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NoteDesk ‑ CRM & Automations

NoteDesk ‑ CRM & Automations

  • by LAUNCHTIP
  • Free plan available. Free trial available.
5.0 (10)
on
  • by LAUNCHTIP
  • 5.0 (10)
    on
  • Free plan available. Free trial available.

AI-powered CRM with task management, order notes, team collaboration, and smart automations to manage your Shopify store operations.

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  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot
  • NoteDesk ‑ CRM & Automations Screenshot

About the NoteDesk ‑ CRM & Automations

NoteDesk brings together CRM, task management, and automation tools designed specifically for Shopify stores. This app helps you manage customer relationships, organize order notes, and automate daily workflows all in one place. Create tasks directly from orders and draft orders, set up smart automations to handle repetitive work, and keep your team coordinated with built-in collaboration features. Track order fulfillment, manage customer service requests, monitor inventory, and stay on top of important reminders. The platform includes team permissions, project management capabilities, and an easy task overview dashboard. Whether you're handling ERP functions or coordinating multiple team members, NoteDesk keeps customer notes and order information organized so nothing falls through the cracks.
Launched: August 18, 2020

Key features

  • 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

Integrations with:

  • Shopify Flow,
  • Make.com,
  • Webhooks,
  • Zapier

Pricing of NoteDesk ‑ CRM & Automations

Free

Free

  • Create and Manage Tasks

Solo

$19 / month

or $182/year and save 20%
  • Create Unlimited Tasks
  • Create & Manage Projects
  • Create & Manage Notes
  • Reminders & Attachments
  • Powerful Automations & Workflows
  • AI Assistant

Team

$59 / month

or $566/year and save 20%
  • Team Management - Up to 5 Staff
  • Create Unlimited Tasks
  • Create & Manage Projects
  • Create & Manage Notes
  • Reminders & Attachments
  • Powerful Automations & Workflows
  • AI Assistant

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 & Workflows
  • AI Assistant
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