RocketPhone.ai and Zocks are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. RocketPhone.ai: Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. They overlap on ai-meeting-assistants, ai-sales-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants, ai-sales-meeting-assistants workflows, shortlist RocketPhone.ai when capturing sales conversations directly into salesforce matters most, and Zocks when documenting client review and discovery meetings for compliance and records matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Conversation intelligence platform for Salesforce that captures and transcribes voice, video, mobile, and in-person sales conversations into structured CRM data.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
RocketPhone.ai is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | RocketPhone.ai | Zocks |
|---|---|---|
| Core capability | Deal-signal detection with next-step recommendations | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic capture and transcription of voice, video, mobile, and in-person calls | Live meeting analysis during calls |
| Team usage | AI summaries, sentiment analysis, and topic extraction synced to Salesforce | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Mobile call logging via the RocketCell business mobile network | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Live AI assistance during calls | AI-drafted follow-up and client response emails |
| Best-fit workflow | Compliance monitoring and QA alerts | Pre-meeting preparation with agendas and client profiles |
RocketPhone.ai
Choose RocketPhone.ai if you need capturing sales conversations directly into salesforce — strengths include deep native integration with salesforce as a certified isv.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
RocketPhone.ai
Zocks
It depends on your workflow. RocketPhone.ai is strong for capturing sales conversations directly into salesforce, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
RocketPhone.ai is a free tier with paid upgrades and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.