--- title: "Zocks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Zocks Software - reviews, pricing plans, popular comparisons to other Meeting products and more." source_url: "https://www.capterra.com/p/10031677/Zocks/" page_type: "product" language: "en" --- # Zocks Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 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 a cloud-based AI assistant built for financial advisors that turns client conversations into structured data and syncs it across connected wealth management systems. It works across virtual, in-person, and phone meetings without recording, and supports CRM updates, email drafting, form filling, and document processing. Advisors use Zocks to automate time-consuming tasks before, during, and after client meetings. It pulls real-time client data from connected systems to generate meeting prep, agendas, and action items, then drafts follow-up emails and syncs notes and tasks back to the CRM automatically. Core features include meeting note capture with speaker attribution, AI-drafted client emails, auto-filled intake and account opening forms, document data extraction, client profile enrichment, meeting scoring, scheduling, compliance audit logs, and a mobile app for iOS and Android. ## 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://www.g2.com/products/zocks/claim_requests/new?auto=true) ## Zocks Overview Updated September 2026 AI summary Zocks is a cloud-based meeting platform designed for businesses of all sizes, offering tools for agenda management, meeting preparation, collaboration, host controls, and recording. It extends functionality with features such as customizable branding, access controls, action item tracking, notes management, and analytics. Zocks also supports single sign-on and third-party integrations to fit varied organizational needs. ## 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 (1,069)](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 (11,132) Value For Money 0.0 (0) Value For Money 4.6 (6,851) Customer Service 0.0 (0) Customer Service 4.8 (6,605) ## Zocks alternatives [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) [4.5 (11,155)](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/) [Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/) [4.6 (14,679)](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/) Highest Rated [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,707)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) [Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/) [4.5 (12,173)](https://www.capterra.com/p/176572/Google-Hangouts/reviews/) Starting price $6.00 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/176572/Google-Hangouts/) ## FAQs about Zocks Overview ### What company size and specific industries is Zocks built for? Zocks is designed for solo advisors, mid-size practices, and enterprise advisory firms in wealth management, financial planning, life insurance, and tax planning. It is built for RIAs, broker-dealers, and large firms that need software suited to advisory and financial services operations. Features and Usability ### What are the key features of Zocks? Zocks offers meeting management, agenda management, meeting notes, recording, and action item tracking as core features. It also includes collaboration tools, communication management, activity dashboards, reporting and analytics, access controls and permissions, single sign-on, customizable branding, host controls, meeting preparation tools, notes management, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Zocks starts at $80 per user/month for the Starter plan, which includes AI Note-taking and Meeting Preparation. The Professional plan costs $130 per user/month and adds Fine-grained Access Control for Teams plus Team Collaboration and Sharing. No free version or trial is listed. Integrations ### Which third-party tools and platforms does Zocks integrate with? Zocks connects natively to over 50 integrations, including AdvisorEngine, AdvisorEngine CRM, Agentforce, Agentforce Sales, Agentforce Service, Black Diamond Wealth Platform, Box, ChatGPT, Claude, Dynamics 365 Sales, EMoney, Envestnet | MoneyGuide, Envestnet | Tamarac, Global Relay Archive, GoTo Connect, Google Workspace, Holistiplan, HubSpot Marketing Hub, HubSpot Sales Hub, and Intulse. Getting Started and Support ### What training and onboarding options does Zocks offer? Zocks provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, videos offer visual walkthroughs, and documentation gives written reference material for self-paced review of features and setup steps. Getting Started and Support ### What customer support options does Zocks offer? Zocks provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat support. No reviewer feedback about support quality is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features AI summary Based on 16,177 Meeting reviews Capterra reviewers highlight these as the features buyers care about most when choosing meeting software: - **Video Conferencing** (**50%** of reviewers rated this feature as critical) - **Screen Sharing** (**50%**) - **Meeting Management** (**45%**) Zocks supports **Meeting Management**, which helps teams organize discussions, track follow-ups, and keep meetings moving toward clear next steps. However, it does not offer **Video Conferencing** or **Screen Sharing**. Instead, it provides **Collaboration Tools** (**43%**), a feature reviewers also rate as important. This gives teams another way to work together, share input, and stay aligned around meeting outcomes, helping businesses keep communication organized and decisions on track. 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 ### All Features - 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 - Customizable Branding: Add customized logos and colors to align with company branding - Host Controls: Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc. - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Meeting Notes: Create and share notes/annotations taken during meetings - Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing - Notes Management: Allow users to create, edit, and sort multiple notes - Recording: Record live video calls to play later - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Single Sign On: Allow users to access multiple services after entering their login credentials once - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- ## Pricing [View pricing plan details](https://www.capterra.com/p/10031677/Zocks/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 Enterprise Custom Quote Available. It includes: - Enterprise-level Insights - Fine-grained Hierarchy Management ## Integrations [ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Webex Suite](https://www.capterra.com/p/237272/Webex/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Box](https://www.capterra.com/p/148766/Box/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) ## 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.