Customer Intelligence for WooCommerce

Description

Customer Intelligence for WooCommerce is a lightweight WooCommerce CRM and customer intelligence workspace inside WordPress admin. It turns WooCommerce order history into customer profiles for notes, follow-up tasks, task email notifications, tags, segments, activity history, loyalty context, risk signals, 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.

Optional integrations bring more customer intelligence into the same profile view. When the related plugins are active and licensed, Customer Intelligence can sync loyalty levels and points, ingest Blacklist Manager risk signals, show Premium security signals, and include those signals in customer activity and risk factors.

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.
• Configurable customer scoring thresholds for value tier, lifecycle stage, customer status, risk, and trust review workflows.
• 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.
• Optional WooCommerce Loyalty integration for loyalty level, available points, earned points, profile badges, activity events, and follow-up task automation.
• Optional Blacklist Manager integration for suspect, blocked, cleared, and match signals in customer activity, risk factors, and customer profile badges.
• Optional Blacklist Manager Premium integration for premium order risk, matched rules, anti-bot signals, payment abuse, device signals, and gateway fraud signals.
• Sync Center for importing customer profiles from existing WooCommerce orders.
• Maintenance tools with AJAX batch progress, resume support, first-order backfill, intelligence recalculation, and legacy signal sync.
• 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.
• Loyalty level and points when the optional Loyalty integration is available.
• Blacklist status, risk factors, and Premium security signal summaries when the optional Blacklist Manager integrations are available.
• Billing and shipping addresses.
• Recent WooCommerce orders.
• Notes, tasks, tags, segments, and activity events.

Customer scoring and risk signals

Customer Intelligence calculates customer status, lifecycle stage, value tier, risk score, and trust score from normalized WooCommerce customer data. Store managers can adjust scoring thresholds for classifications such as high value customers, top customers, loyal customers, dormant customers, at-risk customers, and inactive customers.

Risk factors appear on each customer profile so teams can see why a profile needs review. Optional Blacklist Manager and Blacklist Manager Premium integrations can add suspect, blocked, cleared, order risk, payment abuse, anti-bot, device, and gateway fraud signals when those integrations are active.

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.

Optional integrations

Customer Intelligence is built to stay useful on its own, while adding richer WooCommerce customer intelligence when compatible plugins are active:

• WooCommerce Loyalty: sync registered-customer loyalty level, available points, earned points, profile badges, points events, and loyalty-related task automation when the Loyalty plugin is active and licensed.
• Blacklist Manager: record customer suspect, blocked, cleared, and match events from core Blacklist Manager workflows into customer activity and risk scoring.
• Blacklist Manager Premium: record Premium order risk scores, matched risk rules, anti-bot checkout signals, payment abuse signals, device signals, and gateway fraud signals when Premium is active and licensed.

Integration-specific customer list columns, profile panels, filters, and Maintenance sync tools are only shown when the related plugin and license state are available.

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.

Maintenance tools support batch progress for long-running jobs such as order sync, customer intelligence recalculation, first-order data backfill, and legacy integration signal sync.

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.

Optional integration signals are stored as normalized customer activity metadata. Sensitive security data from Premium risk integrations is minimized so raw IP addresses, device identifiers, browser fingerprints, and payment identifiers are not copied into Customer Intelligence metadata.

Requirements

• WordPress 6.9 or newer.
• PHP 7.4 or newer.
• WooCommerce 8.2 or newer.
• WooCommerce must be active.
• Optional: WooCommerce Loyalty, Blacklist Manager, and Blacklist Manager Premium for the related integrations.