Customer Intelligence for WooCommerce

Product page | Documentation | Support YoOhw Customer Intelligence for WooCommerce is a lightweight CRM workspace inside WordPress admin. It turns WooCommerce order history into searchable customer profiles with commerce insights, internal notes, follow-up tasks, direct email, tags, segments, and activity history. Use it to find customers who need attention, organize retention and support work, review customer value and lifecycle, and connect customer profiles to WooCommerce orders. Data is stored in dedicated plugin tables instead of using wp_usermeta as the primary CRM store. Customer profiles and insights

• Search and filter customers by status, value tier, lifecycle, risk, cohort, tags, and segments.
• Review total orders, total spent, average order value, first and last order, addresses, recent orders, and activity.
• Configure thresholds used for customer status, lifecycle, value tier, risk, and trust classifications.
• Use an action-focused dashboard for data freshness, priority customers, attention queues, tasks, and recent activity.
• Archive and restore CRM profiles without deleting WooCommerce orders or WordPress users.
• Export the current filtered customer list to CSV.

Notes, tasks, email, and segmentation

• Create, edit, and delete internal customer notes.
• Create follow-up tasks from a profile, the Tasks screen, customer bulk actions, or a WooCommerce order.
• Assign tasks to Administrators or Shop Managers with priority, due date, status, and optional order context.
• Send assignment, due-soon, overdue digest, escalation, completion, reopening, and daily summary emails.
• Compose a direct customer email from the profile using WooCommerce email templates and sender settings.
• Manage reusable customer tags and static segments, including bulk assignment.
• Review customer and task activity in a chronological timeline.

WooCommerce and optional integrations

• Sync profiles from existing WooCommerce orders and recalculate customer intelligence in resumable batches.
• Filter WooCommerce orders by customer profile and access customer tasks from the order screen.
• Work with WooCommerce High-Performance Order Storage through WooCommerce order APIs.
• Show loyalty levels, points, and loyalty activity when the supported WooCommerce Loyalty plugin is active and licensed.
• Record suspect, blocked, cleared, and match signals when Blacklist Manager is active.
• Include Premium order risk and security signals when Blacklist Manager Premium is active and licensed.

Customer Intelligence remains useful without the optional integrations. Integration-specific columns, filters, profile panels, and maintenance tools only appear when the related plugin and required license state are available. Data and privacy Customer intelligence data remains in the site's WordPress database unless an administrator exports it or a configured integration moves it. WooCommerce continues to manage orders, and WordPress continues to manage users. Uninstalling the plugin preserves Customer Intelligence tables and records by default. A site owner may explicitly opt in to removal by setting the non-autoloaded yoohw_cos_remove_data_on_uninstall option to yes before uninstalling. Optional security signals are normalized and minimized. Raw IP addresses, device identifiers, browser fingerprints, and payment identifiers are not copied into Customer Intelligence activity metadata.

1.3.0 (Aug 28, 2026)

• Improved WooCommerce customer commerce tracking with persisted incremental order facts, consistent paid-order metrics, refund handling, order reassignment, and HPOS-compatible synchronization without repeatedly rescanning full order histories.
• Hardened customer identity resolution for registered and guest customers, including explicit order-profile links, normalized email and phone matching, conflict detection, and safer profile contact updates.
• Added bounded, resumable data migrations with retry and unresolved-item accounting so large customer and order datasets can upgrade without long synchronous processing or silently skipped records.
• Improved customer intelligence consistency so value tier, lifecycle, status, trust, risk, loyalty context, and activity data refresh whenever underlying commerce data changes.
• Added deterministic event idempotency with backward-compatible adoption of legacy events to prevent duplicate WooCommerce, Loyalty, and Blacklist activity during synchronization and upgrades.
• Improved CRM email notification reliability with atomic retry leases, bounded task batching, continuation for large assignee workloads, and timezone-safe due-soon, overdue, escalation, and daily-summary processing.
• Made the Add task form in the WooCommerce order Customer task metabox collapsible, with balanced toggle icon and label alignment and colors that follow each user's WordPress admin color scheme.
• Added an explicit data-retention contract that preserves Customer Intelligence data on uninstall by default while supporting administrator-controlled removal.
• Improved optional Loyalty and Blacklist Manager integration boundaries while keeping integration-specific functionality isolated when related plugins or licenses are unavailable.
• Expanded regression coverage for WooCommerce HPOS and legacy order storage, refunds, identity conflicts, migrations, event deduplication, notification retries, timezone handling, and large task batches.

See changelog.txt for the complete release history.