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ease
features
design
support

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Description

Oats is a meeting notes application that operates as open-source software, allowing users to document meetings directly on their computers without the need for a bot to join the call. It captures audio locally and converts the dialogue into an organized summary, including action items assigned to specific owners, a quality score for the meeting, and a searchable transcript reflecting the actual conversation. Compatible with platforms like Zoom, Google Meet, Microsoft Teams, phone calls, and even in-person discussions, Oats ensures that any audio detected by your computer can be transformed into notes. Users have the option to run recordings and AI-driven notes entirely on their devices using a local model for enhanced privacy, or they can link to an Ariso account for more advanced AI functionalities. Each recorded meeting is stored in a searchable library, enabling users to inquire about past meetings and easily access previous decisions or commitments. Action items are neatly organized in a dedicated Todos section rather than becoming lost within the notes, and users can automatically close completed tasks directly from the meeting notes. This streamlined approach not only enhances productivity but also ensures that critical information from meetings is readily accessible for future reference.

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

Gmail Yes 
Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
GitHub Yes 
Google Cloud Platform Yes 
Microsoft Outlook No 
Obsidian Yes 
Practifi No 
Redtail CRM No 
Salesforce No 
Slack Yes 
SmartOffice No 
Wealthbox No 
XLR8 RMS No 

Integrations

Gmail Yes 
Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
GitHub No 
Google Cloud Platform No 
Microsoft Outlook Yes 
Obsidian No 
Practifi Yes 
Redtail CRM Yes 
Salesforce Yes 
Slack No 
SmartOffice Yes 
Wealthbox Yes 
XLR8 RMS Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$67 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

ariso.ai

Founded

2025

Country

United States

Website

ariso.ai/oats

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Product Features

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Alternatives

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