Zocks
zocks.ioPrivacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.
Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.
Inspect and edit relational and other databases from a native desktop client.
Review and restrict network activity by application
Let clients book appointments from a service business’s availability page.
Track client work and use billable time as the starting point for invoices.
Manage beauty and barber bookings, staff schedules, client follow-up, and payments from one business app.
Coordinate appointments, classes, staff calendars, and online reservations for a service business.
Use a cross-platform SQL database engine that ranges from embedded and single-user use to multi-client deployments.
Bring channels, threads, and direct messages together with task boards, documents, and client access.
Give clients and teams persistent group and one-to-one chat inside a secure collaboration portal.
Give agency clients a branded portal for requests, project status, time, and billing.
Workout programming and client follow-up for personal trainers
A project timer for freelancers and agencies that organizes work by client and project.
Automatically track app, website, client, and project time with focus tools.
A self-hostable Matrix chat client with encrypted channels, calls, and screen sharing.
Accounting practice workflows with client portals, documents and invoice-linked delivery
Blend marketing sources into client dashboards and scheduled branded reports.
Client workspaces for social content, approvals and automated reports
Social scheduling and client approvals for agencies and brands
Client relationships connected with proposals, project milestones, and payments
Small-business CRM with connected booking, documents, and workflow tasks
Financial-services intake and client onboarding workflows