Zocks vs Cogram
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Cogram has the lower starting price: about $79 a month, against $80 for Zocks.
At a glance
Best for
Pricing model
Starting price
Free plan
Made by
Based in
Rating
Key features
- Meeting preparation
- Notes without recordings
- CRM sync
- Automatic form filling
- Client email replies
- Zocks MCP
- AI project agent
- Meeting minutes in your templates
- Voice and photo field reports
- AI email filing
- RFIs and submittals
- Procore integration
| Feature | Zocks | Cogram |
|---|---|---|
| Best for | AI assistant that preps meetings and writes notes for financial advisors | AI tools for architects and engineers: minutes, RFIs and field reports |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Free trial | Free trial |
| Starting price | $80/mo | $79/mo |
| Free plan | No, trial available | No, 14-day trial |
| Made by | Zocks | Cogram |
| Based in | United States | – |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Cogram has the lower starting price: about $79 a month, against $80 for Zocks.
Free plan
Cheapest paid plan
Top plan
Free trial
4 plans
Essentials
$80/mo
- Per user
- Meeting prep and AI notes
- CRM and planning integration
Professional
$140/mo
- Per user
- Zocks MCP
- Automatic form filling
- Reporting and analytics
Ultimate
$220/mo
- Per user
- Account opening
- Meeting scheduling
- AI client email replies
Enterprise Platform
Contact sales
- Custom policies
- Custom system integrations
2 plans
Individual
$79/mo
- AI agent
- Meeting minutes and field reports
- Email management
- 14-day free trial
Teams & Firms
Contact sales
- Per user
- Pick the modules you need
- Floating licenses
Prices in USD, checked Oct 29, 2026 or later. Plans change often, so confirm on each tool's site before you buy.
Pros and cons
Zocks
- Built around advisor workflows
- No call recordings kept
- Integrates with CRM and planning tools
- Per-user pricing adds up for firms
- Key automations need higher plans
- Only useful in financial services
Cogram
- Built around AEC workflows
- Uses your firm's own templates
- Integrates with Procore and Deltek
- Floating licenses for teams
- Individual plan is $79 a month
- Team pricing requires a quote
- Niche focus on architecture and engineering
Which one should you choose?
Choose Zocks if you want:
- Built around advisor workflows
- No call recordings kept
- Integrates with CRM and planning tools
Watch out: per-user pricing adds up for firms.
Choose Cogram if you want:
- Built around AEC workflows
- Uses your firm's own templates
- Integrates with Procore and Deltek
Watch out: individual plan is $79 a month.
Zocks vs Cogram FAQ
What is the difference between Zocks and Cogram?
Zocks: AI assistant that preps meetings and writes notes for financial advisors. Cogram: AI tools for architects and engineers: minutes, RFIs and field reports. Both are legal, finance & hr tools.
Is Zocks or Cogram cheaper?
Cogram has the lower starting price: about $79 a month, against $80 for Zocks.
Do Zocks and Cogram have free plans?
Zocks: No, trial available. Cogram: No, 14-day trial.
Who makes Zocks?
Zocks is made by Zocks, based in United States.
Who makes Cogram?
Cogram is made by Cogram.
Which should I choose, Zocks or Cogram?
Choose Zocks if you value built around advisor workflows and no call recordings kept. Choose Cogram if you value built around aec workflows and uses your firm's own templates.