Zocks 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.
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i2i Logic
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Zoho Meeting
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Pricing
Pricing Starts At:
$67 per user per month
Free Trial:
Yes
Company Details
Company:
Zocks
Year Founded:
2022
Headquarters:
United States
Website:
www.zocks.io
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
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