WordPress + WooCommerce plugin · Customers & B2B
WooCommerce customer management
Bring customer cards, dealer prices, quotes, payment terms and statements together.
Everyday use
A clear task.
A clear next step.
Using your existing WooCommerce records, as part of your everyday store operations.
- 01
Find the customer.
Search by name, company, email or differently formatted phone numbers. The directory includes accounts that have not ordered yet.
- 02
Open the card and review history.
Review orders, spending, outstanding payment and the timeline together. Different currencies are not added together.
- 03
Keep your team’s context.
Keep notes, tags and email/SMS/WhatsApp contact preferences on the card. Details for future orders do not rewrite past orders.
- 04
Add trade terms when needed.
Pro adds dealer groups, wholesale prices, quotes, terms, credit limits and statements. Customer management and B2B work together.
Free / Pro scope
What is included in this work area?
Each item identifies the plan that includes it. Pro includes all Lite capabilities alongside its additional tools.
- Customer directory and customer cardLite + Pro
- Notes, tags and contact preferencesLite + Pro
- Dealer groups with wholesale and quantity pricesPro
- Payment terms, credit limits and account statementsPro
- Quotes, and products that show their price on request onlyPro
- Store credit, and guest orders linked to an accountPro
- Saved customer listsPro