Sortment

About Sortment

Deep Dive with Clara AI

Sortment understands your business, identifies opportunities, and runs lifecycle programs end to end across email, push, SMS, and in-app. This lets your team spend less time managing campaigns and more time driving growth, across activation, engagement, monetization and retention. Sortment is built for growth, retention, and lifecycle teams that want to move faster without depending on repeated data, engineering, or analytics requests. It connects directly to your existing customer data infrastructure, understands customer behavior, and helps teams turn insights into campaigns, journeys, experiments, and measurable business outcomes. With Sortment, teams can build precise customer audiences, create personalized campaigns, launch lifecycle journeys, analyze performance, and optimize programs from one place. Marketers can define segments using natural language, create attributes, personalize messaging, and act on customer data without waiting for tickets or manual exports. Sortment’s AI agents help teams across the lifecycle workflow. Strategy AI helps identify growth opportunities, surface customer drop-offs, recommend experiments, and connect lifecycle work to business goals. Content AI helps create and adapt campaign copy, subject lines, templates, and personalized messaging while staying aligned with brand and channel context. Analyst AI helps teams understand performance, answer follow-up questions, uncover issues, and decide what to do next. Sortment also includes Quests, an agent-led way to run lifecycle work against a defined business goal. Instead of giving the system a task list, teams can give Sortment an outcome, such as improving onboarding conversion, increasing repeat purchases, driving feature adoption, reducing churn risk, or reactivating dormant users. Sortment can then build a structured plan, recommend the right audiences and messages, execute campaigns or journey changes, monitor performance, and keep the team updated on progress.

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Pricing

Free Trial Available
Starts at $0.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep)

Sortment Features

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Customer Advocacy Features

Gamification

Helps in applying game mechanics to the work environment for better collaboration and engagement

Social Sharing

Offers excellent marketing opportunities and helps to promote the brand or digital content on social media sites

Referral Tracking

Track and manage your referred customers.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Marketing Automation Features

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Push Notification Features

Targeted Notification

Sends notifications to targeted customers and targeted devices

Notification Scheduling

Schedules notifications for prefixed dates and sends automatically

Multi-channel Messaging

Allows to send push notifications from multiple channels like mobile and web

Visual Notification

Unobstrusiley sends notifications in a floating window

Mobile Notification

Provides notifications to mobile device

Push Automation

Allows software to automatically send notifications to a set of subscribers

Visitor Segementation

Segments and groups visitors based on specific criteria

A/B Testing

Compares two versions of your website to see which one performs better

Web Notification

Provides notification to web browsers

Analytics (Social Media)

Helps you analyse performance based on reaction to posts

Email Marketing Features

Abandoned Cart Email

Sends email to customers who have failed to check out their cart items

Mobile App

Helps your team to stay top on the business everywhere

Delivery by Time Zone

Subscribers receive the email at the exact time they are in their timezone.

Send Time Optimization

Helps to find the best sending time to engage with your customer

Free Stock Photos

Provides a library of free stock photos for commercial use

Predesigned Email Templates

Provides a library of templates to build an email

Email Scheduling

Scheduling an email on a specific time or auto-responding to an action

Contact List Import

Ability to import contacts from TXT, EXCEL, CSV formats and also can enter manually

Click Map

Allows tracking user click activity and how they interact with email

Real-time Email Editor

Helps to view the email while editing at the same time

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

List Segmentation

Segregates the customers into smaller groups enabling the user to send targeted emails

Drag and Drop Editor

Lets you customize the elements with images, web forms, boxes, tables, etc. by simple drag and drop interface

A/B Testing

Compares two versions of your website to see which one performs better

Template Management

Enables the user to create templates and modify and customise them later

Spam Check

Verifies the content of emails so that it doesn't end up in the spam folder

Mailing List Management

Segregates the customers into smaller groups enabling the user to send targeted emails

Event Triggered Email

Sends emails to targeted customers based on their activities

Click-through Tracking

Keeps a track of links in the email opened by the customer

Auto-Responders

Ability to send automated emails to the contacts subscribing to the list.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Instagram Ads

Has an inbuilt tool to set up an Instagram marketing campaign

Facebook Ads

Has an inbuilt tool to set up a Facebook marketing campaign

Google Remarketing Ads

Allows for retargeting your customers via Google Display Network to increase conversions

Sign Up Forms

Build sign up forms to allow website visitors to join your mailing list

RSS to Email

Helps users to receive any new updates or the latest news from the website

Drip Campaigns

Ability to send emails with respect to time or user actions

Sortment Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Essentials $1,200.00 $100.00 per month

- For early-stage apps and smaller teams gaining momentum
- Upto 50,000 MAU

Features:

Strategy AI, Content AI, and Analyst AI
500k emails/month (overage: $0.5 per 1,000)
Unlimited push notifications
SMS/WhatsApp/Other channels based on usage
Email & Slack community support

Start Free Trial

Premium $6,000.00 $500.00 per month

- For scaling companies growing their user base

- 50,000 – 100,000 MAU

Everything in Essentials, plus:

2M emails/month (overage: $0.4 per 1,000)
Dedicated Customer Success Manager

Start Free Trial

Enterprise /Month

- For large organizations operating at scale

- 100,000+ MAU

Everything in Premium, plus:

Custom email volume & pricing
Quarterly Business Reviews
Priority support with dedicated CSM

Start Free Trial

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Sortment FAQs

Can Sortment send campaigns and run journeys?

Yes. Sortment supports full campaign and journey orchestration, including event and segment triggers, delays, branching, frequency caps, exits, and multi-channel delivery across email, push, and more.

Do I need a technical team to use Sortment?

No. Minimal engineering help is needed for the initial setup, usually about an hour. After that, Sortment’s AI agents handle everything. Your team can engage with your audience without requiring technical assistance.

Will migrating from my current tools be difficult?

No. We provide free migration and white-glove onboarding for all customers. Your campaigns will continue to run smoothly throughout the transition.

Does Sortment work with my existing stack?

Yes. Sortment integrates with all popular analytics, product, CRM, and data tools. We’re constantly adding new integrations so you can connect and grow with confidence.

Is Sortment secure and compliant?

Yes. Sortment is SOC 2 compliant, ISO 27001 certified, and GDPR compliant. Your data is always safe, private, and never used for model training.

What makes Sortment different from traditional customer engagement platforms?

Sortment is built as an AI-native lifecycle platform that connects directly with your existing data stack. Instead of only helping teams send campaigns, Sortment identifies growth opportunities, builds audiences, recommends actions, runs lifecycle programs, and tracks outcomes end to end.

Who is Sortment built for?

Sortment is built for lifecycle, CRM, retention, growth, and marketing teams that want to move faster without depending on analysts, engineers, or multiple tools for every campaign. It is especially useful for teams managing activation, engagement, monetization, and retention programs.

What are Sortment Quests?

Quests are goal-based AI workflows inside Sortment. Instead of assigning one-off tasks, teams can define a business outcome, such as improving onboarding conversion or increasing repeat purchases, and Sortment creates a plan, executes campaigns, and tracks progress against the goal.

Can Sortment help identify growth opportunities?

Yes. Sortment analyzes customer behavior, segments, campaign performance, and lifecycle drop-offs to surface opportunities your team can act on. These may include onboarding gaps, inactive users, monetization opportunities, churn risks, or underperforming customer journeys.

Does Sortment support audience segmentation?

Yes. Sortment helps teams create dynamic audiences using customer attributes, behavioral data, lifecycle events, and business rules. Teams can use these audiences for personalized campaigns, journeys, experiments, and reporting.

Can Sortment personalize messages for different users?

Yes. Sortment supports personalized lifecycle messaging based on customer data, behavior, preferences, lifecycle stage, and campaign context. This helps teams deliver more relevant communication across channels instead of sending the same message to every user.

What channels does Sortment support?

Sortment supports lifecycle programs across channels such as email, push, SMS, and in-app messaging, depending on the customer’s setup. Teams can use Sortment to coordinate campaigns and journeys across multiple customer touchpoints.

Can Sortment work with our data warehouse?

Yes. Sortment is designed to work with modern data warehouses and customer data infrastructure. It helps teams activate customer data without constantly waiting on data pulls, manual exports, or engineering support.

How does Sortment help small marketing teams?

Sortment helps small teams run more lifecycle programs without adding more headcount. AI agents assist with opportunity discovery, audience creation, campaign setup, content generation, journey optimization, and performance analysis.

Can Sortment help with campaign content?

Yes. Sortment can help generate campaign ideas, messaging, subject lines, templates, and personalization logic. It also helps teams adapt content for different audiences, lifecycle stages, and business goals.

Does Sortment provide analytics and performance tracking?

Yes. Sortment tracks campaign, journey, audience, and goal performance so teams can understand what is working and what needs improvement. It helps connect lifecycle activity to business outcomes instead of only showing campaign-level metrics.

Can Sortment help with onboarding and activation?

Yes. Sortment can identify where users drop off during onboarding, create targeted activation audiences, and run personalized journeys to help users reach key milestones faster. This makes it useful for improving first-value, conversion, and early retention.

Can Sortment help with retention and churn prevention?

Yes. Sortment can identify inactive, at-risk, or declining users and trigger relevant lifecycle programs to bring them back. Teams can use it for winback campaigns, reactivation journeys, habit-building flows, and churn-risk interventions.

How quickly can a team start using Sortment?

Implementation depends on the customer’s data stack and use case, but Sortment is designed to get teams to value quickly. Many teams start with a focused use case such as onboarding, retention, upsell, or reactivation before expanding to more lifecycle programs.

What is Sortment used for?

Sortment is Customer Advocacy Software. Sortment offers the following functionalities: