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Description
Greg serves as an AI executive assistant, seamlessly integrating into Zoom, Google Meet, Microsoft Teams, and even in-person meetings to handle preparation, note-taking, and follow-up tasks, far beyond the role of a simple notetaker. As your dedicated assistant, Greg actively participates in virtual meetings and records in-person discussions, ensuring that all decisions and action items are captured accurately, while also preparing you for upcoming calls with concise briefings and providing timely debriefs through phone calls or voice notes. He excels at managing the busy schedules of individuals who navigate a flurry of meetings, allowing you to remain focused on the conversation as he diligently tracks key agreements, accountability, and necessary follow-ups. In addition to capturing essential information, Greg can provide you with updates on your previous commitments prior to your next meeting, and during discussions, you can easily consult him for context on past promises and responsibilities. With Greg by your side, no important detail will slip through the cracks, enhancing your meeting experience and ensuring that all commitments are effectively managed.
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
No images available
Integrations
Google Meet
Microsoft Teams
Zoom
Gmail
Microsoft Outlook
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
Integrations
Google Meet
Microsoft Teams
Zoom
Gmail
Microsoft Outlook
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
Pricing Details
$97/month; 14-day trial; Solo
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
Greg Inc.
Website
getgreg.io
Vendor Details
Company Name
Zocks
Founded
2022
Country
United States
Website
www.zocks.io