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About

SkipUp is an AI-driven follow-up and scheduling assistant that connects to your calendars and email to automate the back-and-forth of booking meetings and managing engagements, helping users go from initial contact through follow-ups to a confirmed meeting without repeated manual messages. It syncs Google calendars so work and personal events are visible in one view and gathers context from email history to craft smart follow-ups, build concise agendas, highlight key talking points, and recommend whether to attend, skip, or realign meetings based on relevance and priorities. SkipUp uses AI to understand conversational context and preferences, remembers patterns over time, and handles edge cases like time zones, while offering a searchable knowledge base of meeting data. Designed for roles that depend on frequent meetings, such as sales reps, recruiters, customer success, and founders, it reduces the email and scheduling burden and embeds intelligence into daily workflows.

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

Professionals and sales, recruiting, or customer success teams who want an AI-powered assistant to automate follow-ups and scheduling so they can book more meetings with less manual effort

Audience

Financial advisors interested in a powerful AI meeting assistant

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$16 per month
Free Version Supported
Free Trial Not 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 Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

SkipUp
United States
skipup.ai/

Company Information

Zocks
Founded: 2022
United States
www.zocks.io

Alternatives

Alternatives

Greg

Greg

Greg Inc.
Greg

Greg

Greg Inc.

Categories

Categories

Integrations

Gmail Not Supported
Google Calendar Supported
Google Meet Not Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Practifi Not Supported
Redtail CRM Not Supported
Salesforce Not Supported
SmartOffice Not Supported
Wealthbox Not Supported
XLR8 RMS Not Supported
Zoom Not Supported

Integrations

Gmail Supported
Google Calendar Not Supported
Google Meet Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Practifi Supported
Redtail CRM Supported
Salesforce Supported
SmartOffice Supported
Wealthbox Supported
XLR8 RMS Supported
Zoom Supported
Claim SkipUp and update features and information
Claim SkipUp and update features and information
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Claim Zocks and update features and information