Easy-to-use Interface

Socket’s simple and easy-to-use interface makes quoting and lead management, dare we say, fun!

Quick and easy setup

It only takes minutes to build your Online Quote Forms using Socket, allowing you to start receiving leads in no time.

Intuitive, drag-and-drop functionality

Create your products and services only once, then simply drag them onto your Quote Form(s). This saves tremendous amounts of time when creating variations of your Quote Forms.

Simple website integration

Plugging Socket’s Instant Online Quoting System into your website requires no coding knowledge. Simply copy a small piece of auto-generated code and paste it into your website wherever you would like Socket’s Instant Online Quote Builder to display.

Powerful searching tools

Socket’s powerful searching tools make it easy to find quotes or customer leads. Easily combine search criteria to find information with great flexibility.

Flexible lead management

You can easily assign sales quotes to one or more of your salespeople for effective lead management. Quickly mark quotes as pending, PO received, ordered, fulfilled, or lost.

Intelligent dashboard for business insight

Easily gain insight into your business with reports and graphs of quotes, sales, and closing ratios over time.

Next: Lead Generation and Management