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Description
Take control of your meetings with MeetingBooster, where teams benefit from enhanced productivity, well-defined agendas, structured meetings, and heightened accountability. Depart from each meeting with a clear understanding of responsibilities, timelines, and methods through well-defined Action Items. Monitor deadlines, prioritize tasks, and oversee projects that span multiple meetings, as MeetingBooster consolidates all your meeting-related actions in one central hub. Automate your follow-ups and seamlessly connect with task management systems like MS Outlook to ensure you never overlook a deadline again. Streamline your recurring meetings, such as board sessions or committee gatherings, while empowering your teams to document minutes, decisions, and tasks for every meeting in the series. Generate meeting agendas in no time with MeetingBooster, utilizing various templates that simplify agenda creation, facilitate action item assignments, and enhance collaboration. With its comprehensive meeting agenda software, MeetingBooster empowers you and your team to work more efficiently and effectively. When your meetings are organized and actionable, achieving success becomes a collaborative effort.
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
Integrations
Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Integrations
Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Pricing Details
No price information available.
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
MatchWare
Founded
1992
Country
United States
Website
www.meetingbooster.com
Vendor Details
Company Name
Zocks
Founded
2022
Country
United States
Website
www.zocks.io
Product Features
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management