Sortd Sales CRM for Gmail

Uncomplicated, effortless, Trello-style CRM in your Gmail

4.7/5
About

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.

Would you recommend this product?

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

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Just do it already :-)

Pros:

Great email organisation across your whole team!

Cons:

None

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I really like this product to follow my sales and leads, especially when tied in with the rest of the swimlanes I can have for other project work in Sortd. There's some improvement needed for analytics (seeing trends and making predictions on your actual conversions), and the contacts list is functional but basic. Both these areas are being worked on, and not deal breakers for my small business. And compared to other CRMs, having it all in my Gmail makes it much easier to keep everything up to date, and visible daily.

It compares very favourably to Hubspot CRM. Both in terms of functionality and pricing.

Pros:

Works well to have a simple sales tracking software

Cons:

Needs better analytics and contacts db (being worked on)

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Founder

Very intuitive UI

Pros:

Transforms the Gmail experience

Cons:

None

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Business Head / Creative Agency

I love Trello... Now I have a functionality that is similar to my inbox.

I use it for invoicing and collection. One deck is for all those jobs that I have to invoice for..and I am bad at collections..this helps me REMIND myself.

I love the product because it brings sanity to my inbox AND i stopped using a to-do-list app after this...

Pros:

Sorts my priorities DAILY in my email jungle

Cons:

Picky about typefaces. The font used is not my favourite

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I used Sortd for 6 months before tryshift.com and Shift launched on Product Hunt. The product is solid and did what I wanted for my mailbox. I so wish I could have it inside Shift today, but we can't for whatever reason.

Try this out, it is worth it and made a big difference in my daily workflow. I will use it again when Shift allows such things.

Pros:

Wayne the Co-Founder is very nice and responds to email quickly

Cons:

Does not work inside of Shift which is where my Gmail lives

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Have used any tools like Sortd, but Sortd is the best i have found.

Pros:

many many

Cons:

none

Saves me a bunch of time and keeps me on track with daily and future tasks

Pros:

Saves me a bunch of time!

Cons:

Cant change background/skin colour

Nothing to add, even the free version does a great job

Pros:

Great way to turn your inbox into a Kanban style board! Create tasks right from emails!

Cons:

Can't see any

It's good but must have a free plan for people to use to understand what's that sortd thank you