SoftSync
All-in-one AI CRM with bot-free meeting notes, email and SMS campaigns, booking, e-signature and a first-party MCP server. From $29/seat/mo.
From $29/seat/mo 14-day free trial MCP server API
Bottom line
An all-in-one AI CRM from $29/seat/mo that replaces a separate note taker, booking tool, form builder and e-signature app, with an AI Assistant, Autopilot workflows, API and a first-party MCP server on every plan. 14-day trial. Best for small agencies and founder-led teams that want one tool for client development, not a candidate database.
Stands out for: The meeting recorder is a desktop app, so no bot joins client calls, and the summary is reviewed before it lands on the record. Booking, quotes, e-signature, forms and a help desk come in the same $29 seat, and the MCP server ships written guidance so Claude or ChatGPT can work the CRM within limits you set.
Watch out for: SoftSync says plainly it is not an ATS: candidates stay in your existing recruiting system, and it holds employers, hiring managers and mandates. Pro caps a workspace at 5 team members and 1,000 campaign emails per user a month, so bigger desks need Business at $59/seat.
Overview
SoftSync is an AI-native CRM from SoftSync AI Inc. It combines custom records and pipelines with email and SMS campaigns, booking pages, a lead database, a Chrome extension for saving people and companies, documents, e-signature, forms, a knowledge base, web chat, a team inbox and a service desk.
Its meeting assistant is a Mac and Windows desktop app that records calls without a bot joining and writes an editable summary you attach to the right record. The built-in AI Assistant answers questions from calls, emails and records and can make the change, and Autopilot runs repeat jobs on a schedule.
For recruitment teams, SoftSync positions itself on the employer side: each mandate is a record with its own fee, stage and owner, intake calls become mandate notes, and placement handoffs carry start dates and check-in reminders. It is not an ATS, so candidate work stays in your recruiting system.
Claude, ChatGPT and Codex can connect to its first-party MCP server, and about sixty REST endpoints cover records, messages, campaigns and workflows. Pro is $29/seat/mo billed yearly, Business $59, with a 14-day trial.
Who it's for
Best for
- Recruitment agencies tracking clients, hiring managers and mandates
- Founder-led teams replacing several sales apps with one
- Teams that want Claude or ChatGPT to work inside their CRM
Not ideal for
- Recruiters who need candidate pipelines and job posting
- Buyers who want LinkedIn messaging inside the CRM
- Teams of more than 5 on the entry plan
Key features
Bot-free meeting notes. A Mac and Windows desktop app records calls without a bot joining, and you review the editable summary before it is attached to the right record.
Email and SMS campaigns. Synced inboxes, templates and sequences where a reply stops the rest of the follow-ups, plus texting from the record with replies beside the emails.
Booking, documents and e-signature. Booking pages, quotes and contracts filled in from the deal, e-signature and website forms that feed straight into the CRM.
AI Assistant, API and MCP server. A built-in assistant answers and acts on your records, Autopilot runs repeat jobs on a schedule, and Claude, ChatGPT or Codex can connect over MCP. About sixty REST endpoints cover the same data.
AI features
| What the AI does | Plan |
|---|---|
| AI Assistant answers from calls, emails and records, then makes the change | All plans |
| Autopilot runs repeat CRM jobs on a schedule | All plans |
| Desktop meeting recorder writes editable call summaries without a bot | All plans |
| MCP server lets Claude, ChatGPT or Codex read and update the CRM | All plans |
Only features named in the vendor's own documentation. Anything sold separately is marked as an add-on.
MCP server
https://api.softsync.ai/mcp/softsync
SoftSync runs its own MCP server at https://api.softsync.ai/mcp/softsync. Add it as a custom connector in Claude.ai or ChatGPT, or with claude mcp add in Claude Code; it signs in with your SoftSync account over OAuth, so no API key is needed. The vendor says it can create, query, update and merge records, find duplicates, search messages, write notes, send template emails, run campaigns and published workflows, with read-only and confirm-before-change modes. MCP access is included on every plan.
Setup steps and live status MCP Directory Check your stack in the MCP readiness checker
Pricing
| Plan | Price | What you get |
|---|---|---|
| Pro | $29/seat/mo | Billed yearly, $39 monthly. Up to 5 team members |
| Business | $59/seat/mo | Billed yearly, $79 monthly. Up to 25 team members, priority setup help |
| Enterprise | Custom | Custom limits and integrations |
SoftSync charges per seat. Pro is $29/seat/mo billed yearly or $39 monthly, with up to 5 team members, 1,000 campaign emails per user a month and 1,000 enrichment credits. Business is $59/seat/mo yearly or $79 monthly, with up to 25 team members, 10,000 campaign emails and priority help with migration and setup. Enterprise is custom priced. Both paid plans include the AI Assistant, Autopilot, API and MCP access. A 14-day free trial is offered, prices exclude VAT, and teams switching from another CRM can ask about six months of Business credit per seat. Confirm current terms on the vendor site.
Checked 2 Nov 2026. Vendors change prices without notice.
Is SoftSync expensive?
SoftSync starts at $29/seat/mo. We list 104 CRM tools in total. 12 have a free tier, and those with a public price typically start around $79 a month.
- 44 quote-based
- 12 free tier
- 47 public price
Worked out automatically from every CRM listing, so it updates as the directory changes.
Pros and cons
Pros
- Bot-free desktop meeting notes
- Booking, e-signature and forms included
- MCP, API and AI on every plan
Cons
- Not an ATS for candidates
- Pro capped at 5 team members
- No LinkedIn messaging inside the CRM
Integrations
Claude ChatGPT Codex Slack Zapier Stripe Google Drive Twilio
What's new at SoftSync
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How SoftSync compares
See all SoftSync alternatives, with what each one does differently and a head to head for every pairing.
| Tool | Free tier | From | MCP | API | Compare |
|---|---|---|---|---|---|
| SoftSync (this tool) | – | $29/seat/mo | ✓ | ✓ | |
| | ✓ | $35/user/mo | ✓ | ✓ | Compare |
 Breakcold Breakcold from $59/mo centres on LinkedIn, WhatsApp and Telegram conversations, while SoftSync covers email and SMS plus booking, notes and e-signature from $29/seat. | – | $59/mo | ✓ | ✓ | Compare |
 SearchOS SearchOS is a CRM built only for recruitment agencies from $159/seat/mo, while SoftSync is a general CRM at $29/seat that agencies shape around employer work. | – | $159/seat/mo | ✓ | – | Compare |
$35/user/mo Free tier MCP API
Attio is a flexible CRM with its own MCP server and a free plan, but booking pages, e-signature and a help desk are not built in the way they are in SoftSync.
Breakcold$59/mo MCP API
Breakcold from $59/mo centres on LinkedIn, WhatsApp and Telegram conversations, while SoftSync covers email and SMS plus booking, notes and e-signature from $29/seat.
SearchOS$159/seat/mo MCP
SearchOS is a CRM built only for recruitment agencies from $159/seat/mo, while SoftSync is a general CRM at $29/seat that agencies shape around employer work.
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