The AI CRM without the data entry.
Grade: C — Score: 65/100
SoftSync leverages advanced AI technology to automate the capture of customer interactions, ensuring that all relevant data is stored seamlessly within the CRM. This eliminates the need for manual data entry, allowing teams to focus on building relationships rather than managing records.
The platform is tailored to fit your unique workflow, enabling customization of record types, fields, and stages. This flexibility allows businesses to track various aspects such as deals, investors, or shipments, all within a single application.
By minimizing the risks associated with traditional CRM systems—such as data loss, inefficiencies, and user disengagement—SoftSync provides a connected trail from initial contact to follow-up actions, ensuring that no opportunity is overlooked.
Pro: USD $29/seat/month, billed yearly; or $39/seat/month, billed monthly. VAT excluded.
Business: USD $59/seat/month, billed yearly; or $79/seat/month, billed monthly. VAT excluded.
Enterprise: Custom quote; confirm taxes, billing commitment and integration scope in your order.
Consider switching to HubSpot: HubSpot offers a more established platform with extensive integrations and features.
No recording bot joins the meeting; SoftSync's Mac and Windows app captures your microphone and system audio. It produces a live transcript and editable summary that you can review and attach to a customer record. Phone calls must be routed through your computer; the documented app is not a phone dialer or a smartphone-only recorder.
SoftSync documents review before you apply meeting-generated CRM field suggestions, and its Assistant supports confirmation requirements or read-only access. Autopilot lets you review a routine before enabling it and can pause at a configured human-input step until a reviewer responds. Those review steps are optional, so activation alone does not require fresh approval on every run; inspect run history and the personal or shared access used by the routine.
Yes, SoftSync documents MCP connections for Claude, ChatGPT, Codex and other compatible clients. A supported connection can search CRM context and, where the client's plan and admin settings allow, perform permitted actions rather than only receive an export. It acts within the connected SoftSync account's permissions, so a connection does not grant access to otherwise inaccessible records.
No, SoftSync describes that figure as an ecosystem accessible through APIs, MCP, workflow steps and automation. Some connections use existing steps, while others require configuration through the other service's API or MCP support. Confirm the operations, authentication and custom implementation scope you need rather than treating the figure as a catalogue of included native connectors.
SoftSync uses the permissions you grant to sync contacts and support selected email or calendar interactions. Its privacy policy says email bodies are not stored by default and content-dependent features require additional consent. Contact enrichment is optional for selected contacts, and you can disconnect the integration.
SoftSync explicitly says it does not train models on workspace data, and its privacy policy makes a no-training commitment. That statement applies to SoftSync's documented service practices. An external AI client you connect has its own terms, so SoftSync's commitment should not be assumed to govern that separate service.
No, SoftSync labels these badges Ready and explains that they represent alignment rather than an issued SOC 2 Type II report or completed ISO 27001 certification. Its GDPR statement is also a vendor claim, not an independent certification. A DPA is available on request, but it was not reviewed for this listing.
Yes, SoftSync's terms document in-product export and deletion of submitted content, and its privacy policy permits account-deletion requests. The reviewed evidence does not establish that one export preserves every attachment, relationship or workflow. Retention has legal exceptions, and the policy does not consistently specify whether the seven-day backup-deletion clock starts at account deletion or active-system removal.
SoftSync brings custom CRM records, inbox outreach, booking, desktop meeting notes and AI routines into one connected sales workspace. HubSpot documents a broader platform with dedicated marketing, sales, service, content, data and revenue Hubs, whose capabilities depend on the selected products and editions. Evaluate SoftSync for that connected sales workflow and HubSpot when those additional departmental products are part of the purchase.
How AI agents (ChatGPT, Perplexity, Claude, others) read this review page in the past 7 days. Updated weekly. View SoftSync AI Visibility Report.