Customers & Sales
A customer workspace that fits the way you sell.
Start with a clean, intuitive home for customers and sales. Add the fields, stages, and views your team uses, then change them as your process changes.
Easy to set up. Easy to shape. Easy for the team to use.
- Clean and intuitive.A clear starting point your team can pick up quickly.
- Built around your process.Use your own fields, stages, and record types.
- Easy to change.Adapt the setup as the business changes.
Start with the work you already do
Shape SoftSync around your business.
Your work does not have to look like a standard pipeline. Choose what to track, name it your way, and give each team a view that makes sense.
Customer history
Everything your team needs, without the clutter.
Keep contact details, emails, meeting notes, and next steps together, so adding context is part of the work—not another admin task.
Your sales process
Your stages. Your fields. Your way of working.
Name stages in the words your team uses, add fields for renewal dates or services, and switch between table, board, and calendar views.
Grow with the work
Add a new workflow when the business grows.
Create groups and record types for partnerships, projects, or renewals, then link them to the same customer history.
Make it fit your business. Start simple. Make changes as you learn. Add renewal dates, services, partners, projects, or any other detail your business needs without losing the shared customer history.
A simple way to use it
Shape your first working view in four steps.
Choose the structure that makes sense today, then keep changing it as the work changes.
- 01Start with Contacts, Companies, or Deals
- 02Add the fields that matter to your process
- 03Name your stages and choose table, board, or calendar
- 04Save the view your team can use every day
Questions, answered
Questions about making it yours.
Start with a clear setup, then shape it around the way your team actually works.
What is a CRM?
A CRM is a shared place for customer information and sales activity. SoftSync also keeps emails, meeting notes, and follow-ups with the customer they belong to.
Can I start with a simple setup?
Yes. Start with a few record types and views, then add fields, stages, or groups when they become useful.
Can I change fields, stages, and views?
Yes. Add fields, name stages in your own words, and choose the columns, cards, or dates your team needs in each view.
Can I track work besides sales?
Yes. Create record types and groups for partnerships, projects, renewals, or other work, then link them to customers.
Will changing a view create duplicate data?
No. A table, board, or calendar is another way to look at the same records, so the customer history stays connected.
Ready when you are
See your sales day in SoftSync.
See your own customer and sales process working in SoftSync.