All integrations
Socket + Karbon
App integration via Karbon — Simplify client management by syncing contacts, automating proposals, and pushing prospects directly into Karbon.
By connecting Socket and Karbon, you can improve client management and drive business growth. Streamline your operations, reduce scope creep, and enhance profitability by connecting your sales, client management, and onboarding processes directly with Karbon.
- Synchronise your contacts: Automatically sync client and contact data between Socket and Karbon, ensuring information is up-to-date across both platforms.
- Quickly start proposals and renewals: Instantly create proposals and renewals for existing clients in Karbon, speeding up your workflow.
- Effortlessly push prospects into Karbon: Automatically send prospects created in Socket into Karbon, saving time on manual data entry.
About Socket
Socket’s mission is to empower accounting and bookkeeping firms to effortlessly convert prospects, seamlessly onboard clients, banish scope creep, and do all of this while truly understanding the profitability of each service for each client.
