Every journey leads here.

Almost no one starts with SoftSync. They get here after everything else. Pick the path that sounds like you.

From a wall of spreadsheets.

You started simple. Then “simple” turned into a dozen tabs nobody could keep straight, and the follow-ups lived in your head.

Excel & Sheets a dozen tabs
Outlook & Gmail inbox as the to-do list
Notes scattered everywhere
Then you found SoftSync. everything in one place

Questions about
switching.

How do I move from a spreadsheet to a CRM?
You upload the file you already have. Import sorts a messy spreadsheet for you on every plan, merges rows that are the same customer, and lets you see the result before anything is saved. Most people bring the spreadsheet across as it is rather than tidying it first.
Will you help me move off my old CRM?
Yes. Import works on every plan, and on Business we do the migration with you. Customers, contacts, deals and history all come across.
How long does switching CRM take?
Most teams switch over in a weekend. The move itself rarely takes more than an afternoon; what takes time is agreeing on what you actually want to track.
Will I lose my history?
No. Old deals, notes and email come across and land on the right customer, so you can still see what was said two years ago.
What if the last CRM we tried went unused?
That is the most common reason people arrive here. A CRM goes unused when it has to be fed by hand: someone has to remember to enter the customer, attach the invoice and write up the phone call. SoftSync pulls those things from the systems they already live in, so the overview stays right even in a busy week.

Start your path
with SoftSync.

Wherever you’re coming from, you can be set up today.

Get access
Get access