Product Overview of Sortd
Sortd is a powerful Gmail add-on designed to transform your email inbox into a comprehensive management tool, enhancing productivity and efficiency for individuals and teams. Here’s a detailed look at what Sortd does and its key features.
What Sortd Does
Sortd integrates seamlessly with Gmail and Google Workspace, converting your email interface into an all-in-one task, project, and sales management platform. It aims to streamline your workflow by bringing various management functions directly into your inbox, eliminating the need to switch between multiple tabs and tools.
Key Features and Functionality
Visual and Customizable Workspace
Sortd allows you to create a visual and customizable workspace that fits your email workflow. You can change list names, add multiple lists, and use drag-and-drop functionality to reorder items. This includes the ability to group related emails together into a single card for better organization.
Task and Project Management
- Kanban Boards: Sortd features Trello-style Kanban boards where you can visualize your work in different stages, limiting work-in-progress and maximizing efficiency.
- Date View: Plan unscheduled tasks or emails on a timeline alongside your calendar.
- Table View: Convert your work into a spreadsheet for quick navigation and editing without opening each item individually.
Team Collaboration and Management
- Delegation Tools: Assign cards to collaborators, providing a clear view of the process and enhancing team accountability.
- Shared Workspaces: Create shared workspaces that can be accessed by your team, ensuring everyone is aligned and on the same page.
- Contextual Team Chat: Engage in team chats directly within email threads for better communication.
Sales and Customer Management
- Sales Pipelines: Build and manage sales pipelines, tracking deals from start to close. Each deal card includes notes, reminders, and activity tracking.
- Customer Relationship Management: Manage customer interactions with notes and follow-up flags, helping you stay on top of customer relationships.
- Shared Team Contacts: Build a customer database as you work on deals directly within Gmail.
Time Management and Reminders
- Follow-up Reminders: Set reminders for both tasks and emails to ensure timely follow-ups.
- Email Open Tracking: Know when your emails are opened, helping you gauge the effectiveness of your communications.
- Snooze Emails: Temporarily remove important emails from your inbox to deal with them at a later time.
Customization and Reporting
- Custom Fields and Statuses: Adapt fields to your business needs with custom statuses, dropdowns, tags, and more.
- Color Coding: Use color coding for cards, status, and tags to get a clear view of important and urgent items.
- Performance Metrics: Access lightweight reports to understand team performance and export contacts to CSV for integration with other tools like MailChimp.
Security and Accessibility
- Security Compliance: Sortd is officially approved and vetted by a Google-appointed security audit and compliance firm.
- Mobile Access: Access and manage your tasks and emails directly from the Gmail mobile app.
In summary, Sortd is a versatile tool that enhances the functionality of your Gmail inbox, making it an efficient platform for task management, team collaboration, sales pipeline management, and customer relationship management. Its customizable and intuitive interface ensures that you can streamline your workflow and boost productivity without leaving your email environment.