Is SoftSync a CRM or a sales tool?

It is a flexible CRM built around the full digital sales process: capture a lead, send outreach, book a meeting, keep the conversation, review the result, and track the next step in one workspace.

Can the CRM fit a process that is not standard sales?

Yes. Add your own fields, stages, views, groups, and record types for partnerships, projects, renewals, or another process.

Does a bot join meetings?

No. The desktop app captures meetings from a Mac or Windows computer, then provides an editable summary to review and attach to the relevant record.

Do I need to use every part of the process?

No. Start with the part that creates the most administrative work and add the browser extension, email campaigns, scheduling, meeting assistant, reports, or automation as useful.

Are AI, MCP, and API included?

Yes. AI, MCP, and API access are included on every plan.

How does per-seat pricing work?

The price is per seat per month, based on the selected billing cycle and currency. Prices exclude VAT.

Can you help move data from another CRM?

Yes. Import is available on every plan. Data Migration and Workspace Consultant are self-served on Pro and include Priority Support on Business and Enterprise.

Do you offer startup pricing?

Early-stage teams can ask about startup pricing. There is no separate setup fee for shaping the workspace with the team.

SoftSync AI

SoftSync AI CRM / Meeting Assistant for founders & operators

AI Tools SaaS Productivity

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Launched: Nov 8, 2026
Website: softsync.ai
Pricing: Freemium
Platforms: Web, macOS, Windows, Chrome extension, API
Based in: United States

SoftSync AI is a CRM and meeting assistant for founders and operators. It integrates via MCP, REST API, Chrome Extension and OAuth.

What SoftSync AI does

Flexible CRM records: Create custom records, fields, stages, groups, and views for customers, deals, partnerships, projects, renewals, and other workflows.
Lead capture and outreach: Save people and companies with the browser extension, send personal email campaigns, and plan the next touch.
Booking and meeting assistant: Share booking pages, capture meetings from a computer, and review editable summaries before attaching them to records.
Reports and dashboards: Build reports from contacts, companies, deals, and custom fields, then open the records behind the results.
AI Assistant: Ask for customer or deal context and make record-related decisions using information already in the workspace.
Autopilot workflows: Describe repeatable follow-up tasks so Autopilot checks records and reminds the responsible owner.

Who it's for

Startups, small teams, small businesses, and larger sales teams that need a flexible CRM and connected sales workspace.

Why people use SoftSync AI

Sales information and follow-up can become scattered across spreadsheets, inboxes, booking tools, note-taking apps, and separate CRM systems.

SoftSync connects lead capture, outreach, booking, meeting summaries, customer records, reporting, AI assistance, and repeatable follow-up in one workspace.

Meeting summaries are editable and attach directly to the relevant customer record, while custom records and stages let teams shape the CRM around their own process.

Pricing

SoftSync AI is free to start, with paid plans from $29/month.

Pro

$29/ month

For growing teams; $29 per seat monthly billed yearly or $39 billed monthly.

Flexible records, custom objects, and fields
Table, pipeline, and calendar views
Email sync, campaigns, and templates
Meeting notes and summaries
Reports, dashboards, AI Assistant, and Autopilot workflows
Integrations, API, and MCP access

BusinessPopular

$59/ month

For larger teams; $59 per seat monthly billed yearly or $79 billed monthly.

Everything in Pro
Priority Support for migration and setup
Workspace Consultant
Custom Integrations
More workspace and usage capacity

Enterprise

Custom

For organizations that need a tailored plan.

Custom team member, group, record, mailbox, and usage limits
Unlimited capacity available for agreed requirements
Custom integrations
Priority Support

Platforms

SoftSync AI runs on Web, macOS, Windows, Chrome extension, API.

SoftSync AI FAQ

Is SoftSync a CRM or a sales tool?: It is a flexible CRM built around the full digital sales process: capture a lead, send outreach, book a meeting, keep the conversation, review the result, and track the next step in one workspace.
Can the CRM fit a process that is not standard sales?: Yes. Add your own fields, stages, views, groups, and record types for partnerships, projects, renewals, or another process.
Does a bot join meetings?: No. The desktop app captures meetings from a Mac or Windows computer, then provides an editable summary to review and attach to the relevant record.
Do I need to use every part of the process?: No. Start with the part that creates the most administrative work and add the browser extension, email campaigns, scheduling, meeting assistant, reports, or automation as useful.
Are AI, MCP, and API included?: Yes. AI, MCP, and API access are included on every plan.
How does per-seat pricing work?: The price is per seat per month, based on the selected billing cycle and currency. Prices exclude VAT.
Can you help move data from another CRM?: Yes. Import is available on every plan. Data Migration and Workspace Consultant are self-served on Pro and include Priority Support on Business and Enterprise.
Do you offer startup pricing?: Early-stage teams can ask about startup pricing. There is no separate setup fee for shaping the workspace with the team.