Sortd Review
What is Sortd?
Sortd is an all-in-one CRM application that enables various teams and professionals to handle processes, projects, tasks, customers, and communications directly within Gmail. They can use this Gmail workplace add-on to improve team efficiency, workflow transparency, and customer experience. Sortd allows you to come up with a virtual workspace that you can customize according to your team’s workflow. They can organize, track, and manage their workloads together with projects, tasks, and emails in Gmail without switching between multiple apps.
Sortd also includes features for efficient team collaboration such as the capability to implement team Kanban boards, share emails from customers, suppliers, and partners with team members, and chat with team members while checking tasks or emails. You can assign tasks and emails to the right individuals and send them reminders as well.
The CRM app provides you with a fast and easy way to handle emails. You’ll consolidate related emails into a single card, add follow-ups and notes to emails, prioritize emails by a simple drag-and-drop, and check if recipients have read your emails. Sales pipelines, qualified prospects, and deals can also be handled within Sortd. Lastly, Sortd supports Zapier, Google Drive, and calendar integrations.
Show MoreOverview of Sortd Benefits
Intuitive Sales Management
With Sortd, you no longer need to manage your sales processes using complicated CRM systems. This is because the app permits you and your team members to organize, monitor, and handle your sales workflows along with customers, prospects, vendors, follow-ups, deals, and emails without leaving your Gmail inbox.
For instance, your team can track all email communications with leads while checking tasks, notes, reminders, and comments. You can also set up custom statuses, tags, and attributes so you’ll monitor and prioritize activities and tasks easily. Sortd lets you create your own pipelines and workflows for managing prospects and deals, schedule follow-ups with reminders, and access sales reports to evaluate team performance.
Efficient Business Operations
You can use Sortd to streamline your business operations. You can efficiently and seamlessly collaborate with various teams by organizing and viewing information about operations, processes, and projects in team-specific Kanban boards, calendars, or spreadsheets and tables.
Multiple departments or teams get the ability to share project plans and status updates, customer, vendor, and partner emails, and files in a single workspace in real-time. They can also utilize Sortd’s Android and iOS mobile applications to access all the data they need and communicate and coordinate wherever they are.
Enhanced Customer Service
Sortd helps customer support and account management teams improve how they serve customers. They can monitor and manage all customers’ inquiries, issues, and requests via shared boards within Gmail without requiring them to send tickets.
Moreover, Sortd offers features that are not found in Gmail so they can ensure that no customer concerns and requests will slip through the cracks. Straight from Gmail, managers can delegate tasks and emails to the right team members, chat with them through @mentions, and track assignments, deadlines, and resources along with the entire team.
Show MoreOverview of Sortd Features
- Customizable Virtual Workspace
- Project, Task, & Email Management
- Task & Email Reminders
- Email Sharing
- Chat
- Kanban boards
- Table & Spreadsheet Views
- Calendar Integration
- Sales & CRM
- Follow-Ups
- Deadlines
- Deal & Lead Pipelines
- Workflow Designing
- Custom Statuses
- Mobile Apps
Awards & Quality Certificates
Sortd Position In Our Categories
Knowing that businesses have specific business requirements, it is prudent they avoid buying a one-size-fits-all, ”best” software solution. Having said that, it is troublesome to stumble on such an app even among widely used software products. The sensible step to undertake would be to write down the different essential aspects that necessitate examination including crucial features, budget, technical skill competence of staff, organizational size, etc. After which, you should perform your product research through and through. Browse over some Sortd analyses and check out the other software options in your list in detail. Such all-encompassing research guarantee you keep away from poorly fit applications and buy the system that includes all the features your company requires.
Position of Sortd in our main categories:
TOP
200
Sortd is one of the top 200 CRM Software products
Since each enterprise has specific business wants, it is advisable for them to abstain from looking for a one-size-fits-all faultless software system. Needless to say, it would be pointless to try to find such a system even among popular software applications. The clever thing to do would be to catalog the various important factors that need consideration such as main features, budget, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some Sortd Email Management Software reviews and look into each of the other apps in your shortlist in detail. Such in-depth homework can make sure you discard ill-fitting systems and select the system that provides all the features you require for business success.
How Much Does Sortd Cost?
Sortd Pricing Plans:
Free Trial
Starter
Free
Essentials
$10/user/month
Business
$15/user/month
What are Sortd pricing details?
Sortd Pricing Plans:
Free Trial
Starter
Free
Essentials
$10/user/month
Business
$15/user/month
Sortd offers three enterprise pricing plans for users to choose from. Here are the details of each plan:
Starter – $0/user/month
- Task & email management
- Customizable boards
- Scheduler
- Deadlines & Reminders
- Next Steps & Follow-Ups
- Email grouping
Essentials -$10/user/month ($8/user/month, if billed annually)
- All features in Starter Plan, Plus:
- Core productivity features
- 20 boards
- Collaboration for 20 team members
- Email sharing & monitoring
- Basic custom statutes & attributes
- 10 Automations
- Shared mailboxes with automation features
- Table & Date views
- Calendar integration
- Google Drive integration
Business -$15/user/month ($12/user/month, if billed annually)
- All features in Essentials Plan, Plus:
- Business workflow management
- Unlimted boards
- Collaboration for unlimited team members
- Unlimited email sharing & synchronization
- Unlimited custom statutes & attributes
- Unlimited automations
- Shared mailboxes with automation features
- CRM, sales boards, and reports
- Team-based contact manager
- Zapier integrations
User Satisfaction
Positive Social Media Mentions
178
Negative Social Media Mentions
7
We know that when you decide to buy a Email Management Software it’s vital not only to learn how professionals rank it in their reviews, but also to check if the real people and businesses that purchased these solutions are actually content with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Sortd reviews across a wide array of social media sites. The data is then displayed in an easy to understand form revealing how many clients had positive and negative experience with Sortd. With that information at hand you will be prepared to make an informed buying choice that you won’t regret.
Video
Technical details
Devices Supported
- Android
- iPhone/iPad
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Free
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Sortd?
Sortd integrates with the following systems:
- G-Suite apps
- Zapier
- Calendar systems
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