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.
AA
Aman A.
Senior Software EngineerSmall-Business (50 or fewer emp.)
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.
CI
Verified User in Information Technology and Services
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.
SoftSync AI builds an agentic CRM for small and mid-sized sales teams. It connects to AI assistants through the Model Context Protocol, so routine CRM work like follow-ups, reminders and data entry can run without someone driving it. Customer context sits on one page instead of being split across tools. SoftSync AI is headquartered in Wilmington, Delaware.