{
 "schema_version": "1.0",
 "id": "softsync",
 "name": "SoftSync",
 "research_status": "researched",
 "vendor_domain": "softsync.ai",
 "category": "Growth & Revenue",
 "task": "Sales outreach, leads & CRM",
 "summary": "Flexible B2B CRM for small sales teams: records and custom objects, table, pipeline and calendar views, email sync and campaigns, meeting notes and summaries, Autopilot follow-up workflows, and API and MCP access so Claude, ChatGPT or Gemini can work with the CRM directly.",
 "best_for": "small B2B sales teams of up to five people who want CRM records, email campaigns, meeting summaries and follow-up automation in one workspace, and who want Claude, ChatGPT or Gemini to work with that CRM directly rather than through a connector marketplace",
 "skip_if": "your team will pass five users soon and the jump to $59 per seat breaks the budget; you run high-volume outbound where 1,000 campaign emails per user a month is too tight; or you rely on a library of prebuilt integrations rather than an API and MCP connection",
 "honest_knock": "Pro stops at five team members per workspace. The sixth person does not add a sixth Pro seat; it moves the whole team to Business, which is $59 per seat a month on yearly billing instead of $29. A five-person team on Pro pays $145 a month billed yearly; the same team plus one hire pays $354 on Business, for the same product surface, since the pricing page says both paid plans carry the same core features. If your team is near that line, price the Business plan now rather than after you have moved your pipeline in.\n\nThe monthly allowances are per user and per calendar month, and on Pro they are 1,000 campaign emails, 1,000 enrichments and 1,000 AI chats, with one connected mailbox per user. A single rep running cold outreach from SoftSync can reach 1,000 campaign emails well before the month ends, and the page does not say what happens when you do, whether sending stops or an overage is charged. Ask before you plan a campaign around it.\n\nMonth-to-month billing costs about a third more than yearly: $39 against $29 on Pro, $79 against $59 on Business. There is no free plan, and the pricing page does not state a trial length; it says the checkout shows any trial terms. SoftSync's own home page says it has no integrations directory and instead gives your AI agent a way in through the API and MCP access; if your stack depends on ready-made connectors, check the specific ones on the integrations page before you commit. We found no independent buyer reviews we could read, so the only voices on the site are the testimonials SoftSync chose, most of them from founders and investors rather than daily users.",
 "pricing": {
  "status": "public",
  "entry_price": "$29",
  "entry_price_terms": "Pro, per seat · per seat a month billed yearly",
  "from_price_usd_month": 29.0,
  "plans": [
   {
    "name": "Pro",
    "price": "$29 per seat a month billed yearly or $39 billed monthly",
    "includes": "Max 5 team members, 10 groups, 250,000 records/table, 1 mailbox/user; 1,000 emails/enrichments/chats per month"
   },
   {
    "name": "Business",
    "price": "$59 per seat a month billed yearly or $79 monthly",
    "includes": "Max 25 team members, 100 groups, 1,000,000 records, 5 mailboxes; 10,000 of each allowance; Priority Support, workspace consultant"
   },
   {
    "name": "Enterprise",
    "price": "custom-priced",
    "includes": ""
   }
  ],
  "plans_source": "summarised from pricing.notes; every plan name and amount appears verbatim in those notes",
  "notes": "(read 2026-09-26 on softsync.ai/pricing in a headless browser, including the plan table and every pricing FAQ answer) Two standard paid plans, priced per seat per month, plus a custom Enterprise tier; there is no free plan. Pro is $29 per seat a month billed yearly or $39 billed monthly, and Business is $59 per seat a month billed yearly or $79 monthly; the page says yearly billing saves about 25%, and its FAQ says prices exclude VAT. Enterprise is custom-priced. Both paid plans carry the same feature set: flexible records and custom objects, table, pipeline and calendar views, email sync, campaigns and templates, meeting notes and summaries, a desktop recorder and Chrome extension, reports and dashboards, the AI Assistant, Autopilot workflows, record and contact enrichment, integrations, API and MCP access. What changes is capacity: Pro allows at most 5 team members and 10 groups per workspace, 250,000 records per table and 1 mailbox connection per user, with 1,000 campaign emails, 1,000 enrichments and 1,000 chats per user per calendar month; Business raises those to 25 team members, 100 groups, 1,000,000 records, 5 mailboxes and 10,000 of each monthly allowance, and adds Priority Support for data migration and a workspace consultant, which are self-served on Pro. The page also lists prices in EUR, GBP, AUD, CAD, NZD, CHF, DKK, SEK, NOK and ISK. It publishes no trial length: the FAQ says the checkout page shows any trial terms and whether payment details are needed. Early-stage teams can ask about startup pricing on a call.",
  "verified_at": "2026-09-26",
  "source_url": "https://softsync.ai/pricing",
  "schema_offer": {
   "price": 29.0,
   "currency": "USD",
   "description": "Pro, per seat, per seat a month billed yearly — $39 per seat billed monthly; Business is $59 yearly or $79 monthly; prices exclude VAT. Read on the vendor's own pricing page on 2026-09-26.",
   "page": "https://marketingandsalessoftware.com/softsync-review.html"
  },
  "source_quotes": null,
  "recent_change": null,
  "price_history": null
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "per_seat",
   "label": "Per-seat pricing",
   "evidence": "Pro is $29 per seat a month billed yearly or $39 billed monthly, and Business is $59 per seat a month billed yearly or $79 monthly; the page says yearly billing saves about 25%, and its FAQ says prices exclude VAT.",
   "verified_at": "2026-09-26",
   "source_url": "https://softsync.ai/pricing"
  },
  {
   "id": "usage_metered",
   "label": "Usage-metered",
   "evidence": "A single rep running cold outreach from SoftSync can reach 1,000 campaign emails well before the month ends, and the page does not say what happens when you do, whether sending stops or an overage is charged.",
   "verified_at": "2026-09-26",
   "source_url": "https://softsync.ai/pricing"
  }
 ],
 "compare_with": {
  "name": "folk",
  "why": "folk is the closest comparison in our own dossiers: also a lightweight, per-seat CRM for small teams that dislike heavyweight sales software. On folk's published prices (re-verified 3 September 2026) Standard is $24 per member a month billed yearly or $30 monthly, against SoftSync Pro at $29 or $39, so folk is the cheaper entry by $5 to $9 a seat. folk also states its trial openly, two weeks without a credit card, where SoftSync's pricing page leaves it to the checkout. SoftSync puts more of the sales day inside the one plan: email campaigns, meeting notes and summaries, a desktop recorder, Autopilot workflows and MCP access for AI assistants are all on Pro, and its enrichment allowance is 1,000 per user a month against folk's 500 on Standard. folk has no five-person ceiling on its entry plan. A team that mainly manages relationships and contacts fits folk; a team of five or fewer that wants outreach, meetings and automation in one place, and wants an AI assistant to act on the records, fits SoftSync."
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/softsync.json",
  "review": "https://marketingandsalessoftware.com/softsync-review.html",
  "marketplace": null,
  "vendor_site": "https://softsync.ai"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://affiliate.softsync.ai/axfyphmly1wj",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "available",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": {
   "currency": "USD",
   "unit": "seat",
   "axis": "users",
   "rules_verified_at": "2026-09-26",
   "plans": [
    {
     "id": "pro",
     "name": "Pro",
     "model": "per_unit",
     "annual_month": 29,
     "monthly": 39,
     "max_units": 5,
     "evidence": "Pro is $29 per seat a month billed yearly or $39 billed monthly"
    },
    {
     "id": "business",
     "name": "Business",
     "model": "per_unit",
     "annual_month": 59,
     "monthly": 79,
     "max_units": 25,
     "evidence": "Business is $59 per seat a month billed yearly or $79 monthly"
    },
    {
     "id": "enterprise",
     "name": "Enterprise",
     "model": "quote",
     "evidence": "Enterprise is custom-priced"
    }
   ],
   "limits_evidence": "Pro allows at most 5 team members",
   "limits_evidence_2": "Business raises those to 25 team members",
   "notes": [
    "Prices exclude VAT (vendor FAQ)."
   ]
  },
  "growth": {
   "annual": {
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    "axis": "users",
    "unit": "seat",
    "billing": "annual",
    "rows": [
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      "cheapest_plan_name": "Pro",
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       "amount": 348.0,
       "every": "year"
      },
      "ranges": [],
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      }
     },
     {
      "units": 2,
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      "cheapest_plan_name": "Pro",
      "total_month": 58.0,
      "billed": {
       "amount": 696.0,
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      },
      "ranges": [],
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      }
     },
     {
      "units": 3,
      "cheapest_plan": "pro",
      "cheapest_plan_name": "Pro",
      "total_month": 87.0,
      "billed": {
       "amount": 1044.0,
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      },
      "ranges": [],
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     },
     {
      "units": 5,
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      "cheapest_plan_name": "Pro",
      "total_month": 145.0,
      "billed": {
       "amount": 1740.0,
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      "ranges": [],
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      }
     },
     {
      "units": 10,
      "cheapest_plan": "business",
      "cheapest_plan_name": "Business",
      "total_month": 590.0,
      "billed": {
       "amount": 7080.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "pro": "not_eligible",
       "business": 590.0,
       "enterprise": "quote"
      }
     },
     {
      "units": 15,
      "cheapest_plan": "business",
      "cheapest_plan_name": "Business",
      "total_month": 885.0,
      "billed": {
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       "every": "year"
      },
      "ranges": [],
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     },
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      "ranges": [],
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      "ranges": [],
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     }
    ],
    "switch_points": [
     {
      "from_units": 5,
      "to_units": 10,
      "from_plan": "pro",
      "to_plan": "business",
      "from_plan_name": "Pro",
      "to_plan_name": "Business"
     },
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      "to_plan_name": null
     }
    ],
    "conflicts": [],
    "unknowns": []
   },
   "monthly": {
    "product_id": "softsync",
    "currency": "USD",
    "axis": "users",
    "unit": "seat",
    "billing": "monthly",
    "rows": [
     {
      "units": 1,
      "cheapest_plan": "pro",
      "cheapest_plan_name": "Pro",
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      "billed": {
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       "every": "month"
      },
      "ranges": [],
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       "business": 79.0,
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      }
     },
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      "cheapest_plan_name": "Pro",
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      "billed": {
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      },
      "ranges": [],
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      }
     },
     {
      "units": 3,
      "cheapest_plan": "pro",
      "cheapest_plan_name": "Pro",
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      "billed": {
       "amount": 117.0,
       "every": "month"
      },
      "ranges": [],
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      }
     },
     {
      "units": 5,
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      "cheapest_plan_name": "Pro",
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      "billed": {
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       "every": "month"
      },
      "ranges": [],
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       "enterprise": "quote"
      }
     },
     {
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      "cheapest_plan": "business",
      "cheapest_plan_name": "Business",
      "total_month": 790.0,
      "billed": {
       "amount": 790.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "pro": "not_eligible",
       "business": 790.0,
       "enterprise": "quote"
      }
     },
     {
      "units": 15,
      "cheapest_plan": "business",
      "cheapest_plan_name": "Business",
      "total_month": 1185.0,
      "billed": {
       "amount": 1185.0,
       "every": "month"
      },
      "ranges": [],
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       "pro": "not_eligible",
       "business": 1185.0,
       "enterprise": "quote"
      }
     },
     {
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      "cheapest_plan": "business",
      "cheapest_plan_name": "Business",
      "total_month": 1580.0,
      "billed": {
       "amount": 1580.0,
       "every": "month"
      },
      "ranges": [],
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       "pro": "not_eligible",
       "business": 1580.0,
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      }
     },
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      "cheapest_plan": "business",
      "cheapest_plan_name": "Business",
      "total_month": 1975.0,
      "billed": {
       "amount": 1975.0,
       "every": "month"
      },
      "ranges": [],
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       "pro": "not_eligible",
       "business": 1975.0,
       "enterprise": "quote"
      }
     },
     {
      "units": 50,
      "cheapest_plan": null,
      "cheapest_plan_name": null,
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      "billed": null,
      "ranges": [],
      "per_plan": {
       "pro": "not_eligible",
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      }
     },
     {
      "units": 100,
      "cheapest_plan": null,
      "cheapest_plan_name": null,
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      "ranges": [],
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       "pro": "not_eligible",
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      }
     }
    ],
    "switch_points": [
     {
      "from_units": 5,
      "to_units": 10,
      "from_plan": "pro",
      "to_plan": "business",
      "from_plan_name": "Pro",
      "to_plan_name": "Business"
     },
     {
      "from_units": 25,
      "to_units": 50,
      "from_plan": "business",
      "to_plan": null,
      "from_plan_name": "Business",
      "to_plan_name": null
     }
    ],
    "conflicts": [],
    "unknowns": []
   }
  }
 },
 "unknowns": [
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "Being verified: free trial and refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none.",
  "Not tested hands-on by us: what the product does comes from the vendor's pages and our reading of them."
 ],
 "verification": {
  "price": "read",
  "free_trial": "being_verified",
  "refund": "being_verified"
 },
 "status_page": null,
 "task_evidence": null,
 "open_questions": [
  {
   "question_id": "softsync:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "softsync:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "softsync:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": {
   "what": "Server at api.softsync.ai/mcp/softsync that reads and writes your CRM: create, query, bulk-update and merge records, find duplicates, search messages, write notes, send templated emails or whole campaigns, and run published workflows.",
   "plan": "Their FAQ: \"AI, MCP, and API access are included on every plan.\" Every plan is paid — from $29 per seat a month billed yearly — after a 14-day trial.",
   "status": "Live",
   "source": "https://softsync.ai/agents",
   "checked": "2026-07-28",
   "note": "The vendor's own MCP server, from our MCP research; it works with your own account at the vendor."
  },
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 },
 "offers": [
  {
   "offer_id": "softsync-reader-offer",
   "version": "f5e409a8cf",
   "offer_type": "price_discount",
   "benefit": "30% off plus a 30-day trial instead of 14 days",
   "verification_status": "vendor_confirmed",
   "expires_at": null,
   "record": "https://aibuildermarketplace.com/api/v1/offers.json#softsync-reader-offer"
  }
 ],
 "task_scope": {
  "scope": "crm",
  "label": "CRM (contacts, deals and pipeline)",
  "why": "Flexible B2B CRM for small sales teams: records and custom objects, table, pipeline and calendar views, email sync and campaigns, meeting notes and summaries, Autopilot follow-up workflows, and API and MCP access so Claude, ChatGPT or Gemini can work with the CRM directly.",
  "source": "our dossier",
  "phrases": [
   "crm",
   "a crm",
   "sales crm",
   "simple crm",
   "small business crm",
   "customer relationship management",
   "pipeline management",
   "track deals",
   "manage deals",
   "contact management"
  ]
 },
 "feature_evidence": {
  "features": {
   "automation": {
    "label": "Automations (workflows)",
    "phrases": [
     "automation",
     "automations",
     "marketing automation",
     "email automation",
     "email automations",
     "workflow automation",
     "sales automation",
     "automated workflows",
     "visual automations"
    ]
   },
   "deal_pipeline": {
    "label": "Deal pipeline",
    "phrases": [
     "pipeline",
     "sales pipeline",
     "deal pipeline",
     "visual pipeline",
     "pipeline view",
     "pipeline views"
    ]
   },
   "email_sync": {
    "label": "Email sync with your inbox",
    "phrases": [
     "email sync",
     "email synchronization",
     "email synchronisation",
     "two-way email sync",
     "2 way email sync",
     "inbox sync",
     "email integration"
    ]
   }
  },
  "evidence": [
   {
    "feature": "deal_pipeline",
    "plans": [
     "Pro",
     "Business"
    ],
    "quote": "Table, pipeline, and calendar views",
    "context": "The page says both paid plans include the same core CRM features; Enterprise is custom.",
    "source": "https://softsync.ai/pricing",
    "read_on": "2026-10-07"
   },
   {
    "feature": "email_sync",
    "plans": [
     "Pro",
     "Business"
    ],
    "quote": "Email sync, campaigns, and templates",
    "context": "Mailbox connections per user: 1 on Pro, 5 on Business.",
    "source": "https://softsync.ai/pricing",
    "read_on": "2026-10-07"
   },
   {
    "feature": "automation",
    "plans": [
     "Pro",
     "Business"
    ],
    "quote": "Reports, dashboards, AI Assistant, and Autopilot workflows",
    "context": "Listed under Pro; Business is 'Everything in Pro'.",
    "source": "https://softsync.ai/pricing",
    "read_on": "2026-10-07"
   }
  ],
  "note": "From the vendor's own pages, with plan, source and reading date. Documented by the vendor, not tested by us; our own tests are in task_evidence."
 }
}