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What is Zocks?

Strengthen your client relationships by engaging meaningfully and demonstrating authentic interest in every conversation. Zocks effortlessly collects vital personal and financial information from client interactions, eliminating the need for audio recordings and integrating seamlessly with your CRM to enhance follow-up tasks, communications, and workflows. With Zocks, every important detail from your discussions is automatically recorded, regardless of whether they take place in person or online. The platform provides real-time analysis of conversations, ensuring that essential insights regarding your clients' financial situations, investment goals, and key life events are accurately captured. This comprehensive approach guarantees that you always have access to significant personal and financial information, enabling you to deliver customized support and build stronger, more meaningful relationships with your clients. By prioritizing this level of engagement, you not only enhance client satisfaction but also encourage long-term loyalty and trust.

What is Paxo?

Paxo provides clear, effective, and prompt meeting summaries in just a few minutes. Tailored specifically for in-person meetings, it guarantees that key decisions and action items are captured without fail. All you need to do is hit record, and Paxo will take care of the rest. Once the meeting concludes, you can easily assign speakers from your contact list. Paxo is capable of recognizing the voices of your entire team and offers helpful suggestions for speaker assignments in future recordings. With a strong focus on privacy, Paxo ensures that your recordings remain on your device rather than being stored in the cloud, and it promptly deletes all recordings from its servers as soon as they are processed. No more dealing with the confusion of messy notes, miscommunications, or forgotten tasks. Thanks to Paxo, being organized and achieving optimal performance is easier and more effective than ever before. Furthermore, its intuitive design and smooth operation make it an essential asset for any team looking to enhance their productivity. Ultimately, Paxo transforms the way teams manage their meetings and follow up on critical action items.

Media

Media

Integrations Supported

Gmail
Google Docs
Google Meet
Microsoft Outlook
Microsoft Teams
Microsoft Word
Notion
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Zoom

Integrations Supported

Gmail
Google Docs
Google Meet
Microsoft Outlook
Microsoft Teams
Microsoft Word
Notion
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$67 per user per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zocks

Date Founded

2022

Company Location

United States

Company Website

www.zocks.io

Company Facts

Organization Name

Paxo Labs

Company Website

www.paxo.ai/

Categories and Features

Categories and Features

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