Manage projects with one tool

You don’t have to shuffle between spreadsheets, email, and other tools to keep your projects on course. Track and manage everything—from day one to the deadline—with Sortd.

Client service made simple ... in Gmail

Give your clients a business-class service experience. Deliver together as a team and manage all communication in one place with total visibility.

Make every client feel special

Watch the demo video.

Build great customer experiences

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Manage client work

Track client requests

Deliver fast response times

Create team visibility

Manage key accounts

Build reliable processes

What is client service and account management software?

Provide your clients with a consistent and professional experience that shows your company's ability to deliver on time and on budget. Ensure that no customer requests fall through the cracks.  Assign team tasks and emails so that everyone knows what they’re responsible and who is getting back to the client.

Visualize client work on a Kanban board or visual Spreadsheet

Why do you need it?

Managing client requests and account management work is hard. Even harder if you don't use software or have work spread across too many tools. It's easy to lose track of all the moving pieces—and tough to stay up to date. That’s when things fall through the cracks. Use one tool to organize projects, make communication easy, and meet deadlines.

Manage client work with a human touch

Sortd powers both client service and account management team to operate faster and more efficiently, with shareable boards to manage everything for your clients.  Give customers the excellent experience without every leaving your email.

One workspace to manage your customer lifecycle

Outline all your client service and account managment goals. Invite key stakeholders to your work board and customize your workflow with column types to identify priorities, deadlines, costs, and more.

With Sortd, teams can ...

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Create detailed plans

Create shared project plans, with notes, reminders and customized processes, without wasting time on manual and repetitive tasks.

Share and delegate email

Share and delegate customer, partner and supplier emails ... without any cc's, bcc's or forwarded email.

Customize team workflows

Build custom team projects workflow in minutes without technical help

Key benefits of Sortd

One intuitive place to manage your Projects, Emails, To-do's, Customers, Suppliers and Teamwork ... right in GMAIL!

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Integrates perfectly with G Suite

Get up and running in seconds!