# SoftSync AI: SoftSync AI CRM / Meeting Assistant for founders & operators

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

Canonical: https://indielaunch.dev/products/softsync-ai
Last updated: 2026-11-08

|  | SoftSync AI |
| --- | --- |
| Website | https://softsync.ai |
| Pricing | Freemium |
| Platforms | Web, macOS, Windows, Chrome extension, API |
| Categories | AI Tools, SaaS, Productivity |
| Based in | United States |
| Launched | 2026-11-08 |
| Made by | marketing-1 |

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

## Features

- **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.

## Pricing

| Plan | Price | Includes |
| --- | --- | --- |
| 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 |
| Business | $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 |

## 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.

Tags: CRM, sales automation, meeting notes

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