Sortd for Sales Features

Sortd for Sales

Sales CRM for Gmail

4.21/5 (14 reviews)

Competitor Feature Comparison

AB Testing
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Auto-Responders
CAN SPAM Compliance
CRM
Calendar/Reminder System
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Click Tracking
Collaboration Tools
Contact Management
Content Management
Contract/License Management
Customer Database
Customer Segmentation
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Templates
Data Import/Export
Deadline Management
Drag & Drop
Drip Campaigns
Dynamic Content
Email Distribution
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forecasting
Forms Management
Image Library
Inbox Management
Landing Pages/Web Forms
Lead Management
Lead Nurturing
Lead Qualification
List Management
Marketing Automation
Mobile Optimized Emails
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Metrics
Pipeline Management
Prospecting Tools
Real Time Analytics
Real Time Data
Real Time Reporting
Reminders
Reporting & Statistics
Reporting/Analytics
Response Management
SMS Marketing
Sales Forecasting
Sales Pipeline Management
Search/Filter
Segmentation
Social Marketing
Social Media Integration
Spam Blocker
Subscription Management
Tagging
Task Management
Template Management
Third Party Integrations
User Management
WYSIWYG Editor
Website Visitor Tracking
Workflow Management
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AB Testing
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Auto-Responders
CAN SPAM Compliance
CRM
Calendar/Reminder System
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Click Tracking
Collaboration Tools
Contact Management
Content Management
Contract/License Management
Customer Database
Customer Segmentation
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Templates
Data Import/Export
Deadline Management
Drag & Drop
Drip Campaigns
Dynamic Content
Email Distribution
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forecasting
Forms Management
Image Library
Inbox Management
Landing Pages/Web Forms
Lead Management
Lead Nurturing
Lead Qualification
List Management
Marketing Automation
Mobile Optimized Emails
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Metrics
Pipeline Management
Prospecting Tools
Real Time Analytics
Real Time Data
Real Time Reporting
Reminders
Reporting & Statistics
Reporting/Analytics
Response Management
SMS Marketing
Sales Forecasting
Sales Pipeline Management
Search/Filter
Segmentation
Social Marketing
Social Media Integration
Spam Blocker
Subscription Management
Tagging
Task Management
Template Management
Third Party Integrations
User Management
WYSIWYG Editor
Website Visitor Tracking
Workflow Management
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AB Testing
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Auto-Responders
CAN SPAM Compliance
CRM
Calendar/Reminder System
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Click Tracking
Collaboration Tools
Contact Management
Content Management
Contract/License Management
Customer Database
Customer Segmentation
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Templates
Data Import/Export
Deadline Management
Drag & Drop
Drip Campaigns
Dynamic Content
Email Distribution
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forecasting
Forms Management
Image Library
Inbox Management
Landing Pages/Web Forms
Lead Management
Lead Nurturing
Lead Qualification
List Management
Marketing Automation
Mobile Optimized Emails
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Metrics
Pipeline Management
Prospecting Tools
Real Time Analytics
Real Time Data
Real Time Reporting
Reminders
Reporting & Statistics
Reporting/Analytics
Response Management
SMS Marketing
Sales Forecasting
Sales Pipeline Management
Search/Filter
Segmentation
Social Marketing
Social Media Integration
Spam Blocker
Subscription Management
Tagging
Task Management
Template Management
Third Party Integrations
User Management
WYSIWYG Editor
Website Visitor Tracking
Workflow Management
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Mobile apps

iOS App


19 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


157 reviews

Sortd for Sales Feature Reviews

12 reviewers had the following to say about Sortd for Sales's features:

Amy M.

Sortd Review

2020-06-11

Its the best email management app I've used.

Pros

I love the way Sortd helps me turn my email into task management and the way it looks on my computer screen.

Cons

I've used Sortd for a really long time and love it then I started using it with a new client and the free account has changed. You can no longer rename your columns in the free account.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, myself only employees)

Does what it says

2019-08-28

Pros

This overlay is very attractive, intuitive, and straightforward.

Cons

It isn't designed for that.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Great Extension for Managing Tasks

2020-03-27

Overall, this has been a tremendous time-saver for me and has also added another layer of task management and organization that helps keep me focused on important items while still allowing me to see what's coming.

Pros

I love the clean interface and how seamlessly it integrates with Gmail.

Cons

Not much to complain about as I have only been using for a short time, but the biggest annoyance to date has been the need to reload the inbox when switching between the Sortd pane and Gmail.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Adrian S.

Sortd is the daggum bees knees!

2018-11-19

Very positive. Really helps our small team workflow and efficiency of tasks.

Pros

Option icons embedded within each email. The multiple ways of integrating it into your daily workflow.

Cons

No option to move tasks between boards. Needs more formatting options to distinguish / prioritize tasks. Would be nice to set custom font.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marcelo P.

Great inexpensive CRM

2018-05-08

Pros

The software works directly with Gmail. That is a huge plus since we use G suite for business. Everything is synced.

Cons

It's not as robust as other Client relationship management software but it is inexpensive and good for small businesses.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Jose S.

Sortd is a nice way to apply trello like functionality to your gmail inbox, getting the best of both

2018-03-27

The major benefits from using it, it is that i can find and follow all the important task in my workflow

Pros

It allows to organize all the inboxes, notes and task into drag and drops list like trello, making all the activity in your account look clean and clear, and making it easier to find the important things

Cons

One thing that can be tedious (it depends of your workflow), is that when you reply a email, it is not archive automatically, and when someone replay my email, it only show the original message

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle E.

Verified Reviewer

Great concept-bringing together the best project management tools

2018-04-10

Pros

Sortd has all of the right intentions - it iffers all of the finest project planning and project management tools - including easy to use Kanban boards.

Cons

Poorly executed. Great ideas all trying to overpower one another. The execution renders the software too busy, overcrowded and painfully slow. The worst part is that thevdecelped tonight enough to create an iOS app for the predominantly Chrome residing program - but the app is SO STRIPPED down that it too is useless.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: GetApp
Helpful?   Yes   No
Read more
Yadah K.

Absolutely love how easy it's made my inbox.

2018-04-30

Peace of mind knowing that all my emails are organised and not lost in the black hole called 'inbox'.

Pros

Keeping track is made a breeze and I don't tend to lose important emails that need a response either ASAP or later on (when I would otherwise forget).

Cons

Takes longer to load than Gmail normally would. Won't let me sort directly to a label, has to create a Sortd label with the same name instead.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Francina R.

Billing Specialist

2019-01-24

Pros

Your email come in clear and very understanding to read.

Cons

Sometime it could be a little slow, especially when you want to update or waiting for a email that was just send to you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jordan M.

Sortd Helps Keep Projects on Track

2020-02-06

The pricing is fair and the built in email tracking saved me money as I was able to cancel another subscription that only offered tracking.

Pros

Sortd makes it easy to sort my cluttered inbox and keep me on track with new projects, invoicing, following up with clients and keeps me from loosing bills and other emails in my inbox.

Cons

It took a bit to figure out how to keep sortd and my gmail in sync but once I figured out the settings it was not an issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kali F.

More trouble than it's worth

2018-03-07

Pros

They were very assertive in explaining their functions and options. If I were inclined to spend that much extra time setting up, it would have been more helpful.

Cons

They annoyed me with the amount of emails they sent trying to rush me into using the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave K.

Not as good as it could have been!

2021-03-03

Would not use on a long term basis as there are others out there that are better. Okay for a free trial.

Pros

Easy to obtain via the usual Google downloads and link to your Gmail accounts. The interface looks good but...

Cons

Set up and link to Gmail is an issue. The same issues as with Gmail - attachments are not able to be separated from the messages and as such just adds unnecessary volume to your storage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more