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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DealsFlow serves as a conversational business operating system tailored for small enterprises. Its AI operator, Flow, facilitates interactions through voice or text, managing shared clients, deals, tasks, calendars, and business insights. Business owners can easily access and modify records, as well as initiate workflows during conversations. The Core version is available for free to a single user and one organization, with no time restrictions. Additional paid team members can enhance functionality, such as Aurelius, which focuses on growth and marketing through content creation and campaign strategies, and Cassius, who specializes in sales and customer relationship management, aiding in prospecting, qualification, and follow-up processes. Successful execution relies on available integrations and account settings. Upcoming features include Julius and Seneca, while Augustus is currently in a private pilot phase. Users can access the platform via web, iOS, and Android devices, ensuring flexibility and convenience for small business owners. This accessibility allows for greater productivity and streamlined operations, making it an ideal tool for managing everyday business tasks.

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

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$0 Core
Free Trial No 
Free Version Yes 

Pricing Details

$29 USD
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
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 No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DealsFlow

Website

dealsflow.ai/

Vendor Details

Company Name

SoftSync AI Inc.

Founded

2026

Country

United States

Website

softsync.ai

Product Features

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 

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