SoftSync
SoftSync is an all-in-one AI CRM that centralizes customer records, emails, meeting minutes and follow-up processes in a single workspace, and offers sales assistance, appointment scheduling, e-signature and automation features.
Updated: 2026-10-27
What is SoftSync?
SoftSync is an all-in-one AI CRM. Positioned on its official website as a "CRM with no data entry required", it enables startup teams and small businesses to manage customers, emails, meetings and follow-up actions all within a single application. Unlike traditional CRMs that only store contact information, it integrates scheduling, meeting minutes, proposal signing, customer service and automation into the same customer context. The official website emphasizes that team members do not have to move information back and forth between multiple tools, and next actions can be directly advanced along customer records. The official website places customers, meetings, emails and follow-up actions on the same record, reducing teams' need to copy information across multiple tools.
Who is it for?
- Startup teams whose customer information is scattered across emails, spreadsheets and meeting minutes.
- A sales manager who needs to keep appointments, call records and follow-up tasks in one place.
- Small businesses that want to reduce duplicate data entry while retaining custom sales processes.
- Service teams that need continuous records of proposals, signatures and customer communications.
- Service-oriented companies that need to link quotes, customer service and sales follow-ups into a single customer journey.
Key features
6Mr. Soft Master Assistant
The official website states that Mr. Soft has a comprehensive understanding of every customer and their next action, and all other sales assistants report to it, forming a unified customer view.
Lead Acquisition & Follow-up Assistant
The Finder is used to find potential customers, and The Chaser is responsible for email and SMS follow-up, reducing the situation where leads go cold with no one to continue advancing them.
Appointments & Meeting Records
The Scheduler provides appointment pages, and The Note-taker listens to content during meetings and compiles records, with meeting results being linked back to the corresponding customers.
Quotation and Electronic Signature
The Signer is responsible for sending proposals and completing electronic signatures, extending sales communication from needs confirmation to document signing.
Customer Service & Automation
The Front desk answers frequently asked questions through help centers, website content and chat components, while The Watcher identifies customers who have not responded for a long time.
Flexible Records & Workflows
The official website states that you can build workflows using custom records and stages, and it also provides supporting capabilities such as reports, forms, customer pages, and Chrome extensions.
How to use SoftSync
- 1First migrate a real sales process into SoftSync, confirm that customers, meetings and next actions can be connected, and then import historical data in bulk.
- 2Unify the stage names and required fields before launch; otherwise, the reminders generated by the assistant may be based on a chaotic customer status.
- 3First organize email, SMS and appointment templates by scenario before using them for automated follow-ups to avoid inconsistencies in tone and commitments.
- 4When dealing with customer privacy and contract documents, verify permissions, data export options, and the scope of third-party integrations before granting access to the entire team.
- 5Perform field mapping and deduplication before importing historical data to prevent old customers from appearing repeatedly in multiple stages.
Traffic & popularity
Data month Sep 2026
SoftSync receives about 1.6K visits per month.
Monthly visits
12 monthsTraffic sources
- Direct41.7%
- Search34.4%
- Referrals10.4%
- Social7.3%
- Display ads2.1%
- Other4.0%
Top countries
- Thailand100.0%
Estimated from third-party traffic data.
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