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Average Ratings 0 Ratings

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ease
features
design
support

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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

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Integrations

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

Integrations

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

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

Product Features

Product Features

Alternatives

Alternatives

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Greg Inc.