Features

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.

Watch the video demo or read below to see more of what Socket can do for you ...

PROPOSALS THAT

Win More

Beautiful proposals with your own branding, testimonials, videos and PDF attachments
Land higher value deals with Options and Extras
Close faster with automated proposal reminders

HELP YOUR PRACTICE

Stay Profitable

Keep prices aligned with costs with Price Monitoring
Easily apply mid period adjustments
Roll out global pricing updates in minutes

GET AHEAD WITH

Easy Engagement Letters

Easily embed Letters of Engagement for approval alongside the proposal
Bring your own or use Socket’s curated templates to quickly get started
Save time with a dynamically generated schedule of services based on the proposal.

GET PAID

Transform your Billing Workflow

Get paid without the hassle with integrated billing
Track billing changes automatically with easy adjustments and reporting
No need to pre-schedule drafts, use repeating invoices, or manual updates in Xero or QBO

BUILD YOUR ECOSYSTEM

Workflow Automation

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!

Logos of producs that integrate with Socket: Xero, Dext, Xama, Zapier, Karbon, Slack and GoCardless

Our Roadmap...

Manage Leads

Pull leads in from Hubspot or via Zapier, discovery data feeding into proposals

More Pro Tools

Further Analytics & Reporting, Forecast modelling, super calcs

Automation

Playing nicely with your tech stack - scheduling, integration with work management and collaboration tools, open API

Socket Onboard

Prospect to Client workflow automation, Risk Assessment & Work Management systems

Ready to power up?

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