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!