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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$16 per month
Free Version
Free Trial
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Pricing
$67 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
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Integrations
Gmail
Google Calendar
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
Salesforce
SmartOffice
Wealthbox
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