I use Zocks to keep track of our project budgets, client invoices, and operating expenses, and it's perfect for someone like me who works constantly with multiple clients. I like being able to see my monthly cash flow in two seconds and quickly identify which projects are profitable and which are eroding my margins, which really benefits me. Another advantage is the automation of expenses, so I no longer have to manually assign each transaction. Plus, everything was set up perfectly, and even though I thought it would be complicated, I was completely wrong.

I like that Zocks records the meetings we take and helps me send recap emails to our clients. I appreciate that it integrates well with Salesforce and Outlook and has lots of other integrative properties. It's great that Zocks doesn't contain an actual voice recording but includes a transcript, which is awesome for compliance purposes. The Salesforce integration is nice because Zocks can automatically save meeting notes to Salesforce and push recap emails to my Outlook's draft box, making email review and sending very convenient. The initial setup was really easy for our team.

As a notetaker it is fantastic. It has a very easy to view user interface, integrates well with zoom / teams, never has performance issues and seems like the time you save greatly offsets the cost. Support is always reaching out and the AI synthesizes information quite well.