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What is Socket?

Socket is an online quoting software that you can use to create impressive quotes in seconds. The app integrates with your CRM and website, and lets you accept payments online.

Socket’s online quoting software is based on five key components:

  • Configurable online quote forms
  • Fully-automated quoting system
  • Online payment processing
  • Simple website and CRM integration
  • Lead management and reporting

Configurable online quote forms enable you to easily build your own online quote forms, which specify what products/services your quotes contain, and how they are calculated.

The fully-automated quoting system uses your pre-configured quote forms to allow sales employees, resellers, or customers (if you integrate Socket with your website) to create professional, accurate quotes quickly and easily.

Quotes are automatically e-mailed in PDF format and the online payment processing component allows customers to place orders securely online via credit card, with support for recurring billing.

Simple website integration allows you to integrate your quote forms into your website simply by copying and pasting a small piece of auto-generated code directly into your web page of choice. Customer and sales quote information is stored in a secure, centralized database for you to track and manage with Socket’s lead management and reporting features.

Overview of Socket Benefits

Fully-automated quote calculation and generation

Socket’s automated quoting system does all the heavy lifting and allows you or your customers to create comprehensive, accurate, and professional sales quotations in seconds.

Configurable products and services

Setting up user-selectable options for configurable products and services is simple and intuitive. Products are easily priced based on options selected by the user creating the quote (e.g. plan, size, material, etc.).

Flexible pricing options

Socket’s flexible pricing options, such as Tiered Per Unit (i.e. quantity based) or Percentage-based, allow for pricing variability based on quantities ordered or dependent products or services

Simple copy/paste website integration

Socket’s online quoting software can be integrated directly into your website for customer-facing, instant online quotes. No coding knowledge is required. Simply copy/paste the small piece of auto-generated code into your web page.

Customer-facing, instant online quotes

Socket’s customer-facing, online quoting system lets your customers build their own quotes directly from your website. You’ll receive a copy of each quote and be able to track and manage leads using Socket, or have them funneled into your CRM with the app’s third-party integrations, where Socket even lets you integrate with multiple web apps simultaneously, by allowing you to add what it calls Connectors.

Beautiful, professional PDF sales quotations

Quotes are automatically branded to your company in an attractive and professional PDF document and sent to customers via email.

Customers can pay for quotes securely online

Socket’s secure online payment processing lets your customers easily pay online. Customers simply click a link in their quote and are taken to a secure checkout page, where they can pay for their order online. In order to use Socket’s online payment processing feature, you need to have a payment gateway and merchant account with one of its supported providers:, PSiGate, Mirapay, PayPal, Realex Payments, or Stripe.

Collect, track, and manage valuable customer leads

Socket lets you easily track and manage leads by letting you assign them to salespeople, flag them as followed up, or mark them as pending, PO received, ordered, fulfilled, or lost.

Overview of Socket Features

  • Branded sales quotation PDFs
  • CRM and email marketing integration
  • Fully-automated quoting system
  • Lead generation and management
  • Multi-currency and multi-payment gateway support
  • Online payment processing with recurring billing
  • Online quote form builder
  • Reporting and analytics
  • Simple copy/paste website integration
  • World-class cloud hosting with enhanced security

What Problems Will Socket Solve?

Scenario 1

We were spending 10 hours per week calculating quotes in Excel, converting them to PDF, and emailing to customers. Socket’s automated quoting system has cut that time almost to zero and customers are now buying online without so much as a phone call.

Features: Automated Quoting System, Online Payments, Website Integration

Scenario 2

With our previous quoting system, we would require the client to sign the agreement attached to the quote which resulted in their having to fax or scan the signed agreement and send it back to us before receiving their deposit. With Socket, they simply have to click on a link in their quote that takes them to the Purchase Order agreement where they can electronically sign their name and pay the required deposit all in one place.

Features: Purchase Orders, Online Payment Processing, Instant Online Quotes

Scenario 3

For an outside sales team when previously quoting customers, they were required to fill out all of the required information. That information was sent back to the office, entered into the system, and a quote was sent back to the customer. With Socket, our sales team can log into the system and generate an instant quote out in the field where the customer can pay for their order immediately. If our sales team can’t get to a customer, we can send them a link to the Quote Form online where they can fill out the form and again, pay online right away.

Features: Automated Quoting System, Online Payment Processing, Customer-Facing, Instant Online Quotes.

Socket Position In Our Categories

Position of Socket in our main categories:


Socket is one of the top 500 Sales Software products


Socket is one of the top 500
Sales Software products

If you are considering Socket it might also be a good idea to check out other subcategories of Best Sales Software collected in our database of B2B software reviews.Contact Management Software, Sales Management Software, Sales Force Automation Software

It is essential to realize that almost no app in the Sales Software category is going to be a perfect solution able to match all the needs of all business types, sizes and industries. It may be a good idea to read a few Socket reviews first as specific solutions might perform well exclusively in a really narrow set of applications or be prepared with a very specific industry in mind. Others can operate with a goal of being easy and intuitive and therefore lack advanced elements needed by more experienced users. There are also apps that support a broad group of users and offer a powerful feature toolbox, however that usually comes at a more significant cost of such a solution. Be certain that you're aware of your needs so that you get a service that provides specifically the functionalities you search for.

How Much Does Socket Cost?

Socket Pricing Plans:

Socket offers four plans and a free 30-day trial on all accounts:

Battery: $24 monthly

  • Setup fee: free
  • Quotes (per month): 30
  • Quote forms: 10
  • Users: 1

Generator: $49 monthly

  • Setup fee: free
  • Quotes (per month): 65
  • Quote forms: 20
  • Users: 2

Tower: $99 monthly

  • Setup fee: free
  • Quotes (per month): 175
  • Quote forms: 50
  • Users: 5

Station: $199 monthly

  • Setup fee: free
  • Quotes (per month): 400
  • Quote forms: 150
  • Users: 10

User Satisfaction

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Socket reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Socket. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.





Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile
Language Support
  • USA
  • UK
  • Ireland
  • Canada
  • South Africa
  • Europe
  • Asia
  • Australia
  • China
  • Germany
  • India
  • Japan
  • Latin America
  • Middle-East
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
  • SaaS
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Socket pricing details?

Socket Pricing Plans:

Socket offers four plans and a free 30-day trial on all accounts:

Battery: $24 monthly

  • Setup fee: free
  • Quotes (per month): 30
  • Quote forms: 10
  • Users: 1

Generator: $49 monthly

  • Setup fee: free
  • Quotes (per month): 65
  • Quote forms: 20
  • Users: 2

Tower: $99 monthly

  • Setup fee: free
  • Quotes (per month): 175
  • Quote forms: 50
  • Users: 5

Station: $199 monthly

  • Setup fee: free
  • Quotes (per month): 400
  • Quote forms: 150
  • Users: 10

What integrations are available for Socket?

CRM Software Integrations

  • Highrise CRM
  • Zoho CRM
  • Infusionsoft
  • Base CRM
  • Nutshell CRM

Accounting and Invoicing Software Integrations

  • Xero
  • Freshbooks

Email Marketing Software Integrations

  • MailChimp
  • Constant Contact

Custom Connectors (HTTP Postbacks)

Socket lets you create Custom Connectors to have data automatically posted to your own server to handle accordingly. You can choose to have Inquiries, People, Quotes, and Transactions automatically sent to the URL of your choice whenever they’re created or updated in Socket. This allows you to perform your own custom integrations, provide automated order fulfillment, or custom reporting.

Socket also allows its clients to send in custom integration requests for integrations they require that aren’t currently supported.

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