Autopilot

Put the repeatable work on Autopilot.

Describe the sales task once. SoftSync checks for the right moment and reminds the right person, so deals keep moving when the day gets busy.

Repeatable sales work, handled for you.

Start with the work you already do

Make the repeatable parts feel lighter.

You already know the sales jobs that keep coming back. Describe one once, then let SoftSync check for the moment and keep the owner moving.

Start with a template
Start with a job you already know.
Pick a ready-made reminder and make it yours.
Use ordinary words
Tell SoftSync what should happen.
Remind me when a deal has no update in 14 days is enough to begin.
See the result
Keep the next conversation from slipping.
SoftSync checks the deals and reminds the owner when one goes quiet.

Make it fit your business. Autopilot handles the repeatable check. Your team still owns the relationship and the conversation that follows.

A simple way to use it

Set up the job while the problem is clear, then let the result arrive where the owner already works.

Questions, answered

Autopilot gives the repeatable checks a home, so the sales team can spend more time on the conversations that need them.

Can I start from a template?

Yes. Choose a ready-made sales reminder, then adjust it to match the way your team works.

What can trigger a job?

Triggers can use the customer and sales information in your workspace. The available options are shown when you set up a job.

Does Autopilot connect to other tools?

Use the connected tools available in your workspace when a job needs information or an action outside SoftSync.

Can I review what ran?

Yes. Review the run history so you can see what SoftSync checked and which reminder it sent.

Ready when you are

See a repeatable sales task run without another reminder in your head.