readme/" rel="nofollow ugc">Custom Payment Gateways for WooCommerce</a> – Create custom payment gateways for your WooCommerce store to add more payment options for the user to choose from. More conversions with more options for users to choose from.</p>
</li>
<li>
<p><a href="https://imaginate-solutions.com/downloads/payment-gateways-by-user-roles-for-woocommerce/?utm_source=wporg&utm_medium=csn&utm_campaign=readme/" rel="nofollow ugc">Payment Gateways by User Role</a> – Allow payment gateways to be available or not available for only particular user roles.</p>
</li>
<li>
<p><a href="https://imaginate-solutions.com/downloads/variations-radio-buttons-for-woocommerce/?utm_source=wporg&utm_medium=csn&utm_campaign=readme/" rel="nofollow ugc">Variations Radio Buttons for WooCommerce</a> – Convert your variations dropdown into radio buttons there by allowing customers a much better user experience and speeding up the checkout process.</p>
</li>
<li>
<p><a href="https://imaginate-solutions.com/downloads/woocommerce-variations-reports/?utm_source=wporg&utm_medium=csn&utm_campaign=readme/" rel="nofollow ugc">WooCommerce Variations Reports</a> – Get a report of how your variations sales are happening on your WooCommerce Store.</p>
</li>
</ul>


Customer Notes for WooCommerce

The Customer Notes for WooCommerce plugin allows store owners to add specific notes for each customer, which are then displayed on the Edit Order page …

Customer Intelligence for WooCommerce vs Customer Notes for WooCommerce