Socket
Leads: Convert enquiries into clients
Automate inbound enquiries to land in Socket, track progress, add notes and assign tasks, and convert into proposals
An enquiry arrives through the form on your website and becomes a lead. The discovery call is transcribed onto that lead. The proposal is drafted from it, the engagement letter goes out with it, and the onboarding form fills in the client record. Nothing gets retyped between one step and the next.
Socket Leads is a full prospect pipeline built for bookkeeping and accounting practices, not a general CRM you have to bend into shape. It shows you what needs action today and keeps the context you will want when you pick the thread back up.
✔️ Capture every enquiry, wherever it starts
✔️ Make the pipeline yours
✔️ Know your prospect before you pitch
✔️ See what drives conversion
Other products & services
Pricing: Price with clarity and your margins
Get consistent pricing so the whole team can price proposals, with flexible price drivers and automated price monitoring
Proposals: Win more work with less effort
Build branded digital proposals a client can easily understand, use quick set-up tools and templates or draft with AI
Engagement Letters: Legally sound letters signed fast
Send legally sound, version-controlled templates signed digitally with the proposal in a one-signature approval flow
Forms: One place for every client form
Build branded forms to capture leads and onboard clients in the same place your proposals already live.
Billing: Get paid without the manual overhead
Move away from repeating invoices with billing integrations, and capture direct debits in the proposal approval flow
Price Monitoring: Stop absorbing your clients' rising costs
Upload your latest data, see where proposals have fallen behind, then bulk-update pricing and notify clients in moments.
TaxScout: Every tax deadline, every balance, one screen
Connect to Government Gateway and pull client CT, PAYE, SA, and VAT data into a dashboard for quick payment reminders.