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AI CRM & Project management for your store including tasks, automations, notes, team and reminders.
Transform your Shopify business with NoteDesk's powerful CRM task management and automation platform. Create tasks from orders, automate workflows, collaborate with your team, and keep customer notes organized. Features include AI assistant, ERP, project management, powerful automations, team management, and smart notifications. Perfect for order fulfillment, customer service, inventory tracking, and team co-ordination. Streamline operations and never miss important tasks again.
- Streamline daily store operations with a CRM, task tracking & automations
- Auto-create tasks from Shopify orders with smart workflows
- Team collaboration with permissions, projects & notifications
Languages
English
Works with
- Webhooks
- Zapier
- Make.com
Categories
Notification types
Customization
Pricing
Free
Free
- Create and Manage Tasks
Solo
$19.99 / month
or $182/year and save 24%
- Create Unlimited Tasks
- Create & Manage Projects
- Create & Manage Notes
- Reminders & Attachments
- Powerful Automations
- AI Assistant
7-day free trial
Team
$59.99 / month
or $566/year and save 21%
- Team Management - Up to 5 Staff
- Create Unlimited Tasks
- Create & Manage Projects
- Create & Manage Notes
- Reminders & Attachments
- Powerful Automations
- AI Assistant
7-day free trial
Scale
$299 / month
or $2,870/year and save 20%
- Team Management - Unlimited
- Create Unlimited Tasks
- Create & Manage Projects
- Create & Manage Notes
- Reminders & Attachments
- Powerful Automations
- AI Assistant
7-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.
Reviews (9)
This was the only app I could find that did everything I wanted and I had some issues setting up (turns out they were me problems haha) however not only was support super fast but Dan was amazingly helpful and solved all my problems with ease!!
Notedesk is amazing and already is helping keep things on track for our B2B transition!!
Thanks so much Dan & Notedesk for being so awesome!!! :)
Our team maintains detailed customer and order notes in the Shopify timeline. That's great, but... what if nobody actually sees the timeline note? An app like this can help. We needed a task/project app. The Projects section of the app is suited for handling customer/order notes and sharing these projects (todo's) with our team. This app helps us keep track of the daily flow of things. Plus, the Notedesk app is well-supported. We ran into a problem and the developer was right on top of responding to take care of bug/issue with the app. I would recommend this app to any store owner who wants to manage notes on customers & orders. It's helping us to provide excellent customer support. Thanks to the folks at Launctip for a very useful tool! Revised review 11/05/22
Hey, thanks for the feedback! Your original 5 star review was great but this is by far more helpful to us. We hope to get this back up to a 5 star.
In the background, we are finalising a major update. It addresses your points already raised along with a bunch of other helpful features and upgrades. This should be released in the next 1-2 weeks.
Thank you.
Dan @ NoteDesk
I was looking for an app to help us keep track of order that are not sent or had other things to be dealt with, this has been the best option so far, Good support team, they take on recommendations which are important and hope they added it soon. Anyhow I would highly recommend this app
Support
App support provided by LAUNCHTIP.
Or visit their support portalResources
Launched
August 18, 2020
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