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Sortly

by Sortly Inc.

Visual inventory tracking for field teams

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About This Product

Photo-based inventory management platform with barcode and QR code scanning, cloud sync, and low-stock alerts. Popular with HVAC contractors for tracking truck inventory and warehouse stock. Visual approach makes it easy to identify parts quickly. Simple setup compared to traditional inventory systems suits small to mid-size field service operations.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
Yes
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Data deletion honored on request

"Delete the personal information we maintain about you, unless such information is necessary for compliance with our legal or regulatory obligations."
Confidence: high Source

Primary policy document: https://sortly.com/privacy-policy

FSH Score Breakdown

Ease of Use
8.0
Features
6.0
Support
5.0
Value
7.0
Integrations
6.0
AI Capabilities
1.5

Customer Reviews

Features

36 features confirmed across 12categories· Showing confirmed capabilities only

Platform & Customization12features

Custom API AccessWebhooksCustom FieldsCustom TagsData ImportInventory ImportData ExportDocument Managementphoto uploadsRole-Based Access ControlCustom RolesThird-Party IntegrationSingle Slack channel assignmentUnit ConversionCustom Units of Measure
Show 4 more
Content CategorizationFeature Request Page For User SuggestionsMulti-LocationMulti-location trackingAutomatic File Sync

Mobile & Field Tools6features

Offline ModeOffline AccessLabel GenerationLabel GenerationAI Photo AnalysisImage recognition for item matchingImage UploadLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentTechnician Mobile App

Inventory Management4features

Inventory ManagementStock CountsBarcode ScanningBarcode & QR ScanningPurchase OrdersSend purchase orders to QuickBooks OnlineAudit And Cycle Counts

Equipment & Asset Management3features

Equipment TrackingAsset trackingAlertsEmail AlertsRemote MonitoringMobile device access

Customer Communication2features

NotificationsInventory change notifications to SlackDedicated Slack Channel

Reporting & Analytics2features

ReportingInventory reportingAnalyticsVisual dashboard

AI & Automation2features

AI Powered Product MatchingAutomation RulesItem and folder event triggers

Hardware Features1feature

Multi-Unit MeasurementCustom unit of measurement definition

Scheduling & Dispatch1feature

Real Time Job Tracking with Maps and Photos

CRM & Sales1feature

Call Tagging

Accounting Integration1feature

Accounting IntegrationAutomatic Sync

Training & Education1feature

Mobile-Friendly LearningMobile App

Integrations 8 across 5 categories

Accounting 2
QuickBooks Online

QuickBooks Online

Xero

Xero

Communication 2
Microsoft Teams

Microsoft Teams

Slack

Slack

eCommerce 2
Amazon Business
Shopify

Shopify

Productivity 1
Dropbox

Dropbox

Data & Automation 1
Zapier

Zapier

Pricing

Model
Freemium
Starting at
Free
Notes
Free tier for up to 100 entries. Paid plans from $29/user/mo with unlimited entries, barcode scanning, and team features.

Related Products 6 across 1 category