Zocks Pricing Overview

Zocks has truly transformed the way we operate our Special Needs Financial Planning business, and we couldn't be more thrilled! As a collaborative team, effective communication and detailed notetaking during meetings are crucial to our success. Zocks has been a complete game changer in this regard.

Before Zocks, our team spent countless hours meticulously taking notes and organizing information from our meetings. This was a necessary but time-consuming task that often ate into our productivity. However, with Zocks' intuitive software, we've managed to reclaim over 10 hours per week that we would have otherwise spent on notetaking. This incredible efficiency boost has allowed us to focus more on what truly matters – providing exceptional service and support to our clients.

The user-friendly interface and seamless integration into our existing workflows make Zocks an indispensable tool for our team. It captures and organizes meeting notes effortlessly, ensuring that we never miss a detail. The collaborative features also enable our team members to stay in sync, enhancing our overall productivity and client satisfaction.

In a fast-paced business like ours, where precision and collaboration are key, Zocks has proven to be an invaluable asset. We highly recommend it to any business looking to streamline their operations and maximize efficiency. Thank you, Zocks, for revolutionizing our notetaking process and giving us back valuable time each week! Review collected by and hosted on G2.com.

It is slow to generate corrections and you can not add multiple Redtail Subcribers at the same time when you are saving the note to your CRM Review collected by and hosted on G2.com.

Notetaking, customizable notes, summaries Review collected by and hosted on G2.com.

Many things:

1. When I enter the 2-factor authentication code during login, I still have to press the "Done" button—an extra step that isn’t required in many other programs and should be totally unnecessary -- I guess AI can’t figure out that I’ve already entered the correct code; it needs my help???

2. The "Find and Replace" link isn't inside the "Edit" link; it took me a while to figure out where it was, I sure thought that "Find and Replace" is an edit function!!!!

3. When Zocks join me for an unscheduled client call, it won't allow me to edit the client's name in the Meeting Summary, nor put in the correct email address for the client. I have to copy the Meeting notes, put it into a Word doc, edit it there and then copy and paste that into the client's WealthBox client file; totally unnecessary steps.

4. I have questioned the reliability of Zocks. I record client meeting on my phone being told that is better, but even that sometimes doesn't record the meeting (a fact I don't find out until later) and I have to reproduce the notes myself. I've been told that the recording though my PC during the meeting isn't as effective, especially using the PC to wirelessly project various document onto a screen.

5. The summaries are too repetitive in the points: the same thing shows up in different areas making the summaries too long. Review collected by and hosted on G2.com.