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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Enhance and streamline your business operations with software designed for growth and management. By automating routine tasks, you can save time and boost your productivity significantly. No downloads or installations are necessary, as solutions like Shopify, Magento Commerce, Lightspeed POS, and PrestaShop offer seamless integration. For appointment scheduling, eliminate the risk of missed meetings and reduce absenteeism by up to 60% with Bookifi, allowing you to increase your productivity by as much as four times. Easily monitor all incoming shifts while managing your work hours and non-working days without hassle. Instead of checking your availability, simply share it via a straightforward link. Our innovative "Box" feature allows you to add, modify, and charge for your services effortlessly, while also enabling you to send electronic receipts via WhatsApp or print them out. Accept a wide range of payment methods, simplifying transactions for your clients, and effectively manage multiple points of sale. Keep track of all checkouts and closing balances, ensuring you get paid securely through our user-friendly payment gateway. Charging with a credit card has never been more convenient, and you can even send payment links through WhatsApp for added flexibility. This comprehensive approach to managing your business can transform your efficiency and client satisfaction.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zoom
Facebook
Gmail
Google Meet
Instagram
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
Wealthbox
XLR8 RMS

Integrations

Zoom
Facebook
Gmail
Google Meet
Instagram
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
Wealthbox
XLR8 RMS

Pricing Details

$8 per user per month
Free Trial
Free Version

Pricing Details

$67 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bookifi

Founded

2018

Country

Ecuador

Website

www.bookifi.co

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

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Alternatives

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