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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Brief My Meeting is an innovative platform that leverages artificial intelligence to provide tailored pre-meeting briefs, which are sent via email prior to any external calendar event, ensuring users have crucial insights about their meeting participants, prior discussions, and important documents without the hassle of sifting through their inboxes. By securely integrating with Google or Outlook calendars, the platform compiles pertinent email exchanges, attachments, historical meeting notes, and research on attendees—including LinkedIn profiles and company information—to create a streamlined brief that arrives a few hours before the meeting, enabling you to enter discussions fully prepared. This tool is specifically designed to prevent the frantic search for context just before meetings, as it gathers and condenses email and calendar histories, attendee insights, and relevant links into one easy-to-read summary, ultimately enhancing meeting efficiency and fostering seamless communication throughout ongoing dialogues. Moreover, this approach not only saves time but also empowers users to engage more meaningfully during conversations.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Gmail No 
Google Calendar Yes 
Google Meet No 
LinkedIn Yes 
Microsoft Teams No 
Practifi No 
Redtail CRM No 
Salesforce No 
SmartOffice No 
Wealthbox No 
XLR8 RMS No 
Zoom No 

Integrations

Microsoft Outlook Yes 
Gmail Yes 
Google Calendar No 
Google Meet Yes 
LinkedIn No 
Microsoft Teams Yes 
Practifi Yes 
Redtail CRM Yes 
Salesforce Yes 
SmartOffice Yes 
Wealthbox Yes 
XLR8 RMS Yes 
Zoom Yes 

Pricing Details

$9 per month
Free Trial Yes 
Free Version No 

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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Brief My Meeting

Country

United States

Website

www.briefmymeeting.com

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Product Features

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