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SoftSync
Products
Your sales workspace
Customers & Sales, Built Your Way
Your pipeline, fields, and views, shaped around your team.
Email & Campaigns
Personal outreach. Automatic follow-ups.
SMS
Text from the record. Replies land beside the emails.
Reports
Dashboards and charts for the sales questions you ask.
Schedule Meetings
Booking pages for demos, onboarding, and team meetings.
Templates
Start from a ready-made setup for your kind of work.
Capture every opportunity
Lead Database
Find companies that fit and add them in one click.
Chrome Extension
Save people and company details as you browse.
Meeting Assistant
Desktop app for calls and meetings. No bot joins.
Win the deal
Documents
Quotes and contracts, filled in from the deal.
E-signature
Send it, get it signed, keep the sealed copy.
Forms
Turn website answers into customers.
Support your customers
Web Agent
A website chat that answers from your own articles.
Customer Portal
A page of their own for every customer.
Knowledge Base
Write the answer once. Use it everywhere.
Website Content
Write in SoftSync. Your website follows.
Service Desk
Every request gets a number and a reply-by time.
Team Inbox
One inbox for support@, sales@, and hello@.
Take work off your plate
SoftSync AI
Assistant, MCP, and API for your CRM.
SoftSync Autopilot
Describe the job. It does it.
Case Studies
Use cases
For founders and startups
Keep founder-led outreach, meetings, and follow-up connected.
For funds
Connect deal flow, LPs, portfolio work, reporting, and fund operations.
For agencies
Keep prospecting, proposals, handoffs, and renewals moving.
For SaaS teams
Connect demos, trials, expansion, and the next sales action.
For recruiters
Keep employer relationships and commercial handoffs clear.
For real estate teams
Keep property, people, conversations, and next actions together.
Featured journeys
Beyond the spreadsheet
Move from tabs and memory to one shared sales record.
CRM reps actually use
Turn the conversation into a reviewed CRM update.
Outgrowing a Notion CRM
Keep the shape you designed and connect the sales day.
CRM without admin queues
Shape the record and workflow without waiting on a specialist.
Meeting notes to CRM
No bot, no copy-paste, no lost customer context.
Beyond the Zapier chain
Make the core sales path easier to own and review.
Resources
Learn
Tutorial
Open short tutorials for setup, capture, meetings, and AI.
Help centre
Step-by-step guides for the work you do every day.
Changelog
Customer-visible improvements and fixes.
Companion apps
Desktop app
Record calls and meetings from your computer.
Chrome extension
Capture useful web research while you work.
Useful tools
Email Signature Creator
Create a polished signature you can paste into any inbox.
Email Editor
Design responsive email templates with reusable variables.
Connected tools
Integrations
Connect the tools your sales process already uses.
Partners
Partner brand kit
Brand guidance and downloadable partner assets.
Pricing
Get Started
Talk to us
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