SoftSync
An AI-assisted CRM that combines leads, email, booking, meeting notes, e-signatures and support in a single workspace.
SoftSync is an all-in-one CRM with built-in AI for startups and small teams. SoftSync is used to manage leads, email outreach, booking pages, bot-free meeting notes, quotes with e-signatures and customer support from one workspace, so teams avoid re-entering details across separate apps. Users import contacts, connect an inbox and start working.
Best for Startups, small sales teams and service businesses that want one customizable CRM to replace separate tools for outreach, scheduling, meeting notes, signatures and support.
- Platforms
- Web, Windows, macOS, API, Browser extension, MCP
- Pricing model
- Subscription
- API
- Yes
- Made by
- SoftSync
- Added
Last verified: . Information taken from softsync.ai.
What is SoftSync?
SoftSync is a customizable CRM with AI features aimed at startups and growing small teams. Users define their own record types, such as deals, investors, candidates or properties, each with fields, stages and views, and link them together. Around this core, SoftSync adds a lead database, email sync and campaigns, SMS, booking pages, a desktop meeting recorder that does not send a bot into calls, document generation for quotes and contracts, e-signature, forms and reporting dashboards. On the support side it offers a website chat agent that answers from a knowledge base, a customer portal, a ticketing desk and a shared team inbox. An AI Assistant, Autopilot workflows, API and MCP access let teams automate tasks and connect other tools. The goal is to reduce data entry by keeping every customer interaction attached to the right record.
Key Features
Custom records and pipelines
Create record types beyond deals, each with its own fields, stages and table, pipeline or calendar views, and link them to one another.
Bot-free meeting capture
A desktop app on Mac or Windows records calls and meetings locally and produces an editable summary that can be attached to the matching customer record.
Email, campaigns and SMS
Syncs mailboxes so conversations stay with the right customer, sends personal outreach campaigns with automatic follow-ups, and keeps text message replies next to emails.
Documents and e-signature
Generates quotes and contracts populated from deal data, sends them for signature and stores the sealed signed copy.
Customer support suite
Includes a website chat agent that answers from your own articles, a knowledge base, client portal pages, numbered support tickets with reply-by times and a shared team inbox.
AI Assistant, Autopilot and developer access
An AI Assistant and Autopilot workflows carry out described tasks, while API and MCP access allow external tools and AI clients to work with CRM data.
How SoftSync works
Import contacts
Bring existing contacts or a spreadsheet into SoftSync, where the import turns the file into structured records.
Connect your inbox
Link your email account so conversations sync to the matching customer records.
Shape and start working
Adjust record types, fields and stages to your process, optionally with help from the SoftSync team at no setup fee, then begin managing deals and follow-ups.
Use Cases
- Founder-led sales
- A startup founder tracks outreach, books demos through booking pages and keeps meeting summaries and follow-ups tied to each prospect.
- Agency client pipeline
- An agency manages prospecting, sends proposals for e-signature and handles handoffs and renewals within one record per client.
- Recruiting relationships
- A recruiting firm creates custom record types for candidates and employers and keeps commercial handoffs visible to the team.
- Real estate deal tracking
- A real estate team links properties, contacts and conversations so the next action on each listing is clear.
- Customer support from shared knowledge
- A SaaS team writes help articles once, lets the web chat agent answer common questions and routes remaining requests into tickets with response deadlines.
Things to know
- No meeting bot
- Meeting capture runs through a desktop app on Mac or Windows rather than a bot joining the call.
- Plan capacity limits
- Standard plans cap team members per workspace (5 on Pro, 25 on Business), along with limits on records per table, mailbox connections and monthly campaign emails, enrichment credits and chats; Enterprise offers custom limits.
- Migration support varies by plan
- Import is available on every plan; Data Migration and Workspace Consultant are self-served on Pro and come with Priority Support on Business and Enterprise.
- Taxes
- Listed prices exclude VAT and are charged per seat.
FAQs
What is SoftSync?
SoftSync is an all-in-one CRM with AI features for startups and small teams. It brings leads, email, booking, meeting notes, e-signatures, forms and customer support into one workspace.
Does SoftSync send a bot into my meetings?
No, SoftSync does not use a meeting bot. Its desktop app captures meetings from a Mac or Windows computer and creates an editable summary you can attach to a record.
Does SoftSync have an API?
Yes, SoftSync offers API access along with MCP access and integrations. These are included on the Pro plan and above.
Can SoftSync track things other than sales deals?
Yes, SoftSync lets you create custom record types such as investors, candidates, properties or partners. Each type has its own fields, stages and views and can be linked to others.
Can SoftSync help me move from another CRM?
Yes, SoftSync supports import on every plan to turn existing files into structured records. Business and Enterprise plans add Priority Support for data migration.
Is SoftSync hard to set up?
SoftSync is designed to be set up by anyone comfortable with a spreadsheet: import contacts, connect an inbox and start. The team can also help shape the workspace without a setup fee.
What platforms does SoftSync work on?
SoftSync offers a desktop app for Mac and Windows for recording meetings and a Chrome extension for saving people and company details while browsing.
Who it's for
- Startup founders
- Small sales teams
- Agencies
- Recruiters
- Real estate teams
- SaaS companies
Comments
No comments yet. If you have used SoftSync, tell other readers how it went.
Alternatives to SoftSync
| Tool | Free plan | Starting price | API |
|---|---|---|---|
 AttioCRM with AI agents, workflows and automatic data enrichment for teams that manage pipeline and accounts. |
Yes | $44/mo | Yes |
 ClayGo-to-market platform that combines third-party data enrichment, AI research agents and workflow automation. |
Yes | — | Yes |
 Fathom AI NotetakerAI meeting notetaker that records, transcribes and summarises calls on Zoom, Google Meet and Microsoft Teams. |
Yes | — | Yes |
 HubSpotCustomer platform that joins CRM, marketing, sales and service software with built-in AI agents. |
Yes | — | — |
 InrōInstagram DM automation with an AI agent, comment-to-DM replies, DM campaigns and a contact inbox. |
Yes | — | Yes |
Listed in the same categories as SoftSync. A starting price appears only where we checked it on the maker’s pricing page; a dash means not checked or not published. All Sales & CRM tools