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