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.

 

Socket - Dashboard
 
  • Socket - Dashboard
    Dashboard
  • Socket - Distributor search
    Distributor search
  • Socket - Email tracking
    Email tracking
  • Socket - Items report
    Items report
  • Socket - Quote view
    Quote view
  • Socket - Sales leaderboard
    Sales leaderboard
Supported Operating System(s):
Web browser (OS agnostic)

29 Reviews of Socket

Showing 1-20 of 29

 

Start your review of Socket

Click to start
https://www.softwareadvice.com/cpq/socket-review/

David from Workflow Concepts
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Easy to use, easy to implement and priced right!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

shannon from SVC Marketing Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Awesome product! Very Easy to use!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Troy from Electro-Tech Systems, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Jone from Risk Diversion

July 2018

July 2018

Quick and easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Nancy from Legacy Marketing Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Socket Quoting Program Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: GetApp
 


June 2018

June 2018

Ease of integration, ease of use, amazing support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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!

Review Source: Capterra
 

Chad from One Click
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Awesome quoting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Brent from One Click Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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.

Review Source: Capterra
 

Radndy from New England Fire Equipment ' Apparatus Corp

January 2018

January 2018

OUTSTANDING PROGRAM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Mark from U.S. Energy Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Tom from Solaray Energy
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

We love Socket - Works Great With Infusionsoft

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Dagmar from Funding Connection

August 2017

August 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Simon from Machitech
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Best customer service on the market.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

JR from Sterling Photography International

April 2017

April 2017

Excellent Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support


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

Review Source: Capterra
 

Geoff from Pro Power Partners
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Flexibility and Zoho Integration like no other quoting tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

Do your research, make sure you try SocketApp out, use it right off the shelf don't hold back on asking questions and support.

Review Source: Capterra
 

Alexis from RBM Landscaping
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Amazing product and even better customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Andrew from sensemetrics

March 2017

March 2017

Socket Experience is good.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Jake from City Communications
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Socket has been great for the last 4 years.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

It's a great product. Easy to get up and running and flexible enough to customize it as much as you need.

Review Source: Capterra
 

Brittany from Main Clinic Supply

January 2017

January 2017

Great product, service, and response time!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have nothing but positive things to say about Socket. Anytime I have an issue or question, Matt is on it right away with a fantastic response time. The entire product is constantly getting new updates to make it better than the great product it already is. Socket is constantly improving itself for the better and employees are dedicated to delivering satisfactory products. Great software, service, and overall experience. I would recommend Socket to anybody looking for a reliable and professional quote software!

Review Source: Capterra
 

Neville from CloudSilicon
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Ridiculously Perfect.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have used Socket for over 4 years now. Thousands of perfect, effortless quotes later, we have no choice but to rate this 5/5. If we could rate it higher, we would.
The software is cleverly designed, intuitive, extremely stable and keeps churning out quote after perfect quote, with almost no effort, once the easy initial set up is complete. And when I say perfect quote, that is what it is. Perfect formatting. Never an error on pricing, options, taxes, integrations.
Rock solid software. Rock solid extensive integration capabilities. Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget".
The team delivers extensive support if it is ever needed, they indeed go above and beyond the scope of their roles. They have improvements on the software regularly, and you can see the effort that goes into the communication and quality of work. Such elegant quotes.
Best of all, it just works. It delivers and it does so silently, and consistently. We recently began accepting payments in USD and we could switch the system to multi currency within a few minutes. Changes to quotes and extending expiry dates take a few seconds. Quotes are sent instantly, and if needed have your clients create their own quotes online. Payment is a few clicks, right on the quote. The list of features goes on and on. Features that we actually use, every day.
If you ever need a quotation system that does a lot more than perfect effortless quotes, is affordable and eliminates any errors that your sales team might make, get Socket. We took a chance 4 years ago, and never regretted it one bit since. I would recommend Socket to anyone.

Pros

Perfect quotes time and again, zero errors. Easy to set up and use. Powerful integrations. Exemplary support.

Cons

None, however we look forward to possibly an App for mobile devices in the future.

Review Source: Capterra