SoftSync
An AI-native CRM that connects sales, scheduling, notes, support, and signing in one workspace.
SoftSync is an AI CRM and Meeting Assistant for founders and operators. Remote MCP lets assistants create customers, move deals and send email. AI meeting notes without a bot, Autopilot for routine work. 14-day trial; Pro from $29/seat/mo yearly ($39 monthly). No free plan.
Key Features & Capabilities
Core highlights, automation workflows, and capabilities offered by this tool
AI CRM and customer timeline
Mr. Soft centralizes customer context, contacts, conversations, and next steps so teams can manage relationships without repeatedly updating separate CRM fields.
Automatic meeting capture
The Note-taker records and summarizes calls without requiring a meeting bot, helping sales and client-facing teams preserve actionable notes directly alongside customer records.
Built
in sales workflow tools: The Finder supports lead discovery, The Chaser manages email and SMS follow-ups, and The Scheduler provides booking pages to move prospects from outreach to meetings.
Connected business operations
SoftSync includes forms, proposals, e-signatures, client pages, reporting, help-center content, web chat, and ticketing, reducing the need to transfer data across multiple SaaS tools.
Startup founders, sales teams, agencies, consultants, customer-success teams, and growing service businesses replacing disconnected CRM and client-management apps.
How It Works (Step-by-Step)
The end-to-end user journey from input to automated output
Step 1
Bring customer information into SoftSync, including existing CRM data, leads found through its lead database/Chrome extension, form submissions, emails, and meeting activity.
Step 2
SoftSync centralizes customer records and uses AI helpers—such as Mr. Soft, the Note-taker, Chaser, Scheduler, Finder, Watcher, and Reporter—to capture call notes, keep communications attached to the correct customer, identify next steps, schedule meetings, and automate follow-ups.
Step 3
Manage the customer lifecycle from one workspace using CRM records, booking pages, email/SMS follow-up, proposals and e-signatures, client pages, help-center/web-chat support, ticketing, forms, and reports.
Frequently Asked Questions
Quick answers to common questions regarding functionality, billing, and access
Is it free to try?
Who is it for?
How does it work?
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