An uncomplicated, easy to use CRM for professionals & teams using Gmail/G-Suite. You’re working your leads & dealing with customers in email anyway - manage it all visually, with practically no additional effort.
A Trello-style sales pipeline, follow-up reminders & sales reports right in Gmail help you see your opportunities clearly & close more.
I used Sortd for 6 months before tryshift.com and Shift launched on Product Hunt. The product is solid and did what I wanted for my mailbox. I so wish I could have it inside Shift today, but we can't for whatever reason.
Try this out, it is worth it and made a big difference in my daily workflow. I will use it again when Shift allows such things.
Pros:Wayne the Co-Founder is very nice and responds to email quickly
Cons:Does not work inside of Shift which is where my Gmail lives
Saves me a bunch of time and keeps me on track with daily and future tasks
Pros:Saves me a bunch of time!
Cons:Cant change background/skin colour
Just do it already :-)
Pros:Great email organisation across your whole team!
Cons:None
Sortd is a great tool
Pros:Easy, a great organizational tool, the ability to add notes and reminders.
Cons:not as pretty as I would like; search function
I really like this product to follow my sales and leads, especially when tied in with the rest of the swimlanes I can have for other project work in Sortd. There's some improvement needed for analytics (seeing trends and making predictions on your actual conversions), and the contacts list is functional but basic. Both these areas are being worked on, and not deal breakers for my small business. And compared to other CRMs, having it all in my Gmail makes it much easier to keep everything up to date, and visible daily.
It compares very favourably to Hubspot CRM. Both in terms of functionality and pricing.
Pros:Works well to have a simple sales tracking software
Cons:Needs better analytics and contacts db (being worked on)
Have used any tools like Sortd, but Sortd is the best i have found.
Pros:many many
Cons:none
Nothing to add, even the free version does a great job
Pros:Great way to turn your inbox into a Kanban style board! Create tasks right from emails!
Cons:Can't see any
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