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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Shadow is an advanced AI-driven meeting assistant that enhances your productivity by optimizing your workflow. Operating directly on your device, it records meeting conversations and converts them into concise summaries, actionable items, and follow-up reminders without actually participating in the calls. Ideal for team leaders or those managing various projects, Shadow simplifies the post-meeting routine, allowing you to save valuable time while remaining organized. Featuring customizable templates, insightful analytics, and a strong emphasis on privacy, Shadow revolutionizes your approach to handling meetings and tasks, ensuring that you stay on top of your commitments effortlessly. By integrating this tool into your routine, you can enhance both efficiency and clarity in your professional engagements.

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

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Integrations

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

Integrations

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

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

Shadow

Founded

2022

Country

United States

Website

www.shadow.do/

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Alternatives

Alternatives