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.
Sales cards with status-based automation and assigned recurring tasks
No-code automation and AI agents for enterprise IT and cyber teams
Prioritize account lists while separating data credits from predictive scores
Model-based end-to-end test automation for enterprise applications and business workflows.
AI revenue platform that reads calls, emails, and CRM records to answer pipeline questions
Sales opportunities with guided stages, suggested actions and visible predictions
Real-estate contact management with a website and behaviour-informed follow-up
Relationship CRM with contact boards, stage-triggered follow-up, and inbox connections
Visual sales pipelines with activities and email context
Photography client management with scheduled mail and event-based follow-up
AI agents that record sales touchpoints and automate follow-ups, next steps and CRM updates.
Photography jobs with stage-aware tasks and date-dependent automation
Shared customer records with stage-specific deal work
Client booking with connected proposals, contracts, invoices, and workflows
Client relationships connected with proposals, project milestones, and payments
Shared customer and deal work with connected appointment and support tools
Customisable sales records with inbox sync, no-reply reminders, and workflow rules
Sales opportunity paths with phase checklists and inactivity triggers
Sales research and multichannel outreach with event-driven workflows