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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.
Description
Organize your schedule and manage your availability effectively to achieve an optimal work-life balance through time-blocked meetings. Distribute your canUmeet event link via social media or private channels to inform your colleagues, clients, and followers about your available time slots effortlessly, eliminating the hassle of constant reminders. Forget about the need to check your calendars repeatedly to track events, and prevent any conflicts with overlapping meetings. Integrate the canUmeet widget into your website to offer customers a seamless booking service. Allow clients to schedule events or appointments with you via a personalized booking page accessible from any device, whether it’s a computer or a mobile phone. Keep yourself ahead by receiving notifications whenever a meeting is newly scheduled, adjusted, or cancelled, ensuring you never overlook essential appointments, promising meetings, client demonstrations, or important calls again. This streamlined approach enhances not only your productivity but also the quality of your interactions with clients and colleagues alike.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Gmail
Google Calendar
Google Contacts
Google Meet
Mailchimp
Microsoft 365
Microsoft Teams
Practifi
Redtail CRM
Integrations
Microsoft Outlook
Gmail
Google Calendar
Google Contacts
Google Meet
Mailchimp
Microsoft 365
Microsoft Teams
Practifi
Redtail CRM
Pricing Details
$67 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Zocks
Founded
2022
Country
United States
Website
www.zocks.io
Vendor Details
Company Name
canUmeet
Founded
2016
Country
Germany
Website
www.canumeet.com
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
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
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