Sales CRM for Gmail
4.4/5 (9 reviews)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.
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.
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.
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.
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
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.
Personal: Free for life
Pro: $2 per user / month
Team: $5 per user / month
Sales: $8 per user / month
Below are some frequently asked questions for Sortd.
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
Sortd offers the following features:
Sortd has the following typical customers:
Mid Size Business, Small Business
Sortd supports the following languages:
English
Sortd has the following pricing plans:
Free, Subscription
Sortd supports the following devices:
Android, iPhone, iPad
Sortd integrates with the following applications:
Gmail
Sortd offers the following support options:
Online Support, Phone Support
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.