Socket Leads
From first enquiry to signed client, without leaving Socket
Capture enquiries straight from your website, research every prospect with AI, and build the proposal from the lead itself.
Your pipeline starts where your prospects do
An enquiry arrives through the form on your website and becomes a lead. The discovery call is transcribed onto that lead. The proposal is drafted from it, the engagement letter goes out with it, and the onboarding form fills in the client record. Nothing gets retyped between one step and the next.
Socket Leads is a full prospect pipeline built for bookkeeping and accounting practices, not a general CRM you have to bend into shape. It shows you what needs action today and keeps the context you will want when you pick the thread back up.
Capture every enquiry, wherever it starts
Your pipeline starts wherever your prospects do, with no retyping in between.
- →Embed a lead capture form on your website - every submission lands in your pipeline as a lead, with the details already filled in. One form comes with Leads; add more with Socket Forms.
- →Let prospects book a discovery call themselves through the Calendly integration.
- →Bring enquiries in from anywhere else with Zapier, webhooks, or the API, which reads and writes both ways.
- →Ask Claude, ChatGPT, or Gemini about your pipeline through Socket MCP.
This is a real Socket form, simply embedded with a code snippet generated in Socket. Feel free to explore the form and see more of what Socket forms can do for your practice.
Make the pipeline yours
If your sales process doesn't look like anyone else's, it no longer has to.
- →Rename and reorder your pipeline stages, and set lead aging timeframes that match your sales cycle.
- →Choose what each card shows - last contact, deal size, owner - so the board reflects how you actually work.
- →Define your own lead sources and lost reasons, then filter disqualified leads out of the view.
- →Assign actions with due dates, log notes and calls, and keep the full history on the lead.
Know your prospect before you pitch
Walk into the call already understanding their business.
- →AI lead research pulls together what's on Companies House and the prospect's own website, right from the lead.
- →Transcribed discovery calls land on the lead as notes, and stay attached as files you can go back to.
- →Attach anything else the deal needs - documents, emails, context from a colleague.
- →Xama brings AML, risk assessment, and beneficial ownership checks into the same record.
See what drives conversion
A pipeline report your whole practice can trust, without rebuilding it in a spreadsheet.
- →Track win rate over the last 90 days and see where deals drop out of the funnel.
- →See pipeline value by owner, so you know what each person is carrying.
- →Spot leads that have gone quiet with lead aging, then drill through to the grid and export.
The connected journey
From website enquiry to onboarded client
A form on your website starts the record, and the same record becomes the proposal, the engagement letter, and the onboarding form. Each step hands its details to the next, so nothing is ever typed in twice.
Enquiry captured
A form on your website, built with Socket Forms, creates the lead with the details already filled in.
Discovery call recorded
The transcript lands on the lead as notes, and stays attached as a file.
Proposal built from the lead
Socket's AI drafts the proposal from what's already on the record, so nobody starts from a blank page.
Client onboarded
The engagement letter and onboarding form go out together, and the answers land on the client record.
14-day free trial, no credit card required.
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