NoteDesk ‑ To‑Do, Tasks, CRM App Reviews

APP CATEGORY
SCORE
4
TOTAL RATINGS
11

NoteDesk ‑ To‑Do, Tasks, CRM App Description & Overview

Increase Your Productivity

NoteDesk makes managing your Shopify Business a breeze. NoteDesk helps you track and manage your day to day to-do's. Create and manage tasks, track customers, plan projects and keep important notes all in a centralised location for your Shopify store.

If you have multiple staff accounts on Shopify, each team member can create their own space on NoteDesk. You can then manage projects, assign tasks and track your teams progress.

You can create to-do's for Customers and Orders from within the Shopify Admin using Admin Actions.

Features
  • Create and Manage To-Do's
  • Create and Manage Projects
  • Create and Manage Notes
  • CRM Tasks and Management
  • Manage your Team
  • Set reminders and get notifications
  • Attach your Orders to Notes
  • Attach your customers to Notes
  • Attach files to tasks and Notes
  • Track your progress
  • Get access to a Premium Task Library
Use cases
  • Reminders
  • Tracking Refunds/Returns
  • Internal Wiki
  • Checklists
  • CRM
  • Blog Post Ideas
  • Influencer Reach Out
  • Managing team
  • Managing Goals
  • Managing Important/VIP Customers
  • Endless possibilities!
Setup

Installation & setup is fairly straight forward. NoteDesk is pre-configured to work out the box, just install and go. There is documentation for using NoteDesk & troubleshooting. If you have any questions or problems with installation and would like some help, we fully support our apps so simply drop us a message.

Feature Requests

We are always looking to help store merchants so if you have a feature request for NoteDesk or any of our other apps, please let us know!

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App Name NoteDesk ‑ To‑Do, Tasks, CRM
App Category Store Design
Published
App Price Free plan available. 7-day free trial.
Support E-Mail support@launchtip.freshdesk.com
App Website

NoteDesk ‑ To‑Do, Tasks, CRM Features

CRM To-Do List, task and Project Management for your Shop.

Do more

With NoteDesk, you can do more for your store. Create Tasks, Organize and Plan your daily store needs.

Keep Track

Create Projects and manage your stores progress. Keep track of your business so you can focus on growth. Manage your team on the Team plan.

Optimize your Store

With the Task Library, you can access a large database of tasks and to-do's that will help your store grow and scale.

NoteDesk ‑ To‑Do, Tasks, CRM Comments & User Reviews 2024

(Australia)

Lots of nice features and task prompts. Nice and clean and useful. I would recommend it for increasing productivity.

(United States)

Just what i was looking for .......................................................................!

(Canada)

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.

(United States)

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.

(United Kingdom)

I use this app to manage tasks on two shopify sites. I did have an issue with installation. I contacted support and recived a speedy and proffesinal service from Dan, who sorted out the issue quickly. Great communication, great product, does exactly what I need. Thanks Ken

(United States)

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!

(United States)

Our team maintains detailed customer and order notes in the Shopify timeline. That's great, but... what if nobody actually sees the timeline note? An app like this can help. We needed a task/project app. The Projects section of the app is suited for handling customer/order notes and sharing these projects (todo's) with our team. This app helps us keep track of the daily flow of things. Plus, the Notedesk app is well-supported. We ran into a problem and the developer was right on top of responding to take care of bug/issue with the app. I would recommend this app to any store owner who wants to manage notes on customers & orders. It's helping us to provide excellent customer support. Thanks to the folks at Launctip for a very useful tool! Revised review 11/05/22

(United States)

I enjoy this app for my business because I'm able to keep my business in track and get things done! Go check out my store:) https://official-tk.myshopify.com/

(United States)

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.

(United Kingdom)

I was looking for an app to help us keep track of order that are not sent or had other things to be dealt with, this has been the best option so far, Good support team, they take on recommendations which are important and hope they added it soon. Anyhow I would highly recommend this app

(United States)

I just added the app to my shopify store today. It's funny because I'm new to this and I was just thinking this morning how it was time to get a calendar and start writing things down because I'm in trial and error phase. I've only been doing this for a little over two weeks and it's a lot to take it at once. Especially when your just now starting out and learning. Thanks for this app. I'm sure I'll get a lot of use out of it. Heather Spencer Affordable Budget Depot Oh yeah, how about that SEO traffic? We could sure use that return of love and support. Be blessed!!!

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