NoteDesk ‑ CRM & Automations
by LAUNCHTIP
5.0
(11 reviews)
Best suited for stores using Make.com, Webhooks and Zapier, which it integrates with and willing to start free and move to $19/mo.
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. 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. more 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
Copy from the Shopify App Store listing, unedited.ERP
Bottom line
fulfilment cost and post-purchase experience
From $19/mo
free plan available · 4 tiers
72/100
Solid · from 9 reviews
What it does
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
What each step up actually buys you
This developer's plans are separated by features, not by how big your store is — so there is no volume that picks a tier for you. Here is what each one adds over the one below it.
Free
Free
Create and Manage Tasks
Solo
$19/month
Create Unlimited Tasks
Create & Manage Projects
Create & Manage Notes
Reminders & Attachments
Powerful Automations & Workflows
AI Assistant
Team
$59/month
Team Management - Up to 5 Staff
Scale
$299/month
Team Management - Unlimited
Pricing
Free
$19/month
$59/month
$299/month
72
/ 100Solid
Scored on 9 merchant reviews we hold for NoteDesk ‑ CRM & Automations, across five checks. Every figure is computed from those reviews — expand any row to see the counts behind it.
Review history
2021–2026 · 9 reviews read| 2021 | 2 reviews |
|---|---|
| 2022 | 1 reviews |
| 2024 | 1 reviews |
| 2025 | 3 reviews |
| 2026 | 2 reviews |
What merchants say
5.0
11%
of reviews get an answer0%
had used it a year when they wroteRecent merchant reviews
The newest 8 of 11. Open one to read it in full, with the developer's reply where there is one.
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!!! :)
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!
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.
Quick, simple and userfriendly. Do what it is suppose to do very efficently
Just what i was looking for .......................................................................!
Straightforward and easy to use
NoteDesk ‑ CRM & Automations FAQ
Answered from this app's own listing and its full review record.
Best suited for stores using Make.com, Webhooks and Zapier, which it integrates with and willing to start free and move to $19/mo.
There is a free plan, paid plans start at $19/month, and run to $299/month across 4 published tiers. Prices are as listed on the Shopify App Store and can change — confirm before installing.
NoteDesk ‑ CRM & Automations's plans are separated by features rather than by store size — none of the tiers is capped on a volume you could state up front. Compare what each step adds over the one below it rather than trying to size yourself into a tier.
On our scorecard NoteDesk ‑ CRM & Automations rates 72 out of 100 — solid — read from 9 merchant reviews. The developer has published replies to 1 of 9 reviews. The score reflects what the review record shows, nothing more.
11 merchants have reviewed NoteDesk ‑ CRM & Automations, averaging 5.0 out of 5. We hold the review history from 2021 to 2026, which is what the year-by-year chart on this page is built from.
At a glance
5.0 / 5 · 11 reviews
3
1 of 9 reviews
20 days
Free plan available. Free trial available.
August 18, 2020
2021 – 2026
Will AI shoppers find this store?
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