NoteDesk
Shopify CRM & Task Management
The all-in-one CRM built for Shopify. Manage customer relationships, automate workflows, and keep your entire team aligned — without leaving your store.
A Shopify CRM that does it all — built for merchants like you.
NoteDesk is the customer relationship management tool designed exclusively for Shopify. It brings your customer notes, order history, tasks, and team communication into a single dashboard — so you can build stronger customer relationships while spending less time switching between apps.
With AI-powered task creation, smart workflow automations triggered by orders and customer events, and built-in project tracking, NoteDesk helps you manage every customer interaction from first purchase to loyal repeat buyer. Your Shopify CRM should work as hard as you do.
Workflow Automations That Save Hours
Automate the repetitive work that slows your team down. NoteDesk triggers tasks, notifications, and follow-ups based on Shopify events like new orders, fulfillments, and customer sign-ups. Build CRM workflows that run on autopilot so you can focus on growing customer relationships instead of managing spreadsheets.
Task & Project Management, Built In
Go beyond a basic CRM. Create, assign, and track tasks and projects tied directly to Shopify orders and customers. Whether you're managing fulfillment follow-ups, customer service tickets, or store-wide initiatives, NoteDesk keeps your entire team organized and on deadline.
Everything You Need in a Shopify CRM.
Customer management, task tracking, automations, and team collaboration — all in one app.
Customer CRM
Track customer interactions, notes, and history across your Shopify store.
Smart Automations
Trigger tasks and workflows from orders, fulfillments, and customer events.
AI Task Creation
Generate smart tasks and summaries using the built-in AI assistant.
Team Collaboration
Assign tasks, share notes, and keep your whole team in sync.
Order & Customer Notes
Attach notes to orders, customers, and projects — always in context.
Real-Time Notifications
Get instant updates when tasks are assigned, completed, or overdue.
Task Reminders
Set deadlines and reminders so nothing falls through the cracks.
User Permissions
Control access levels so each team member sees what they need.
Workflow Templates
Use ready-made CRM templates for common store processes.
Order-Linked Tasks
Tie action items directly to specific Shopify orders and customers.
Project Tracking
Manage store-wide projects with boards, timelines, and progress tracking.
Webhook Integrations
Connect NoteDesk to your existing tools via webhooks and automations.
Frequently Asked Questions
Trusted by Shopify Merchants Worldwide
Verified reviews from the Shopify App Store.
"Quick, simple and user-friendly. Does what it's supposed to do very efficiently."
ZoneHobbies
"I was looking for an app to help us keep track of orders that are not sent or had other things to be dealt with, this has been the best option so far. Good support team, I highly recommend this app."
Kitchway
"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!"
Organic Microbes
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