Product
One place for every lead, chat and follow-up.
Socianet replaces the spreadsheet, the shared inbox and the reminder notes with one system the whole team works from. We set it up for you in seven days.
| Company | Status | Rep |
|---|---|---|
| Sample Freight | quoted | Amara |
| Example Lettings | new | Jay |
| Demo Solar | survey | Amara |
| Sample Freight | quoted | Amara |
New 1
Quoted 1
Survey 1
Pipeline
See every deal, and who owns it.
The whole team works from one board. Nobody asks who has a lead, because the name is on it.
- Drag deals from stage to stage
- Stages named for the way you sell
- An owner, a value and a next step on every deal
- Stalled deals flagged before they go cold
- A running total for every stage
New enquiry 3
Reply today
Call at 2pm
Quote sent 2
Follow up Thursday
Won 1
Kick-off booked
Inbox
Every conversation in one inbox.
Messages stop living in personal phones. The team answers from one place and the history stays with the business.
- WhatsApp, SMS, email, Instagram and Facebook together
- Several people answering one WhatsApp number
- The deal and its stage beside the chat
- Message history that stays when a rep leaves
Hi, do you deliver to Leeds? Need a quote for 12 pallets.
Hi Sam, yes we do. I will send a quote within the hour.Sent in 5 seconds · automatic reply
Great, thanks.
Automations
Follow-up that does not rely on memory.
The replies, reminders and hand-offs that get forgotten on a busy day go out on their own.
- An instant reply to every new enquiry
- Follow-ups and reminders on a timetable
- Hand-offs to the right person
- Tasks created for the next step
- New enquiry arrivesFrom a form, WhatsApp or an advert
- Instant replySent in seconds, day or night
- Wait one dayNo answer yet
- Follow-up goes outOn the timetable you choose
- Task for the ownerCall today
AI agent
An assistant that answers, qualifies and books.
When nobody is free, the enquiry still gets a useful answer and a meeting in the diary.
- Answers questions on WhatsApp and web chat
- Asks the qualifying questions you choose
- Books meetings into your calendar
- Hands over to a person when it should
Do you install solar on flat roofs?
Yes, we do. Is the property a home or a business?AI agent
A business, in Walsall.
Thanks. I can book a survey call. Does Thursday at 10:30 suit you?AI agent
Yes please.
Calendars and forms
Bookings without the back and forth.
A link replaces the string of messages it takes to agree a time, and every form lands in the pipeline.
- Booking links for calls and appointments
- Reminders before every meeting
- Forms that put each enquiry straight into the pipeline
Reports
Know the numbers without asking.
The weekly review starts from a live dashboard, not from a request for updates.
- Pipeline value by stage
- Activity for each rep
- Win rates
- One dashboard for the manager
Value by stage
Seats and mobile
Everyone gets a login.
The price does not change when the team does, so nobody shares a password or works from a copy.
- Unlimited seats and contacts
- A mobile app for people on the road
- Add a new starter in minutes
Set up for you
Live in seven days.
You do not install or configure anything. This is the week, day by day.
- Day 1
Kickoff
We walk through how you sell and you send us your sheet.
- Day 2
Data in
Your data is imported, duplicates are cleaned up and the stages are built.
- Days 3 to 4
Channels
Email, WhatsApp, SMS, forms and calendars are connected.
- Day 5
Automations
Follow-ups are switched on and the AI agent is trained.
- Days 6 to 7
Go live
Training, launch and your first dashboard review.
WhatsApp goes live once Meta approves your business number, which can take a few days.
Plans
Every seat included.
Three plans, each with unlimited seats and contacts. Messaging and AI are billed on usage. No VAT is added to these prices.
Core
Replace the spreadsheet
- Unlimited seats and contacts
- Pipelines, tasks and reports
- One inbox for WhatsApp, SMS, email and social messages
- Forms, calendars and booking links
- Standard automations
- Mobile app
Growth
Reply faster, book more
- Everything in Core
- AI agent for replies, qualification and booking
- Speed-to-lead and nurture workflows
- Built and tested for you
Managed
We run it for you
- Everything in Growth
- Managed workflows and AI agent
- Priority support
- Monthly performance review
Founding Partner: the first 10 clients pay no setup fee. Offer ends 15 November 2026. See the plans
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.