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features
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support

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Description

Meetings and phone calls form the essential foundation of your work dynamics, yet unproductive discussions may be impeding your progress. Revolutionize your workflow with Avoma’s Conversation Management platform, where you can uncover topic trends, identify successful communication patterns, gain essential coaching insights, and assess potential deal risks. Effortlessly search for specific terms, highlight key moments, and leave comments for constructive feedback. Streamline your process by automating note-taking and data entry, allowing you to concentrate on meaningful conversations. Gather vital insights from your team's discussions to enhance coaching effectiveness, and foster collaboration with cross-functional teams to achieve better alignment. Benefit from automatic video recordings, accurate transcripts, and AI-generated notes that emphasize crucial topics. Ensure that important action items are not overlooked by following up diligently. Utilize the search feature within transcripts and replay recordings with time-stamped notes to recall important details, enhancing your overall productivity and effectiveness. By adopting this innovative approach, you'll significantly elevate the quality of your interactions and decision-making processes.

Description

Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows. With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Salesforce Yes 
Zoom Yes 
Axis LMS Yes 
BlueJeans Yes 
Dock Yes 
Gmail No 
HighFive Yes 
HubSpot Customer Platform Yes 
Outdoo AI Yes 
Pipedrive Yes 
Practifi No 
Redtail CRM No 
Truto Yes 
Wealthbox No 
Workona Yes 
Zendesk Sell Yes 

Integrations

Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Salesforce Yes 
Zoom Yes 
Axis LMS No 
BlueJeans No 
Dock No 
Gmail Yes 
HighFive No 
HubSpot Customer Platform No 
Outdoo AI No 
Pipedrive No 
Practifi Yes 
Redtail CRM Yes 
Truto No 
Wealthbox Yes 
Workona No 
Zendesk Sell No 

Pricing Details

$19/user/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$67 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Avoma

Founded

2017

Country

United States

Website

www.avoma.com

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales No 
For eCommerce No 
Image Recognition No 
Machine Learning No 
Multi-Language No 
Natural Language Processing No 
Predictive Analytics No 
Process/Workflow Automation No 
Rules-Based Automation No 
Virtual Personal Assistant (VPA) No 

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Meeting

Action Item Tracking No 
Agenda Management No 
Attendee Management No 
Board Meetings No 
Committee Meetings No 
Internal Meetings No 
Invitation Management No 
Legislative Meetings No 
Materials Management No 
Meeting Feedback No 
Meeting Preparation Tools No 
Meeting Room Booking No 
Minutes Management No 
Post-Meeting Tools No 
Scheduling No 
Travel Management No 
Voting Management No 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Product Features

Alternatives

Alternatives

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