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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 Sonnet?

Sonnet enhances your meetings by automating the note-taking process and handling CRM responsibilities, enabling you to focus entirely on the conversation. Its AI-driven meeting assistant makes it simple to capture critical information without losing your train of thought, as it manages both note-taking and call recording seamlessly. You can customize the assistant with your preferred templates, ensuring that it fits your personal style and avoiding the frustration of overwhelming meeting bots that clutter your interface. Additionally, Sonnet discreetly records audio from your devices, keeping you updated even if you cannot attend a meeting. The ability to share these recordings fosters teamwork, helping everyone stay on the same page regarding important topics and decisions. With Sonnet, you can transform your meeting experience into a more efficient and streamlined process, free from the burdens of conventional note-taking methods. Embrace a more organized approach to meetings and maximize your productivity.

Media

Media

Integrations Supported

Google Meet
Microsoft Teams
Zoom
Discord
Gmail
InstaClaw
Kerlig
Microsoft Outlook
Practifi
Redtail CRM
Salesforce
Slack
SmartOffice
Wealthbox
XLR8 RMS

Integrations Supported

Google Meet
Microsoft Teams
Zoom
Discord
Gmail
InstaClaw
Kerlig
Microsoft Outlook
Practifi
Redtail CRM
Salesforce
Slack
SmartOffice
Wealthbox
XLR8 RMS

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$25 per month
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

Sonnet

Date Founded

2022

Company Location

United States

Company Website

www.sonnetai.com

Categories and Features

Categories and Features

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