Sortd for Sales

Sortd for Sales is a tool designed to assist sales teams in managing their emails, customers, tasks, and team workflow directly within Gmail. According to the vendor, its purpose is to streamline sales processes, enhance team collaboration, and boost productivity. It caters to companies of all sizes, from small businesses to large enterprises, and is utilized by sales teams, account managers, business development professionals, customer service representatives, and client service teams.

Key Features

Manage client work: Users can utilize Sortd for Sales to track and organize client-related emails, tasks, and information in a single location. The tool allows for the creation of custom workflows and boards to manage client work, set reminders, and track progress.

Share emails with your team: Sortd for Sales enables users to easily share emails with their team members without the need for forwarding or CCing. Shared inboxes, such as sales@ or support@, can be set up to foster collaboration on email responses and ensure consistent communication with clients.

Set follow-ups & reminders: Users can set customized follow-ups and reminders for important tasks and emails to prevent missing deadlines or client requests. The tool provides an easy way to manage follow-ups and reminders directly within the Gmail inbox.

Manage leads and deals: Sortd for Sales offers effective tools for managing leads and deals. Users can track and organize them in a visual pipeline view, which allows for a clear overview of the progress and status of each opportunity. Customizable columns and stages can be set up to align with the sales process.

Manage your CRM in Gmail: Sortd for Sales seamlessly integrates with Gmail, allowing users to access and update customer information, add notes, and track interactions without the need to switch between different tools. This integration provides a centralized location for managing customer relationships and facilitates personalized service.

Build reliable processes: Users can establish reliable processes and workflows for their sales team using Sortd for Sales. The tool allows for the creation of customizable templates and boards to standardize and streamline sales processes. Users can define specific steps, assign tasks, and track progress to ensure consistent adherence to sales processes.

Organize teamwork on a board or a visual spreadsheet: Sortd for Sales provides a visual interface for organizing teamwork and collaboration. Users can create boards or visual spreadsheets to track and manage team tasks, projects, and goals, thereby enhancing communication and productivity among team members.

Create custom email workflows: Sortd for Sales empowers users to create custom email workflows to automate and streamline email management. Users can define rules and actions to automatically categorize, prioritize, and organize incoming emails. Additionally, custom email templates can be created to standardize responses and save time.

Start a team chat to keep your team on the same page: Sortd for Sales includes a team chat feature that facilitates communication and collaboration among team members. Users can initiate team chats directly within Sortd, simplifying discussions on tasks, projects, and client-related matters. This feature aims to ensure alignment and efficient teamwork.

Integrate Sortd with Google Workspace and 3,000+ apps with Zapier: Sortd for Sales seamlessly integrates with Google Workspace, allowing users to connect their Gmail and other Google apps effortlessly. Furthermore, it integrates with Zapier, enabling users to connect Sortd with over 3,000 other apps and automate workflows, thereby enhancing productivity and streamlining processes.