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features
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support

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Description

Stay engaged during your meetings without the fear of overlooking crucial information. By assigning action items to specific individuals, you can enhance accountability and free up valuable hours in your weekly schedule. Allow your AI-driven meeting assistant to address inquiries regarding meetings, provide summaries of key discussion points, or draft follow-up emails that highlight essential aspects of the conversation. Circleback leverages advanced AI technology to accurately transcribe and comprehend your meetings, ensuring you receive highly precise transcripts for easy reference and quick searches. There's no need to worry if you had to step out early or if you missed something; with Circleback, locating specific moments within meetings is both straightforward and effective. Your meetings remain confidential, accessible only to you unless you decide to share them. Additionally, rest assured that your data is encrypted during transmission and securely stored in a state-of-the-art database that adheres to the highest security standards in the industry. You can enjoy peace of mind knowing that your sensitive information is well-protected while you focus on what truly matters.

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 Teams Yes 
Zoom Yes 
Gmail No 
Microsoft Outlook No 
Mimasa AI Yes 
Practifi No 
Redtail CRM No 
Salesforce No 
SmartOffice No 
Tadata Yes 
Wealthbox No 
XLR8 RMS No 

Integrations

Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
Gmail Yes 
Microsoft Outlook Yes 
Mimasa AI No 
Practifi Yes 
Redtail CRM Yes 
Salesforce Yes 
SmartOffice Yes 
Tadata No 
Wealthbox Yes 
XLR8 RMS Yes 

Pricing Details

$20.83 per month
Free Trial No 
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 No 
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

Circleback

Founded

2023

Website

circleback.ai/

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

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 

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