7.9
NoteDesk ‑ Tasks, Notes & CRM logo

NoteDesk ‑ Tasks, Notes & CRM

Develop by LAUNCHTIP

$7.99-$14.99

/ Month
  • Built for Shopify
  • Free plan available 7 Days Free Trial

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

    Team management
    Track returns
    Create tasks
    Track customers
    Plan projects
    Manage notes
    Set reminders
    Get notifications
    Internal wikis
    13 Reviews
    7.9

    About NoteDesk ‑ Tasks, Notes & CRM

    Built by LAUNCHTIP

    Email :

    [email protected]

    Address

    RE2 Limited, 128 City Road, London, ENG, EC1V 2NX, GB

    Website Support Portal Privacy policy FAQ Document
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    Description

    Project management for your store including tasks, to-dos, notes and reminders.

    NoteDesk makes managing your Shopify Business a breeze. NoteDesk helps you track and manage your daily business needs. Create tasks, track customers, plan projects and keep important notes in a centralized location. Create and manage to-do’s, projects and notes. Manage your team, set reminders and get notifications. Use cases include reminders, tracking refunds/returns, internal wiki's, checklists, CRM, Influencer outreach, handmade orders, Customized Orders and more.

    NoteDesk makes managing your Shopify Business a breeze. NoteDesk helps you track and manage your daily business needs. Create tasks, track customers, plan projects and keep important notes in a centralized location. Create and manage to-do’s, projects and notes. Manage your team, set reminders and get notifications. Use cases include reminders, tracking refunds/returns, internal wiki's, checklists, CRM, Influencer outreach, handmade orders, Customized Orders and more. more
    • Create tasks and to-dos. Manage your Shopify store.
    • Set deadlines and reminders for tasks.
    • Use teams to assign tasks to team members.

    Pros

    • NoteDesk helps you track and manage your daily business needs efficiently
    • Centralizes tasks, projects, and notes in one location, making it easier to manage your Shopify business
    • Capability to manage and track customers, which is essential for CRM activities
    • Team management features allow for task assignments and better collaboration
    • Set reminders and receive notifications to keep track of important deadlines and tasks
    • Variety of use cases such as refunds/returns tracking, internal wikis, checklists, influencer outreach, handmade orders, and customized orders
    • Improves organization and productivity by integrating to-do lists, project management, and CRM functionalities

    Cons

    • Potential learning curve for users who are not familiar with project management and CRM tools
    • May lack advanced features required by larger or more complex Shopify operations
    • User interface and experience might not be as intuitive as other dedicated CRM or project management tools
    • Limited customization options for specific business needs and workflows
    • Can be overwhelming for small business owners who only need basic task management functionalities

    Top Helpful Reviews

    Excellent-Supply.com

    Nov 05, 2022  on Shopify

    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

    Moggy Molly

    Feb 24, 2022  on Shopify

    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

    Kitchway

    Nov 12, 2021  on Shopify

    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

    Limbers Dancewear

    Jan 25, 2021  on Shopify

    We have only just begun using it, but so far, it seems great! It allows us to follow up on customer/vendor specific requests and keep track of them in a way email can not. Looking for the functionality to assign tasks or projects to users/owners, and change that along the life cycle of the project. The free version did not give enough functionality to even test, so I would suggest offering a free trial of the full version would be helpful as we had two upgrade to even test it. I will continue to provide feedback as we use the app more.

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