Sortd (Sales CRM For Gmail)

Sortd (Sales CRM For Gmail)

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Overview

Sortd (Sales CRM for Gmail) is a Gmail-native customer relationship management (CRM), and email organizer designed to streamline communication and task tracking. While it lacks advanced analytics tools, its tight Gmail integration and drag-and-drop visual boards offer a smooth, intuitive experience for sales and support teams.

Sortd (Sales CRM For Gmail) Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Customer Communication Tracking

Sortd (Sales CRM For Gmail) Features

Email And Task Manager

This feature lets you manage emails, tasks, and projects side by side—without leaving Gmail. It helps you plan, prioritize, and stay on top of work directly from your inbox, eliminating the need to switch between apps.

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Visual Workspace

This feature provides customizable, visual workspace inside Gmail. Rename lists, add as many as needed, and rearrange drag-and-drop functionality—making it easy to align the workspace with your team’s workflow.

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Team Collaboration

This feature enables seamless collaboration by allowing users to assign emails and tasks with one click. Built-in chat with mentions keeps communication contextual and centralized around customer conversations.

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Team Mailboxes

This feature helps teams manage shared inboxes without relying on cc’s, bcc’s, or forwarded emails. It centralizes communication and ensures clarity on who’s handling what, reducing email clutter.

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Project And Workflow Management

This feature allows you to create and manage project plans, task lists, and workflows directly within Gmail. Use boards to organize work across functions like sales, operations, and administration—without duplicating tasks in external tools.

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CRM And Deal Management

This feature turns Gmail into a lightweight CRM. You can build and manage lead pipelines, track sales deals, update deal statuses, and monitor progress visually helping your team close deals more efficiently.

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Pros And Cons of Sortd (Sales CRM For Gmail)

Pros

  • It seamlessly integrates with Gmail inbox

  • It is affordable for small and mid-sized teams

  • Visual task boards improve workflow clarity

  • Great for customer support and operations

Cons

  • Lacks certain advanced automation or custom field capabilities

  • Limited integrations compared to full CRMs

Sortd (Sales CRM For Gmail) Reviews

Total 1 reviews

3

All reviews are from verified customers

Rating Distribution

5

Stars

0%

4

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0%

3

Stars

100%

2

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0%

1

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0%

Share your experience

EE

Eldad E.

Sales, 500+ employees

3.0
October 2024

“User Friendly Design”

Pros

I found the installation process really easy and navigating through both the desktop and mobile versions feels simple. The interface is user-friendly across all devices which makes my daily workflow much smoother.

Cons

The app feels pretty limited in terms of features and I was hoping for simpler access to things like scheduling and other pipedrive functionality that should be more readily available.

Rating Distribution

Ease of use

7

Value for money

6

Customer Support

7

Functionality

5

Frequently Asked Questions

What types of pricing plans does Sortd (Sales CRM for Gmail) offer?

Sortd (Sales CRM for Gmail) offers flexible pricing to suit different team sizes. The Starter Plan is free, Essentials is $12/user/month, and Business is $18/user/month. Request a customized Sortd (Sales CRM for Gmail) price quote to choose the best fit for your team.

What level of support does Sortd (Sales CRM for Gmail) offer?

Sortd (Sales CRM for Gmail) offers email support and a help center with resources for quick assistance and guidance.

Does Sortd (Sales CRM for Gmail) offer an API?

Sortd (Sales CRM for Gmail) does not offer a traditional public API directly for developers to access and build on. Instead, it uses Zapier as a bridge to connect with over 3,000 other apps.

What language does Sortd (Sales CRM for Gmail) support?

Sortd is primarily available in English.

What other apps does Sortd (Sales CRM for Gmail) integrate with?

Sortd supports direct integration with Google Workspace and additionally, through Zapier, it connects with a wide range of tools, including Google Sheets, Google Forms, Typeform, Salesforce, Slack, and JIRA.

Does Sortd (Sales CRM for Gmail) have a mobile app?

Yes. Sortd (Sales CRM for Gmail) offers a mobile app for both Android and iOS devices, allowing users to manage boards and emails on the go.

Who are the typical users of Sortd (Sales CRM for Gmail)?

Sortd (Sales CRM for Gmail) is well-suited for professionals across a variety of industries. It's commonly used in business development, operations, client services, customer support, sales and CRM, finance, HR and hiring, and project management