Zocks Pricing Overview

I have been using Zocks for six months for client and house meetings and any note-taking tasks (which is all events in financial planning) and it continues to impress me with its seamless integration into my daily workflow. The setup process was incredibly quick and easy, making the transition smooth and uninterrupted. I am particularly grateful for its ability to manage time and organize client data efficiently, which aids in synthesizing all client information and meeting details directly into my CRM. This automatic upload feature of client information saves me significant time compared to manually entering data, allowing me to focus on more important tasks. The capability to generate meeting PDFs, which I can send out to clients or staff instantly, eliminates an extra step in my process. Zocks is exceptionally reliable in ensuring that meetings are accessible with accuracy within seconds once concluded. I appreciate how it saves time and money by being virtually another person in the room during meetings, providing an effective way to have only clients and myself as the advisor present. This efficiency and time-saving aspect is a critical reason I would happily purchase Zocks again. All these elements make Zocks an invaluable tool in my professional environment. Review collected by and hosted on G2.com.

Nothing I can think of, rare but sometimes mishears names especially unique names. Easily correctable in reviewing notes post meeting. Review collected by and hosted on G2.com.

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.

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.