LeadNotio is a CRM (Customer Relationship Management) app built directly inside Shopify admin. It lets you track your outreach pipeline, log notes and activity, set follow-up reminders, assign customers to team members, and manage your entire sales process without leaving Shopify.
Install LeadNotio from the Shopify App Store. Once installed, it will appear in your Shopify admin sidebar. Your existing customer list is automatically loaded — no import or manual setup required to get started.
Yes. LeadNotio connects directly to your Shopify customer database. All your existing customers are immediately visible inside LeadNotio. You can start adding outreach notes, statuses, and follow-up dates to any customer right away.
No migration required. Your Shopify customers load automatically. LeadNotio adds a CRM layer on top of your existing Shopify data — no exports, imports, or CSV uploads needed.
Features
LeadNotio includes the following outreach statuses out of the box: New Lead, Contacted, Qualified, Closed Won, and Closed Lost. These cover the full sales lifecycle from initial contact to final outcome.
Yes — on the Pro plan. You can assign any customer to a specific staff member from your Shopify store. Each team member can see their assigned customers, and managers can view the full team pipeline to monitor progress and workload.
Saved Views let you create custom filtered lists of customers and save them for one-click access. For example, you could save a view for "My assigned customers with a follow-up this week" or "All Qualified leads with orders over $500." Views can be shared with your whole team.
Yes. You can add customers manually directly inside LeadNotio. If your Shopify sync setting is enabled, the customer will also be created in your Shopify store. If sync is disabled, the customer is stored locally in LeadNotio only.
LeadNotio includes email templates to help you write outreach emails faster. Currently, emails are composed in LeadNotio and sent through your own email client. Direct in-app sending is on our roadmap for a future update.
Pricing & Billing
Yes. LeadNotio has a free plan that includes up to 100 customers, pipeline status tracking, notes and activity logging, follow-up dates, and 1 team member. You can use the free plan for as long as you like with no time limit.
The Pro plan ($9.99/month) includes everything in the Free plan plus: unlimited customers, team member assignments, saved custom views, email templates, outreach analytics, and priority support.
All billing is processed securely through Shopify's built-in billing system. Charges appear on your regular Shopify invoice. You can cancel anytime from your Shopify admin — no hidden fees or cancellation penalties.
Absolutely. You can cancel your Pro subscription at any time by uninstalling LeadNotio from your Shopify admin or downgrading to the Free plan. There are no contracts, no cancellation fees, and no long-term commitments.
Privacy & Data
Yes. All data is encrypted in transit (TLS/HTTPS) and stored securely using Supabase with row-level security. We never sell your data to third parties. Your customer data is used only to power LeadNotio's features for your store.
When you uninstall LeadNotio, your data is retained for 30 days in case you reinstall. After 30 days, all your store's data is permanently deleted from our systems. You can also request immediate deletion by contacting us at support@leadnotio.com.
Yes. LeadNotio is fully compliant with GDPR and Shopify's data protection requirements. We support customer data access requests, data erasure requests, and shop redaction — all handled automatically through Shopify's GDPR webhook system. See our Privacy Policy for full details.
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