Shopify App : NoteDesk ‑ To‑Do, Tasks, CRM
CRM To-Do List, task and Project Management for your Shop
About NoteDesk ‑ To‑Do, Tasks, CRM
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.
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!
Speed tested: no impact to your online store
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About the Author
Matej Kontros is an E-Commerce expert and app developer with over a decade of professional experience in IT.
Matej has worked for organisations of all types and sizes, including global players, startups, and agencies. He designed, developed, and maintained complex projects.
Matej's expertise includes e-commerce, software engineering, web development, systems administration, internet security, managing projects, and building teams.
Visit his website at [ Web Linkedin ] or contact him at [email protected].