Sortd
Project Management · www.sortd.com
Overview
Sortd is an all-in-one CRM application that enables various teams and professionals to handle processes, projects, tasks, customers, and communications directly within Gmail. They can use this Gmail workplace add-on to improve team efficiency, workflow transparency, and customer experience. Sortd allows you to come up with a virtual workspace that you can customize according to your team’s workflow. They can organize, track, and manage their workloads together with projects, tasks, and emails in Gmail without switching between multiple apps. Sortd also includes features for efficient team collaboration such as the capability to implement team Kanban boards, share emails from customers, suppliers, and partners with team members, and chat with team members while checking tasks or emails. You can assign tasks and emails to the right individuals and send them reminders as well. The CRM app provides you with a fast and easy way to handle emails. You’ll consolidate related emails into a single card, add follow-ups and notes to emails, prioritize emails by a simple drag-and-drop, and check if recipients have read your emails. Sales pipelines, qualified prospects, and deals can also be handled within Sortd. Lastly, Sortd supports Zapier, Google Drive, and calendar integrations.
The problem Sortd solves
Project and team operations teams need a repeatable way to replace disconnected systems and manual handoffs with measurable operational execution. Sortd is relevant because the independently researched profile documents sortd is an all-in-one crm application that enables various teams and professionals to handle processes, projects, tasks, customers, and communications directly within gmail. Buyers should validate current pricing, integrations, data handling, and fit before committing.
Best for
- B2B teams evaluating project and team operations software
- Teams that need documented workflow capabilities and fit guidance
- Organizations willing to validate implementation and plan limits
Not a fit if
- Teams seeking a workflow outside the product's documented focus
- Teams needing unlimited usage without plan limits
- Organizations that cannot validate implementation effort or vendor claims
Why it’s listed
- Adds a distinct project and team operations workflow to the directory
- Independent review includes a researched description, capabilities, pricing context, and tradeoffs
- Provides comparison context for project and team operations buyers
Pricing
Free or entry plan
FreePublic review lists a starting price of 10 USD; confirm billing period and limits.
- Customizable Virtual Workspace
- Project
- Task
- & Email Management
- Task & Email Reminders
- Email Sharing
- Chat
- Kanban boards
Higher tiers
Custom pricingHigher tiers and enterprise terms should be confirmed with the vendor.
- Task
- & Email Management
- Task & Email Reminders
- Email Sharing
- Chat
- Kanban boards
- Table & Spreadsheet Views
- Calendar Integration
Features
Pros & cons
Pros
- Independent review documents a concrete business workflow
- Documented capability: Customizable Virtual Workspace
- Documented capability: Project
- Documented capability: Task
- Documented capability: & Email Management
Cons
- Pricing and usage limits should be checked against the exact plan
- Implementation effort depends on the team's data and process maturity
- Reported outcomes should be validated with the buyer's own data
What the record shows
Independent FinancesOnline research describes sortd is an all-in-one crm application that enables various teams and professionals to handle processes, projects, tasks, customers, and communications directly within gmail.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
User reviews
Written by Audyense accounts · moderated before publishing
No user reviews yet.
Used Sortd? Be the first to tell other buyers what actually worked.