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Description
BoltWright is a comprehensive service-management platform tailored for commercial HVAC contractors. It seamlessly integrates customers, buildings, equipment, and service visits, facilitating efficient scheduling, maintenance agreements, quotes, and invoicing. Technicians in the field have the ability to document their work through voice notes, written notes, and photographs, even in locations with limited connectivity thanks to offline capabilities. The office staff can then assess the completed work and generate detailed customer service reports that include findings, images, and necessary follow-up tasks organized by specific equipment. The history of the equipment remains linked to the building, along with records of all maintenance performed. Additionally, the pricing structure is based on the number of operational trucks instead of individual user licenses, allowing owners, dispatchers, administrators, helpers, and apprentices to engage without incurring separate charges for each user seat, thus promoting a more collaborative environment. This approach not only enhances efficiency but also fosters communication among all team members involved in the service process.
Description
SoftSync AI is a comprehensive CRM solution designed to streamline the entire sales process within a single platform, offering features such as adaptable records and custom objects, email synchronization and campaigns, meeting documentation, as well as various views of data including pipeline, table, and calendar formats.
What distinguishes it from other CRMs are two key features: first, Autopilot efficiently manages repetitive follow-up tasks in the background; you simply articulate the task in straightforward terms, review its proposed actions, give your approval, and it executes autonomously. Secondly, with MCP access, your team can leverage the AI assistants they are already familiar with, such as Claude, ChatGPT, or Gemini, directly within the CRM, eliminating the need for a separate chatbot integration.
This platform is specifically designed for teams that have previously struggled with complex CRMs and reverted to using spreadsheets instead. Every aspect of customer information is consolidated onto a single page, encompassing emails, meetings, notes, reminders, and deals for easy access. The pricing structure is competitive, with the Pro plan available at 29 USD per user each month when billed annually, while the Business plan is offered at 59 USD, both providing full CRM functionality from the very start. In addition to this, the user-friendly interface and intuitive design enhance the overall experience for sales teams, making it simpler to manage customer relationships effectively.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$129 CAD/working truck/month
Free Trial
No
Free Version
No
Pricing Details
$29 USD
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BoltWright
Country
Canada
Website
boltwright.com
Vendor Details
Company Name
SoftSync AI Inc.
Founded
2026
Country
United States
Website
softsync.ai
Product Features
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
