Sortly

Avantages

The customer support team at Sortly takes the most hands-on approach out of any other CRM software we have seen. They value their user's opinions and prioritize consistent updates and additional features to their product.

Inconvénients

The integration to bookkeeping software is a little cumbersome because it is a one-way communication channel and only one document can be uploaded at a time.

Avantages

Sortly is very easy to use. Support really listens to requests for enhancements and implements changes quickly. There are so many different ways to use this app.

Inconvénients

We have been using Sortly for over a year and find minimal issues, and when we do, they are quickly addressed. One thing we would like is to have more available users in the Ultra package. We could utilize more of the features available within the app if more of our employees had a login and access to the app.

Avantages

Easy to create folders and items, easy to change quantities, app makes it simple to teach others, reporting is robust.

Inconvénients

Too many features that we don't use. This is especially frustrating when we have to then pay extra for features that will never be helpful to us. Enterprise edition should be an a la carte situation. We recently had to drop to Premium from Enterprise due to an exorbitant price hike of over 77%. That is an untenable change in price. Seeing as this was only our first year with Sortly, we can no longer feel secure that we won't be hit by another surprise price hike down the line, and will begin looking for alternatives as soon as possible.

Avantages

Sortly is a fantastic product! It's web-based which means I don't have to worry about getting a program loaded onto other users' machines; they can simply login. It has been very easy to upload items using a bulk file, but it's also easy to edit them if I didn't have all the information in my initial bulk file. The creation of labels and label printing is very user-friendly. I like the fact that I can choose where to start my labels on a label page so that I'm not wasting label sheets but I'm getting the most out of them.

Inconvénients

I'll preface this by saying I'm fairly new to Sortly but I already have nearly 600 items added to my database so I've gotten a fair amount of use of this product in the last few months, however, there may be features that I'm just not good at that may alleviate my issues (but I haven't found them).
Three things...
1) There needs to be a better 'transactional' procedure for me to "checkout" items to employees from our inventory that I know they are not bringing back. I know that I can move them to a separate file for tracking but I want the peace of mind to know that they are out of my system completely and not involved in any sort of my inventory count.
2) I would like the ability to further customize my labels. I need mainly barcodes on the labels but there are only two sizes offered for them which means I have to print out a qr code label with all the pertinent information on it, then add a barcode. I know they both scan the same but I have barcode scanners that I need to use so a barcode has to be on there.
3) I have my inventory listed in 'sections' so I would like to see a feature where I could print off an inventory checklist for someone to count an individual section and report back so that I can make adjustments.

Avantages

Easy to use for first time user. Helps inventory tracking for everyone in our company can see where and when/where things get delivered. Showing the rest of my team how to use the app really helped on tracking items down if I wasn't available to answer right away. The Sortly team always seems to be adding new features to help improve the app.

Inconvénients

Can't just drag and drop files to folders. need more than 8 pics to add to a folder.
In the phone app, I can't seem to open attached Emails in a folder but from the computer I can. Would be nice to attach more than 3 PDFs to a folder also.

Avantages

Our favorite function that Sortly offers is the ability to review reports across all functions from inventory levels to user activity. When mistakes are made, we are able to see exactly where, and not let things fall through the cracks. Being able to backdate on that is huge for us. The ability to organize is also key, my team & I appreciate the folder/subfolder setup, and the integration with other software. We also love the ability to add photos, this makes it very easy for people of all knowledge levels to find what they're looking for.

Inconvénients

We are not able to make changes to the unit after an item has been created, nor are we able to add variations to an existing item if not done initially during the creation of an item. These are our 2 quarrels at this time that we would love to see fixed.

Avantages

Sortly has allowed us to get control of our inventory and increase workflow in the field.

Inconvénients

The learning process for old timers is a little cumbersome....

Avantages

Photo capability, Unique ID system, cloning ability, editability.

Inconvénients

I want to print an entire inventory report and can't seem to get that done. I also have redundant photos which I would like to drag into another record but can't. Lastly, I would like this to be available offline when I'm disconnected.

Avantages

Being able to move items from one folder to another, simulating actual locations.

Inconvénients

The inability to not duplicate items based on the name, the pick list does not create reservations from the available inventory. Not being able to count inventory (cycle count) with predetermined fields and history of the count - the only way I have found to do a count is to insert a custom field and then delete it when I am finished with the count.

Avantages

Gives me the ability to track every item from receiving to consumption within an organization containing 9 locations.

Inconvénients

The learning curve is a bit steep. I am still trying to learn if or how to determine dollar values of use per location.

Alternatives envisagées 

Pourquoi passer à Sortly

Avantages

I love that you can print the labels with whatever specifications you need. The photo option is fantastic. I like that is allows custom fields for things like expriy dates or theme names and IDs. There is so much customization within this software it is wonderful. Very easy to use. Ability to categorize items between different bins or locations.

Inconvénients

manual setup, but that also comes with having things so customizable. I wish it integrated with Shopify better or Stalion shipping station.

Avantages

Its cost and being internet based so my team can view levels of inv offsite and remotely in real-time without a large outlay of IT for an ERP system

Inconvénients

Ease of use. Specificaly drives me nuts that i have to upgrade to save only 4!!! again upgrade licensing to be able to save only 4! reports. That is insane to me in 2024. Also that the user activity summary function is only included in premium. That is a core feature in my mind but I'm the the CEO so....

Avantages

I really enjoy how easy the app is to use because I do not have to spend much time training other staff members to use it. The Inventory Management and Control aspects of sortly are really what makes the app so worth using though.

Inconvénients

I do not like the group items feature that has been included. My items used to stay grouped together, and now I have to click the button every time to get them to group back together.

Avantages

I like how user-friendly the mobile app is for my employees when scanning in and out products. I also like how easy it is to create QR codes for multiple products, as well as the current bulk actions like adding tags, prices, etc. I also like the ability to add different users on one account so that I may have different devices set to scan products in my facility.

Inconvénients

I do not like that there is no automatic integration feature to upload my inventory to different Sales Channels like Shopify, eBay, Amazon, Walmart, and Etsy. Manually importing and exporting data becomes tedious and time-consuming. I also do not like that I cannot track which of my employees are scanning products. I would prefer if Sortly would track and report the times and devices from which products are scanned, so that if something is incorrect I can address it directly. I think the navigation between product folders and variations could be more streamline with less clicks when navigating on a desk top. I also would like for there to be more bulk editing actions, like bulk editing SKUs and Manufacturer Part Numbers instead of individually clicking and editing each variation. That is insanely time consuming when our catalog is extensive.

Avantages

Sortly is very easy to set up and organize. It is designed well enough to continue to scale as our company grows. Not to mention the price is a fraction of other competitors.

Inconvénients

Honestly I do not really have a dislike. If I had to nit pick I would say the GUI is a little blah but this is not client facing and we really don't need it to look amazing, we need it to perform amazing..... It does!

Avantages

I like the ability to have many options in describing items. I also like how the hierarchy builds within folders and how you are able to narrow down searches and filtering. I also like that when items are rmoved from inventory - you have reasons you can assign like sold, broke, etc. You can also use your iphone as a scanner and all is in real time.

Inconvénients

Reporting is a bit clunky. Thtere is no glossary available for the reports so I usually end up exporting all data nad cutting it down. It would be nive if the system could offer pre-defined templates based on your inventory history and business.

Avantages

I like how thorough it is without being a full ERP or WMS. The price is right, and the learning curve slopes gently while still having deeper functionality available for those who want it.

Inconvénients

It's a bit clunky and takes a while to load sometimes, especially when using a mobile device. I would like more features for adjusting all locations of a product, and to customize what happens when I move all quantity of a SKU out of a particular folder and into another.

Avantages

I liked that is was easily accessible on all plate forms from tablets, phones, and/or your computer.

Inconvénients

No Drop down boxes. I had to learn the system on my own. We were only shown how to do things by videos.

Avantages

Sortly is incredibly easy to use. We love having mobile access and the ability to export our data. The feature to generate QR code labels makes scanning products a breeze, and adding photos ensures we always have the right product.

Inconvénients

We wish the QuickBooks Online integration was available for the lower pricing plan tiers since we are a smaller company, but we still use QuickBooks.

Avantages

Allows tracking of product from production facility to end-user that supports our inventory management, but also in the foundation of one of our critical stewardship activities.
Our certified distributors have access to their own inventory and sales information with a firewall across users, while overviews across distributors is critical for the administrator.

Inconvénients

No real issues with use. Customized report generation for individual users in isolation from overall administrative views would be a desired feature.

Avantages

I love the ability to scan and update using a hand held scanner or the phone. Sortly has changed so much for us. We can now make accurate predictions about costs going forward as well as project costs related to expansion activities. A real godsend

Inconvénients

I wasn't crazy about the setup for creating and using bar codes. Maybe with some practice and some tweaks it will be more effective for me but I haven't had a chance. Having the ability to print a sheet of different barcodes would be the most beneficial. If you have to put different labels on multiple products but you only have avery labels for copier. That would make things alot smoother.

Avantages

I searched high and low for a program like this one. Currently we're on the "advanced plan" and this fulfills all our needs at this moment. I like the custom fields you can create. I made "location", "expires on" and "last check" because we have to uphold our ISO9001 standard.
Another helpful trick is you can add pictures and "variations" of an item. For example: gloves. You can add "non sterile gloves" and sub them in size or color if you would want that. That way you don't clutter your inventory and if you type "gloves" you get them all at once.
Another big one for me are the stats you can check. Which items have a high flow? Do I need to adjust stock? (You can also set alerts btw, so you don't run out of important items).
Higher plans give more features off course, but for the moment Sortly does what needs to be done for us. In the near future I'm planning on using QR/barcodes for easy IN/OUT.

Inconvénients

At times the adjustments to stock take a few agonizing seconds to long to go through. Also using my smartphone in the stockroom is less user friendly. That's also the main reason for me to start using QR/barcodes.
Not really a con but more something that's not included in my current plan is: I only have 2 seats. So only me and a collegue can adjust inventory. Upgrading just for this isn't an option so we deal with it.

Avantages

How easy it was to scan barcodes and look up items and then modify the items to match our products. Being able to use Tablets and personal devices to install the app to be able to check inventory.

Inconvénients

We do with there was a better way to add and remove items from the inventory. We are still new to using the program but wish there was a quick way to scan a barcode to have it decrease inventory by one when someone takes an item.

Avantages

I´ve been using sortly for almost 4 years now, and it was a game changer to my company. I always give feedbacks because i know you guys always pay attention to them and through the years you have been always improving the app.

Inconvénients

We struggle a bit with the mobile app and also I don´t know how to track sales. How to instead of moving to a folder that i call "sold items" i can actually press a button that says that it was sold? im asking this because i would love to have automatic reports instead of doing them by myself.

Avantages

Ease of search function especially mobile. Easy to update inventory.

Inconvénients

Most new features (Ex: PO generation) are locked in higher paid plans. As a Advanced plan user Sortly is very well priced compared to its competition. But getting an Ultra plan to unlock pretty basic features make it uncompetitive.

Alternatives envisagées 

Pourquoi choisir Sortly 

Pourquoi passer à Sortly