# 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/alternatives --- # Zocks Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $80 Per User, Per Month Free trial not available 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. [4.6 (14,521)](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/reviews/) Starting Price $80 Per User, Per Month Starting Price $14.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (10,908) Value For Money 0.0 (0) Value For Money 4.5 (6,658) Customer Service 0.0 (0) Customer Service 4.4 (6,409) ## Zocks alternatives [4.7 (24,036)](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 Highest Rated [5.0 (807)](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 [4.7 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) [4.5 (10,931)](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/) ## 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 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 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 Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)