Getting Started

What is Sortd?
Sortd is an all-in-one Sales, Service and Task tracking app for Gmail Teams. It allows you to effortlessly manage your emails, customers, tasks and workflow...
Mon, 7 Jun, 2021 at 11:46 AM
Videos and how to guides ▶️
General overview videos Solo use overview Team use overview Sales overview Video walk-throughs and how-to guides How do I invite my team? Ho...
Mon, 24 Aug, 2020 at 9:36 PM
How much does Sortd cost?
Please see How do the Various Pricing Plans work?
Mon, 29 Jan, 2018 at 1:42 PM
Understanding Sortd Subscriptions and Billing
In order to understand how Sortd billing works, one first needs to understand some key concepts within Sortd. Teams Sortd groups users into Teams. Team...
Tue, 3 Aug, 2021 at 1:27 PM
What is my Personal Board?
Everyone who signs up for Sortd gets their own free Personal Board (a set of lists) that only they can see and use even if they are part of a Team using Sor...
Tue, 29 May, 2018 at 1:29 PM
What is a Template Board?
A Template Board is a standard board in Sortd with pre-defined list names and custom fields, to provide an example of the many ways in which Sortd can be us...
Wed, 30 Jun, 2021 at 3:51 PM
Why does Sortd need permission to read and modify my email?
When you sign up for Sortd it asks you for permission to your email. Why does Sortd need permissions to your mail? Sortd displays it's own ve...
Fri, 15 Feb, 2019 at 1:29 PM
What can Sortd do with my data?
At Sortd we take your privacy very seriously!  It's not in any way our intention to share your data with anyone. We need access to your email data pure...
Mon, 14 May, 2018 at 11:54 AM
How can I revoke Sortd's permission to access my email?
You can revoke the Sortd's permission to access your email any time you want. Once you do that, it has the exact opposite effect of what you did when y...
Thu, 17 May, 2018 at 11:49 AM
I can't get Sortd working, what should I do?
To revoke permissions go to the following URL https://www.google.com/settings/security when you are logged into your Google email account and select the “Co...
Mon, 14 May, 2018 at 11:40 AM