A Capterra reviewer liked the screen share and letting the end user share control so they could show exactly what they meant. Capterra's overall rating is 3.9/5 across 54 reviews.
ClearSlide shares the content.
SoftSync captures the conversation.
ClearSlide is a sales enablement and engagement platform, owned by Bigtincan since its 2020 acquisition. If you are searching for an AI note taker for sales, SoftSync records the call and suggests the CRM updates.
Side-by-side
SoftSync vs ClearSlide
ClearSlide focuses on content, buyer engagement analytics, and communication tools. SoftSync focuses on the conversation and the customer record: capture, summary, suggested field updates, and follow-up.
Feature scope checked against Bigtincan: acquires ClearSlide and ClearSlide overview.
| What matters | SoftSync | ClearSlide |
|---|---|---|
| Main job | Capture calls and turn them into reviewed customer records and follow-up. | ClearSlide: sales content management, buyer engagement analytics, and communication tools. |
| Meeting notes | Desktop recorder with no meeting bot, a live transcript, and a summary attached to the record. | ClearSlide: not primarily a note taker; check current features with the vendor. |
| CRM updates | Suggested field changes you review and apply. | ClearSlide: integrates with CRMs for tracking content activity. |
| Follow-up | Email campaigns and Autopilot on the same record. | ClearSlide: email and content sharing with engagement tracking. |
| Best fit | Sales teams that want notes to update the record. | ClearSlide: teams that want content and engagement analytics. |
Content platform or
note taker?
These tools solve different problems and can sit side by side.
- ClearSlide owns: content sharing, live pitch, and buyer engagement analytics.
- SoftSync owns: the conversation, the record, and the follow-up.
- Use both when: your team shares decks and also needs every call captured on the customer record.
- The decisive test: run one real call and follow the next step from transcript to record to owner.
Buyer evidence about ClearSlide
The best and worst real feedback about ClearSlide
These are the clearest positive and critical signals from real ClearSlide reviews, and the reason to look at the whole sales workflow.
A Capterra reviewer, a CEO, said ClearSlide had worked fairly well for sales presentations but called its billing practices the worst, describing auto-renewal and a collections issue despite not using the product.
Comparison takeaway
Keep the content sharing. Add notes that update the record.
What buyers love
- Sharing content and presenting to buyers.
- Easy screen sharing and control in some reviews.
What buyers fear
- Reviewers report glitches in live pitch and remote meetings.
- Pricing and billing can be hard to predict, and cancelling is hard for some.
Best fit for this workflow
- Meeting capture from the desktop with no bot and a reviewed summary.
- Suggested field updates, follow-up, and flexible records in one workspace.
See the difference in practice
Bring one real sales workflow and see whether customer context, meetings, and follow-up stay connected.
Questions, answered
plainly.
Does ClearSlide have an AI note taker?
Who owns ClearSlide?
Does SoftSync use a meeting bot?
Does SoftSync share sales content?
What should I compare?
Turn the call into
the next action.
Bring one real call. We will show how the summary updates the record.