# Zocks Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Zocks Software - reviews, pricing plans, popular comparisons to other Meeting products and more. Source: https://www.capterra.com/p/10031677/Zocks --- # Zocks Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Zocks ## What is Zocks? Zocks is an AI assistant software designed specifically for financial advisors. The platform automates administrative tasks including note-taking during client meetings, form filling, client email drafting, and CRM updates without recording conversations. Zocks integrates with financial planning tools, CRMs, meeting platforms, and email systems to create a comprehensive workflow solution. The system captures detailed client information during meetings, prepares meeting agendas with relevant client data, and maintains updated client profiles while adhering to security and compliance standards for the financial services industry. The software functions across virtual, in-person, and phone meetings, enabling advisors to focus on client interactions rather than documentation tasks. ## What is Zocks used for? [Meeting](https://www.capterra.com/meeting-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $80 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Zocks?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.zocks.io&name=Zocks) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Zocks 0.0 VS. [4.7 (1,058)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting Price $80 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (1,058) Value For Money 0.0 (0) Value For Money 4.6 (866) Customer Service 0.0 (0) Customer Service 4.8 (965) ## Zocks alternatives [4.7 (24,147)](https://www.capterra.com/p/135003/Slack/reviews/) Starting price $8.75 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (60)](https://www.capterra.com/p/230178/Ninety/reviews/) Starting price $16.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [5.0 (808)](https://www.capterra.com/p/276054/Fathom/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) [4.5 (11,079)](https://www.capterra.com/p/168668/Microsoft-Teams/reviews/) Starting price $4.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/168668/Microsoft-Teams/) ## FAQs about Zocks Features and Usability ### What are the key features of Zocks? Zocks offers meeting management, agenda management, meeting notes, recording, and meeting preparation tools for organizing sessions and capturing details. It also includes action item tracking, collaboration tools, communication management, activity dashboards, reporting and analytics, access controls and permissions, single sign-on, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Zocks starts at $80 per user per month for the Starter plan, which includes AI Note-taking and Meeting Preparation. The Professional plan costs $130 per user per month and adds Fine-grained Access Control for Teams plus Team Collaboration and Sharing. No free version, trial, or extra fees are listed. Integrations ### Which third-party tools and platforms does Zocks integrate with? Zocks integrates with 11 third-party tools and platforms, including communication apps Google Meet and Microsoft Teams, CRM systems HubSpot CRM, Redtail CRM, Wealthbox, Zoho CRM, SmartOffice, and Practifi, plus AdvisorEngine, LeadCenter.AI, and eMoney Advisor. Getting Started and Support ### What training and onboarding options does Zocks offer? Zocks provides webinars, documentation, and videos to help teams get started. Webinars support live instruction and Q&A, documentation offers written reference material, and videos provide visual walkthroughs for learning product features and setup steps at a self-paced rate. Getting Started and Support ### What customer support options does Zocks offer? Zocks provides Email/Help Desk, a Knowledge Base, and Chat for customer support. No reviewer feedback about support quality is available, so no claims can be made about response times, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Action Item Tracking Track the status of discussed/agreed tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Agenda Management Access event or meeting agenda online Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Zocks 16 features Define levels of authorization for access to specific files or systems Track the status of discussed/agreed tasks Dashboard to view the status of ongoing processes, identify current incidents and track past activities Access event or meeting agenda online Provides a channel for team members to share AI models, media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Add customized logos and colors to align with company branding Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc. Manage the process of planning and scheduling meetings, including agenda creation Create and share notes/annotations taken during meetings Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing Allow users to create, edit, and sort multiple notes Record live video calls to play later View and track pertinent metrics to find patterns and gain insights from data Allow users to access multiple services after entering their login credentials once Set up connections to third-party platforms to improve business processes ## Pricing Starter $80.00 Per User,Per Month It includes: - Meeting Preparation - AI Note-taking Professional $130.00 Per User,Per Month It includes: - Team Collaboration and Sharing - Fine-grained Access Control for Teams ## Integrations [ Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/)[ eMoney Advisor](https://www.capterra.com/p/119135/emX/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.