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hello@clients@

Every client request, owned and on time.

Agencies and service teams live in client email. Sortd puts each request on a shared board with an owner, a status and a due date, so account managers, delivery teams and leadership all see the same picture.

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Clients · hello@4 clients · 16 requests
MessagesBoardTableDeadline
Request4
Homepage copy changes · Brightline
BrightlineS
due Fri
Campaign brief · Keystone
KeystoneA
scope by Mon
Scoped3
Q4 retainer hours
12 hM
approve Wed
In progress6
Logo refresh · Acme
AcmeJ
review Tue
Client review3
Proposal v3 · Northwind
SentA
since Mon
Sound familiar?

Where client work slips through

Requests hide in personal inboxes

A client emails their account manager directly, and the delivery team hears about it late.

Status updates take too long

Working out where every request stands means asking around before each client call.

Leave and handovers hurt

When someone is out, their clients’ threads are invisible to the rest of the team.

How it works

A client workspace your whole team can see

▦

A board per client

Or one board for every client with a Client field. Either way, every request is visible.

◷

Owners and due dates

Each request has one owner and a deadline the client can rely on.

→

Full history for cover

Anyone covering a client sees the whole thread, even if they were never copied.

@

Notes on the thread

Discuss a request with @mentions on the email itself instead of starting a side chat.

Add AI when you’re ready

Let AI keep clients updated. Your team owns the relationship.

AvailableFrom Essentials

Sortd AI · Smart Status

Smart Status shows which clients are waiting on a reply. On Business, sentiment detection flags a client who’s getting frustrated.

See Sortd AI features →
BusinessAPI + MCP · connect any agent

Put Claude, ChatGPT or your own agent on hello@

Your agent
  • Summarises long client threads
  • Drafts weekly status updates from the board
  • Chases clients for approvals and assets
Your team
  • Owns every client conversation
  • Reviews updates before they go out
  • Decides scope, price and priorities
See AI agent use cases →
Get started

Set up in minutes.

Set up your client board

Create the board once with lanes and fields like these. Rename anything later.

RequestScopedIn progressClient reviewDelivered+ Client+ Project+ Hours
FAQ

Agencies & Client Service in Gmail: common questions

How do agencies manage client emails in Gmail?

With Sortd, client emails go onto a shared board with an owner, a status and a due date. The team sees every request and its full thread, so nothing depends on one person’s inbox.

Can clients see our board?

No. Boards are internal to your team. Clients keep emailing you as usual and get replies from your own address.

Can we track retainer hours?

Yes. Add a number field such as Hours or Estimate to every card and review it across clients in Table view.

Does it work if each account manager has their own inbox?

Yes. People can drag threads from their own Gmail onto a shared client board, and teammates on that board see the full conversation.

Comparing tools? Sortd vs Front · Sortd vs Gmelius · Sortd vs Drag

Use cases

More ways teams use Sortd

Give every client request an owner.

Free to start. About two minutes to set up, inside Gmail.