+
+

Related Products

  • Fathom
    7,880 Ratings
    Visit Website
  • Zoom Phone
    2,944 Ratings
    Visit Website
  • Mentornity
    99 Ratings
    Visit Website
  • Virtuoso QA
    131 Ratings
    Visit Website
  • 11x
    70 Ratings
    Visit Website
  • Budgyt
    291 Ratings
    Visit Website
  • FDM4
    1 Rating
    Visit Website
  • Numa
    14 Ratings
    Visit Website
  • GoCodes
    275 Ratings
    Visit Website
  • cside
    37 Ratings
    Visit Website

About

THE WORLDS FIRST END TO END ACCOUNTABILITY ENGINE Never lose an action between meetings again. Loopion is the AI accountability engine that brings unfinished commitments back into your next Teams or Zoom meeting. What was agreed, who owns it and what is still outstanding returns to meeting chat—so nothing quietly disappears when the call ends. Stop chasing. Start every follow-up with accountability already in the room. Forget keeping notes to remember what happened. Ask Loopion a question about an entire meeting series. It searches across the last ten meetings—or the relevant history—to find decisions, promises and answers, backed by transcript evidence. Then use that history to prepare for the next meeting. Ask Loopion Coach shows your people where conversations could improve, with evidence-backed feedback against proven or custom frameworks. Available in the Teams Store and Zoom App Marketplace. Stay in your workflow. Start free. Close the loop today!

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 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

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

Audience

Businesses and teams that need greater accountability from meetings, including CEOs, COOs, senior leaders, operations teams, sales teams, account managers, customer success teams, project managers, recruitment teams, contact centres, professional services firms, technology companies, education providers and distributed global teams.

Audience

Financial advisors interested in a powerful AI meeting assistant

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

FREE
START FREE. UNLIMITED USERS ON TEAM PLANS. Free includes 750 meeting minutes per month for one user. Individual is $39/month with 2,000 minutes, personal Ask Loopion Coach, personal analytics and unlimited meeting history. For teams, Business is $333/month with unlimited users, 8,000 shared minutes, automatic action reposting into follow-up meetings, cross-meeting AI memory, team coaching, advanced analytics, ROI reporting and integrations. Enterprise is $600/month with unlimited users, 15,000 shared minutes, unlimited workspaces, Microsoft SSO, audit logs, advanced admin controls and organisation-wide reporting. Save 25% with annual billing. Team plans are priced by shared meeting usage, not per seat.
Free Version Supported
Free Trial Supported

Pricing

$67 per user per month
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Loopion
Founded: 2026
United Kingdom
loopion.ai/

Company Information

Zocks
Founded: 2022
United States
www.zocks.io

Alternatives

Greg

Greg

Greg Inc.

Alternatives

Greg

Greg

Greg Inc.
Oats

Oats

ariso.ai
Fathom

Fathom

Fathom.ai

Categories

Categories

Integrations

Microsoft Teams Supported
Salesforce Supported
Zoom Supported
Gmail Not Supported
Google Meet Not Supported
HubSpot CRM Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Not Supported
Practifi Not Supported
Redtail CRM Not Supported
SAP ERP Supported
SmartOffice Not Supported
Wealthbox Not Supported
Zapier Supported
Zoho CRM Supported
Zoom Phone Not Supported
monday AI work platform Supported

Integrations

Microsoft Teams Supported
Salesforce Supported
Zoom Supported
Gmail Supported
Google Meet Supported
HubSpot CRM Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Supported
Practifi Supported
Redtail CRM Supported
SAP ERP Not Supported
SmartOffice Supported
Wealthbox Supported
Zapier Not Supported
Zoho CRM Not Supported
Zoom Phone Supported
monday AI work platform Not Supported
Claim Loopion and update features and information
Claim Loopion and update features and information
Claim Zocks and update features and information
Claim Zocks and update features and information