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About

Ellie is designed to align the entire organization by establishing a persistent, shared memory layer across all team conversations. The platform’s core value is eliminating knowledge loss and reducing context switching fatigue, which is a critical problem for remote, hybrid, and fast-scaling organizations. Unlike basic notetakers, Ellie integrates seamlessly with existing workflows in Slack, Notion, and CRMs, automatically pushing summaries and action items to the right projects. This systematic approach ensures every key insight, client promise, and strategic decision is recorded and immediately accessible for real-time coaching or future recall. The solution is positioned for the rapidly growing international market for AI productivity tools. It is designed for high-stakes, frequent meeting environments across sales, operations, and talent development.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

The core user is an operator or leader responsible for team alignment and external delivery: Heads of Operations/Client Success, Founders/CEOs, Directors of Talent Development, and Senior Strategy Consultants.

Audience

Financial advisors interested in a powerful AI meeting assistant

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$67 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Invite Ellie
Founded: 2025
United States
www.inviteEllie.ai/

Company Information

Zocks
Founded: 2022
United States
www.zocks.io

Alternatives

Alternatives

TMate

TMate

TMate AI

Categories

Categories

Integrations

Google Meet
Microsoft Teams
Zoom
Gmail
Microsoft Outlook
Notion
Practifi
Redtail CRM
Salesforce
Slack
SmartOffice
Wealthbox
XLR8 RMS

Integrations

Google Meet
Microsoft Teams
Zoom
Gmail
Microsoft Outlook
Notion
Practifi
Redtail CRM
Salesforce
Slack
SmartOffice
Wealthbox
XLR8 RMS
Claim Invite Ellie and update features and information
Claim Invite Ellie and update features and information
Claim Zocks and update features and information
Claim Zocks and update features and information