SoftSync

SoftSync is an all-in-one AI CRM from SoftSync AI Inc, a Delaware company, built for founders and small sales teams that want an AI assistant to help run the CRM and the customer work around it. It combines customer records with custom record types and fields, table, pipeline and calendar views, email sync, campaigns and templates, SMS, a B2B lead database, contact enrichment, a Chrome extension, and reports and dashboards.

A desktop meeting recorder for Mac and Windows transcribes and summarizes a conversation without joining it as a bot. Booking pages, forms, quotes and contracts generated as PDFs, and e-signature cover the steps from first meeting to signed agreement. For customer work, a shared team inbox, a service desk with numbered tickets and reply-by times, a knowledge base, a website chat agent, customer portals and website content editing run in the same workspace. Autopilot builds an automation from a job described in plain words, such as chasing an overdue invoice or flagging a customer who has gone quiet, and shows what it will check and do before the user switches it on.

SoftSync connects to other tools mainly through AI assistants and its own workflow engine, which the vendor says reaches more than 500 platforms through their APIs, MCP support or existing workflow steps rather than one-click connectors. Its remote MCP server lets Claude, ChatGPT, Codex, Gemini or any assistant that speaks the standard sign in over OAuth to search, create and update records, add notes, send email and run published workflows, within the user's own workspace permissions. A read-only mode and confirmation for changes are available, and assistant actions are written on the customer record in plain sentences. A public REST API of around sixty endpoints serves custom code and existing automation tools.

Google Workspace and Microsoft 365 mailboxes connect directly for email and calendar. Four Norwegian accounting systems, Fiken, Tripletex, PowerOffice Go and Finago, connect in both directions. Customers and contacts are imported to the CRM, optional workflows send CRM changes back, and invoices and products can be viewed and created from the company record. WhatsApp, Facebook Messenger and Instagram messages can also arrive in the team inbox, though the vendor says these channels are still being tried out and are not yet offered in every workspace.

Pricing is per seat, per month, excluding VAT. Pro is $29 per seat billed yearly or $39 billed monthly, and Business is $59 billed yearly or $79 billed monthly. Both plans carry the same core CRM, sales, reporting, assistant, automation and connection features. Enterprise is priced on request for custom capacity and custom integrations. The pricing page lists eleven currencies and these are the USD rates. A 14-day trial starts without a card, and early-stage teams can ask about startup pricing.

Pro allows up to 5 team members, 10 groups, 250,000 records per table and one mailbox per user. Each month it includes 1,000 campaign emails and 1,000 AI chats per user, plus 1,000 enrichment credits and 30 texts shared by the workspace, and data migration and workspace setup are self-served. Business raises those limits to 25 members, 100 groups, 1,000,000 records, 5 mailboxes, 10,000 of each monthly allowance and 120 texts, and adds Priority Support, a Workspace Consultant and custom integrations. Lead database counts and the first 25 companies of a search are free, and credits are used when more companies are shown or added. What an MCP-connected assistant can change also depends on the assistant's own plan, since some personal chat plans connect with read access only.

SoftSync suits founders and small sales teams, including Norwegian businesses that invoice through Fiken, Tripletex, PowerOffice Go or Finago, that want their own AI assistant and Autopilot to keep the CRM current. Teams that want a pipeline-first CRM with a marketplace of named connectors should look at Pipedrive AI. Teams that want marketing, sales and service hubs on one platform should look at HubSpot Sales Hub. Inside-sales teams that want calling, SMS and WhatsApp as part of the CRM itself should look at Close CRM.

Current state Q4 2026: SoftSync now describes itself as an all-in-one AI CRM, with SMS, e-signature, a lead database, a service desk, a shared inbox, a website chat agent, a knowledge base and customer portals alongside the sales CRM. Its changelog added shared team mailboxes in September 2026, and plain-language report building, numbered support tickets and people search by job title in October. Its Trust Centre marks SOC 2 Type II and ISO/IEC 27001 as Ready and describes both as alignment, stating that neither represents an issued report or a completed certification. CRM data is stored and processed in the EU on Azure in Stockholm, and the privacy policy states that customer data is never used to train models.