Zocks Integrations

Gmail allows you to do more with your email. Gmail is now more secure, smarter, and easier to use. This will allow you to save time and do more with the inbox. You can see what's new and decide what you want. You will receive nudges reminding you to respond to messages and follow up on them. You can view attachments, RSVP for events, snooze messages, and much more without opening emails. Gmail blocks 99.9% dangerous emails before they reach your inbox. You'll be notified if we suspect that something is phishy.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Zoom Meetings & Chat allows for enterprise video conferencing that includes real-time messaging and content sharing. Video conferencing and messaging made easy across all devices. Facilitate adoption with meeting capabilities that make it simple to join, start, and collaborate on any device. Zoom Meetings syncs to your calendar system and provides enterprise-grade video conferencing on both mobile and desktop. All-hands meetings, internal and external communications, trainings, and all-hands meetings can all be done through one platform. With support for up to 1000 participants and 49 videos per screen, HD video and audio can be added to your meetings. Multi-participants can share their screens simultaneously, and co-annotate to make it more interactive. End-to-end encryption of all meetings, role-based security, password protection and waiting rooms. You can also place attendees on hold. You can record your meetings locally or to cloud with searchable transcripts. Zoom offers HIPAA-compliant healthcare plans.

You can connect with your team anywhere. You can connect with your team from anywhere by using easy-to-join video conferencing. Meet eliminates the hassle of joining a video conference at work. Set up a meeting, and then share a link. There's no need to worry about whether clients, teammates, or customers have the correct accounts or plug-ins. Multi-person video calls are easy with Meet's lightweight interface and intelligent participant management. Meet integrates with G Suite so you can join meetings from a Calendar event, email invite, or other source. You can access all the event details from any device, including your phone or in a conference room. Meet's Android and iOS apps are specially designed to allow you to see all of your meetings with all the important information from Calendar. Then, just tap to join. G Suite Enterprise Edition also creates a dial in number for each meeting so that every guest has a wonderful experience.

Teams of engaged people work together to solve today's complex business challenges. We have created an online guide to help you and your team learn the secrets of teamwork. There are no limits to what you can accomplish when you have a place where you can create and make decisions together as a team. Teams allows you to bring everything together in one shared workspace. You can chat, meet, share documents, and use business apps. Your team can get on the same page using group chat, online meetings and calling. Microsoft 365 (formerly Office 365), apps such as Word, Excel, PowerPoint and SharePoint allow you to collaborate on files. To keep your business moving forward, add in your favorite Microsoft apps as well as third-party services. Microsoft 365 provides end-to-end security and administrative control. Teams is for all types of groups. Start with the no-obligation, free version. As part of the best-in class suite of productivity tools, you can also get Team.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

Practifi is a performance optimization platform that transforms data to insights, action, and excellence at scale. We help wealth management companies go beyond traditional CRMs to redefine what's possible. Practifi, unlike traditional CRMs, unites your team, data, and the best-in-class tools to provide you with the visibility and oversight that you need to move your company forward. Our enterprise workflow engine, open API, and robust analytics centralize data sources to maximise actions and insights. Practifi is a top-rated platform in the industry. We have received high praises for our innovative features and intelligent platform design. Partnership is more than just being available to help when things go wrong. Our team is committed in working closely with clients to solve their problems or build them if they don’t exist.

We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.

Your ability to respond is key to rapid recovery when everything changes and the Hospitality Industry changes with it. XLR8 is a company that specializes on revenue management and has proven success in increasing hotel income. Focus on strategy and let us handle the micro-analysis. A 9% average increase in profits in the first year. Automate profits management processes by 80% XLR8 is the only strategy assistant for the hotel industry that is entirely based on Artificial Intelligence technology. Interactive solutions allow us to achieve remarkable results in terms of both profits and time savings. It is important to be able to anticipate changes in demand and adjust strategy accordingly. Integration with PMS and rate shopper systems, so that all distribution channels receive yield management measures.