Socket has a whole suite of tools to save you time and streamline your client journey, from tracking leads to signing proposals, and beyond into repricing and renewals.
Every feature in Socket is built to save you time, protect your profitability, and impress your clients.
Build your service menu once and price with total clarity. Socket lets you define your services, set your fees, and present options to clients in a way that's transparent, professional, and designed to protect your profitability.
Send polished, branded proposals in minutes — not days. Socket's proposal builder lets you package your services, present tiered options, and get client sign-off faster than ever, all without a spreadsheet in sight.
Connect Socket to the tools you already use, including Xero, and keep your practice running smoothly. Automate the repetitive handoffs between proposals, onboarding, and billing so nothing falls through the cracks.
Know exactly how your clients feel at every stage of the relationship. Socket's built-in customer satisfaction (CSAT) tools help you spot issues early, gather feedback effortlessly, and build the kind of client loyalty that drives referrals.
Generate compliant, professional engagement letters directly from your proposals — no copy-pasting required. Templates are fully customisable so every letter reflects your practice and is ready to sign in seconds.
Stay on top of what every client owes and what every service is worth. Socket gives you a clear view of your recurring revenue, makes it easy to manage client billing, and helps you identify where scope creep is eating into your margins.
Unlock the full power of Socket with advanced tools. From bulk functionality and minor adjustments to approval workflows and enhanced team roles, Pro gives you everything you need to run a more efficient, more profitable firm.
Never let a new opportunity slip away. Socket's Leads module helps you track prospects through your pipeline, manage proposal follow-ups, and handle renewals with existing clients — all in one place.
Start putting your proposal data to good use - Socket supports an open ecosystem and integrates with popular tools in accounting and bookkeeping workflows. Can't see your favourite yet? We're always adding more…
We also have an API, you can read our docs here!
We'll keep you updated with news on exciting product launches and upcoming webinars.
