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SoftSync

Flexible AI-powered CRM for growing teams

Partner verified
CRM
Updated 5 Oct 20261 offers8 integrations

Best for: Founders, growing B2B sales teams and operators who want a configurable CRM with outreach, meeting notes and follow-up in one workspace.

Pricing
$29/seat/month, billed yearly
Free trial
30-day free trial through the Slick Media partner offer
Platforms
Web, macOS, Windows, Chrome extension
Mobile apps
The CRM is web-based; meeting recording uses a Mac or Windows desktop app.
AI features
AI Assistant supports context-aware CRM work. Autopilot can draft follow-ups when deals move or replies arrive, create tasks and flag quiet deals on a schedule. Meeting notes are summarised into editable records. Review generated content and actions before relying on them; availability is subject to plan usage limits.
Integrations
8+ integrations
Support
Self-service migration and workspace setup on Pro; Priority Support, migration assistance and Workspace Consultant on Business and Enterprise. Demos are available from the SoftSync team.
Best for
Founders, growing B2B sales teams and operators who want a configurable CRM with outreach, meeting notes and follow-up in one workspace.
Brand
SoftSync

What is SoftSync?

SoftSync is a flexible B2B CRM for teams that want customer records, conversations and next steps in one place. Create your own record types, fields and stages for deals, partners or other business relationships, then work in table, pipeline or calendar views. Connected email, campaigns, meeting summaries, booking pages and forms keep activity attached to the right record. AI Assistant and Autopilot help teams find context and draft follow-up without turning the CRM into another data-entry job.

The Slick Media verdict

A promising option for small B2B teams seeking flexible records and a connected sales workflow. Check the seat, mailbox and monthly usage limits carefully, and use the 30-day partner trial to test your actual processes before committing.

AI summary

AI Assistant helps work with customer context, while Autopilot connects events and schedules to follow-up drafts, tasks and pipeline reminders. AI-generated meeting summaries can be reviewed and attached to customer records.

Why choose SoftSync

Choose SoftSync if your current workflow is scattered across a spreadsheet, an inbox, a booking tool and a meeting notetaker. Both standard paid plans include the core CRM and AI features; the main differences are workspace capacity, usage limits and support.

Key features

Flexible CRM records, custom objects, fields and stages
Table, pipeline and calendar views
Connected email conversations, campaigns, templates and follow-up sequences
Chrome extension for capturing company and contact details
Meeting notes and editable summaries without a bot joining the call
Booking pages and forms with responses attached to records
Reports and dashboards for pipeline, win rate and revenue
AI Assistant and Autopilot workflows
Integrations, API access and MCP tools

Pricing

Pro costs $39 per seat/month on monthly billing, or $29 per seat/month billed yearly. Business costs $79 monthly, or $59 per seat/month billed yearly. Enterprise has custom pricing. Prices are in USD and exclude VAT. Pro supports up to 5 team members and 1 connected mailbox per user; Business supports up to 25 team members and 5 mailboxes per user. The Slick Media offer includes a 30-day free trial and 35% off for 6 months on monthly plans, also available on annual plans.

  • Pro$29per seat/month, billed yearly
  • Business$59per seat/month, billed yearly
  • EnterpriseCustomcontact SoftSync

Best current saving: 35% off — see the offer

SoftSync offers & discount codes

Every live SoftSync deal we have, checked by Slick Media. Sign in to reveal codes.

Current
Evergreen
Discount code
Exclusive
Partner exclusive
Free trial

SoftSync: exclusive 35% off

35% off

Plus 30 days free

Save 35% for 6 months on monthly plans, with the discount also available on annual plans exclusively for Slick Media. Your 30-day free trial still applies.

Full offer details

Who SoftSync is for

Founders, growing B2B sales teams and operators who want a configurable CRM with outreach, meeting notes and follow-up in one workspace.

  • B2B sales pipeline management
  • Customer and partner relationship management
  • Personalised email outreach and follow-up
  • Meeting notes and next-action tracking

Pros and cons

Pros

  • Custom record types, fields and stages adapt the CRM to your workflow
  • Email outreach, booking pages, forms and meeting notes stay connected to customer records
  • Bot-free meeting capture using the Mac or Windows desktop recorder
  • Both Pro and Business include AI Assistant, Autopilot, reports, API and MCP access

Cons

  • Per-seat pricing increases with team size
  • Pro is limited to 5 team members and one mailbox connection per user
  • Campaign emails, enrichments and AI chats have monthly usage limits
  • Some integrations require API, MCP or workflow configuration rather than a ready-made connector

Screenshots and video

SoftSync sales pipeline
SoftSync sales pipeline
SoftSync email sequences and reply activity
SoftSync email sequences and reply activity
SoftSync sales funnel and revenue reporting
SoftSync sales funnel and revenue reporting

SoftSync integrations

  • APIs and MCP tools
  • Zapier
  • Slack
  • Google Drive
  • Google Sheets
  • Notion
  • Stripe
  • OpenAI

SoftSync alternatives

Ratings and reviews

Ratings are set by the Slick Media editorial team. Member reviews are coming soon; save SoftSync to be notified when they open.

SoftSync FAQs

What is SoftSync?

SoftSync is a configurable AI-powered B2B CRM that connects customer records, email outreach, meeting notes, booking and follow-up.

How much does SoftSync cost?

Pro is $39 per seat/month on monthly billing or $29 per seat/month billed yearly. Business is $79 monthly or $59 billed yearly. Enterprise is custom-priced. USD prices exclude VAT and may change.

What is the Slick Media SoftSync offer?

Get 35% off for 6 months on monthly plans, with the discount also available on annual plans exclusively for Slick Media. A 30-day free trial still applies. Reveal your code on the Slick Media offer page and confirm the terms at checkout.

Does a bot join meetings?

No. SoftSync’s Mac or Windows desktop recorder captures meeting notes from your computer, producing an editable summary you can review and attach to a customer record.

About SoftSync

SoftSync
Official partner

SoftSync helps growing teams keep customer context and next actions together. Its workspace combines configurable CRM records with connected email, meeting summaries, booking pages, reports and AI-assisted automation.

Slick Media may earn a commission when you sign up through our partner link, at no extra cost to you.