SoftSync AI Reviews & Product Details

What I like most about SoftSync AI is how it brings contacts, companies, deals, tasks, notes, and reminders together in a single workspace. That setup makes it easy to move from a customer record to the related opportunity and the next action without losing context. The table, pipeline, and reporting views also work well for both day-to-day execution and a broader understanding of the sales process.

The AI Assistant was another standout. I asked it to review the sample pipeline, list the active deals, and calculate the total value. It correctly identified all three deals, calculated INR 7,700,000, and recognized that the Close Date fields were empty instead of confusing them with the separate End Date fields or inventing details. The linked source records and the expandable “What happened” log also made the output easy to verify and trust.

Autopilot provides practical starting points for workflows like unanswered leads, stalled contracts, follow-ups, and enrichment. Overall, SoftSync combines connected CRM records, transparent AI assistance, and useful automation in a workspace that feels flexible while still being easy to understand. Review collected by and hosted on G2.com.

The main drawback I noticed is that some screens briefly show empty states while data is still loading, which could be confusing for a new user. I also ran into a currency inconsistency: the same sample deal appeared in INR in the pipeline, but showed up in USD on a related-record card. In addition, forms and certain integration options could be easier to find and discover. Overall, these come across as usability refinements rather than fundamental product limitations. Review collected by and hosted on G2.com.

I like how SoftSync AI keeps contacts, companies, deals, tasks, notes, and reminders in one place. The AI Assistant and Autopilot features also make it easier to manage follow-ups and routine CRM tasks. The email and calendar integrations are useful for keeping sales activities organized. Review collected by and hosted on G2.com.

Some features and settings could be easier to find, especially when getting started. A few screens could also be more intuitive for new users, but these are relatively minor issues. Review collected by and hosted on G2.com.

SoftSync AI gives us a convenient way to keep track of customers and ongoing deals. I particularly like having follow-ups, tasks, and customer information organized in one place instead of keeping track of them manually. Review collected by and hosted on G2.com.

There is a bit of a learning curve when exploring the different features for the first time. It would be helpful if some of the navigation and settings were more straightforward. Review collected by and hosted on G2.com.

SoftSync AI gives us a central place to manage contacts, companies, deals, and follow-up activities. I like being able to see the progress of opportunities without having to keep information in multiple places. Review collected by and hosted on G2.com.

The platform has several features to explore, so it can take a little time to understand the full workflow. More guidance for first-time users would make the onboarding process easier. Review collected by and hosted on G2.com.

What I like most is having our customer information and sales activities organized in one place. It makes it easier to monitor deals, remember follow-ups, and keep track of conversations without switching between too many different tools. Review collected by and hosted on G2.com.

It took me some time to become comfortable with the platform and understand where everything was. The initial setup and navigation could be a little simpler. Review collected by and hosted on G2.com.

I love how the Autopilot feature helps create workflows so effortlessly. It really simplifies what can otherwise be a complex workflow setup and allows you to get everything up and running in just minutes. Review collected by and hosted on G2.com.

A few useful actions are available, but they could be surfaced more prominently so users can discover and access them more easily. I think the UX could use a little improvement in discoverability and navigation. Review collected by and hosted on G2.com.

Impressive CRM platform coz I've tried Granola & Attio before but we cannot schedule client call on the platform, which is a bit annoying. But we can schedule call directly on Softsync while keeping all other CRM features, which helps a lot. The onboarding part is straight-forward as well. Review collected by and hosted on G2.com.

Can't think of it atm, why are you forcing people to write this??? Review collected by and hosted on G2.com.

SoftSync is a modern CRM system with a strong focus on AI and automation. What sets it apart is that AI can assist with follow-ups, lead organization, meetings, and sales processes, so much of what you usually have to do manually is automated. It is particularly interesting for B2B sellers and small to medium-sized businesses that want to consolidate customers, leads, meetings, and follow-ups in one system. Additionally, it is Norwegian-developed, GDPR-compliant, and has integrations with ChatGPT, Claude, and Gemini. Review collected by and hosted on G2.com.

What you might not like about SoftSync is that it is a relatively new system, so it may have fewer integrations and features than the largest CRM solutions. The AI features may also not necessarily suit everyone, especially if you want full manual control. For small businesses, it may also seem like an unnecessary amount of system if the sales process is already simple. Review collected by and hosted on G2.com.

Onboarding was simple and fast, and the AI integration with the MCP works really well in practice. Review collected by and hosted on G2.com.

That I did not find it before now. Stayed too long on Hubspot. Review collected by and hosted on G2.com.

The ability to seamlessly connect my CRM data to my Claude MCP Review collected by and hosted on G2.com.

That I did not have the opportunity to invest in it Review collected by and hosted on G2.com.