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Your sales day

Customers & Sales, Built Your WayYour pipeline, fields, and views, shaped around your team.Email & CampaignsPersonal outreach. Automatic follow-ups.ReportsDashboards and charts for the sales questions you ask.Schedule MeetingsBooking pages for demos, onboarding, and team meetings.

Capture every opportunity

Chrome ExtensionSave people and company details as you browse.Meeting AssistantDesktop app for calls and meetings. No bot joins.

Take work off your plate

AI AssistantAsk, find, and update in plain language.AutopilotPut repeatable sales work on autopilot.

Featured

Explore all productsSee the connected sales process in one place.See pricingChoose a plan for your team.
Case Studies

Use cases

For founders and startupsKeep founder-led outreach, meetings, and follow-up connected.For fundsConnect deal flow, LPs, portfolio work, reporting, and fund operations.For agenciesKeep prospecting, proposals, handoffs, and renewals moving.For SaaS teamsConnect demos, trials, expansion, and the next sales action.For recruitersKeep employer relationships and commercial handoffs clear.For real estate teamsKeep property, people, conversations, and next actions together.

Featured journeys

Beyond the spreadsheetMove from tabs and memory to one shared sales record.CRM reps actually useTurn the conversation into a reviewed CRM update.Outgrowing a Notion CRMKeep the shape you designed and connect the sales day.CRM without admin queuesShape the record and workflow without waiting on a specialist.Meeting notes to CRMNo bot, no copy-paste, no lost customer context.Beyond the Zapier chainMake the core sales path easier to own and review.

Featured

Explore all use casesBrowse every industry workflow in one place.Explore all journeysBrowse every before-and-after sales workflow.Product ComparisonCompare CRM approaches and find the right fit for your team.AnalystX for funds, investors & PEThe OS for deal flow, LPs, portfolio management, and fund operations.
Resources

Learn

TutorialOpen short tutorials for setup, capture, meetings, and AI.Your GuideRead practical guides for the work you do every day.ChangelogCustomer-visible improvements and fixes.

Companion apps

Desktop appRecord calls and meetings from your computer.Chrome extensionCapture useful web research while you work.

Useful tools

Email Signature CreatorCreate a polished signature you can paste into any inbox.Email EditorDesign responsive email templates with reusable variables.

Connected tools

IntegrationsConnect the tools your sales process already uses.

Partners

Partner brand kitBrand guidance and downloadable partner assets.

Featured

Start with TutorialWatch a short video, then choose your next step.
Pricing
LoginGet access
Products

Your sales day

Customers & Sales, Built Your WayYour pipeline, fields, and views, shaped around your team.Email & CampaignsPersonal outreach. Automatic follow-ups.ReportsDashboards and charts for the sales questions you ask.Schedule MeetingsBooking pages for demos, onboarding, and team meetings.

Capture every opportunity

Chrome ExtensionSave people and company details as you browse.Meeting AssistantDesktop app for calls and meetings. No bot joins.

Take work off your plate

AI AssistantAsk, find, and update in plain language.AutopilotPut repeatable sales work on autopilot.

Featured

Explore all productsSee the connected sales process in one place.See pricingChoose a plan for your team.
Case Studies

Use cases

For founders and startupsKeep founder-led outreach, meetings, and follow-up connected.For fundsConnect deal flow, LPs, portfolio work, reporting, and fund operations.For agenciesKeep prospecting, proposals, handoffs, and renewals moving.For SaaS teamsConnect demos, trials, expansion, and the next sales action.For recruitersKeep employer relationships and commercial handoffs clear.For real estate teamsKeep property, people, conversations, and next actions together.

Featured journeys

Beyond the spreadsheetMove from tabs and memory to one shared sales record.CRM reps actually useTurn the conversation into a reviewed CRM update.Outgrowing a Notion CRMKeep the shape you designed and connect the sales day.CRM without admin queuesShape the record and workflow without waiting on a specialist.Meeting notes to CRMNo bot, no copy-paste, no lost customer context.Beyond the Zapier chainMake the core sales path easier to own and review.

Featured

Explore all use casesBrowse every industry workflow in one place.Explore all journeysBrowse every before-and-after sales workflow.Product ComparisonCompare CRM approaches and find the right fit for your team.AnalystX for funds, investors & PEThe OS for deal flow, LPs, portfolio management, and fund operations.
Resources

Learn

TutorialOpen short tutorials for setup, capture, meetings, and AI.Your GuideRead practical guides for the work you do every day.ChangelogCustomer-visible improvements and fixes.

Companion apps

Desktop appRecord calls and meetings from your computer.Chrome extensionCapture useful web research while you work.

Useful tools

Email Signature CreatorCreate a polished signature you can paste into any inbox.Email EditorDesign responsive email templates with reusable variables.

Connected tools

IntegrationsConnect the tools your sales process already uses.

Partners

Partner brand kitBrand guidance and downloadable partner assets.

Featured

Start with TutorialWatch a short video, then choose your next step.
Pricing
Get accessLogin
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HELLO, First name

Less admin.
More possibility.

Welcome to Company. Your workspace is ready, and your 14-day trial starts today. Let’s give your next customer conversation a home.

Open my workspace
A bright desk with room to begin

Your first ten minutes

01 · Add a contact
Start with someone you’re already talking to.

02 · Set a next step
Add a reminder so the conversation keeps moving.

No card required during your trial. Reply to this email if you’d like a hand.

Best,
Jamie
Customer team · Company

Company · 123 Example Street, London, UK

This is a service email from Company.
Questions? Contact support

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SoftSync

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  • Reports
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Case Studies

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  • CRM for real estate teams
  • AnalystX for funds

Resources

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