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Description
Transform the chaos of daily emails into streamlined workflows by managing your Email, Tasks, and Teamwork all within your Gmail Inbox. Sortd reimagines your Gmail experience into a vibrant workspace designed to enhance your productivity and make life easier. It operates on the most dependable platform available... your Inbox. While there are plenty of email applications out there, you already rely on Gmail, which is why Sortd was specifically developed to integrate seamlessly with it. Say goodbye to the hassle of switching between multiple apps throughout the day. Sortd Boards offer an ideal solution for emails that you typically mark as unread, enabling you to create as many boards as necessary to structure your work according to different contexts. Your Inbox was never intended to serve as a To-Do list, but with Sortd, you can start each day fresh, prioritize which emails to address, and tackle your tasks without distractions. Additionally, you can easily return tasks and emails to your Inbox when they require your attention or follow-up, ensuring that nothing slips through the cracks. This innovative approach helps you maintain focus and efficiency in your daily workflow.
Description
InboxCRM by AppEQ is an innovative Customer Success platform built natively into Gmail, designed to streamline CS workflows by eliminating the need to switch between multiple tools. Users can import accounts directly from their Gmail inbox and Calendar, while all email and meeting interactions are automatically logged to provide a comprehensive and unified view of customer health, usage metrics, and renewal risks. The platform’s real-time dashboards surface critical insights such as at-risk customers, engagement patterns, and potential upsell opportunities right within Gmail, reducing friction for teams. InboxCRM integrates effortlessly with major CRM systems including Salesforce, HubSpot, and Zoho, as well as with analytics, helpdesk, and collaboration platforms, ensuring seamless data flow. Role-based access and smart filtering help personalize the data view, allowing each team member to focus on what matters most. Features like automated alerts, customizable email templates, and one-click generation of QBR decks make customer success management more efficient and scalable. By centralizing customer success activities in Gmail, InboxCRM empowers teams to improve retention, identify growth opportunities, and enhance customer relationships. Overall, it offers a proactive, data-driven approach to managing customer success without disrupting existing workflows.
API Access
Has API
API Access
Has API
Integrations
Gmail
Adobe Marketo Engage
Chargebee
ClientSuccess
Freshdesk
Google Docs
Google Sheets
HubSpot Customer Platform
Khoros
Klient
Integrations
Gmail
Adobe Marketo Engage
Chargebee
ClientSuccess
Freshdesk
Google Docs
Google Sheets
HubSpot Customer Platform
Khoros
Klient
Pricing Details
$6 per month per user
Free Trial
Free Version
Pricing Details
$15/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Sortd
Founded
2017
Country
United States
Website
www.sortd.com
Vendor Details
Company Name
AppEQ.ai
Founded
2022
Country
India
Website
www.appeq.ai/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Management
Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting
Email Tracking
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management