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NoteDesk ‑ AI CRM, ERP & Tasks icon

NoteDesk ‑ AI CRM, ERP & Tasks

5.0(Reviews)

AI 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. 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. more Streamline daily store operations with task tracking & automations Auto-create tasks from Shopify orders with smart workflows Team collaboration with permissions, projects & notifications

Key Features

  • Advanced automation capabilities
  • Advanced workflow capabilities
  • Advanced customer capabilities

Shopify App Installs

No install data available

Pricing Plans

Free

Free

Create and Manage Tasks and To-Dos.

Get Started Free

Solo

$7.99 / month

Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Premium Task Library Access

Choose Plan

Team

$14.99 / month

Team Accounts, Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Premium Task Library Access

Choose Plan

Solo

$19.99 / month

Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Powerful Automations, AI Assistant

Choose Plan

Team

$59.99 / month

Team Management, Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Powerful Automations, AI Assistant

Choose Plan

Frequently Asked Questions

What is NoteDesk ‑ AI CRM, ERP & Tasks?

AI 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. 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. more Streamline daily store operations with task tracking & automations Auto-create tasks from Shopify orders with smart workflows Team collaboration with permissions, projects & notifications

How much does NoteDesk ‑ AI CRM, ERP & Tasks cost?

NoteDesk ‑ AI CRM, ERP & Tasks offers multiple pricing tiers to fit different business needs: Free: Free, Solo: $7.99 / month, Team: $14.99 / month, Solo: $19.99 / month, Team: $59.99 / month.

Is NoteDesk ‑ AI CRM, ERP & Tasks easy to set up?

Yes, NoteDesk ‑ AI CRM, ERP & Tasks is designed to be user-friendly and easy to set up. The app integrates seamlessly with your Shopify store, and most users can get started within minutes.

Customer Reviews

5.0

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!!! :)

October 9, 2025
5.0

Quick, simple and userfriendly. Do what it is suppose to do very efficently

March 21, 2025
5.0

Straightforward and easy to use Show more

April 2, 2024
2.0

No time to participate in a BETA test. Underperforming app features with limited controls. Unresponsive customer support during trial could be a sign of whats to be expected from app developer. More than 48 hours with no response or assistance from support. Show more

August 29, 2022
5.0

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! Show more

February 23, 2022

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