What is sortd.com?
Sortd integrates seamlessly with Gmail to create a comprehensive workspace that organizes emails, tasks, and team collaboration in one interface. This tool transforms cluttered inboxes into visual boards similar to project management tools, enabling users to manage sales pipelines, customer service requests, and project workflows without leaving their email environment.
The platform offers features like shared inbox management, email tracking, automated reminders, and customizable boards to streamline team productivity. It supports various business functions including sales, customer support, hiring, and project management by providing a unified system for email delegation, follow-up management, and workflow automation.
Features
- Visual Workspace: Transforms Gmail inbox into customizable Kanban-style boards for organizing emails and tasks
- Shared Inbox Management: Enables team collaboration on group email addresses with visibility into response assignments
- Workflow Automation: Provides automations for follow-ups, reminders, and email processing based on custom rules
- Email Tracking: Monitors email responses and engagement metrics directly within the Gmail interface
- CRM Integration: Includes sales boards with pipeline tracking and revenue reporting capabilities
Use Cases
- Managing sales pipelines and lead nurturing in Gmail
- Handling customer support requests through shared inboxes
- Tracking hiring candidates and recruitment processes
- Managing project workflows and team collaboration
- Processing orders and customer service inquiries
- Organizing business development outreach and partnerships
FAQs
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What is Sortd and how does it work with Gmail?
Sortd is a Gmail add-on that transforms your inbox into a visual workspace where you can organize emails into boards, manage tasks, and collaborate with your team without leaving Gmail. -
Does Sortd offer a free version?
Yes, Sortd offers a free Starter plan with basic email and task management features, including personal boards, day planner, and limited automation capabilities. -
Can multiple team members collaborate on shared inboxes with Sortd?
Yes, Sortd enables team collaboration on shared inboxes where team members can see who's responding to customers, assign emails, and cover for each other to ensure prompt responses. -
What kind of automation features does Sortd provide?
Sortd offers automation features including follow-up reminders, email tracking, workflow automations with custom fields, and SLA rules for managing customer response times. -
How does Sortd help with sales management?
Sortd provides sales boards with CRM functionality, allowing teams to track sales pipelines, manage leads and deals, generate revenue reports, and nurture prospects directly within Gmail.
