# SoftSync AI

> SoftSync AI on NachoNacho — the B2B SaaS and AI marketplace. NachoNacho members get 20% CASHBACK + All Plans. Forever.

- **Page:** https://nachonacho.com/product/SoftSync-AI
- **NachoNacho deal:** 20% CASHBACK + All Plans. Forever
- **Estimated saving:** Save up to $192/year
- **Categories:** CRM, CRM & Marketing Automation, Sales, Lead Generation, Productivity, Lifetime Discounts
- **Pricing from:** $39.00 Per User, Per Month
- **Vendor website:** https://affiliate.softsync.ai/NachoNacho
- **Last updated:** 2026-10-20

AI-powered CRM that brings contacts, outreach, booking and meeting notes into one sales workflow

## About

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.

## Key benefits

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.

## 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.

## Pricing

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.

## Pricing plans

- Free trial: yes
- Vendor pricing page: https://softsync.ai/pricing
- Pricing last verified: 2026-10-20

| Plan | Price | Charged |
| --- | --- | --- |
| Pro | $39.00 | Per User, Per Month |
| Business | $79.00 | Per User, Per Month |
| Enterprise | Contact us for custom pricing | Contact us for custom pricing |

### Pro includes

- Flexible records, custom objects, and fields
- Table, pipeline, and calendar views
- Email sync, campaigns, and templates
- Meeting notes and summaries
- Reports, dashboards, AI Assistant, and Autopilot workflows
- Integrations, API, and MCP access

### Business includes

- Everything in Pro
- Priority Support for migration and setup
- Workspace Consultant
- Custom Integrations
- More workspace and usage capacity

### Enterprise includes

- Custom team member, group, record, mailbox, and usage limits
- Unlimited capacity available for agreed requirements
- Custom integrations and Priority Support

## How the NachoNacho saving works

New SoftSync AI users can get 20% cashback on all plans forever with a NachoCard, saving up to $192/year. Without a NachoCard, they get 8% cashback, saving up to $77/year. SoftSync AI combines customer records, email follow-ups, meeting notes, scheduling, proposals, and support in an AI-powered CRM.

## Eligibility

This deal is eligible for new SoftSync AI users. All NachoNacho customers are eligible. Cashback may take 30-45 days to be credited.

## Frequently asked questions

### What sales work can I manage in SoftSync AI?

You can manage contacts, companies, deals, outreach, meeting bookings, notes, and reminders in one CRM. Records can be viewed as tables, pipelines, or calendars.

### What can the AI Assistant do with my CRM data?

It can answer questions using customer records, emails, and meeting context, and update a record or save a next step when asked. You can control its actions through record permissions, confirmation requirements, and task limits.

### Can I connect other AI tools or my own software?

SoftSync AI supports MCP-compatible clients, including Claude and ChatGPT, for working with CRM records within set permissions. Its REST API supports connections to records, messages, campaigns, and workflows.

### How do Pro and Business differ?

Pro costs $29 per seat/month billed yearly or $39 billed monthly, with up to 5 team members per workspace and 1 mailbox connection per user. Business costs $59 per seat/month billed yearly or $79 billed monthly, and raises those limits to 25 team members and 5 mailbox connections per user.

### Who is eligible for the 20% cashback offer?

The offer is for new SoftSync AI users who are NachoNacho customers and applies to all plans. Cashback may take 30–45 days to be credited.

## Alternatives to SoftSync AI

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## Browse these categories

- [CRM](https://nachonacho.com/category/CRM)
- [CRM & Marketing Automation](https://nachonacho.com/category/CRM-Marketing-Automation)
- [Sales, Lead Generation](https://nachonacho.com/category/lead-generation)
- [Productivity](https://nachonacho.com/category/productivity)
- [Lifetime Discounts](https://nachonacho.com/collection/lifetime-discounts)

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Source: https://nachonacho.com/product/SoftSync-AI · Marketplace: https://nachonacho.com/marketplace · Site overview: https://nachonacho.com/llms.txt