Related categories

NoteDesk ‑ To‑Do, Tasks, CRM

CRM To-Do List, task and Project Management for your Shop

Free plan available. 7-day free trial.

App highlights

  • Speed tested: no impact to your online store

NoteDesk Shopify CRM

Key values section

Do more

With NoteDesk, you can do more for your store. Create Tasks, Organize and Plan your daily store needs.

Keep Track

Create Projects and manage your stores progress. Keep track of your business so you can focus on growth. Manage your team on the Team plan.

Optimize your Store

With the Task Library, you can access a large database of tasks and to-do's that will help your store grow and scale.

App details

NoteDesk ‑ To‑Do, Tasks, CRM

NoteDesk ‑ To‑Do, Tasks, CRM

Increase Your Productivity

NoteDesk makes managing your Shopify Business a breeze. NoteDesk helps you track and manage your day to day to-do's. Create and manage tasks, track customers, plan projects and keep important notes all in a centralised location for your Shopify store.

If you have multiple staff accounts on Shopify, each team member can create their own space on NoteDesk. You can then manage projects, assign tasks and track your teams progress.

You can create to-do's for Customers and Orders from within the Shopify Admin using Admin Actions.

Features

  • Create and Manage To-Do's
  • Create and Manage Projects
  • Create and Manage Notes
  • CRM Tasks and Management
  • Manage your Team
  • Set reminders and get notifications
  • Attach your Orders to Notes
  • Attach your customers to Notes
  • Attach files to tasks and Notes
  • Track your progress
  • Get access to a Premium Task Library

Use cases

  • Reminders
  • Tracking Refunds/Returns
  • Internal Wiki
  • Checklists
  • CRM
  • Blog Post Ideas
  • Influencer Reach Out
  • Managing team
  • Managing Goals
  • Managing Important/VIP Customers
  • Endless possibilities!

Setup

Installation & setup is fairly straight forward. NoteDesk is pre-configured to work out the box, just install and go. There is documentation for using NoteDesk & troubleshooting. If you have any questions or problems with installation and would like some help, we fully support our apps so simply drop us a message.

Feature Requests

We are always looking to help store merchants so if you have a feature request for NoteDesk or any of our other apps, please let us know!

Launch date

NoteDesk ‑ To‑Do, Tasks, CRM

NoteDesk ‑ To‑Do, Tasks, CRM

Increase Your Productivity

NoteDesk makes managing your Shopify Business a breeze. NoteDesk helps you track and manage your day to day to-do's. Create and manage tasks, track customers, plan projects and keep important notes all in a centralised location for your Shopify store.

If you have multiple staff accounts on Shopify, each team member can create their own space on NoteDesk. You can then manage projects, assign tasks and track your teams progress.

You can create to-do's for Customers and Orders from within the Shopify Admin using Admin Actions.

Features

  • Create and Manage To-Do's
  • Create and Manage Projects
  • Create and Manage Notes
  • CRM Tasks and Management
  • Manage your Team
  • Set reminders and get notifications
  • Attach your Orders to Notes
  • Attach your customers to Notes
  • Attach files to tasks and Notes
  • Track your progress
  • Get access to a Premium Task Library

Use cases

  • Reminders
  • Tracking Refunds/Returns
  • Internal Wiki
  • Checklists
  • CRM
  • Blog Post Ideas
  • Influencer Reach Out
  • Managing team
  • Managing Goals
  • Managing Important/VIP Customers
  • Endless possibilities!

Setup

Installation & setup is fairly straight forward. NoteDesk is pre-configured to work out the box, just install and go. There is documentation for using NoteDesk & troubleshooting. If you have any questions or problems with installation and would like some help, we fully support our apps so simply drop us a message.

Feature Requests

We are always looking to help store merchants so if you have a feature request for NoteDesk or any of our other apps, please let us know!

Launch date

Pricing 7-day free trial

Free

Free

  • Create and Manage Tasks and To-Dos.

Solo

$7.99/month

  • Create Unlimited Tasks
  • Create & Manage Projects
  • Create & Manage Notes
  • Reminders & Attachments
  • Premium Task Library Access

Team

$14.99/month

  • Team Accounts
  • Create Unlimited Tasks
  • Create & Manage Projects
  • Create & Manage Notes
  • Reminders & Attachments
  • Premium Task Library Access

* All charges are billed in USD.
** Recurring charges, including monthly or usage-based charges, are billed every 30 days.

Reviews

4.6 of 5 stars

The overall rating reflects the current state of the app. It accounts for all app reviews but prioritizes the most recent ones.

Counts per rating level
  • 70% of ratings are 5 stars
  • 10% of ratings are 4 stars
  • 20% of ratings are 3 stars
  • 0% of ratings are 2 stars
  • 0% of ratings are 1 stars

List of reviews

Filter and sort reviews

  • Moggy Molly

    Location United Kingdom
    Time spent using app 3 months

    I use this app to manage tasks on two shopify sites. I did have an issue with installation. I contacted support and recived a speedy and proffesinal service from Dan, who sorted out the issue quickly. Great communication, great product, does exactly what I need. Thanks
    Ken

  • Organic Microbes

    Location United States
    Time spent using app About 1 month

    I was pleasantly surprised how very easy it is to use and looking forward to staying in touch with clients and my team using this app. Well done NoteDesk!

  • Kitchway

    Location United Kingdom
    Time spent using app 3 months

    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

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