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.
Start with the work you already do
The sales day should move forward, not create more admin.
SoftSync follows the way a small team actually sells: find the right person, reach out, make it easy to book time, have the conversation, and keep the record useful afterwards. Reports show the full motion, while the Assistant and Autopilot help the team decide and follow through.
01 · Outreach
Start with a lead, not a blank record.
When you find a promising person or company, save it with the browser extension. Contact, company, role, and source stay connected, so you can spend the next minute thinking about the message instead of copying fields.
See the Chrome Extension
02 · Email campaign
Follow up without carrying it in your head.
Send personal outreach from your inbox, plan the next touch, and let replies land with the right customer. When the conversation starts, the campaign can stop while the record stays useful.
See Email & Campaigns
03 · Meetings
Make booking the easiest next step.
Share a booking page with real host availability and useful questions. When the person chooses a time, the booking and customer context arrive in the workspace ready for the conversation.
See Schedule Meetings
04 · Meeting notepad
Be present in the meeting. Keep the memory afterwards.
Open the desktop meeting assistant for the call. It captures the conversation from your computer, then gives you an editable summary of decisions, requirements, and next steps to check and attach to the customer record.
See the Meeting Assistant
05 · Flexible CRM
Give every next step a home that fits your business.
Keep the contact, company, deal, notes, emails, and meeting history together. Use the fields, stages, groups, and views your team needs so the record is ready for the next person and the next action.
See Customers & Sales
06 · Reports
See what the whole motion is telling you.
Build reports from the Contacts, Companies, Deals, and custom fields your team already uses. Find what is moving, where work stalls, and which records need attention, then open the work behind the number.
See Reports
07 · AI Assistant
Ask for the context behind the next decision.
Ask which deals need attention, what you agreed with a customer, or what should change in a record. The Assistant brings together the context already in your workspace so you can act without searching through separate tools.
See the AI Assistant
08 · Autopilot
Let repeatable follow-up happen in the background.
Describe a routine job once, such as checking for a quiet deal. Autopilot checks the right records and reminds the right owner, while your team stays responsible for the relationship and the conversation.
See Autopilot
Make it fit your business. The point is not another tool to learn. It is fewer loose ends between the lead you find, the conversation you start, the meeting you hold, and the next action your team needs to take. Reports, the Assistant, and Autopilot keep the work useful after the call as well.
A 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
See your sales day in SoftSync.
Show us the sales process you already run. We will show you how to keep its context moving.