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AI CRM & management for your store including tasks, automations, order notes, team and reminders.
Transform your business with a CRM, task management and automation platform built for Shopify. Create tasks from orders & draft orders, automate workflows, collaborate with your team, and keep customer and order notes organized. Features include easy task overview, ERP, project management, powerful automations, team management and more. Use it to manage order fulfilment, customer service, inventory tracking, and team co-ordination. Streamline operations and stay on top of important tasks.
- 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
Languages
English
Works with
- Shopify Flow
- Make.com
- Webhooks
- Zapier
Categories
Automation tasks
Order processing
Pricing
Choose the plan that best fits your business.
Free
Free
Features
- Create and Manage Tasks
Solo
$19 / month
or $182/year and save 20%
Optional One-time Automation credit packs: 2,500/$40, 5,000/$70, 25,000/$300, 100,000/$900
Features
- Create Unlimited Tasks
- Create & Manage Projects
- Create & Manage Notes
- Reminders & Attachments
- Powerful Automations & Workflows
- AI Assistant
7-day free trial
Team
$59 / month
or $566/year and save 20%
Optional One-time Automation credit packs: 2,500/$40, 5,000/$70, 25,000/$300, 100,000/$900
Features
- Team Management - Up to 5 Staff
- Create Unlimited Tasks
- Create & Manage Projects
- Create & Manage Notes
- Reminders & Attachments
- Powerful Automations & Workflows
- AI Assistant
7-day free trial
Scale
$299 / month
or $2,870/year and save 20%
Optional One-time Automation credit packs: 2,500/$40, 5,000/$70, 25,000/$300, 100,000/$900
Features
- Team Management - Unlimited
- Create Unlimited Tasks
- Create & Manage Projects
- Create & Manage Notes
- Reminders & Attachments
- Powerful Automations & Workflows
- AI Assistant
7-day free trial
All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.
Reviews (11)
We use this app everyday for our e-commerce business. It's an easy way to assign tasks to different team mates, create follow-up reminders, manage our issues list and long-range order fulfillment. I love how it integrates with Shopify orders and I love it's simple functionality. I've been able to connect with the developers quite easily and they've already taken one of my suggestions and pushed an update in the app with this new feature integrated. Amazing service! Highly recommend.
Helped me very promptly with some updates that were needed for the app to work in my scenario. Great support!
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!!! :)
Support
App support provided by LAUNCHTIP.
Resources
Launched
August 18, 2020
Data access
This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .
View customer data:
Sensitive data, device and activity data
-
Sensitive data
Name, email address, phone number, physical address
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Device and activity data
Geolocation, IP address, browser and operating system
View staff and contributor data:
Store owner
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, products, orders
-
Edit customers
Customer data
-
Edit products
Products, collections
-
Edit orders
Draft orders, all order history for the last 60 days
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