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ease
features
design
support

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Description

Cluely is an innovative AI-driven desktop assistant tailored for enhancing virtual meetings, sales discussions, and other interactions. It functions by observing your screen and listening to audio, providing contextual recommendations and replies through a discreet overlay that is not visible to other participants. This tool seamlessly integrates with platforms such as Zoom, helping users manage conversations with greater efficiency. Key features encompass real-time support, where Cluely actively listens to dialogues and presents instant prompts for pitch assistance, handling objections, and delivering compelling responses; an unobtrusive interface that operates as a hidden browser window, ensuring that its use remains undetected by others on the call; document management capabilities, enabling users to upload files that Cluely reviews and extracts pertinent information from for ongoing discussions; and automated follow-up processes, which can create customized follow-up emails after meetings based on the topics covered. By leveraging this advanced technology, users can elevate their communication skills and foster more productive interactions.

Description

Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows. With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zoom
Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS

Integrations

Zoom
Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS

Pricing Details

$20 per month
Free Trial
Free Version

Pricing Details

$67 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cluely

Country

United States

Website

cluely.com

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Alternatives

Alternatives