Sortd CRM for Gmail

Sales boards and deal stages inside Gmail

Sortd CRM for Gmail puts email and task boards inside your inbox. Choose Business for deals, contacts, companies and sales reports. Starter and Essentials focus on email and task management.

Sortd visual email and task boards inside Gmail from the official Chrome extension listing

What is Sortd?

Turn an email into a card on a shared board, then give it an owner, deadline and next step. Add standalone tasks when a customer request creates work beyond replying.

Business adds sales stages, deal values and shared customer records. Import contacts from CSV and export contacts or sales reports to a spreadsheet.

Sortd interface languages

Who it suits

Gmail teams sharing email and task boards
Small sales teams that want deals and customer records in Gmail

Shared inbox

Shared boards keep each conversation with its owner and status. A teammate taking over a deal can read its email history.

Projects

Mix email cards and standalone tasks on project boards. Add deadlines and track progress with the team.

Sales pipelines

Business includes deals with stages and values, contacts, companies and sales reports. Export contacts or reports to a spreadsheet when you need to work with the data elsewhere.

How Sortd works with Gmail

The browser extension adds boards to Gmail. Drag a conversation into a lane, assign it and set the next action. Teammates can read the linked conversation history when taking over a deal.

New inbox and sent messages update Sortd's boards and automations while the mailbox is connected.

Getting started

Install Sortd from its official Chrome listing and connect Gmail. Create a personal or shared board for the work you want to track.
Choose Business for deals and customer records, then use the Sales & CRM template. Adjust its stages and fields to match your sales process.
Assign a conversation, add a deadline and check it in the day planner. Install the Gmail mobile add-on separately to add work from an open email on your phone.

Sortd features

31 parameters · 8 groups

Accounts

Personal Gmail Support for a personal Gmail account, not only a Google Workspace organization.: Available
Personal Gmail and Google Workspace have different sending limits and feature requirements.
Google Workspace Support for Google Workspace Gmail accounts; administrator approval may be required.: Available

Customer records

Contacts Create and maintain CRM records for individual people.: Plan-dependent
Shared CRM contacts require Business.
Companies Store company information and link it to customer work through company records or fields on contacts.: Plan-dependent
Shared company records require Business.
Custom fields User-defined fields on CRM records, beyond changing a layout or renaming a status.: Plan-dependent
Essentials and above include basic custom fields. Advanced fields require Business.
Contact sync Keep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync.: Not verified
Ongoing synchronization with Google Contacts was not verified.

Work management

Sales pipelines Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.: Plan-dependent
Dedicated CRM sales pipelines require Business.
Deals Track sales opportunities with a status or stage. This includes projects used to manage deals.: Plan-dependent
Business includes sales deals with stages and values.
Projects Manage projects through dedicated records or workflows beyond tracking a sales opportunity.: Available
Tasks Create actionable tasks with an owner, status or due date.: Available
Notes Save internal notes associated with a contact, email or CRM record.: Available
Files Find, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email.: Plan-dependent
Essentials and above include Drive Uploads. Google Drive attachments and a File custom-field type are documented. Separate Sortd-hosted file storage and its quotas were not verified.
Web capture Save a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count.: Not verified
Sortd creates task cards from email and supports standalone tasks. Direct browser capture of a webpage URL, selected text or page area into those tasks or notes was not verified.
Reminders Date-based or message-triggered reminders for a follow-up or task.: Available
Calendar sync Keep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync.: Plan-dependent
Essentials and above show Google Calendar items in the day planner. Updates back to Google Calendar were not verified.

Email

Email linking Associate or log email conversations with a contact, project or CRM record.: Available
Email sync Automatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization.: Available
Inbox and sent messages update Sortd boards and automations while the mailbox is connected.
Email tracking Track email opens, link clicks or both.: Plan-dependent
Requires Essentials or above.
Email templates Reusable email message templates or snippets.: Plan-dependent
Shared templates require Essentials or above.
Mail merge Send personalized email to multiple contacts from one campaign or bulk-send workflow.: Not verified
Uses Gmail's native mail merge, with Google's account requirements and sending limits.
Email scheduling Schedule an outgoing email for a future send time.: Not verified
Email sequences Send a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence.: Not verified

Collaboration

Shared inbox A shared email workspace where multiple people handle the same conversations.: Available
Team assignment Assign customer work, records, tasks or conversations to another team member.: Available

Automation

Workflow automation Use configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation.: Available

Data

Reporting Built-in CRM reporting or dashboards, including documented statistics views.: Plan-dependent
Sales reports require Business.
Data import Import CRM records from a file or another supported data source.: Plan-dependent
CRM contact imports require Business.
Data export Export CRM records or reports to a downloadable file.: Plan-dependent
Business supports exporting contacts and sales reports to a spreadsheet.
API access Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.: Plan-dependent
API and MCP access require Business.

Mobile

Mobile CRM Officially supported CRM access through a mobile app or mobile web interface.: Available
Gmail mobile CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.: Available
The Gmail add-on can add tasks, reminders and sales deals to existing boards. It provides only part of the desktop functionality.

Pricing and plan requirements

Business plan

$22/user /month

Business · Billed yearly · CRM featuresFree trial available

View pricing

What to check before choosing

Starter allows up to ten users, two shared mailboxes, five shared boards and six months of history. Essentials adds tracking, templates, basic custom fields and calendar integration. Business adds CRM and unlimited history.
The Gmail mobile add-on can add tasks, reminders and sales deals to existing boards, but cannot display the lists. Sortd also has a separate mobile app.
Mail merge uses Gmail's native feature and account requirements. The day planner displays Google Calendar items; updates back to Google Calendar were not verified.

Sortd: common questions

Which Sortd plan includes the CRM?

Business includes CRM pipelines, the team contact manager and data export at $22 per user per month billed annually. Starter and Essentials focus on email and task management.

Can I use Sortd inside Gmail on my phone?

Yes. The Gmail mobile add-on lets you add tasks, reminders and deals to existing boards from an email. To view and manage boards on your phone, use the separate Sortd mobile app.

Does Sortd have a permanent free CRM plan?

The pricing page lists paid Starter, Essentials and Business plans with a trial. It does not list a permanent Free CRM tier. Deals and customer records require Business.

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