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Socket Leads Module 2.0: win more of the clients your practice wants

Amy MallAugust 17, 2026

Socket Leads Module 2.0: win more of the clients your practice wants

Lead GenerationProfitability & GrowthPipeline management

Leads 2.0 is here. AI research on every prospect, lead capture forms for your own website, a pipeline built around your own stages, and reporting that shows what converts. It's the biggest upgrade to Leads since the module launched, and it's built for every opportunity your practice runs: new prospects and existing clients alike.

Socket Forms are live: build a form in seconds, capture leads and onboard clients without leaving Socket

Amy MallJune 18, 2026

Socket Forms are live: build a form in seconds, capture leads and onboard clients without leaving Socket

AIOnboardingLead Generation

You can now build onboarding and new lead forms in seconds. Generate with AI or use expert templates to capture leads, onboard clients, and collect data and feedback without leaving Socket. It's almost too easy to get started.