Try Sortd for FREETry SortdLeads arrive by email and deals close by email. Sortd adds a lightweight CRM to Gmail: sales pipelines with deal values, shared contacts and sales reports, with every deal linked to its email thread. Nothing to copy into a separate CRM.
A prospect goes quiet and nobody notices until the deal has gone cold.
Copying emails into a separate CRM is the job nobody does, so the pipeline report is fiction by Friday.
When a lead moves from one rep to another, the history lives in someone else’s inbox.
Most shared-inbox tools for Gmail stop at assignment and statuses. Sortd adds the CRM layer a sales team needs, included on the Business plan.
Drag a thread onto the pipeline and it becomes a deal, with the whole conversation, notes and reminders attached.
Your own stages on a shared board, with Won, Lost and Abandoned filters. Run one pipeline or several.
Every deal carries a value in your board’s currency, so you can see what’s sitting in each stage.
One contact list for the whole team, linked to the threads they belong to. Import existing contacts from a CSV.
Pipeline value by stage and what’s been won or lost, ready for the weekly sales meeting.
Export reports and contacts to a spreadsheet for deal tracking, forecasting or a board pack.
Each deal holds the email thread, the value, the stage, the owner and the next step. Anyone on the board can pick it up without asking for context.
Smart Status marks which prospects are waiting on a reply. On Business, urgency detection flags time-sensitive threads such as a contract deadline on Friday.
See Sortd AI features →One click sets up the pipeline, stages and deal fields. Rename anything later. The Sales & CRM template is on the Business plan.
“I recently outgrew the free version so I looked around to see if there was anything better on the market. There was not! I decided to pay for the service and am happy to do it.”
Josh L · Managing director · verified review
Yes. On the Business plan, Sortd includes a lightweight CRM inside Gmail: sales pipelines with deal values by stage, shared contacts and companies, and sales reports you can export to a spreadsheet. Every deal stays linked to its email thread.
For many teams that sell mostly by email, yes. Teams that need forecasting models, dialers or marketing automation usually keep a dedicated CRM and use Sortd for the email side of each deal.
Yes. Sales reports show deal values by stage and what’s been won or lost, in your board’s currency. Export them to a spreadsheet for deal tracking or forecasting.
Yes. When a thread is on a shared board, everyone on that board sees the full conversation from the first message, even if they were never copied.
No. Sortd is built for conversations your team runs from its own Gmail accounts. For high-volume cold outbound, a dedicated sending platform is a better fit.
Yes, under your rules. On Business, an agent connected through the Sortd API or MCP server can draft follow-ups when a next step is due. Sending needs a permission you grant, and reps see every draft on the pipeline.
Comparing tools? Sortd vs Streak · Sortd vs Gmelius · Sortd vs Drag
Free to start. About two minutes to set up, inside Gmail.
