Name: Sortd for Sales
Price: 2 USD
Author: Sortd

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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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.

Easy Task and Pipeline Management: Many users have found Sortd to be a convenient tool for managing tasks and pipeline activities within the Gmail platform. They appreciate how it simplifies their workflow, allowing them to easily handle a large volume of emails, especially leads that need to be converted.

Seamless Integration with Gmail: Sortd's seamless integration with Gmail is praised by several users. They enjoy the ability to work within the familiar Gmail user experience while benefiting from Sortd's customization options. Some even find Sortd's interface so appealing that they prefer using it over the standard Gmail inbox.

Efficient Email Organization: A common positive aspect mentioned by reviewers is Sortd's ability to sort and organize a cluttered inbox. Users find it helpful for keeping track of important emails, preventing them from being forgotten or overlooked. Additionally, Sortd's clean and attractive design, along with its drag-and-drop functionality, allows users to efficiently organize inboxes, notes, and tasks according to their needs.

Slow response times and lack of stability: Several users have expressed frustration with the slow response times of Sortd for Sales and believe that the software has not improved in terms of stability since 2019. They have encountered delays when trying to perform various tasks, which hinders their productivity and overall experience.

Issues with setup and integration: Some users have encountered problems during the setup process and linking Sortd for Sales with their Gmail account. They have specifically mentioned issues with attachments not being separated from messages, resulting in unnecessary storage volume. This can be frustrating for users who rely on efficient email management.

Lack of certain features: Users have noted that Sortd for Sales lacks certain features that they find essential for effective task management. For example, some users would like the ability to move tasks between boards, while others desire more formatting options to distinguish and prioritize tasks. The absence of these features limits the flexibility and customization potential of the software.

Sortd for Sales has emerged as a reliable tool that allows users to efficiently organize and manage their sales process directly within Gmail. Users have found it to be a tremendous time-saver, providing an additional layer of task management and organization. It integrates seamlessly with Gmail, allowing administrators to toggle between the two without needing to learn a new system. Sortd's ability to keep emails organized and prevent them from getting lost in the inbox has provided users with peace of mind. Moreover, the software offers a clear overview of workflow, enabling users to easily prioritize and track important tasks. When used in small team workflows, Sortd has proven to improve efficiency, offering a simpler alternative to more complex systems like Trello boards. Some users have praised Sortd as the best email management app they have used, appreciating its built-in email tracking feature that saves them money by eliminating the need for another subscription. While there have been some recent issues with the product, leading to slow support and causing some users to abandon it, others still find it acceptable for a free trial and continue to rely on its functionality. Overall, Sortd for Sales provides value by streamlining sales processes and enhancing task management within Gmail.

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What is Sortd for Sales?