Sortd

Name: Sortd — Download page. Sales, service, and project management in Gmail
Availability: InStock
Rating: 5 (1 reviews)
Author: Sortd Inc.

Sortd — Free Download. Sales, service, and project management in Gmail

Sortd is an add-on for Gmail that transforms the inbox into a visual workspace for teams. It organizes emails, tasks, and projects on Kanban-style boards within Gmail, allowing you to delegate work, track progress, and collaborate without switching applications. It is designed for roles such as sales management, customer service, and project tracking.

★★★★★

5.0(1 ratings)

Download Sortd (Official links)

File size: 8.72 MB

The latest version of Sortd is: 2.4.462.14791

Operating system: Windows, Android, iOS

Languages: English

Developer: Sortd Inc.

Price: $0.00 USD

Visual workspace and Kanban boards. Sortd replaces Gmail's linear interface with a customizable visual workspace based on columns and cards. Users can rename lists, add as many as they need, and reorganize items by dragging and dropping. This system makes it possible to visualize the status of each email or task, from "To Do" to "Done," facilitating workflow management.
Delegation and task assignment. This feature allows you to delegate emails and tasks to team members with a single click. Each item can be assigned to a specific person, creating clarity on responsibility and accountability. This eliminates the need for mass email forwarding and ensures nothing is overlooked in shared mailboxes like sales@ or support@.
Contextual team chat. Sortd incorporates a chat system alongside any email thread or task. Team members can discuss client needs or internal issues in context, using mentions (@) to direct comments. This centralized communication avoids the use of external tools and keeps the discussion history linked to the relevant work.
Email open tracking. The tool notifies the user when a sent email has been opened by the recipient. This functionality provides a level of confirmation similar to the double tick seen in messaging apps, useful for sales and client follow-ups where response time is important.
Notes and next steps for emails. Users can add private notes and define next steps for any email converted into a card. These notes remain linked to the contact, appearing every time an email from that person is opened, which builds a history of interactions and context valuable for sales or support.
Reminders and due dates. It is possible to set reminders for both emails and manually created tasks. Due dates add deadlines to work, and the system notifies you when tasks are overdue. Emails can also be snoozed to return to the inbox at a designated later time.
Contact management and sales CRM. Sortd functions as a lightweight CRM, allowing you to manage contacts shared with the team and build a customer database. "Deal cards" can be moved through a customizable sales pipeline, each with its own notes, reminders, and activity tracking.
Multiple views: Table, Date, and Daily Planner. In addition to the Kanban view, work can be visualized in a Table view, similar to a spreadsheet, for quickly editing multiple fields. The Date view allows for planning tasks on a timeline alongside the calendar, and the Daily Planner offers an overview of pending tasks for the day.
Integrations. Sortd integrates with Google Calendar to visualize work alongside meetings. It also connects with Google Drive to attach files to cards and, through Zapier, with over 2000 external applications like Google Sheets or Trello.
Shared team mailboxes. The feature is designed to manage group mailboxes like info@ or support@ without confusion. It coordinates team work in these mailboxes by eliminating the need for CC, BCC, or email forwarding, and allows you to clearly see who is responsible for replying to each incoming message.
Templates and template gallery. Users can create email templates and reusable snippets to maintain consistent communication and save time. A board template gallery allows for quick starts with predefined workflows for sales, operations, or finance.
Sales and activity reports. Sortd generates reports on the sales pipeline and team performance. These reports provide insight into which areas need attention, offering understandable metrics on progress and activity.
Google security and approval. The add-on has been officially audited and approved by a security and compliance firm designated by Google. This approval verifies that the application handles user data according to the security and privacy standards required for integrations with Gmail and Google Workspace.

The development of Sortd began as a beta extension for Chrome, highlighted in productivity publications from 2014 for its ability to turn Gmail into a visual task manager. The developing company is Sortd Inc. Although specific information about the exact year of founding and the programming languages used in development is not available in the consulted results, the evolution of its features shows a transition from an individual email organization tool to a comprehensive collaboration and workflow management platform for teams within Gmail.

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