Your business.
Sortd.
Keep the systems you own. One layer above them, an AI that acts, an app your team actually opens.
Save time
Automate and remove the re-keying.
Better decisions
One record, real numbers, this morning.
Happier teams
Everything in one place, less friction.
Built to scale
A layer that grows with the business.
Great businesses don't have a system problem. They have a between‑systems problem.
The CRM is fine. The finance package is fine. The trouble lives in the gaps: the same customer keyed three ways, quotes nobody in sales can see, a board pack somebody rebuilds in a spreadsheet every month.
A 30‑person business runs on six systems that do not agree
Measured in one business, 1 September 2026.
places the customer record lived. SharePoint, a spreadsheet, a CRM, a finance ledger, an e‑signature account and a half‑built app.
contract files that were actually executed agreements.
of 210 accounts with no lifecycle stage recorded anywhere.
quotes recorded where anyone could find them. 113 sat unseen in the finance tool.
Keep the systems that work. Put one layer above them.
Your CRM stays your CRM. Your finance package stays your finance package. Sortd sits above them and gives your people one place to work: one record per customer, the workflow that follows it, and the numbers that come out of both.
Where the API allows it, people act from Sortd instead of reading a dashboard and going somewhere else to do the work.
One customer record
Lifecycle from lead to renewal, with the forms that move it along and an owner at every stage.
Quotes and agreements
A live price catalogue, public accept or decline, renewal tasks raised at 120, 90, 60 and 30 days.
Documents that verify
Every contract and invoice filed against the account it belongs to, checked on the way in.
Nothing ripped out
Existing systems keep running. Anything retired goes read‑only first, on a dated cut‑over.
Ask a question. Get an answer that has already checked four systems.
Sortd's assistant reads the joined record, not a chat window. It answers with the numbers, names the source, and offers the action. Your team gets the same thing on their phone, on site, at 7am.
How a layer gets built
The diagnostic costs nothing. The blueprint is a number an ops director can approve without a board.
Diagnostic
We map the systems, the duplicate work and the decisions that wait. One week.
Blueprint
Data map, workflow design, a clickable prototype and the business case.
Build
Fixed scope. Connectors, your role‑based workspace, automation, the app.
Run
Hosting, support, monitoring and a monthly optimisation list.
Expand
More teams, more connectors, portals and agent actions.
Price bands are being tested with early customers.
Complex enough to hurt. Too small for an ERP programme.
If one off‑the‑shelf product solves the problem cleanly, we say so and walk away. Sortd earns its price when the operating model spans several systems: 20 to 250 staff, five or more systems, and a named person who owns operations.
Housing and property
Stock, compliance, contractors and residents held in systems that were never joined.
Construction and field services
Jobs raised in one place, priced in another, invoiced in a third, with the margin discovered afterwards.
Professional services
Pipeline, engagement, time and renewal, each with its own version of the client.
What does your team open on a Tuesday morning?
Eight questions, three minutes. While you answer, we draw your layer: your systems, your numbers, the report nobody can produce on time. At the end you get a straight verdict on whether Sortd is worth your week.
Questions an ops director asks
How many of these have you built?
One, running in a 210‑account business since September 2026. You would be the second, and you get the reuse from the first.
What if our APIs are poor?
We check the read and write paths inside the free diagnostic. If they will not support it, we say so before you spend anything.
Does bespoke mean slow?
The first layer replaced a CRM, a ledger, a contract tracker and a signature process in ten days. Your build is scoped in weeks, not quarters.
Who owns the data?
You do. Systems keep their own records, and anything we hold is exportable on request, in full.
What happens if we stop?
The blueprint is yours to keep. Connectors and data come with you, and the read‑only feeds stay intact.
What does the AI actually do?
It reads the joined record and acts inside the rules you set: raise a task, draft a quote, flag a document that does not match. Every action is logged with its source, and nothing touches a live system in test.
Seven systems that don't talk?
Send us the list of systems and the job nobody can finish in one place. The diagnostic takes a week and costs nothing.
Take the Tuesday Test