Related Products
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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.
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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
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
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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 Videos |
Screenshots and Videos |
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Pricing
$16 per month
Free Version
Supported
Free Trial
Not 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
Supported
Webinars
Not Supported
Live Online
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 InformationSkipUp
United States
skipup.ai/
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Company InformationZocks
Founded: 2022
United States
www.zocks.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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