GregGreg Inc.
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Related Products
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About
Greg is an AI executive assistant for Zoom, Meet, Teams and in-person meetings—prep, notes, debriefs, Slack, and email follow-ups, not just a notetaker.
Greg is your AI executive assistant. He joins Zoom, Google Meet, and Teams (or records in person), captures decisions and action items, briefs you before the next call, debriefs by phone or voice note, and follows through in Slack and email—so commitments don't die in the transcript.
Greg is an AI executive assistant for people who live in back-to-back meetings. He joins Zoom, Google Meet, and Microsoft Teams as a visible participant, or works from in-person recordings, so you can stay in the conversation while he captures what was decided, who owns what, and what still needs a follow-up.
Before the next call, Greg can brief you by phone or voice — who you are meeting, where you left things, and what needs attention. During the meeting you can ask him for context (“What did we promise them last time?”).
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About
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows.
Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Founders, operators, sales, customer success, and small teams who need meeting prep, notes, debriefs, and follow-through.
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Audience
Financial advisors interested in a powerful AI meeting assistant
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$97/month; 14-day trial; Solo
Free Version
Not Supported
Free Trial
Supported
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Pricing
$67 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationGreg Inc.
getgreg.io
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Company InformationZocks
Founded: 2022
United States
www.zocks.io
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Categories |
Categories |
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Integrations
Google Meet
Supported
Microsoft Teams
Supported
Zoom
Supported
Gmail
Not Supported
Microsoft Outlook
Not Supported
Practifi
Not Supported
Redtail CRM
Not Supported
Salesforce
Not Supported
SmartOffice
Not Supported
Wealthbox
Not Supported
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Integrations
Google Meet
Supported
Microsoft Teams
Supported
Zoom
Supported
Gmail
Supported
Microsoft Outlook
Supported
Practifi
Supported
Redtail CRM
Supported
Salesforce
Supported
SmartOffice
Supported
Wealthbox
Supported
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