Sortd

Sortd

Sales CRM for Gmail

4.4/5 (9 reviews)

Sortd Overview

Sortd is a sales Customer Relationship Management (CRM) tool for Gmail and G Suite which enables users to drag and drop emails into a sales pipeline, while keeping track of contacts, notes, next stopes, and more. Collaboration tools and automatic reminders allow users to share prospect lists and updates with their sales team, as well as follow-up with contacts.

Pricing

Starting from
$2/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Sortd Reviews

Overall rating
4.4/5
89% positive reviews
5
Excellent
3
Very good
1
Average
0
Poor
0
Terrible
Yadah K.

Absolutely love how easy it's made my inbox.

Used Daily for 1+ year
Reviewed on 2018/04/30
Review Source: Capterra

Peace of mind knowing that all my emails are organised and not lost in the black hole called 'inbox'. I can organise things based on their importance and urgency and can immediately see what my 'to do's' are for the day.

Pros

It's like Trello for your Gmail account - everything can be sorted into their own boards, helping keep everything neat and organised. Keeping track is made a breeze and I don't tend to lose important emails that need a response either ASAP or later on (when I would otherwise forget). It integrates seemlessly and also comes with a super nifty app for all devices.

Cons

Takes longer to load than Gmail normally would. Won't let me sort directly to a label, has to create a Sortd label with the same name instead.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Francina R.

Billing Specialist

Used Daily for 2+ years
Reviewed on 2019/01/24
Review Source: Capterra

Pros

Your email come in clear and very understanding to read.

Cons

Sometime it could be a little slow, especially when you want to update or waiting for a email that was just send to you.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Adrian S.

Sortd is the daggum bees knees!

Used Daily for 6-12 months
Reviewed on 2018/11/19
Review Source: Capterra

Very positive. Really helps our small team workflow and efficiency of tasks.

Pros

The integration within Gmail / works alongside it. Option icons embedded within each email. The multiple ways of integrating it into your daily workflow.

Cons

No option to move tasks between boards. Needs more formatting options to distinguish / prioritize tasks. Would be nice to set custom font.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jose S.

Sortd is a nice way to apply trello like functionality to your gmail inbox, getting the best of both

Used Weekly for 6-12 months
Reviewed on 2018/03/27
Review Source: Capterra

The major benefits from using it, it is that i can find and follow all the important task in my workflow

Pros

It allows to organize all the inboxes, notes and task into drag and drops list like trello, making all the activity in your account look clean and clear, and making it easier to find the important things

Cons

One thing that can be tedious (it depends of your workflow), is that when you reply a email, it is not archive automatically, and when someone replay my email, it only show the original message

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Using SORTD helps us organize our various tasks

Used Daily for 1-5 months
Reviewed on 2018/08/09
Review Source: Capterra

Useful for what we need, simpler than trello boards and since it lives right on our gmail, admins don't have to learn a whole new thing, they can toggle back and forth as they get a feel for sortd.

Pros

We like how we are able to assign tasks to each other and "check them off" the list as they get completed, or dragged into a new list to reassign or move them along the chain of actions

Cons

Figuring out how to use Sortd across several users and teams is confusing, and finding live help has been impossible.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

Sortd Pricing

Starting from
$2/month
Pricing options
Free Trial
Free
Subscription
Value for money

Personal: Free for life

Pro: $2 per user / month

Team: $5 per user / month

Sales: $8 per user / month

Sortd Features

  • Activity Tracking
  • Automatic Reminders
  • CRM Integration
  • Third Party Integration

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration

Additional information for Sortd

Key features of Sortd

  • Automatic reminders
  • CRM
  • Call logging
  • Collaboration tools
  • Contact, note, next step tracking
  • Contract management
  • Due date tracking
  • Gmail integration
  • Inbox management
  • Leads management
  • Notes
  • Project boards
  • Prospect list management
  • Prospecting tools
  • Response management
  • Sales pipeline management
  • Task management

Benefits

  • Supports seamless integration with Gmail.
  • Offers a user-friendly drag 'n drop interface.
  • Allows users to manage emails, tasks and deals in one workspace.
  • Ensures sales deals are in sync with the user's email.
  • Facilitates productive communication and collaboration with follow-up reminders & notes on emails.

  • Sortd FAQs

    Below are some frequently asked questions for Sortd.

    Q. What type of pricing plans does Sortd offer?

    Sortd offers the following pricing plans:

    Starting from: $2/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Personal: Free for life

    Pro: $2 per user / month

    Team: $5 per user / month

    Sales: $8 per user / month

    Q. What are the main features of Sortd?

    Sortd offers the following features:

    • Automatic reminders
    • CRM
    • Call logging
    • Collaboration tools
    • Contact, note, next step tracking
    • Contract management
    • Due date tracking
    • Gmail integration
    • Inbox management
    • Leads management
    • Notes
    • Project boards
    • Prospect list management
    • Prospecting tools
    • Response management
    • Sales pipeline management
    • Task management

    Q. Who are the typical users of Sortd?

    Sortd has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Sortd support?

    Sortd supports the following languages:

    English

    Q. What type of pricing plans does Sortd offer?

    Sortd has the following pricing plans:

    Free, Subscription

    Q. Does Sortd support mobile devices?

    Sortd supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Sortd integrate with?

    Sortd integrates with the following applications:

    Gmail

    Q. What level of support does Sortd offer?

    Sortd offers the following support options:

    Online Support, Phone Support