A CRM shaped around your business
A flexible CRM with your own record types, fields and stages. Track deals, investors or shipments.
The AI CRM without the data entry.
The CRM that finally feels
like it was built for you.
Notes from every call, without a bot; emails and replies stay with the right customer. All in a CRM shaped around your workflow, not how you sell.
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You'll be in good company. Thousands are already using SoftSync.
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One customer. One app.
See how SoftSync replaces the email tool, booking page, notetaker and spreadsheet, with no data entry in between.
One CRM. No stack of add-ons.
Contacts, outreach, meeting notes and booking, all on the same record.
Save any lead in one click
The Chrome extension captures name, role, company and email from any profile, then you follow up from the record.
Meeting notes, no bot on the call
The meeting notepad listens from your computer. Review the summary, then add it to the customer's record.
Bookings that land on the record
Share one booking link. Guests pick a time, and their details and answers land on the record.
Follow a deal from hello to signed.
See what SoftSync does at each step, from finding a lead to closing the deal.
- I copy company details by hand.Add a company and its peopleSave the company and the people on its page as records in one click.
- I forget to follow up when nobody replies.Emails with the follow-up built inSend personal outreach from your own inbox. The next email is planned before you press Send.
- I can't tell who has replied.The sequence stops when they replyReplies show on the customer record, so you know who to call first.
- Bookings sit in my calendar, not my CRM.Bookings arrive with their answersThe guest becomes a contact, and the booking and their answers sit on the record.
- After every call I'm typing up notes.Call notes land on the recordThe summary and next steps are added to the customer's record without typing.
- Follow-ups slip when I'm busy.Autopilot drafts the next follow-upWhen a deal moves or a reply arrives, Autopilot drafts the follow-up and creates the task.
- Deals go quiet and I notice too late.Quiet deals get a nudgeEvery Monday Autopilot checks your pipeline and reminds the owner of deals nobody has touched.
- I don't know where my deals really stand.See what's won and what's stuckTrack open deals, win rate and revenue, then open the records behind any number.
“This is the kind of sales tooling I believe in: not another system to feed, but a connected trail from the first signal to a reviewed next step. In operationally complex businesses, reducing the handoff tax matters more than adding another dashboard.”
“In the early days of a startup, every conversation is both a customer call and a learning loop. Keeping the source, context, decision, and next action together is far more valuable than maintaining a CRM nobody updates.”
“What resonates with me is how SoftSync connects activity, context, and the next step without making sales work heavier. For founders, good software should create more capacity for customers and value creation, not more system administration.”
“For frontier companies, the hard part is not finding the next conversation. It is preserving why that conversation matters across the long path from introduction to diligence to partnership. A flexible record with the context and next action attached is genuinely useful.”
“The interesting part is not the AI layer by itself. It is keeping the signal, the decision, and the next action connected. That matters enormously when you are following ambitious companies over years, not just managing a short sales cycle.”
“I never imagined that transferring data from HubSpot to SoftSync could be this easy. Claude first had a conversation with me, walking me through the different options and important differences. It then handled the entire process for me.”
“Strategy execution needs a visible trail from decision to owner to next action. That is where a connected CRM becomes more than a database. It becomes part of the operating rhythm.”
“The hard part of retail partnerships is not starting conversations. It is keeping the commercial, technical, and relationship context moving together. That is where a connected process can make a real difference.”
“This is exactly where good structure creates value. When tenants, landlords, conversations, and next actions stay connected, it becomes easier to create momentum on both sides of the market.”
“The end-to-end approach is what stands out. When customers, partners, product conversations, and next steps can be managed in one workflow, integrations become commercially useful, not just technically possible.”
“What I like is that the system follows the entire customer journey, from first interest to meeting, delivery, and continued follow-up. That makes it easier to see what creates value, not just how many leads came in.”
“The connection between distribution and compounding data is something many companies miss. When every conversation, customer signal, and next action stays connected, the operating system becomes more valuable with every business relationship.”
“What I like about SoftSync is the focus on keeping customer context, follow-up, and next actions together without adding another layer of administrative work.”
“SoftSync makes sense to me because it keeps the operational signal and the next action connected. In product work, especially around complex planning workflows, the value is not another dashboard. It is a clear path from the first signal to a decision the team can act on.”
“What stands out is the focus on making the underlying context searchable, not just making messages move faster. When conversations, transaction data, and follow-up live together, a team can spend less time reconstructing what happened and more time deciding what to do next.”
“The important part is not sending more outreach. It is recognizing intent, researching the account, and following up with the right context. When those signals stay connected to the conversation and next action, LinkedIn outreach becomes a system instead of a sequence of generic messages.”
“Good content starts with listening closely enough to find the real point of difference. Keeping the customer story, the signal behind it, and the next conversation connected makes it easier to turn useful insight into content that still sounds human.”
If it worked,
you wouldn't be here.
- Still keeping a spreadsheet "just in case"? It's time for SoftSync.
- Still waiting fifteen minutes for an answer your CRM should know? It's time for SoftSync.
- Still paying for software your team quietly avoids? It's time for SoftSync.
- Still doing the follow-ups from memory? It's time for SoftSync.
Tell us if this
sounds familiar.
Hey, there's a good chance we know why you're here.
You're running a real business. Customers to follow up, deals to close, invoices to chase. So at some point you tried a CRM. It was either built for a sales team of fifty: bloated and confusing. Or so generic it was really just a glorified spreadsheet, no better than the one you already had. Either way, the real work quietly drifted back to where it started.
We've been there. So we built the opposite: a CRM with everything you need, and nothing you don't. It's the fastest you'll ever use.
Simple yet flexible that shapes around your business. That's the whole thing. Have a look around, and we'd be honored to have you.
Celine HaaverstadCOO of SoftSyncQuestions about
SoftSync.
Is SoftSync hard to set up?
No. If you can use a spreadsheet, you can use SoftSync. Import your contacts, connect your inbox, and start. We can also shape the workspace with you at no setup fee.
Can I track things other than deals?
Yes. Create your own record types—investors, candidates, properties, partners—each with its own fields, stages, and views, linked together.
Will we outgrow it?
You can start with a simple list and add record types, stages, automation, and reports as you grow, without switching tools.
Does a bot join my meetings?
No. The desktop app captures meetings from your Mac or Windows computer. Review the editable summary and attach it directly to the right record.
How is this different from a note-taker plus my CRM?
Most note-takers keep notes in their own app or require another subscription. SoftSync creates an editable summary you can attach directly to the customer’s record, without switching tools or setting up an integration.
Do I still need a booking tool or form builder for my website?
Most teams don’t. SoftSync includes booking pages and forms, and responses go straight to the CRM.
Can you help me move from my current CRM?
Yes. Migration is available—just ask us, and we’ll help you move from your current CRM.
Are the AI, MCP & API included?
Yes. AI, MCP, and API access are included on every plan.
How much does it cost?
Plans start at $29 per seat per month, billed yearly. See Pricing for plan details.
We'd be honored
to have you.
Nothing to assemble. Choose the room your sales process needs, then expand when it grows.