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Your sales workspace

Customers & Sales, Built Your WayYour pipeline, fields, and views, shaped around your team.Email & CampaignsPersonal outreach. Automatic follow-ups.SMSText from the record. Replies land beside the emails.ReportsDashboards and charts for the sales questions you ask.Schedule MeetingsBooking pages for demos, onboarding, and team meetings.TemplatesStart from a ready-made setup for your kind of work.

Capture every opportunity

Lead DatabaseFind companies that fit and add them in one click.Chrome ExtensionSave people and company details as you browse.Meeting AssistantDesktop app for calls and meetings. No bot joins.

Win the deal

DocumentsQuotes and contracts, filled in from the deal.E-signatureSend it, get it signed, keep the sealed copy.FormsTurn website answers into customers.

Support your customers

Web AgentA website chat that answers from your own articles.Customer PortalA page of their own for every customer.Knowledge BaseWrite the answer once. Use it everywhere.Website ContentWrite in SoftSync. Your website follows.Service DeskEvery request gets a number and a reply-by time.Team InboxOne inbox for support@, sales@, and hello@.

Take work off your plate

SoftSync AIAssistant, MCP, and API for your CRM.SoftSync AutopilotDescribe the job. It does it.

Featured

Explore all productsSee the connected sales process in one place.See pricingChoose a plan for your team.

Case Studies

Use cases

For founders and startupsKeep founder-led outreach, meetings, and follow-up connected.For fundsConnect deal flow, LPs, portfolio work, reporting, and fund operations.For agenciesKeep prospecting, proposals, handoffs, and renewals moving.For SaaS teamsConnect demos, trials, expansion, and the next sales action.For recruitersKeep employer relationships and commercial handoffs clear.For real estate teamsKeep property, people, conversations, and next actions together.

Featured journeys

Beyond the spreadsheetMove from tabs and memory to one shared sales record.CRM reps actually useTurn the conversation into a reviewed CRM update.Outgrowing a Notion CRMKeep the shape you designed and connect the sales day.CRM without admin queuesShape the record and workflow without waiting on a specialist.Meeting notes to CRMNo bot, no copy-paste, no lost customer context.Beyond the Zapier chainMake the core sales path easier to own and review.

Featured

Explore all use casesBrowse every industry workflow in one place.Explore all journeysBrowse every before-and-after sales workflow.Product ComparisonCompare CRM approaches and find the right fit for your team.AnalystX for funds, investors & PEThe OS for deal flow, LPs, portfolio management, and fund operations.

Resources

Learn

TutorialOpen short tutorials for setup, capture, meetings, and AI.Help centreStep-by-step guides for the work you do every day.ChangelogCustomer-visible improvements and fixes.

Companion apps

Desktop appRecord calls and meetings from your computer.Chrome extensionCapture useful web research while you work.

Useful tools

Email Signature CreatorCreate a polished signature you can paste into any inbox.Email EditorDesign responsive email templates with reusable variables.

Connected tools

IntegrationsConnect the tools your sales process already uses.

Partners

Partner brand kitBrand guidance and downloadable partner assets.

Featured

Start with TutorialWatch a short video, then choose your next step.

Get Started Talk to us

Products

Your sales workspace

Customers & Sales, Built Your WayYour pipeline, fields, and views, shaped around your team.Email & CampaignsPersonal outreach. Automatic follow-ups.SMSText from the record. Replies land beside the emails.ReportsDashboards and charts for the sales questions you ask.Schedule MeetingsBooking pages for demos, onboarding, and team meetings.TemplatesStart from a ready-made setup for your kind of work.

Capture every opportunity

Lead DatabaseFind companies that fit and add them in one click.Chrome ExtensionSave people and company details as you browse.Meeting AssistantDesktop app for calls and meetings. No bot joins.

Win the deal

DocumentsQuotes and contracts, filled in from the deal.E-signatureSend it, get it signed, keep the sealed copy.FormsTurn website answers into customers.

Support your customers

Web AgentA website chat that answers from your own articles.Customer PortalA page of their own for every customer.Knowledge BaseWrite the answer once. Use it everywhere.Website ContentWrite in SoftSync. Your website follows.Service DeskEvery request gets a number and a reply-by time.Team InboxOne inbox for support@, sales@, and hello@.

Take work off your plate

SoftSync AIAssistant, MCP, and API for your CRM.SoftSync AutopilotDescribe the job. It does it.

Featured

Explore all productsSee the connected sales process in one place.See pricingChoose a plan for your team.

Case Studies

Use cases

For founders and startupsKeep founder-led outreach, meetings, and follow-up connected.For fundsConnect deal flow, LPs, portfolio work, reporting, and fund operations.For agenciesKeep prospecting, proposals, handoffs, and renewals moving.For SaaS teamsConnect demos, trials, expansion, and the next sales action.For recruitersKeep employer relationships and commercial handoffs clear.For real estate teamsKeep property, people, conversations, and next actions together.

Featured journeys

Beyond the spreadsheetMove from tabs and memory to one shared sales record.CRM reps actually useTurn the conversation into a reviewed CRM update.Outgrowing a Notion CRMKeep the shape you designed and connect the sales day.CRM without admin queuesShape the record and workflow without waiting on a specialist.Meeting notes to CRMNo bot, no copy-paste, no lost customer context.Beyond the Zapier chainMake the core sales path easier to own and review.

Featured

Explore all use casesBrowse every industry workflow in one place.Explore all journeysBrowse every before-and-after sales workflow.Product ComparisonCompare CRM approaches and find the right fit for your team.AnalystX for funds, investors & PEThe OS for deal flow, LPs, portfolio management, and fund operations.

Resources

Learn

TutorialOpen short tutorials for setup, capture, meetings, and AI.Help centreStep-by-step guides for the work you do every day.ChangelogCustomer-visible improvements and fixes.

Companion apps

Desktop appRecord calls and meetings from your computer.Chrome extensionCapture useful web research while you work.

Useful tools

Email Signature CreatorCreate a polished signature you can paste into any inbox.Email EditorDesign responsive email templates with reusable variables.

Connected tools

IntegrationsConnect the tools your sales process already uses.

Partners

Partner brand kitBrand guidance and downloadable partner assets.

Featured

Start with TutorialWatch a short video, then choose your next step.

Talk to us Get Started

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Help centre

Step-by-step guides for setting up your workspace and getting everyday work done. Pick a guide to get started.

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Products

Products
Customers & Sales
Email & Campaigns
SMS
Reports
Chrome Extension
Meeting Assistant
Schedule Meetings
SoftSync AI
SoftSync Autopilot
Lead Database
Documents
E-signature
Forms
Web Agent
Customer Portal
Knowledge Base
Website Content
Service Desk
Team Inbox
Templates

Case Studies

CRM for founders and startups
CRM for agencies
CRM for SaaS teams
CRM for recruiters
CRM for real estate teams
AnalystX for funds

Comparison

versus HubSpot
versus Attio
versus folk
versus Notion
versus Pipedrive
versus Granola
Attio vs HubSpot
AI CRM tools

Resources

Tutorial
Help centre
Changelog
Desktop app
Chrome extension
Email Signature Creator
Email Editor
Integrations
Partner brand kit

Trust

Trust Centre
EU GDPR
UK GDPR
CCPA / CPRA
EU AI Act
ISO 27001
SOC 2 Type II

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