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 ac
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.
