Socket Software


Socket is a cloud-based configure, price, quote (CPQ) solution that helps sales team to create quotes or proposals using built-in templates. Key features include electronic quote acceptance, online payment processing, margin tracking and performance reporting.

Users can configure proposals by customizing content such as the cover page, order instructions, marketing materials and terms and conditions. Socket’s discounting feature allows users to create reusable discount codes with a dollar amount or percentage discount. These codes can be entered by salespeople while creating quotes.

Socket supports multiple tax and shipping zones that help users to create quotes on the basis of customer location. Businesses can also track total quotes generated, closing ratios and other key metrics through a reporting dashboard. The solution provides integration with third-party applications such as Agile CRM, HubSpot, Xero, MailChimp and Constant Contact.

Services are offered on per user per month subscription basis. Support is available via email, phone, online ticket and a knowledge base.



31 Reviews of Socket

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 31 reviews

November 2018

Neal from Net3IT

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Just what we needed.

Socket has allowed us to streamline our quoting process by reducing time and providing a centralized place to manage the data. The ability to see quote margins is very helpful.

Pros

Easy to manage product list. Building a basic quote template is a straight-forward process. With just a little help from support, you can create a customized template to produce professional proposals.

Cons

Using the search criteria to add items to a quote requires knowing the name (or part of the name) of the item.

November 2018

Lacretta from Reliable Solutions Group, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Socket is Outstanding

I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service. Socket has truly been a game-changer for our salesforce - it has streamlined our processes and saved valuable time.

Pros

- Deeply customizable for crafting beautiful proposals and quotes via templates.
- One of the best Customer Service teams that I've had the pleasure of working with;
- Extensive integrations for QuickBooks, CRM, PSA and distributors such as Ingram Micro and Tech Data.
- Built-in Esignature and quote acceptance

Cons

There is nothing that I dislike - Socket does everything that we need it to do.

September 2018

David from Workflow Concepts

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

Easy to use, easy to implement and priced right!

We had a huge issue with standardizing on pricing and adjusting the prices on the fly. We were also using products that were cumbersome to change and navigate. I stumbled upon socket through a web search and the pricing initially grabbed my attention then the features won me over. We have been using socket for over three years and extremely happy with the product.

Pros

The initial setup time and template creation is quick and easy. Copying templates are simple, adding items on the fly easy and the summary section of the quote pricing is perfect.

Overall a really easy to use tool that provides great looking quotes.

Cons

The ability to add sections on the fly would be great but not critical. We currently have to create templates based on recipient level and would be awesome to add sections like items.

August 2018

shannon from SVC Marketing Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Awesome product! Very Easy to use!

Socket has been awesome to work with. It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do. the Email tracking feature is a plus!

Pros

The Ease of the Price Book entry. The template works very well for our needs. The support staff has been awesome along the way helping me with the learning curve of making changes in the way we wanted the template quote to look and work for us. The support person i have been working with did a few webinar sessions and we went thru all of our questions and she found a way each time to resolve them during that session. We love the email tracking feature. This was a plus for us.

Cons

I would like to be able to put the website link for each of our products in the excel price book then be able to import them into socket and still have the link be a usable link. instead of having to import, then open each item up, add the link & then save it.

July 2018

Troy from Electro-Tech Systems, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Excellent quoting software with capabilities well beyond those of other more expensive options

Improved sales efficiency and more effectively integrate quoting into your sales process (especially if you use Hubspot). In addition, provides additional strategic capabilities to integrate with your website and include your distributors.

Pros

This is the only cloud-based quoting program that integrates with Hubspot effectively and handles complex products well. Other quoting programs have simplistic product catalogs. With Socket, I've been able to create items/products that can be easily configured. For example, if you sell a product that is like a car and has various optional features to choose from, this quoting software allows you to easily construct those products and make it easy for your sales team to quickly and easily quote. In addition, Socket allows you to give Distributors controlled access to be able to do quotes and you can even connect Socket to your website so a prospect/customer can create their own quote. With the Hubspot integration, you can dump all of the data directly into your CRM for further follow up by your sales team.

Cons

I'm a big fan of the software. No major shortcomings for us, just some ongoing refinements. On our wish list would be to be able to add items to a quote that are listed as "optional" but aren't figured into the overall price total.

July 2018

Jone from Risk Diversion

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

July 2018

Quick and easy to use.

Pros

It is very easy to use Socket for quotes, very straight forward. Also makes it easy for our company to track the process of acceptance and payment of quotes.

Cons

I have not yet experienced any problems with the software. I have only used it for less that 6 months, but I am very happy with it so far.

June 2018

Nancy from Legacy Marketing Inc.

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

2 of 5

Value for money

1 of 5

Customer support

4 of 5

Functionality

2 of 5

June 2018

Socket Quoting Program Review

Pros

The cost was minimal per person. Ease of setup was very easy. Day to Day usage from relatively easy.

Cons

Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount. Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item. The discount was shown below the subtotal in the bottom of the quote.
So if customers needed line item pricing, they had to do math on the individual lines.

June 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2018

Ease of integration, ease of use, amazing support

Fast integration, improve user experience with a professional online quoting tool, and at the right price

Pros

The team is flexible and made changes to support our requirements, the product is easy to use and easy to setup, the integrated signature module is a great feature

Cons

You still have to work the way the product was designed so we had to adapt our process to fit Socket in some cases. But for the price, it worth it!

May 2018

Chad from One Click

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Awesome quoting software

Must quicker , cleaner, easy to read quotes.

Pros

Socket makes beautiful quotes in minuets. It has a unique ability to give good clear easy to use cost breakdowns between recurring services and transactionable items on a single quote.

Cons

no cons that we have found so far. Would be nice if the dashboard gave a breakdown between recurring and transactionable - but in the grand scheme of things that is very minor!

May 2018

Brent from One Click Inc

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Best experience out of any company offering CRM or Quoting Software. Great Service and Support.

- Eliminates a substantial amount of time putting quotes together - Quotes separate out One Time Fees and Recurring Fees - E-Signature ability built directly into quote - Custom templates can be put together for specific product line quotes - Looks more professional than other quoting apps on the market

Pros

We looked at tested out over 30 different companies offering CRM and Quoting Software. Our biggest need was the ability to be able to send a single quote with one time fees and recurring fees on it with a separated breakdown of each charge and product line (one time fee vs recurring). SocketApp was easily the most practical, user-intuitive option out of all of the different software we demo'd out.

There is a laundry list of pros going with this product:
- Easy to configure and use
- Ability to break down one time fees and monthly recurring charges
- Item Breakdown for each category listed below line items (I.E. Phone System Charges, Networking Equipment, IT work, dial-tone, ect.)
- A team that fully supports their product during AND AFTER the sale has been completed
- Integration with Quickbooks
- Created a customized proposal to demo based on the product lines our company uses to accurately portray how it is utilized in a working environment
- The development team behind the product created a custom feature specifically for our business based off of our request
- Amazing customer service
- Non-pushy reps

Having worked on the sales side of the tech industry for 15 years I have worked with thousands of companies in the past. SocketApp and their team were one of the best overall experiences I have had from start to finish. If your company is in the need of quoting software I highly recommend giving this software a shot.

Cons

There's really no cons to speak of. The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice.

While this may be okay for most companies; we sometimes have waits in excess of 6 months before we can install an agreed upon service. Keeping an invoice open for an extended period of time like that could hurt business continuity ratings. To work around this limitation; SocketApp developed an option specifically for our business for a customer to accept the estimate without having it invoiced to Quickbooks.

January 2018

Radndy from New England Fire Equipment ' Apparatus Corp

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

OUTSTANDING PROGRAM

Pros

This program is easy to set up and even easier to use. The support from the reps is unmatched. I would 100% recommend this program to anyone.

September 2017

Mark from U.S. Energy Solutions

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Overall great experience with this software & support. It makes generating quotes easy and fast.

Ability to easily make fast, accurate quotes for our prospects and customers.

Pros

Customer support! Whenever we've had a question, customer support from Socket has provided us with clear, useful, quick and accurate responses. The Socket staff has been very accommodating to our needs along the way. We feel we can depend on them and they are easy to get in contact with. We also like that the product integrates with our Infusionsoft CRM software.

Cons

It's a little bit clunky as far as doing specialized formatting. It was a challenge to add our tightly formatted standard terms & conditions page to the end of the quote; but again, with Socket's help, we were successful in accomplishing it. They also assisted with formatting a specialized cover page using our logo.

September 2017

Tom from Solaray Energy

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

We love Socket - Works Great With Infusionsoft

Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document. We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.

Pros

We use Socket for our quotes and absolutely love the integration with Infusionsoft. There is a contact lookup feature so when you search for someone's name the Infusionsoft record comes up, and you can apply Infusionsoft tags when the quote is sent and when a customer accepts the quote.

The quotes themselves look good and have all the functionality we need to present a professional document to our customers.

The Socket technical support is top notch.

Cons

Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like.

August 2017

Dagmar from Funding Connection

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

the support is amazing, absolutely helpful and fast although we are in different time zones

Pros

My clients get a quote immediately, I have all the contact details and it is connected to my Convertkit, so I am in contact with my potential clients, easy to set up, easy to embed on my website, follow up notes in the system, so we can call them a couple of times and know what we discussed the last time,

Cons

I sometimes need to search for things, when I want to change things, I would like to have a possibility to email all the customers, who did not pay to send an email at once.

August 2017

Simon from Machitech

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2017

Best customer service on the market.

Pros

Powerful 2-way integration with CRMs, examplary customer service, professional looking quotes, easy to use (our salesmen love it) and most of all, they listen to the customers to know which features to add next.

April 2017

JR from Sterling Photography International

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2017

Excellent Service

From day one we have had great service from socket,customer service representative is great, always patient with us and quick to answer all our questions...An A+ company

March 2017

Geoff from Pro Power Partners

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2017

Flexibility and Zoho Integration like no other quoting tool

Looked at over 10 quote tools online and all of them did not provide enough flexibility. We did not want to change the way we did business to meet many of the online quote tools. SocketApp has a solid foundation for quoting just about anything. We use Zoho as our CRM and the integration was key to our decision to use Socket App. SocketApp has excellent support, whenever I call I always get through to someone which is paramount for a small business.

Pros

flexibility and integration with Zoho.
took me almost no time to generate quotes right away with no training.

Cons

It's expensive for a one person company, pricing model is based upon number of quotes generated rather than a per user all in price.

March 2017

Alexis from RBM Landscaping

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2017

Amazing product and even better customer service

I can't say enough good things about this product and customer experience!! From the first moment I started using Socket, the team was helpful, friendly, and very willing to teach me how to use socket to optimize my business. The more I use it, the more I like it! There are so many capabilities to this software so the possibilities for tailoring my quotes/invoices are limitless! I'm very happy that I chose socket and am able to use such an amazing product and recieve such incredible tech and customer support.

Pros

There was the so many capabilities which is exciting because the invoices can be very tailored to your business! The invoice itself looks professional and very tailored to each project/proposal, etc!

Cons

Very rarely there are some formatting issues but these get to the solved quickly with their amazing customer support

March 2017

Andrew from sensemetrics

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2017

Socket Experience is good.

I highly recommend using Socket. The application is very user friendly, cost effective, and the customer service is top notch. I have worked closely with them and have never been let down. They have made themselves available at moment's notice every step along the way. Customer service is off the charts...5+ stars!

February 2017

Jake from City Communications

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

Socket has been great for the last 4 years.

We have been using it for the last 4 years and have loved every minute of it. They provide amazing service and support, and best of all our customers and dealers love it. Because it is so user friendly, we continue to find new products and services to add to our portfolio. Keep up the good work!

Pros

Easy to use, flexible, turn-key.

Cons

Not any that they haven't already addressed.