SoftSync

What is SoftSync?

SoftSync describes itself as an all-in-one CRM for startups and small teams: leads, meetings, email, signatures and follow-up in one place. Records are flexible, with custom objects and table, pipeline and calendar views. The product also covers email sync, campaigns and templates, booking pages, forms, e-signature, reports and dashboards.

The AI part has three pieces. The AI Assistant answers questions about deals and records and updates them on request. Autopilot runs a routine job on a schedule: you describe it, and it checks records and reminds owners. The desktop app for Mac and Windows captures a meeting from the computer, so no bot joins the call, and produces an editable summary of decisions, requirements and next steps that you attach to a contact, company or deal.

Who is it for?

Founders and small sales teams that want meeting notes, email and pipeline in one tool and plan to work with CRM data from an AI assistant over MCP. Teams above 25 people need the Enterprise plan. Teams that depend on a long list of named integrations should check the connector list first: the site names a Chrome extension and "integrations and connectors" but does not list them.

Pricing

SoftSync charges per seat, excluding VAT. Yearly billing is about 25% cheaper than monthly.

• Pro: $29/seat/mo billed yearly, $39 monthly. Up to 5 team members, 250,000 records per table, 1 mailbox per user, 1,000 campaign emails per user a month, 1,000 enrichment credits per workspace.
• Business: $59/seat/mo billed yearly, $79 monthly. Up to 25 team members, 1,000,000 records per table, 5 mailboxes per user, 10,000 campaign emails per user a month, 10,000 enrichment credits, priority support for migration and setup, a workspace consultant.
• Enterprise: custom price and limits.

There is no free plan. The vendor offers a free trial; the pricing page says the checkout shows the trial terms. Prices checked on 11 November 2026.

Strengths

• Meeting capture without a bot: the desktop app records from the computer on Mac and Windows.
• AI, API and MCP access on every plan, including Pro. The vendor says the MCP server is hosted and works with Claude and ChatGPT.
• Scheduled Autopilot workflows described in plain language.
• Sales tools in the same product: campaigns, booking pages, forms and e-signature.
• Public price list in USD and ten other currencies.

What to consider

• Pro stops at 5 team members, so a sixth person moves the whole workspace to Business at double the seat price.
• Enrichment credits are per workspace, not per user: 1,000 on Pro.
• The site does not name its integrations, the meeting tools the recorder supports, or mobile apps.
• The site states no SOC 2 or other compliance certification.
• The company does not publish its founding year, funding or customer count beyond "thousands" of users.

Bottom line

Shortlist SoftSync if you run sales yourself or with a team of up to 5 and want meeting notes to land in the CRM without a bot in the call. Before buying, ask for the integration list and check that the trial covers a week of real meetings.