Sortly is one of the fastest-growing, multi-platform inventory (SaaS) solutions for businesses to streamline and modernize every aspect of managing inventory. Their smarter, more modern approach to inventory is transforming how 20,000+ small businesses and large organizations—including teams at Schneider Electric, Sephora, Chewy, etc.—effortlessly keep track of their supplies. Together, Sortly’s happy customers have inventoried more than 15 million items. Sortly quickly became—and still remains—the #1-ranked inventory app on iOS and Android. They are regularly featured in leading publications like ABC, NY Times, FOX, and Forbes.
The challenge was to meet growing SaaS demand by positioning itself as easy to use, cost-efficient, and collaborative. Key challenges include expanding search presence across global markets including the US, Canada, the UK, Australia, New Zealand, and beyond, maintaining a profitable CAC while scaling paid channels, and differentiating in a competitive inventory management space by focusing on verticals like construction and healthcare.
Our strategic approach focused on selecting high-impact paid channels including Google Ads (Search, Discovery, App), Meta (Facebook and Instagram), Apple Search Ads, Capterra, Microsoft Ads, and StackAdapt to support full-funnel growth. We executed a performance-driven strategy by auditing campaigns, aligning goals, and strengthening tracking, followed by keyword expansion, ad copy refreshes, and creative testing across channels. This included launching and scaling both bottom-of-funnel and new top-of-funnel campaigns, with ongoing optimizations in keywords, creatives, and budget allocation. As a result, expanding into new keyword categories with a 19% budget increase drove 73% more clicks quarter over quarter and 35% growth in trials and paid subscriptions, while device-specific creatives achieved 2x higher CTR and overall ad spend scaled by 50% over two years while maintaining CAC targets.
Through ongoing channel expansion, campaign iterations, and ad launches, Rely Digital grew Sortly’s paid marketing program to help the company become a leading inventory software for businesses to manage inventory, supplies, and more. Since partnering with them in 2021, we’ve witnessed Sortly’s considerable growth across a variety of key verticals including construction, medical, retail, manufacturing, and warehousing.
The paid digital marketing channels selected were integral to generating new trials, and monthly and annual subscriptions that contributed to the business’ key metric, monthly recurring revenue (MRR). This multi-channel marketing approach helped Sortly hone into its key value props and set itself apart from competitors within the industry.
Grant Walker
Marketing Director
Very professional organization which has really helped to fuel our company's growth. We've used Rely for over 2 years and are very pleased with both their execution and expertise. Very professional organization which has really helped to fuel our company's growth.
