➜ Sales and activity reports give you a quick and understandable insights into your sales pipeline and what needs attention. Each deal card has its own notes, reminders and activity tracking. ➜ Deal cards can be moved through your sales pipeline. They will come back into your Inbox at a later time for you to deal with. ➜ Snooze important emails that you don’t need to deal with right away. ➜ Set follow-up reminders for both Tasks and Emails. ➜ Tasks and emails in one workspace so you can plan your day the way you want to right from your email Inbox. ➜ Rename the email subject - enough said. ➜ Notes for each of your contacts so you can see a history of every interaction with customers and prospective customers (notes come up every time you open any email from a particular contact). ➜ Email open tracking to know when your emails are read. ➜ Trello-style Kanban boards with customizable list names. ➜ Live chat for every email conversation to discuss client needs and issues with your team. ➜ Share email in a collaborative workspace designed for you and your team to get stuff done. ➜ Transform your Gmail interface into a powerful organizer and Workflow management tool. Ideal for teams and businesses looking for a simple, cost effective, powerful solution for crucial functions like sales, account management and customer support - right inside Gmail. Account management (delight your customers by being on top of your game). Collaborate with your team, assign tasks and manage projects. Manage your hiring process and tracking applicants through your process. Build sales relationships and manage your sales pipeline without the need for a bloated CRM. Sortd is great for managing anything you do a lot of in Gmail. No more looking for information in multiple systems - with Sortd everything is organized, and accessible, in an app that you are already using. Everyone now has a single version of the truth and your team can be better aligned than ever. Your entire team can now easily see who's working on what, with a transparent view of both email conversations and team tasks in the same place. You spend your time in your email – get rid of the separate systems and hacky spreadsheets you use to keep track of work and use Sortd instead! Streamline processes and manage remote work with ease. Organize email communication with customers, follow-ups with suppliers, and plan and manage projects - with ONE simple tool in Gmail that gives you and your entire team complete visibility over the status of work, and keeps everyone aligned. Close more deals, manage projects and get more done as a team - right from Gmail!ĭeliver an exceptional service experience for your customers - increased efficiency, no more emails slipping through the cracks, and faster turnaround times. Sortd for Gmail is a is a simple, lightweight add-on for Gmail that will transform your email into organized lists to help you grow your business. Visual boards right in Gmail to share, assign and track emails. All-in-one Sales, Service, Help Desk & Task Manager for Gmail teams.
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