CRM for professional services firms
For firms that sell through proposals and referrals.
The work is won in conversations that live in individual inboxes. Socianet puts them in one pipeline the firm can see.
Enquiry 3
Reply today
Call at 2pm
Proposal sent 2
Follow up Thursday
Signed 1
Done
Where the leads come from
Where they leak
- Proposals sent and not followed up
- Referrals nobody tracked or thanked
- Each partner's contacts in their own inbox
A typical pipeline
Stages named for the way you sell.
This is a starting point. We build yours around how your team works.
- Enquiry
- Discovery call
- Proposal sent
- 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 professional services firms.
Can we record who referred each client?
Yes. The source is recorded on every deal.
Our partners will not fill in a CRM. What then?
They do not have to. Bookings and messages sent through Socianet are logged automatically, and an assistant can keep the rest up to date.
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.