SocketSocket Digital Limited
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Related Products
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About
Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details.
From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes.
Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Managed Service Providers
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Audience
Accounting and bookkeeping practices that need proposal, pricing, onboarding, billing, and scope management tools to grow profitably
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$89/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$13.52 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationScopable
Founded: 2023
United States
scopable.io
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Company InformationSocket Digital Limited
Founded: 2023
United Kingdom
www.usesocket.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Supported
eCommerce
Not Supported
Guided Selling
Supported
Product Configurator
Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
Renewal Management
Supported
Self Service Portal
Supported
MSP Features
Backup Management
Not Supported
Billing & Invoicing
Not Supported
CRM
Supported
Dashboard
Supported
Help Desk
Not Supported
Issue Management
Not Supported
Live Chat
Not Supported
Patch Management
Not Supported
Privileged Access Management (PAM)
Not Supported
Project Management
Not Supported
Remote Access
Not Supported
Remote Systems Monitoring
Not Supported
Scheduling
Not Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Not Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
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Integrations
Adfin
Not Supported
Cliénta
Not Supported
ConnectWise PSA
Supported
ConnectWise RMM
Supported
GoCardless
Not Supported
Google
Supported
HaloPSA
Supported
IT Glue
Supported
Ingram Micro Cloud
Supported
Microsoft 365
Supported
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Integrations
Adfin
Supported
Cliénta
Supported
ConnectWise PSA
Not Supported
ConnectWise RMM
Not Supported
GoCardless
Supported
Google
Not Supported
HaloPSA
Not Supported
IT Glue
Not Supported
Ingram Micro Cloud
Not Supported
Microsoft 365
Not Supported
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