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ByHeather MacAvelia·Independently reviewed·Published Sep 18, 2026·Updated Oct 1, 2026
Independently verified against live vendor data on Sep 21, 2026.

Sales CRM an AI assistant can run: Claude, ChatGPT or Gemini connect over its MCP server, with Autopilot, meeting notes and Norwegian accounting sync. Pro from $29/seat/mo billed yearly (USD).

How we scored it

Autonomy

4/5

Integrations

5/5

Pricing clarity

4/5

Evidence

3/5

Setup

4/5

The facts

SoftSync is a sales 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. It combines customer records with custom record types and fields, table, pipeline and calendar views, email sync, campaigns and templates, public forms, meeting booking, a desktop meeting recorder that transcribes and summarizes a conversation without joining it as a bot, a Chrome extension, contact enrichment, and reports and dashboards. 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, which the user reviews and switches on, after which it runs in the background and records each action on the customer. SoftSync connects to other tools through an assistant rather than a connector directory. 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, and the server ships written guidance alongside its tools. A public REST API of around sixty endpoints serves custom code and existing automation tools. Gmail and Outlook 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. Company details can also come from the Norwegian company register. 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 CRM, email, meeting, AI Assistant, Autopilot, integration, API and MCP 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, with 1,000 campaign emails, 1,000 enrichments and 1,000 AI chats per user each month, and data migration and workspace setup are self-served. Business raises those limits to 25 members, 100 groups, 1,000,000 records, 5 mailboxes and 10,000 of each monthly allowance, and adds Priority Support, a Workspace Consultant and custom integrations. 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 Q3 2026: SoftSync added public forms with embeds, meeting booking with calendar sync, and recurring events with public event feeds in September 2026, after expanding its Fiken, Tripletex and PowerOffice Go connectors in August. 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.

Pricing

subscription · $29/mo annual

View pricing ↗

Segment

Small business

Setup

easy

Verified

Sep 21, 2026

Transparency

Mostly Public

Contract

Monthly or Annual

Data training

Not Trained

Human in loop

Optional

Capabilities

pipeline-managementmcp-serverconversation-intelligencereportingcrm-syncschedulingno-codeworkflow-builderdata-analysiscampaign-automation

Pros & Limitations

Editorial assessment

Pros

  • ✓An OAuth-secured MCP server lets Claude, ChatGPT, Codex or Gemini act in the CRM within each user's own permissions, and API and MCP access are included from the Pro plan.
  • ✓Two-way connections to Fiken, Tripletex, PowerOffice Go and Finago put invoices and products on the company record, alongside direct Gmail and Outlook sync.
  • ✓Autopilot builds an automation from a plain-language request, shows it for review before it runs, and records every action on the customer.

Limitations

  • –There is no connector directory, so tools beyond email, calendar and the four Norwegian accounting systems are reached through an AI assistant over MCP or through the REST API.
  • –Pro caps a workspace at 5 team members and each user at 1,000 campaign emails, enrichments and AI chats a month, and Business raises these to 25 members and 10,000.
  • –SOC 2 Type II and ISO/IEC 27001 are listed on the Trust Centre as alignment rather than as an issued report or certification, and the DPA is available on request.

Technical Details

Deployment
webdesktopapicloudno-codebrowser-extension
Avg setup timeSame day, self-serve
Autonomous rateNo published autonomy rate. Autopilot runs an approved automation in the background without per-run approval, and MCP actions follow the connected assistant's approval settings.
Integrations
GmailOutlookGoogle CalendarFikenTripletexPowerOffice GoFinago
Security
GDPRCCPA

Similar agents

Rating

4.0/ 5
★★★★★

Editorial score

How we score this →

Recognition

MCP Server VerifiedListed 2026
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Industries

ConsultingMarketingReal Estate

Built for

SMBB2BStartupsSaaSSolo ProfessionalsAgencies

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