Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No images available
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