Zocks has become a centralized hub for much of our client meeting activity. What I appreciate most is the amount of repetitive work it eliminates—downloading information, copying and pasting between platforms, and entering the same information in multiple places. Being able to capture the meeting information and then move it into the other systems we use saves time and makes the overall process much more efficient. It also helps reduce the chance of something getting missed along the way. Review collected by and hosted on G2.com.

The area where I’ve been most disappointed is the scheduling functionality. It may work well for an individual advisor managing their own calendar, but it isn’t as well suited to a team environment where an administrator coordinates scheduling across multiple advisors.

For example, we often give clients the choice between an in-office or virtual meeting, but Zocks currently only allows us to send one meeting type at a time. As the person coordinating scheduling for our team, I also have to go into each advisor individually to review suggested meetings rather than having a centralized dashboard. Suggested meetings can include internal meetings along with client meetings, which creates additional sorting and review.

Based on the demo, I expected the scheduling functionality to automate more of this process. At this point, it hasn’t provided enough efficiency or flexibility for us to consider replacing Calendly. I think there is a lot of potential here, particularly if the scheduling tools continue to develop with multi-advisor teams and administrative users in mind. Review collected by and hosted on G2.com.