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For operations and office managers

Retire the spreadsheet you have been keeping alive.

You should not be the person who fixes the formulas and chases everyone to update their rows. We move the sheet across and the pipeline keeps itself up to date.

Sheet1.xlsxSample data
CompanyStatusRep
Sample FreightquotedAmara
Example LettingsnewJay
Demo SolarsurveyAmara
Sample FreightquotedAmara
Imported, duplicates removed

New 1

Quoted 1

Survey 1

Sound familiar?

Before and after.

Today

  • You maintain a sheet nobody else updates
  • Duplicate rows and broken formulas
  • Reports built by hand every month
  • New starters need their own copy

With Socianet

  • We import and clean it
  • Forms feed the pipeline
  • Reports that build themselves
  • Set up for you in seven days

What changes

The same team, with one place to work from.

We import and clean it

Excel, Google Sheets and CSV exports come across, with duplicates removed.

Forms feed the pipeline

Each enquiry arrives as a contact and a deal. Nobody retypes anything.

Reports that build themselves

Pipeline value, rep activity and win rates are live, not assembled at month end.

The parts you will use most:Calendars and formsReportsPipeline

Start from the problem

Guides you can use today.

Replace the spreadsheet

Send us your sheet and it comes back as a live pipeline in 48 hours.

Guide: 9 signs your team has outgrown sheets

Reply to leads faster

An instant reply goes out day or night, and a person picks it up from there.

Guide: lead response time, and what the research says

Follow up every lead

A timetable of follow-ups runs until the lead answers or the plan ends.

Guide: how many follow-ups before you stop

Straight answers

Questions we get from operations and office managers.

What can you import?

Excel, Google Sheets and CSV exports, including lists from prospecting tools. Duplicates are cleaned up on the way in.

Who looks after it once it is live?

On Core and Growth, your team does, with our support. On Managed, we run the workflows for you.

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 roles

Sharing this with a colleague?

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Send a spreadsheet and see your pipeline in 48 hours. Free, with no obligation.