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SoftSync AI

Sales CRM with an AI assistant and Autopilot that turns calls and meetings into reviewed CRM updates and drafts follow-ups.

  • AI tool
  • Paid

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Pricing

From $29 per person a month.

Overview

SoftSync is a sales CRM that covers the pipeline, email and SMS outreach, booking pages, quotes, e-signature, a help desk and a team inbox. Its AI side includes an assistant, Autopilot, which carries out a job you describe, and MCP and API access to your CRM data. A desktop note taker records calls and meetings from your computer without a bot joining, and the conversation becomes a CRM update you review before it is saved, along with follow-up drafts. A website chat agent answers visitors from your own help articles. You get updated deal records and drafted follow-ups after each call.

Key features

  • AI assistant and Autopilot for CRM tasks
  • Desktop note taker with no meeting bot
  • Call notes to reviewed CRM updates
  • Follow-ups and quotes filled in from the deal
  • Website chat agent using your articles
  • MCP and API access
  • Email, SMS, booking pages and e-signature

Use cases

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Last updated 2026-11-11

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