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SoftSync AI
Deal eligibility requirements
This deal is eligible for new SoftSync AI users. All NachoNacho customers are eligible.
Cashback may take 30-45 days to be credited.
What is SoftSync AI?
AI-powered CRM for connected sales work
Bring customer records, deals, email, meeting notes, and bookings into one workspace. Flexible record types, fields, and pipeline stages let teams organize their CRM around the way they work, while customer pages keep conversations, reminders, and next steps together.
- Find what matters: View records as a table, pipeline or calendar, and ask questions about customer and sales data in everyday language.
- Keep records current: Capture meeting transcripts and summaries, file emails with the right customer, and ask the AI assistant to save a next step.
- Automate routine work: Describe a repeatable task in plain language instead of building a workflow from scratch.
- Work as a team: Share reports, manage reminders, and set access by group.
SoftSync AI screenshots and videos
Key benefits of using SoftSync AI?
- Get customer context faster. Ask the built-in Assistant about deals and customers to get answers drawn from calls, emails, and CRM records.
- Turn answers into action. Ask the Assistant to update a record or save a next step without leaving the conversation.
- Use the AI assistant you already work with. Connect Claude, ChatGPT, Codex, or another MCP-compatible client to research leads and work with CRM records.
- Keep control of AI actions. Use the same record permissions across the Assistant, MCP, and API; choose read-only access, require confirmation, or set task limits.
- Build on your CRM data. Use the REST API to connect your own code with records, messages, campaigns, workflows, and more.
SoftSync AI Features
- Customizable CRM for contacts, companies, deals, tasks, fields, stages, and views.
- Table, pipeline, and calendar views for tracking sales work.
- Customer records that bring together emails, meetings, notes, reminders, and related people.
- AI Assistant that answers questions about customers and deals using CRM context and can update records on request.
- MCP connection that lets compatible AI assistants, including Claude and ChatGPT, search and act on CRM records within set permissions.
- REST API for building on records, messages, campaigns, and workflows.
- Autopilot for running repeatable CRM tasks and follow-ups.
- Email campaigns, SMS conversations, and meeting booking pages connected to customer records.
- Desktop Meeting Assistant that creates a transcript and editable meeting summary without a bot joining the call.
- Reports and charts built from the workspace’s sales records and fields.
- Documents, e-signatures, forms, and customer support tools within the sales workspace.
How SoftSync AI pricing works
- Pro — $29 per seat/month billed yearly, or $39 per seat/month billed monthly. Includes the CRM with custom records and fields; table, pipeline, and calendar views; email sync and campaigns; meeting summaries; reports and dashboards; AI Assistant and Autopilot workflows; integrations; and API and MCP access. Limits include 5 team members per workspace, 250,000 records per table, and 1 mailbox connection per user.
- Business — $59 per seat/month billed yearly, or $79 per seat/month billed monthly. Includes everything in Pro, plus priority support for migration and setup and more capacity: 25 team members per workspace, 1,000,000 records per table, and 5 mailbox connections per user. Custom integrations are available by contacting SoftSync.
- Enterprise — custom pricing. Offers tailored limits for team members, groups, records, mailboxes, and usage, with unlimited capacity available for agreed requirements. Includes priority support; contact SoftSync about custom integrations.
Prices are in USD and exclude VAT.
SoftSync AI pricing
Pricing last verified October 20, 2026.
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