Businesses thrive on relationships, yet they're often neglected, overlooking valuable old connections. Sortd combines the philosophy of relationship science with AI-driven insights, ensuring every past connection is a present opportunity.
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Automate the re-engagement process with Relationship AI, ensuring no relationship is left behind.
Avoid the pain of losing vital relationships due to staff changes. Ensure continuity. Stay ahead, stay connected.
Smooth handover of relationships when salespeople quit, safeguarding against the real risk of salespeople taking your hard-earned customers to a competitor.
Our automated handover system ensures a smooth transition, maintaining client trust and service continuity.
Stay ahead of potential relationship rifts. Strategic insights for VPs of Sales, Account Managers, and CEOs to refine client relations and enhance efficiency.
Monitor customer health trends across various stages, from budding prospects to long-standing clients. Prioritize renewals, identify upselling and expansion opportunities, and revisit qualified leads that haven't yet converted.
Automatically generated sales and customer reports to give your managers more oversight with no manual entry and time wasted on admin.
With a wealth of data at your fingertips, you can effectively lead and coach your team, ensuring they prioritize high-impact customers and activities. By focusing on what truly matters and sidestepping low-yield tasks, you empower your team to achieve optimal results and maximize their return on effort.