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SoftSync
Products
Your sales day
Customers & Sales, Built Your Way
Your pipeline, fields, and views, shaped around your team.
Email & Campaigns
Personal outreach. Automatic follow-ups.
Reports
Dashboards and charts for the sales questions you ask.
Schedule Meetings
Booking pages for demos, onboarding, and team meetings.
Capture every opportunity
Chrome Extension
Save people and company details as you browse.
Meeting Assistant
Desktop app for calls and meetings. No bot joins.
Take work off your plate
AI Assistant
Ask, find, and update in plain language.
Autopilot
Put repeatable sales work on autopilot.
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.
Your Guide
Read practical 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
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Email Editor
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