Sortd Sales CRM for Gmail

Uncomplicated, effortless, Trello-style CRM in your Gmail

An uncomplicated, easy to use CRM for professionals & teams using Gmail/G-Suite. You’re working your leads & dealing with customers in email anyway - manage it all visually, with practically no additional effort.

A Trello-style sales pipeline, follow-up reminders & sales reports right in Gmail help you see your opportunities clearly & close more.

Discussion
Would you recommend this product?
16 Reviews4.7/5
Whoaahh. I was looking for trello style CRM yesterday and seeing this today. Thank you for launching. @waynesilby
Hi ProductHunters, we’re super excited to be launching Sortd for Sales! Here’s some insight into our thinknig and motivation behind it.... There are tons of CRMs out there so why did we create another one? It seems that the biggest challenge today in the CRM space is that it can be complicated - your insights are only as good as your source data. Capturing data means time and effort, which inhibits the natural flow of the sales process. What we are aiming for with Sortd for Sales is to take the friction out of sales ‘management’ and to find that fine balance between management overhead and focus on the deal. Sales is still very email-centric, so we believe very strongly in an email first approach. The idea is to allow people to focus on what comes naturally - working your deals over email. We’ve augmented the email experience with useful tools that dovetail with your email workflow and allow you to manage things like pipeline deal stage, revenue forecasting and most importantly useful follow-up tools that help you stay on top of your leads to do a better job of closing. I could go on of course, but happy to answer any questions...
This looks really simple and my team has had trouble finding a CRM that can be customized to work with our marketplace business. It reminds me a little of Streak but with a more simple interface. Great work! Looking forward to testing it out.

Sortd is a great tool

Pros:

Easy, a great organizational tool, the ability to add notes and reminders.

Cons:

not as pretty as I would like; search function

Just do it already :-)

Pros:

Great email organisation across your whole team!

Cons:

None