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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Paxo delivers straightforward, efficient, and actionable meeting summaries within minutes. Designed specifically for face-to-face discussions, Paxo ensures that important decisions and action items are never overlooked. Just press record and let Paxo handle everything else for you. After the meeting, you can easily designate speakers from your contacts. Paxo adapts to the voices of your entire team and offers suggestions for speaker assignments in subsequent recordings. Built with a strong emphasis on privacy, Paxo keeps your recordings stored on your device instead of in the cloud. We also ensure that your recordings are deleted from our servers immediately after processing. Say goodbye to the chaos of illegible notes, misinterpretations, and overlooked tasks. With Paxo, staying organized and maintaining peak performance has never been simpler or more efficient. Plus, its user-friendly interface and seamless functionality make it an indispensable tool for any team.

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

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

Integrations

Gmail Yes 
Google Docs No 
Google Meet Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Microsoft Word No 
Notion No 
Practifi Yes 
Redtail CRM Yes 
Salesforce Yes 
SmartOffice Yes 
Wealthbox Yes 
XLR8 RMS Yes 
Zoom 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 Yes 
iPad App Yes 
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

Paxo Labs

Website

www.paxo.ai/

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

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