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Sortd Review

Sortd
Our score: 8.3 User satisfaction: 96%

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.

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Overview 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.

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Overview 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

An award given to products our B2B experts find especially valuable for companies
An award given to products our B2B experts find especially valuable for companies

Sortd Position In Our Categories

Knowing that businesses have unique business demands, it is only wise they avoid purchasing an all-in-one, “perfect” software. Regardless, it would be difficult to try to discover such an app even among widely used software products. The practicable thing to undertake should be to jot down the numerous chief functions that necessitate research including major features, plans, skill competence of staff, company size, etc. Next, you must double down on the research to a full extent. Have a look at some of these Sortd reviews and explore the other software products in your list more closely. Such well-rounded research ensure you take out mismatched apps and choose the one that includes all the benefits your business requires.

Position of Sortd in our main categories:

TOP 200

Sortd is one of the top 200 CRM Software products

There are trendy and widely used applications in each software group. But are they necessarily the best fit for your company’s special needs? A trendy software solution may have thousands of customers, but does it present what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Sortd Email Management Software reviews and mull over the factors that you wish to have in the software such as the price, main tools, available integrations etc. Then, shortlist a few systems that fit your needs. Try out the free trials of these platforms, read online comments, get clarifications from the vendor, and do your homework systematically. This profound groundwork is sure to assist you choose the finest software platform for your organization’s special requirements.

How Much Does Sortd Cost?

Sortd Pricing Plans:

Free Trial

Starter

Free

Essentials

$10/user/month

Business

$15/user/month

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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 choose to buy a Email Management Software it’s crucial not only to see how professionals evaluate it in their reviews, but also to check if the actual clients and enterprises that bought this software are genuinely satisfied with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Sortd reviews across a broad range of social media sites. The information is then featured in an easy to digest form indicating how many customers had positive and negative experience with Sortd. With that information available you will be equipped to make an informed purchasing decision 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?

  • email
  • 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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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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