Aircall: Cloud phone and call center platform with built-in AI conversation intelligence: transcription, call summaries, sentiment, and call scoring. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aircall when running outbound and inbound sales calling with ai transcription matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Cloud phone and call center platform with built-in AI conversation intelligence: transcription, call summaries, sentiment, and call scoring.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Aircall is a cloud-based phone and call center platform widely used by sales and support teams, with an integrated AI conversation intelligence layer that runs across calls rather than as a separate bolt-on system. Its core function is to handle business calling through features like power dialing, call recording, IVR, queueing, and routing, while Aircall AI transcribes conversations and analyzes them for insights. The conversation intelligence capabilities include AI-generated call summaries, key topic recognition, sentiment analysis, talk-to-listen ratios, transcription text search, and call scoring, which together help teams spot coaching opportunities and understand customer objections and buying signals. Aircall centralizes communications in a Workspace that brings voice, text, voicemail, and WhatsApp into a threaded view around each customer, with access to recordings and transcripts. The platform logs activity and transcripts to connected CRMs, and an analytics add-on extends dashboards with advanced filters, longer history, and KPI drill-downs. Aircall is aimed at sales and customer-facing teams that want a reliable cloud phone system with conversation intelligence included, rather than running a separate dialer and analysis tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Aircall is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Aircall | Zeplyn |
|---|---|---|
| Core capability | Cloud calling with power dialing, recording, IVR, and routing | Recording-free structured note capture from client meetings |
| Standout feature | AI call summaries with key topic recognition | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Sentiment analysis and talk-to-listen ratios | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Transcription with text search and call scoring | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | CRM logging and an advanced analytics add-on | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Cloud calling with power dialing, recording, IVR, and routing | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Aircall
Choose Aircall if you need running outbound and inbound sales calling with ai transcription — strengths include conversation intelligence is built into the phone system itself.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Aircall
Zeplyn
It depends on your workflow. Aircall is strong for running outbound and inbound sales calling with ai transcription, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Aircall is a free tier with paid upgrades and Zeplyn 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.
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