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SoftSync AI

Productivity

Overview

SoftSync AI is a CRM for small teams that combines customer records, email, forms, booking and meeting notes. A desktop app on Mac or Windows records meetings without a bot and attaches editable summaries to customer records, and AI, MCP and API access are included on every plan.

Key Features

  • Desktop meeting recorder with editable summaries
  • Customer records with email, forms and booking
  • AI assistant plus API and MCP access on all plans
  • Plans list clear capacity limits per seat

Best For

Founders and small sales teams who want CRM and meeting notes in one tool.

Pros & Cons

Cons

  • Meeting capture works only through the Mac or Windows desktop app
  • Pro is capped at 5 team members and 250,000 records per table
  • Free trial length and terms are not stated; automation details are limited
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Pulse Verdict

Editorial review by SEODataPulse · Editorial rating: 3/5 · Updated

This is an editorial assessment, not an average of customer ratings.

“A paid CRM with meeting capture and AI features. Automation depth and trial terms are not detailed publicly.”

Pricing

Pro $29/seat/mo billed yearly ($39 monthly); Business $59/seat/mo yearly ($79 monthly); Enterprise custom.

Pricing changes often — confirm current plans on the official site.

Visit Official Website →

Review sources