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
Key Features
- Advanced automation capabilities
- Advanced workflow capabilities
- Advanced customer capabilities
Shopify App Installs
No install data available
Pricing Plans
Solo
Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Premium Task Library Access
Choose PlanTeam
Team Accounts, Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Premium Task Library Access
Choose PlanSolo
Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Powerful Automations, AI Assistant
Choose PlanTeam
Team Management, Create Unlimited Tasks, Create & Manage Projects, Create & Manage Notes, Reminders & Attachments, Powerful Automations, AI Assistant
Choose PlanFrequently 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
After you mark a task complete you can't see it anymore. That's concerning...hopefully, there is a workaround...I downgraded back to free after testing and will look at some other apps that might be similar. Show more
Just what i was looking for .......................................................................! Show more
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. Show more
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