CRM for B2B software and services teams
For B2B teams running demos and proposals.
Leads come from the website, LinkedIn and outbound lists. Socianet gives each one an owner, a next step and a place in the forecast.
Lead 3
Reply today
Call at 2pm
Proposal 2
Follow up Thursday
Signed 1
Done
Where the leads come from
Where they leak
- Demo requests that wait a day for a reply
- Outbound lists worked from an exported spreadsheet
- A forecast built from each rep's own notes
A typical pipeline
Stages named for the way you sell.
This is a starting point. We build yours around how your team works.
- Lead
- Discovery call
- Demo
- Proposal
- Negotiation
- Signed
What we set up
Ready when the team logs in.
Set up for you in seven days.
What changes
The same team, with one place to work from.
Every deal has an owner
Nobody asks "who has this one?". The name is on the deal, with the next step and its date.
Each person sees their own
Open one screen and know what to do today. No hunting through tabs.
The manager sees everything
One dashboard for the whole team, so the weekly review takes minutes.
Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product
Straight answers
Questions we get from B2B software and services teams.
Can we import lists from prospecting tools?
Yes. CSV exports come in with duplicates cleaned up.
We are a team of three. Is it too much?
No. Core is built to replace a spreadsheet, and seats are unlimited as you grow.
What does it cost?
Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.
How long does setup take?
Seven days from kickoff. We import your data, connect your channels and train the team.
Can we cancel?
Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.
Other industries
Not quite your business?
Send us your spreadsheet. In 48 hours it is a live pipeline.
Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.