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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Morph Meetings turns meetings into actionable insights, and creates a knowledge base for the entire company. It records, summarizes and transcribes meetings to extract key takeaways and tasks. Users can search transcripts and summary in a centralized repository, while dashboards track metrics, monitor team engagement, and track follow-ups. The platform integrates seamlessly with other systems. Personalization is ensured by custom meeting templates, permissions based on roles, and branded experiences. Security is prioritized through end-to-end security and compliance features. Live notes and task creation are possible during meetings with real-time collaboration. Designed for one on ones, team discussions and performance management. Morph is developing advanced analytics, sentiment analysis and multilingual support, making it a robust tool for improving communication, accountability and organizational productivity.

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

No images available

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$40/month/user
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 Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Morph Data Strategies

Founded

2024

Country

United States

Website

morphdatastrategies.com

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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