Skip to main content
Back to discovery
đź“‹
PaidInformation reviewed 2026-11-03

SoftSync

Visit Website

About this listing

Product and access model reviewed from current official sources; workflow and example are editorial suggestions, not a hands-on test.

Official source

CRM for startups and small teams with an AI assistant, Autopilot workflows, meeting notes and MCP access; Pro from $29 per seat a month, yearly.

Best suited to

SoftSync is a CRM for startups and small teams, run by SoftSync AI Inc.

Meet SoftSync

SoftSync is a CRM for startups and small teams, run by SoftSync AI Inc. It keeps contacts, deals, email, meeting notes, forms and e-signatures in one workspace. An AI Assistant, Autopilot workflows and MCP access are included on the paid plans, so outside AI assistants can read and update records. It suits small sales teams that want one tool instead of several.

A practical workflow

  1. Request access or sign up from the site
  2. Set up the workspace and record types
  3. Connect a mailbox
  4. Import or add customers and deals
  5. Turn on Autopilot for routine updates
  6. Connect an AI assistant through MCP if wanted

Illustrative input

This example describes a task, not a tested output. Adjust the source material and settings to your own situation.

A three-person startup moves its leads into SoftSync, connects Gmail, and asks the AI Assistant to list deals with no activity in two weeks.

Result check: Check each AI-written note, email draft and record change before relying on it, and review what permissions you give an MCP-connected assistant.

Access and alternatives

As shown today: no free plan is listed. Pro is $29 per seat per month billed yearly ($39 monthly) and Business is $59 ($79 monthly), with Enterprise custom. Pro allows 5 team members. Trial terms appear only at checkout, so check the current pricing page.

Choose another workflow when its emphasis fits better: HubSpot AI for a larger CRM suite with AI features; Apollo.io for sales prospecting data with outreach; Granola for meeting notes taken without a bot.

Illustrative workspace photo
Illustrative stock photo from Unsplash; not a screenshot of SoftSync.

What you can do

Records and custom objects

Table, pipeline and calendar views

Email sync and campaigns

Meeting notes and reports

AI Assistant and Autopilot workflows

API and MCP access for AI assistants

Where it helps

  • Named company with address, terms and governing law
  • Pricing and plan limits are published
  • MCP and API access are included on the paid plans

What to consider

  • No free plan is listed and trial terms are not shown on the pricing page
  • Few independent reviews so far
  • Pro is limited to 5 team members

Pricing & free access

Official pricing
Paid

As shown today: no free plan is listed. Pro is $29 per seat per month billed yearly ($39 monthly) and Business is $59 ($79 monthly), with Enterprise custom. Pro allows 5 team members. Trial terms appear only at checkout, so check the current pricing page.

Plan information can change. Prices and conditions are set by the provider. Information checked 2026-11-03.

Source for access details

Get free-plan changes by email

One email a week: new free AI tools, prompts and free-plan changes. No spam, unsubscribe any time.

Questions about SoftSync

Who is SoftSync useful for?

SoftSync is a CRM for startups and small teams, run by SoftSync AI Inc. It keeps contacts, deals, email, meeting notes, forms and e-signatures in one workspace. An AI Assistant, Autopilot workflows and MCP access are included on the paid plans, so outside AI assistants can read and update records. It suits small sales teams that want one tool instead of several.

Does SoftSync have continuing free access?

As shown today: no free plan is listed. Pro is $29 per seat per month billed yearly ($39 monthly) and Business is $59 ($79 monthly), with Enterprise custom. Pro allows 5 team members. Trial terms appear only at checkout, so check the current pricing page.

How should I start a small evaluation?

Request access or sign up from the site. Set up the workspace and record types.

What should I check in the result?

Check each AI-written note, email draft and record change before relying on it, and review what permissions you give an MCP-connected assistant.

When should I choose a different workflow?

HubSpot AI for a larger CRM suite with AI features; Apollo.io for sales prospecting data with outreach; Granola for meeting notes taken without a bot.

Did this help you complete your task?

Tell us what needs improving. No account or private output required.

Was this useful?
Report incorrect information or a broken link

Review evidence

Documentation-based review · 2026-11-03

Reviewed from the linked official pages. The workflow and example are editorial suggestions; no account-level product test or measured performance comparison was performed.

Put it to work

Other tools to consider

Explore all tools

AI notepad that captures device audio and combines meeting context with your notes without joining as a meeting bot.

Best for: Bot-free audio capture and AI meeting notes

Productivity & Automation

Connected AI sales platform for B2B data, prospecting, enrichment, outreach, and go-to-market workflows.

Best for: B2B prospecting and Contact enrichment

Sales & CRM

We use optional cookies for analytics and referral tracking. Learn more about our privacy policy