SAM Suite vs Zocks
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
SAM Suite
This app helps users manage their sales activities, designed for those already registered with the Sales Activity Management website. It provides tools to track and organize sales-related tasks and information.
- Sales activity tracking
- Sales data organization
- Task management
- User registration required
- Mobile access to sales data
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Sales Activity Management app for users registered with our Sales Activity Management site.
Zocks
This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.
- AI-generated meeting prep notes
- One-tap voice recording
- CRM and email data integration
- Client history and action item review
- Personalized prep email sending
- Calendar sync with meeting indicators
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The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io
Screenshots
Verdict
The clearest difference is rating: Zocks at 4.6 against SAM Suite's 3.6. Zocks also leads on ratings volume (36 vs 7). SAM Suite's advantage is device support (3 vs 1) and iOS requirement (12.0 vs 17.4). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Zocks holds the better App Store score, 4.6 against 3.6. That said, the two scores are not equally well evidenced: Zocks has 36 ratings behind it against 7, so its average is the more settled of the two.
SAM Suite ships an update fortnightly, Zocks every 9 days. The most recent releases landed on October 21, 2026 and October 30, 2026 respectively.
| Parameter | SAM Suite | Zocks |
|---|---|---|
| Price | Free | Free |
| Rating | 3.6 (7 ratings) | 4.6 (36 ratings) — better |
| Positive reviews | — | 50.0% of reviews |
| Number of ratings | 7 | 36 — better |
| Update frequency | Fortnightly | Every 9 days — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 12.0 — better | 17.4 |
| Further details — not scored | ||
| Size | 45 MB | 46 MB |
| Age rating | 17+ | 4+ |
| Developer | Sales Activity Management | Zocks Communications, Inc. |
Customer experience
SAM Suite
Zocks
In-app purchases
SAM Suite
No in-app purchases
Zocks
No in-app purchases
