NoteDesk ‑ AI CRM, ERP & Tasks

Develop by Shopify

$19.99-$299

/ Month

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

About NoteDesk ‑ AI CRM, ERP & Tasks

Launched Aug 17, 2020

Built by Shopify

Address

1159 Sonora Ct, Suite 304, Sunnyvale, CA, 94086, US

Website Support Portal Privacy policy Tutorial FAQ Document

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Description

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

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

Devon + Lang

Oct 09, 2025 on Shopify

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!!! :)

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

Organic Microbes

Feb 23, 2022 on Shopify

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

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.