SoftSync Discount Code: 30% off + 30-day trial

Deal Highlights

SoftSync in One Line

SoftSync is a CRM built so founders stop doing data entry. Meetings, email and follow-up land on the right customer record on their own, so your pipeline stays current without anyone logging a call or pasting a thread. Through SaaSOffers you get 30% off plus a 30-day trial, so you can connect your inbox, import your contacts and set up your pipeline before you pay for a seat.

We checked the plans, prices and limits below against SoftSync's own pricing page in October 2026. Prices are per seat and exclude VAT.

The SaaSOffers Deal: 30% Off Plus a 30-Day Trial

Through this page you get two things from SoftSync's partner programme:

• 30% off your SoftSync plan.
• A 30-day trial, so you can set the CRM up and move your data in before you pay.

Click Get the deal and sign up through our partner link. The discount and the trial apply to the account you create through that link. If you sign up directly on SoftSync's site instead, this offer will not be attached to your account.

The deal fits any team choosing a first CRM or moving off a tool that has become too heavy. SoftSync's own pricing starts at $29 per seat per month on Pro, so 30% off a five-seat team on the Business plan is over $1,000 a year, worked out below.

What SoftSync Does

SoftSync's pitch is that the CRM does the busywork itself. The features below are what that means in practice.

Meeting notes without a bot

SoftSync has a desktop app for Mac and Windows that takes notes from your calls. No bot joins the meeting, so there is nothing for the other side to see or approve. The summary is editable, and it attaches to the matching customer record on its own. That is the step most CRMs leave to you: after a call you normally open the CRM, find the contact and type what happened. SoftSync does that part for you.

One timeline per customer

Connect your inbox and SoftSync keeps email and replies with the right customer. Open a contact and you see the thread, the meeting notes and the deal stage in one place, instead of searching your mailbox for what was last said.

Records shaped to how you work

Most CRMs force your world into "contacts" and "companies". SoftSync lets you create custom record types, each with its own fields, stages and views, and link them together. Teams use it for investors, candidates, properties and partners, not only sales leads. You start with a simple list and add stages, automation and reports as you need them, so the tool grows with the team rather than being rebuilt later.

Booking pages and forms that feed the CRM

SoftSync has built-in booking pages and forms. A prospect who books a call or fills in a form lands in the CRM as a record, with no copy-paste and no separate scheduling tool to wire up.

An AI assistant and Autopilot

Every plan includes an AI Assistant and Autopilot workflows that handle repetitive steps: updating a stage, drafting a follow-up, keeping records tidy. SoftSync also ships MCP and API access on every plan, so you can connect it to your own tools and to AI agents without paying for a higher tier.

Help moving in

SoftSync imports your contacts during setup and will help migrate from an existing CRM on request, including from tools like HubSpot. The 30-day trial in this deal is the window to do that move without paying.

SoftSync Plans and Pricing in 2026

Yearly billing is the lower rate on every plan. SoftSync is also priced in EUR, GBP, AUD, CAD, NZD, CHF, DKK, SEK, NOK and ISK. Prices exclude VAT.

Pro ($29/seat/month, billed yearly)

Flexible records, custom objects and fields; table, pipeline and calendar views; email sync, campaigns and templates; meeting notes and summaries; reports, dashboards, the AI Assistant and Autopilot workflows; and integrations, API and MCP access. This is the full CRM, and for most early teams it is all they need.

Business ($59/seat/month, billed yearly)

Everything in Pro, plus priority support for migration and setup, a workspace consultant, custom integrations, and higher workspace and usage capacity. Business is the plan for a team that is actively selling and wants help moving its data in and more headroom on records, mailboxes and campaigns.

Enterprise (custom)

Custom team, group, record, mailbox and usage limits, custom integrations and priority support, for teams whose requirements go past the Business caps.

Plan Limits at a Glance

The difference between Pro and Business is partly support and partly capacity. The caps that matter most:

If your team is five people or fewer and one mailbox each is enough, Pro covers it. The moment you need more seats, several mailboxes per person or heavier email campaigns, Business is the plan.

How the 30% Discount Adds Up

Take a five-person team on the Business plan, billed yearly:

• Business is $59 per seat per month, billed yearly, which is $708 per seat per year.
• Five seats is $3,540 a year at list price.
• 30% off saves $1,062 a year, bringing it to $2,478.

On Pro, the same five seats cost $29 per seat per month, or $1,740 a year, and 30% off saves $522 a year. Either way the discount applies to the seats you buy, and the 30-day trial means the first month is free while you set up and decide which plan fits.

SoftSync vs Other CRMs

SoftSync sits among the newer CRMs built around automation rather than manual entry. How it compares to other deals on SaaSOffers:

Choose SoftSync if your main problem is that the CRM never stays up to date, and you want meetings and email captured without a bot or manual logging. Its custom records also suit teams tracking more than sales leads, such as investors or candidates.

Choose HubSpot for Startups if you want one suite for marketing, sales and service and expect to grow into its full feature set, and your startup qualifies for the year-one discount.

Choose Attio or folk if you want a flexible, modern CRM and are comfortable keeping records current yourself.

Many teams try two CRMs during the trial window before committing. The 30-day trial in this deal is there for exactly that.

Who Should Use SoftSync?

• First-time CRM buyers. Founders who have been running sales out of a spreadsheet and want a CRM that fills itself in rather than one more thing to maintain.
• Small sales teams. Up to five people on Pro, or up to 25 on Business, who want meetings and email logged automatically.
• Teams tracking more than leads. Anyone managing investors, candidates, properties or partners who needs custom record types, not a fixed contacts-and-companies model.
• Teams moving off a heavy CRM. The Business plan's migration help and the 30-day trial make it a low-risk window to switch.

It is a weaker fit for very large organisations with complex compliance needs, which is what the Enterprise plan and a direct conversation with SoftSync are for.

Real Startup Use Cases

A solo founder selling. A pre-seed founder connects their inbox and the desktop app, takes a few sales calls, and finds every call summarised and attached to the right contact without opening the CRM once. Pro covers them for $29 a seat with 30% off.

A five-person sales team. A seed-stage team runs its pipeline on Business, uses Autopilot to keep stages current, and sends campaign email from the same records. Five seats with 30% off saves them over $1,000 a year.

An investor tracking a portfolio. An operator uses custom record types for investors and portfolio companies, with their own fields and stages, instead of forcing them into a sales-shaped CRM.

A team switching from HubSpot. A startup finding HubSpot too heavy uses the 30-day trial and Business-plan migration help to move its data in before paying, then keeps SoftSync at 30% off.

How to Claim the SoftSync Deal

1. Click Get the deal on this page to open SoftSync through our partner link.
2. Start your account. The 30% discount and the 30-day trial are attached to accounts created through the link.
3. Connect your inbox and install the desktop app for Mac or Windows so meetings and email start logging themselves.
4. Import your contacts, or ask SoftSync for migration help if you are moving from another CRM.
5. Set up your pipeline during the 30-day trial, then pick Pro or Business before it ends.

Tips to Get the Most From SoftSync

• Install the desktop app first. The automatic meeting notes are the main reason to use SoftSync, and they only work once the app is running.
• Use the trial to migrate. Thirty days is enough to move your data in and confirm the fit before you pay. On Business, use the migration help.
• Model your records before you add seats. Set up custom record types for how your team actually works, so you are not rebuilding the CRM after everyone has joined.
• Start on Pro if you are five or fewer. Pro includes the AI Assistant, Autopilot, API and MCP. Move to Business when you need more seats, mailboxes or campaign volume.
• Bill yearly. Yearly is the lower per-seat rate on every plan, and the 30% discount applies on top.

Who Is This Deal For?