Apps Like Zocks for iPhone and iPad
Prepare meetings, document sessions, follow up
Manage client meetings with AI-driven tools. Prepare meeting notes, generate documentation, and track follow-ups. Schedule reminders and organize client data. Sync with calendar and email for seamless integration.
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
Nutshell – Small Business CRM
Nutshell, Inc.
Sales teams win more deals anywhere.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
AdvocacyDay
Constituent Voice LLC
Prepare for effective meetings easily.
The app provides resources for preparing effective meetings, including schedules, maps, and a notes section. Users can access legislator information, review documents, and submit feedback surveys.
Aı Note Taker - YapNote
Daniel Wainryb
Record meetings, transcribe audio, get summaries
Record voice notes and convert them into text with AI transcription. Generate instant summaries and transcripts. Ask questions to chat with recordings. Save and organize notes for meetings, interviews, or study sessions.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Qwil Messenger
NETWORK PLATFORM TECHNOLOGIES LIMITED
Chat securely across company brand spaces
Allows users to chat in branded company spaces with secure, encrypted conversations. Users can invite contacts, share messages, and track activity. Swipe between brand spaces to switch contexts. Set notifications and manage participants.
ClientWise eXchange™
ClientWise LLC
Connect with advisors and share insights
Manage client communications and team collaboration. Schedule coaching sessions, share resources, and track progress. Access training materials and participate in discussion forums. Sync with calendar apps and receive notifications.
Helport Go Call Assistant
Helport AI, Inc
Capture calls, build profiles, send follow-ups
Record and transcribe calls in real time or upload recordings for later. Generate summaries and send CRM-ready follow-ups automatically. Build client profiles with conversation details. Track follow-up actions and reminders.
Rumi.ai
Waitroom Inc
Meet and summarize with Rumi
Schedule and manage meetings with real-time insights and action item tracking. nd send organized meeting summaries automatically. Search through all meeting notes for quick access to past discussions.
IntelliMARS
Phoenix American SalesFocus Solutions Inc
View firms, offices, and advisors.
The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
TMPAA
Target Markets, LLC
Plan meetings, access agendas, search contacts, view
Access agendas, attendee contacts, and meeting schedules. Search for carriers and service providers. View venue maps and trade show exhibitors. Explore presenter profiles. Plan meetings and connect with other attendees.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.