Socket Leads
Never lose a prospective client - manage your pipeline inside Socket
Track, nurture and convert leads into paying clients with a fully-integrated lead-to-proposal workflow.
Turn every enquiry into an opportunity
Stop enquiries getting lost in email threads or spreadsheets with Socket's CRM-style Leads module, purpose-built for bookkeeping and accounting practices. Enquiries move from lead to proposal to client, all without switching platforms.
Socket Leads gives you clarity on what needs action and makes sure nothing slips through the cracks, so you can focus on closing deals.
Drag-and-drop pipeline and lead-to-proposal workflow
Everything in one place: lead details, proposal history, status - no more context lost across spreadsheets, emails, or separate CRM.
- →Manage leads in a visual kanban-style board: drag leads through stages such as Enquiry, Proposal, Won, Lost.
- →Record deal size, deal temperature, owner, and add notes/activities to keep track of context and follow-up needs.
- →When it's time, convert a lead directly into a draft proposal, or link an existing proposal to the lead record. That ensures continuity from first contact through to signed engagement.
Activity tracking, due dates & follow-up reminders
Always have context when you pick up the thread again.
- →Assign tasks and set due dates; ideal for follow-up calls, beginning the AML process, or chasing documents.
- →Add notes, log communications, and maintain a history of all activity for each lead.
- →Use status tracking to see where leads are at a glance, so you can prioritise follow-ups and drive conversions.
Built for accounting and bookkeeping - fully integrated with Socket core features
Don't lose time re-entering data or reconciling across tools with one interconnected system.
- →Leads carry through seamlessly into Socket's proposal, engagement letter, and billing workflow.
- →An integration with Xama brings additional details into your Leads, accessing AML, risk assessment checks and beneficial ownership charts directly in Socket.
- →Perfect for firms who want to turn enquiries into paying clients without a CRM.
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