Zocks Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Enterprise video conferencing with real-time messaging & content sharing with Zoom Meetings & Chat. Simplified video conferencing and messaging across any device. Enable quick adoption with meeting capabilities that make it easy to start, join, and collaborate across any device. Zoom Meetings syncs with your calendar system and delivers streamlined enterprise-grade video conferencing from desktop and mobile. Enable internal and external communications, all-hands meetings, and trainings through one platform. Bring HD video and audio to your meetings with support for up to 1000 video participants and 49 videos on screen. Multiple participants can share their screens simultaneously and co-annotate for a more interactive meeting. End-to-end encryption for all meetings, role-based user security, password protection, waiting rooms, and place attendee on hold. Record your meetings locally or to the cloud, with searchable transcripts. Zoom also offers a HIPAA compliant plan for healthcare.

Solving today's complex business problems takes teams of engaged people working together. We’ve built an online guide to teach you and your team the secrets of successful teamwork. When you have a place to create and make decisions as a team, there’s no limit to what you can achieve. Teams brings everything together in a shared workspace where you can chat, meet, share files, and work with business apps. Get your team on the same page with group chat, online meetings, calling, and web conferencing. Collaborate on files with built-in Microsoft 365 (formerly Office 365) apps like Word, Excel, PowerPoint, and SharePoint. Add in your favorite Microsoft apps and third-party services to keep the business moving forward. Get end-to-end security, administrative control, and compliance—all powered by Microsoft 365. Teams is designed for groups of all kinds. Get started with the free, no-commitments version. You can also get Teams as part of the best-in-class suite of productivity tools.

Google Meet is a cloud-based video conferencing platform designed to help businesses and teams communicate, collaborate, and conduct secure virtual meetings from anywhere. The platform includes Gemini AI features that automatically generate meeting notes, summarize discussions, translate conversations, and surface actionable insights to improve productivity during meetings. Google Meet supports high-quality video calls across computers, smartphones, and tablets without requiring software installation, making it easy for participants to join from virtually any device. Users can enhance collaboration through integrations with Google Workspace applications, live captions, presentation tools, interactive reactions, and shared meeting agendas. The platform also offers enterprise-grade security features including encryption, anti-abuse protections, waiting room controls, and privacy settings to help keep meetings and data secure.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale. We help wealth management firms go beyond traditional CRMs and redefine what’s possible. Unlike traditional CRMs, Practifi unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward. Our enterprise workflow engine, open API and robust analytics centralize data sources to maximize actions and insights. Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features. We believe that partnership means more than just picking up the phone when something goes wrong. Our team is committed to working closely with clients to find solutions to their challenges–or build them if they don’t exist.

We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.

When everything changes, and the Hospitality industry changes with it, rapid recovery depends on your capacity to respond. XLR8 is a company that specializes in revenue management, with proven experience in increasing hotel income. Keep your focus on strategy and leave the micro-analysis with us. An average increase in profits of 9% in the first year. 80% automation in profits management processes. XLR8 is the first and only strategic assistant for the hotel industry entirely based on Artificial Intelligence technology. We provide interactive solutions that allow us to achieve extraordinary results in both profits and time saved. The capacity to look ahead is key to adjusting strategy and making the right decisions in light of daily demand. Integration with PMS, channel manager, rate shopper and other systems so that yield management measures are automatically sent to all the distribution channels.

SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.