Socket

Quote generator and organizer

Published 09/15/2011 and rated 5 out of 5 stars
by AppAppeal Editor

Socket offers users an easier, more professional way to request and accept payments online. The application offers numerous quote related services. Users can easily integrate Socket into their website to allow potential clients to request instant online quotes. Automated quoting tools are built in so the user doesn’t have to calculate amounts or manually create a new quote to send to clients. Socket also maintains reports and analytics so the user can monitor sales success and overall performance. Customized shipping and tax rules can be added so every quote is as accurate as possible. Payments can also be accepted online. Additional features include recurring billing, multiple currency support, discount code capabilities, branding tools and third party integration for SalesForce, HighRise, Zoho CRM, Mail Chimp and Constant Content.

Socket was founded by Deversus in May of 2011. The application was established based around five main components, including the online quote form builder, instant quoting system, online payment processing, lead management and simple website integration tools. The creators worked to build a tool that would provide the right level of automation and flexibility to allow the end user to generate professional quotes that were also functional. Today, Socket offers up an enticing list of features that go beyond quote generation to include online payments, lead management tools and CRM integration protected by enhanced security features.

Socket combines all the right elements to make its service appealing without becoming overwhelming. There are many competing services that offer users many of the same functions however these often offer too many or too few features. Socket balances things out by touching on lead management, reporting tools and online payments while providing convenient integration with many highly popular third party applications. The user can save time without wasting a great deal of time trying to learn the many features included with Socket. The application offers a neat little package that contains all the must-haves for a business that needs to generate and manage quotes.

Socket keeps things as easy on the user as possible. The dashboard is very simply to navigate. The entire experience feels very clean and tidy, with just enough open space to make the user feel unintimidated. The clean design continues with elegantly simply line charts that feature low key colors in a beautiful way. The user can easily identify important stats and other information because Socket employs a subtle color system that displays vital details in different font colors. The entire experience feels focused on the user, making Socket a convenient tool for almost anyone regardless of internet or programming experience.

A new user can establish a Socket account by clicking the grey and white “Pricing and Sign Up” button in the upper, right hand corner of the homepage. A second bright green button is available near the lower, right hand corner of the page as well. The user must select their preferred membership plan before proceeding. After doing so, the registration form asks the user for their business name, desired Socket address, business mailing address, first and last name, username and password. The user must also supply their billing details at the bottom of the form before clicking the white “Sign up!” button to submit their information.

New users can choose from five subscription plans when signing up for Socket. The first is the Battery plan which costs just under $30 per month and includes up to 15 quotes per month, three quote forms, access for one user, website integration, discount code capabilities, 1.5% order transaction fee and SSL encryption. The Generator plan costs around $60 per month and includes up to 50 monthly quotes, 10 quote forms, access for up to two users and a 1% order transaction fee. The Tower plan costs just under $100 per month and includes up to 150 monthly quotes, 35 quote forms, access for up to five users, third party integration, anonymous quotes and a .5% order transaction fee. The Station plan costs around $250 per month and includes up to 300 quotes per month, 75 quote forms, access for 15 users and no transaction fees. The Grid plan costs around $750 per month and allows for unlimited quotes, unlimited quote forms and 50 users.

Socketapp.com is ideal for any professional or business that sends quotes to potential clients. The five membership plans make it easy for a wide range of businesses to implement Socket. The application offers more than a simple quote generation form. It also helps the user monitor sales trends, offers a convenient online payment options and allows the user to create a professional quote with their logo and information. Socket is very flexible and can work in almost any industry.

• Users can automatically generate professional looking quotes
• Logos can be added to each new quote
• Clients can make payments online through Socket
• Socket provides user friendly sales reports and analytics
• Integrates easily with many popular third party applications
• Supports multiple currencies for international users

Socket video