Socket + OnePage CRM
Socket’s quoting software integrates seamlessly with OnePage CRM
- When creating a Quote in Socket, you can search for an existing Socket contact using our person search feature or create a new one automatically that will be pushed to OnePage CRM as a Contact.
- When a Quote is created, a Deal will be added to the Deal List with the value of the Quote.
- When a Quote is updated, a new Deal will be added and updated with the value of the Quote.
- When a Socket Quote is won or lost, Socket will update the status of the Deal.