Sortly

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Switching to Sortly

Pros

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

Cons

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.

Alternatives Considered

Reasons for Choosing Sortly

Switched From

Reasons for Switching to Sortly

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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

Cons

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

Pros

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

Cons

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.

Pros

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

Cons

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.

Pros

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

Cons

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 Considered

Reasons for Switching to Sortly

Pros

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.

Cons

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

Alternatives Considered

Reasons for Choosing Sortly

Switched From

Reasons for Switching to Sortly

Pros

We use Sortly for our small construction business and we're able to get both our admin and build staff to use the system with ease. It's visually easy to understand which is imperative for staff members that need quick answers for where they can find their project material for construction. There are custom fields that allow us to build information our around our company needs instead of trying to fit into a premade product.

Cons

My only negative feedback about Sortly is the limited pricing options. They seem to have too large of a jump in options. We have a larger inventory but we do not need any additional features that are available in the next step up for cost. We are limited to 2,000 entries and we need, approximately 500-1,000 more. The next step up provides 8,000 more entries (10,000 total) but it is 300% more expensive per year. We cannot justify the cost as a small company but we would gladly pay 50% more just to add another 500-1,000 entries.

Pros

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.

Cons

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.

Pros

The ability to search for a product multiple ways and upload pictures of the product. I also like being able to print a variety of reports and always seeing the total value of our inventory at a glance.

Cons

Not being able to list items in size order. There is also a lag time when updating quantities and adding photos.

Pros

The simplicity of adding and removing items from it. The ease of use was great when it came to logging information about our inventory. You can view the transactions and histories of items you have added and removed down to the exact minute. Great app overall

Cons

Some of the folder accessibility was limited. The "Search" bar can be spotty if you don't type the item's name in exactly as it is in the system.

Pros

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.

Cons

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.

Pros

The ability to use this program with a computer or phone app SEEMLESSLY. Adding/subtracting inventory is a snap. It is SO easy to set up.

Cons

Ability to print to more printer styles. Not enough availability for reference numbers and descriptions on labels. The print out needs to be better, so that more fields can be included on labels. That would make this program top notch.

Pros

I enjoyed how simple it is to use Sortly. I am to create specific locations for my inventory and keep track of items that need to be retired or restocked. The team I work with also found the Sortly app easy to use and the web version was instrumental in helping us restructure our equipment warehouse and processes.

Cons

I would love to have an option to scan each item into the system. As it is right now I can scan a bar code but then have to manually enter the units or amounts that we are intaking. I would prefer to be able to scan the item's barcode and have the app update quantities. This will make the process a lot smoother and more effective.

It would also be a great advantage to be able to use our own equipment (item) numbers instead of the ones generated by Sortly. This would make it easier to crossreference our inventory system with our internal documents.

Pros

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.

Cons

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.

Pros

I really like that it’s user-friendly. Mobile, items are searchable and easy to notate exactly what is needed.

Cons

Sometimes it glitches and says that my password is incorrect or it’s loading and I have to log completely out and log back in

Pros

Ease of use, the ability to add pictures, and add custom fields to meet the specific needs of my organization.

Cons

Nothing so far. I have seen many updates and I appreciate how Sortly considers users' feedback to continue improving the platform.

Pros

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.

Cons

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

Pros

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

Cons

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.

Pros

I like the ease of use. With over 3000 individual items in inventory, Sortly makes keeping track of inventory much easier.

Cons

I wish that there was a more detailed notes system when changing inventory. For instance, if the purchase date is different than the input date I wish you could change that to reflect when the item was edited, rather than when it was input into the computer. I also wish you could separate the customer the part was sold to as well as an option to attach a PO number. I wish that "-" would not stop the user from finding a selected part. In my experience, vendors have sold me the same part with some part numbers containing dashing and other without. Because of this I have made duplicate items unintentionally, thus creating inventory miscounts. Lastly I wish that there was a way to sort by item part number in the same way you can for part name and date updated.

Pros

Sortly helps me keep track of my inventory, and the money spent on my inventory. It lets me keep track and gives me the information needed to not overspend and over store.

Cons

With the market place the way it is, prices change. While you can change the price of a item, it adjusts the price of the inventory. example, it doesnt allow you to know you spent $1 on 1 egg yesterday and $2 on 1 egg today. It would just update the price of the entire inventory to $2 per egg.

also no UNDO function that i see. I realize you and just counter/reverse your own action, but thats not the same thing. ie, if you accidentlly increased inventory too much, by 1, but if you subtract 1, it will log both, while you can put a note, you would have to look at the notes to notice it, if you can just UNDO and then fix your mistake, you wouldnt have to.

Pros

First of all, the price is really good for all the benefits you have on the app.
It is really simple and easy to use, you can do a lot of things with it and you won't need to take a class to learn how to use it.

Cons

There are some features that we would like that it is not implement yet. For example, would be really good a button to undo an action that you did for a product.

Pros

The most useful features are its mobile access, Excel exporting ability, and ease of use.

Cons

We had to manipulate Sortly to work with our warehousing and business model. It works ok, but we order materials by project name, and in order to make Sortly track that we had to tag projects. Preferably we would sort and save items under project name and locate them in Sortly under row and bin #. However, because the items we order are large quantities we have to put 20 pallets of flooring, for example, into 20 bin locations, even though they are all just "one item description". This becomes cumbersome because Sortly only allows one location per item, so we would have to create all these folders for each item. Instead we add them by row and bin # (with no location in Sortly), then add the project name as a tag.

Pros

It has helped us cut down costs astronomically. We can move our stock between shops and cut down on ordering. We have been able to log loss of product, leave notes to our managers about stock, organize our vendors. It’s been great.

Cons

There isn’t a way to see what your inventory was on a certain date. For example we do a COGS adjustment at the end of each month to see how much inventory we’re sitting on. If I don’t pull the report on that date I can’t go back and look at my inventory in that point of time retrospectively.
I also wish it was clear that there was support to help set it up. I did it all manually and it was tough.

Pros

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

Cons

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....

Pros

The ability to customize the set up and tailor it to your needs. By adding folders and items in whichever manner you choose you are able to get a really customizable use.

Cons

Items not syncing together when changes are made. New items are created which can mess up inventory numbers and you then have to go through and merge or add inventory together manually.

Pros

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.

Cons

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!

Pros

I like the ability to scan and easily print QR codes.

Cons

That I cannot "undo" an action. That it is difficult for me to see Sortly history and to remember what went where and who moved it. I do not like that when moving an item into a folder, that the search cannot be specific- For example if I have the folder of "Jane Doe" in 12 different folders by month, and I want to move an item to "Jane Doe" in "July", I cannot search "Jane Doe July", I have to search "Jane Doe" and scroll through multiple "Jane Doe" entries to find her in "July".
I also think the bar code scanner in the app could be improved. When you are scanning within a folder, and at the top there is a note that tells you what folder you are "searching within" I wish there was an easy way to click that and change it to search in another folder, rather than going back and selecting the folder and then going back to the barcode search scanner. Also, when I am scanning and searching within a folder and I "add a quick action" and want to "Choose folder before scanning", when I go to search for the folder in the search bar the search bar page looks strange saying "nothing to see to see here" and the search bar looks different and for a while I didn't realize could still use it

Pros

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.

Cons

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.

Pros

It has made our inventory control so much easier, and we are having far less issues such as over assigning our products to clients versus how much we actually have available.

Cons

The main things I don't like about Sortly are the limits of Sub-Folders and the limits of characters you are allowed to have in the text boxes.

Alternatives Considered

Reasons for Switching to Sortly

Pros

User-Friendly Interface: Sortly offers an intuitive and user-friendly interface, making it easy for users to navigate and perform inventory management tasks efficiently.

Cons

Users often appreciate Sortly's visual organization features, such as customizable folders, tags, and thumbnails, which help them quickly locate and identify inventory items.

Pros

Sortly clearly takes user feedback very seriously. We have seen many of customer suggested changes implemented since we started using the program.

Cons

We have issues with notifications being inconsistent across devices occasionally.

Alternatives Considered

Reasons for Switching to Sortly

Pros

Our non- profit uses Sortly to keep track of all statistics. Along with what we give away to our foster families and foster children. It is an invaluable software for our non- profit!

Cons

Once we set up our fields it gave us a lot of freedom to use the software to meet our needs.

Pros

I think it's set up very neatly. I like we can connect our barcode scanner to it and scan our products. We use ours to solely keep track of what's inside our inventory and make sure we have that particular part when we need it instead of waiting a day to get it. I like I can have it on as many devices as I need!

Cons

A downside is how confusing it was to find simple controls that it's programmed to do. Thank goodness for Google, or we wouldn't be where we are now with it. Another thing I don't like is that when I need to type something, it won't show me my keyboard immediately; instead, I have to press three other buttons.

Alternatives Considered

Reasons for Choosing Sortly

Switched From

Reasons for Switching to Sortly

Pros

Ease of use and organization. There are some items I would like to see added for ease of use.

Cons

Somethings are redundant. Some things are missing. Somethings, I have to make work for us. I would like to be able to export transaction data easier for trends and rates of decline, but I am a base plan user. I would like to be able to bulk update without creating a duplicate item. Makes it hard to edit one at a time and load or have to delete old duplicates when bulk importing updated info. Or, bulk apply alerts without them all needing the same min level.

Pros

There is physical inventory management and tracking that helps with the entire organization process, speeding up processes that could take a long time before and not have exact data. I can easily search for the data I need through the folders that are created with the exact inventory information

Cons

I like everything, there is nothing that I dislike in the past or in the present. Its functions have been perfect

Pros

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.

Cons

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.

Pros

It keeps us well organized as we stock alot of one of kind pieces so need a comprehensive tracking system to track multiple items at multiple locations. The program has generally been good for this, would highly recommend if you do not have a ton of products you are tracking.

Cons

Each item has 10 data categories to add additional information about the piece, these categories max at 10 and the categories themselves have a low maximum allowed -- like drop down menu categories have a maximum of 250 items. These are all maxed for us and we still continue to acquire new inventory that I now cannot add. To get around this I created another category with the same name "part 2" like "artist 2" and "size 2"...we are too invested in the software at this point to switch but it also is going to render useless if we continue growing our art inventory.

Pros

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

Cons

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

Pros

Ability to easily download lists of products and create spreadsheets for inventory checklists for employees to keep up with day to day business.

Cons

The permissions make it challenging to add new products on the fly for small businesses. Streamlining categories can become cumbersome as your business grows.

Pros

It was easy to enter all our data, provided the level of flexibility we needed in order to capture all the asset variations, and allowed us to quickly see what our inventory was, and where it was allocated.

Cons

Having to open folders in order to see whether a change (addition or subtraction of assets) had been made.

Pros

I like it helped us have an Oderly fashion list and inventory before we were using the Old Fashion Excel sheet.

Cons

There were some things that we had to learn on our own, like custom labels we didn't know how to set them up properly and we watched a webinar and it was a slap on the forehead once we learned how to do that.

Pros

The supposed ability to create qr codes that can be printed off to use for each individual item in our inventory.

Cons

The fact that I can't print off or create individual qr codes for all of our inventory, especially uniforms.

Pros

User-friendly interface, functionality.

Cons

Integration capability and Scalability.

Alternatives Considered

Switched From

Reasons for Switching to Sortly

Pros

Keeps track of our product inventory so we know where our item is located and how much of the item is in stock & when we need to order more.

Cons

That you need to manually set the alarm for when the product expires. Also, when performing a search, you need to fill in exactly how it was entered initially otherwise it may not show up.

Pros

I selected Sortly due to the customization options. I use the program slightly different than it's intention which means the ability to customize is one of, if not the most important feature for my company. All other competitors I looked at did not offer enough customization making their programs not suited to my needs

Cons

I have no complaints about Sortly at this time