Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Sonnet streamlines your meetings by automating notes and managing CRM tasks, allowing you to concentrate fully on the discussions at hand. With its AI-powered meeting assistant, you can effortlessly capture important points without distractions, as it takes notes and records calls for you. Personalize the assistant with your own templates to ensure it aligns with your style, eliminating the annoyance of bulky meeting bots that clutter your screen. Moreover, Sonnet records audio from your devices discreetly, ensuring that you stay informed even if you miss a meeting. The shareable recordings facilitate collaboration, making it easy for everyone to remain aligned on key topics and decisions. Now, you can enjoy a more productive meeting experience without the hassle of traditional note-taking.

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

Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
Discord Yes 
Gmail No 
InstaClaw Yes 
Kerlig Yes 
Microsoft Outlook No 
Practifi No 
Redtail CRM No 
Salesforce No 
Slack Yes 
SmartOffice No 
Wealthbox No 
XLR8 RMS No 

Integrations

Google Meet Yes 
Microsoft Teams Yes 
Zoom Yes 
Discord No 
Gmail Yes 
InstaClaw No 
Kerlig No 
Microsoft Outlook Yes 
Practifi Yes 
Redtail CRM Yes 
Salesforce Yes 
Slack No 
SmartOffice Yes 
Wealthbox Yes 
XLR8 RMS Yes 

Pricing Details

$25 per month
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 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

Sonnet

Founded

2022

Country

United States

Website

www.sonnetai.com

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Product Features

Alternatives

Alternatives

Greg Reviews

Greg

Greg Inc.