[ Zocks Reviews ](https://www.g2.com/products/zocks/reviews) [ Zocks Reviews ](https://www.g2.com/products/zocks/reviews) # Zocks Pricing Overview [Editedit](https://my.g2.com/zocks/pricings) Free Trial ## Zocks Pricing Key Insights Last updated on Apr 09, 2026 * * * Zocks offers **3 pricing editions** , starting from **$67** to **$184**. Zocks pricing tiers are designed to support different usage levels and team sizes. Zocks also offers a **free trial**. Compare the Zocks pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Zocks** for **custom pricing**. * * * Essentials — $67 / 1 User Per Month Professional — $117 / 1 User Per Month Ultimate — $184 / 1 User Per Month Rated 4.8 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Essentials Starting at $67.00 1 User Per Month Capture notes without recordings & free up time to focus on clients - Meeting preparation - AI Note-taking - CRM integration - Financial planning integration - Portfolio management integration - Pre-meeting and follow-up emails - Unlimited meetings - Pricing is per user/month billed annually Show More Ultimate Starting at $184.00 1 User Per Month Automate advanced client servicing workflows at scale - EVERYTHING IN PROFESSIONAL and more: - Automatically write replies to client emails - Identify opportunities in your book of business - Automatically schedule meetings, create client reports & more - Three AI training sessions - Pricing is per user/month billed annually Show More Professional Starting at $117.00 1 User Per Month Automate meeting & other client workflows across your firm - EVERYTHING IN ESSENTIALS and more: - Automatically fill out forms - Reporting and analytics - Client profiles - Advisor coaching center - Team collaboration & sharing - Dedicated admin assistant seats - Premium support - One AI training session - Pricing is per user/month billed annually Show More ESSENTIALS Capture notes without recordings & free up time to focus on clients PROFESSIONAL Automate meetings & other client workflows across your firm ULTIMATE Automate advanced client servicing workflows at scale ENTERPRISE PLATFORM - Contact Us Roll out to thousands of advisors, set custom policies across your organization, integrate with custom systems & get the client data you need to grow AUM Pricing information for Zocks is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Zocks must be conducted with the seller. - Pricing is per user/month billed annually - Book a demo: https://www.zocks.io/book-your-demo?utm\_source=g2&utm\_campaign=g2 Pricing information was last updated on March 11, 2026 Show More ## Zocks Pricing FAQs Generated using AI ### Is Zocks free, or does it offer a free trial? Zocks does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details. ### How much does Zocks cost in 2026? According to G2 data, Zocks pricing in 2026 starts at $67.00 and can reach $184.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Zocks's official pricing page for the most current details. ### Who is Zocks pricing best suited for? Based on G2 reviewer demographics and feedback, Zocks's pricing is best suited for small business financial advisors and advisory firms with fewer than 50 employees, who represent the vast majority of reviewers. These users consistently praise Zocks's Essentials and Professional tiers for delivering immediate time savings on note-taking and client follow-ups. G2 reviews of Zocks also show adoption among mid-market financial services firms seeking team collaboration and CRM automation, aligning well with the Professional tier. The Ultimate tier suits larger or growth-focused advisory practices needing advanced workflow automation. Zocks is purpose-built for financial services, making it less ideal for users outside that industry. ### What are the key differences between the free and paid versions of Zocks? Zocks does not offer a permanent free version, but a free trial is available for evaluation. Zocks's paid plans begin with the Essentials tier at $67.00 per user per month billed annually, covering AI note-taking, CRM integration, meeting prep, and unlimited meetings. The Professional tier at $117.00 per month adds form automation, analytics, client profiles, team collaboration, and premium support. Zocks's Ultimate tier at $184.00 per month unlocks automated email replies, opportunity identification, and advanced scheduling. G2 reviewers note that even the entry-level Essentials tier delivers meaningful time savings, with higher tiers offering firm-wide workflow automation at scale. ### Is Zocks considered good value for its pricing? G2 reviewers overwhelmingly indicate that Zocks delivers strong value despite its premium pricing. Users frequently cite saving 1 to 4 hours per week on note-taking, meeting prep, and follow-up emails as justification for the cost. One G2 reviewer noted the price initially gave pause but quickly became worthwhile once time savings became apparent. Another described Zocks's pricing as comparable to a prior service while offering significantly more integration capability. A small number of G2 users flagged the price as slightly high, but high average ratings alongside these comments suggest Zocks is viewed as a premium investment that consistently delivers on its core promises for financial advisors. ## Top-Rated Alternatives [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5 (221) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM") Wealthbox CRM 4.6/5 (109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Practifi](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg "Practifi") Practifi 4.3/5 (78) ](https://www.g2.com/products/practifi/reviews) [ View All Alternatives ](https://www.g2.com/products/zocks/competitors/alternatives) ## Zocks Pricing Reviews (2) ![Wesley S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wesley S.") WS Wesley S. 10/27/2025 More Options - "Accurate Note-Taking with Seamless Zoom Integration" 5/5 What do you like best about Zocks? I appreciate Zocks' ability to take very detailed and complex notes from my client meetings and conversations. This functionality benefits me by allowing me to be more engaged with my clients during meetings since I know Zocks is capturing all the notes and formatting them into an easy recap of the conversation. It's incredibly helpful, ensuring I don't miss important details. The setup was straightforward, thanks to the team from Zocks who helped integrate the platform with my Zoom conference meetings, making the process very easy. I also value its seamless integration with Zoom, automatically connecting and acting as my AI scribe during calls. I am particularly impressed with how Zocks creates tasks and prepares recap emails based on the detailed notes it takes, which is very thorough. I would absolutely recommend Zocks to friends or colleagues, rating it a 10 out of 10. Review collected by and hosted on G2.com. What do you dislike about Zocks? Nothing Review collected by and hosted on G2.com. What problems is Zocks solving and how is that benefiting you? I find Zocks solves the issue of detailed note-taking, allowing me to be more engaged in client meetings by capturing and formatting notes into easy recaps, enhancing my productivity and ensuring nothing is missed. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Alden A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alden A.") AA Alden A. Life Insurance Producer Small-Business (50 or fewer emp.) 11/6/2025 More Options - "Customizable Prompts Make Zocks a Daily Essential - Hubspot and Google Integrations Need Work" 4/5 What do you like best about Zocks? Zocks takes what could be a clunky process and makes it smooth. The UI is clean, intuitive, and doesn’t bury important features behind endless menus. Setup was surprisingly quick, and the learning curve was minimal — I was able to get value out of it on day one. I also appreciate how responsive the platform feels — it’s fast, stable, and integrates well with other tools....most of the time (more on that later). The customer support has been genuinely helpful (not just scripted replies), which says a lot about the company’s culture. I have especially enjoyed the ability to build my own prompts for meeting data so that I get exactly what I want in my notes out of the meeting transcript. Other competitors that I looked at didn't have this KEY option. I use Zocks Daily Review collected by and hosted on G2.com. What do you dislike about Zocks? It’s a great product overall, but not without a few headaches. Reporting and customization could definitely be stronger, and there are still some small UX quirks — like having to click twice for tasks that should only take one step. I’d also love to see deeper integrations and a bit more flexibility for power users. None of these are deal-breakers, but they’re missed opportunities that would take Zocks from “really good” to “outstanding.” The biggest challenge I’ve had has been with integrations. My firm uses a less common CRM (HubSpot, in the financial space) and a video-conferencing tool that isn’t their main focus — Google Meet. While Zocks advertises integrations for both, they can be unreliable in practice. On the HubSpot side, pulling data into Zocks from HubSpot and Gmail works fine for meeting prep, forms, and follow-ups — but pushing information back into HubSpot is a mess. It often fails, or worse, behaves unpredictably. I’m confident they’ll eventually iron this out, but because HubSpot isn’t a primary CRM for their user base, it doesn’t seem to be high priority. Google Meet is a different story — it’s a popular platform, but apparently not among Zocks’ core users. Roughly two out of every ten meetings either fail to launch Zocks properly or disconnect mid-call. To work around that, I wrote a secondary script in Google Calendar that automatically adds Zocks Assistant to every event (yes, even lunch dates with my wife). The good news: it now shows up almost every time. The bad news: it’s literally attached to everything. That fix reduced my failure rate from about 20% to 5%, which is manageable — but still not ideal. Review collected by and hosted on G2.com. What problems is Zocks solving and how is that benefiting you? Not needing to hire a note taker in meetings or be distracted by trying to take detailed notes - I am able to be present, and make only conversational notes that aid in that meeting, everything else is captured and can be queryed for future review. Review collected by and hosted on G2.com. 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