Your CRM
Mr. Soft
Knows every customer and every next step. Every helper reports to Mr. Soft.
One connected sales process
Your sales process, without the admin trail.
Find a lead, start a personal conversation, book the meeting, capture what happened, and keep the CRM current in one connected flow. SoftSync handles the handoffs so you can stay with the customer.
Capture the context once. Keep it useful all the way to the next step.
- Capture the first signal.Bring a promising person or company in while the context is fresh.
- Keep the conversation connected.Outreach, replies, bookings, meetings, and next steps stay with the customer.
- See what deserves attention.Use Reports, the Assistant, and Autopilot to turn the full motion into clearer action.
Meet your new team.
Let them work for you today.
Also on the team
Your whole business in one app.
Meet your teamA simple way to use it
A sale should leave a trail you can trust.
There is no handoff to another app at each stage. Start with the lead, keep the relationship in view, and let SoftSync carry the context from first outreach through review and follow-up.
- 01Save a person or company from the browser
- 02Send a personal campaign and plan the next touch
- 03Share a booking page and prepare the meeting
- 04Record the meeting on your Mac or Windows computer
- 05Review the summary and attach the next step
- 06Shape the CRM around your process
- 07Review the full motion in Reports
- 08Ask the Assistant or let Autopilot keep repeatable work moving
Questions, answered
A few things people ask before they start.
Each part is useful on its own. Together, they keep the sales motion connected from first outreach to the next decision.
Is SoftSync a CRM or a sales tool?
It is a flexible CRM built around the full digital sales process. Capture a lead, send outreach, book a meeting, keep the conversation, review the result, and track the next step in the same workspace.
Do I need to use every part of the process?
No. Start with the part that creates the most admin for your team. Add the browser extension, email campaigns, meeting scheduling, desktop meeting assistant, reports, or automation as each part becomes useful.
How do Meetings and Meeting Assistant work together?
Schedule Meetings handles the booking before a call. Meeting Assistant captures a conversation already taking place on your computer, then gives you a summary to review and attach to the relevant customer record.
What happens after a meeting?
Review the editable meeting summary, correct anything that needs checking, and attach it to the relevant contact, company, or deal. Reports can then show the updated sales motion and the next step stays visible with the customer history.
Can Reports use the way we track sales?
Yes. Reports use the groups, objects, fields, and stages in your workspace, including custom fields. Filter the result and open the Contacts, Companies, or Deals behind the chart.
Can the CRM fit a process that is not standard sales?
Yes. Add your own fields, stages, views, groups, and record types. You can keep the standard customer and sales structure, or shape it around partnerships, projects, renewals, or another process.
Where does the Assistant or Autopilot fit?
The Assistant helps you find context or make an update when you ask. Autopilot checks for a repeatable situation and handles the follow-up on a schedule, so the team can spend more time on conversations that need a human decision.
Ready when you are
Make the next step easier.
Show us the sales process you already run. We will show you how to keep its context moving.