Socket

Socket

Socket Digital Limited
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About

Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncy

About

Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. It helps practices move from tracking leads to signing proposals and beyond into onboarding, billing, repricing, renewals, and customer satisfaction, all in one streamlined client journey. Socket lets firms build a service menu once, define services, set fees, and present options to clients in a transparent, professional way designed to protect margins. Its proposal builder helps users send polished, branded proposals in minutes, package services, present tiered options, and get client sign-off faster without relying on spreadsheets. Engagement letters can be generated directly from proposals with customizable templates that are ready to sign in seconds. Socket also connects with tools like Xero to automate repetitive handoffs between proposals, onboarding, and billing, so nothing falls through the cracks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies, small teams, freelancer, solopreneurs, services, sales teams, startups

Audience

Accounting and bookkeeping practices that need proposal, pricing, onboarding, billing, and scope management tools to grow profitably

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

€19 per month/user
Free Version
Free Trial

Pricing

$13.52 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Notch
Founded: 2021
Germany
www.notch.so

Company Information

Socket Digital Limited
Founded: 2023
United Kingdom
www.usesocket.com

Alternatives

Alternatives

Categories

Categories

Integrations

Slack
Adfin
Cliénta
GoCardless
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Salesforce
Xero
Zapier

Integrations

Slack
Adfin
Cliénta
GoCardless
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Salesforce
Xero
Zapier
Claim Notch and update features and information
Claim Notch and update features and information
Claim Socket and update features and information
Claim Socket and update features and information