More capable. Never more complicated. Here’s everything SoftSync does, all of it fast, simple, and smart enough to do the busywork for you.
Same information, shown however suits you. A table to scan and edit, just like a spreadsheet. A pipeline to drag deals from one stage to the next. A calendar for what’s coming up. Set up a view like “my hot leads” once, and it’s a click away, exactly how you left it.
Most CRMs make you create a contact here, a company there, then link them by hand. SoftSync does it in one pass, all connected, before the page would’ve finished loading anywhere else.
Like purple? Make SoftSync purple. Pick the look that feels right, it’s your workspace, so it should feel like home.
Open a customer and the whole story is right there. Every detail, every email and meeting, your notes, your reminders, everyone they’re linked to. Email, call, or book a meeting right there, we’ll even find a free slot and add the link. Walk into every call ready.
Start typing and it’s there, a person, a company, a deal, a task. No digging through lists, just the handful you meant, not the hundred you didn’t.
“Who hasn’t paid?” “Which deals are closest to closing?” Ask in plain words. Get a real answer in a second, a number, a list, or the right chart. Add a record just by describing it: “add Acme as a new lead.” No forms. No data entry.
Other tools make you build automations, step by step, for hours. So most people never bother. SoftSync just asks what you want. Say it in plain words, “if a deal goes quiet for two weeks, remind me,” and it takes care of the rest.
Every group gets its own email address. Forward anything to it, a message from your website, a quote, an intro from a friend. SoftSync reads it and files it in the right place, details already filled in. Nothing to set up, nothing to type.
Connect Gmail or Outlook and message your whole list in a few clicks, no pasting addresses. Every email files itself under the right customer.
See how things are going in plain charts. Record counts. Pipeline value. This quarter versus last. Built in a click, shared with whoever needs them. No analyst required.
Companies, people, deals, tasks, all built in and all connected. Sell flowers? Rent kayaks? Track deliveries, invoices, contracts, whatever your business runs on.
Notifications and reminders in one place, each tied to the customer it’s about. Get tagged in a note, jump straight there, reply, tick it off, move on. You’ll see your team’s reminders too, so you can pick up a colleague’s follow-ups while they’re away.
Invite teammates and give each the right access, group by group. Admins manage, editors edit, viewers just look. Everyone sees what they need, and nothing they shouldn’t.
Coming from HubSpot, Attio, Salesforce, a spreadsheet, or nothing at all? Bring it all over in an afternoon, old notes included.
Fast, simple, smart. Everything you need to run your business, nothing you don’t.
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