Allego: Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Allego when coaching reps using insights and showreels drawn from real calls matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
Conversation intelligence within a broader sales enablement platform that records, transcribes, and analyzes sales calls for coaching and deal insights.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Allego provides conversation intelligence as part of its broader sales enablement and revenue-enablement platform. The conversation intelligence module automatically records and transcribes sales calls and meetings across common dialers and video platforms, supporting multiple languages, then analyzes those conversations to surface key topics, buyer sentiment, objections, competitor mentions, and successful selling behaviors. Transcripts are searchable, and the system generates summaries and action items from each call. Because it sits inside Allego's enablement suite, the analysis connects directly to coaching and learning workflows: managers can build showreels from top-performing calls, apply consistent scoring to identify coaching opportunities, and link reps to relevant training and practice modules. On the deal side, Allego ties conversation data to CRM context, providing early warning signals when deals lose momentum and visibility into buyer engagement across calls, email, content, and digital sales rooms. Allego is aimed at mid-market and enterprise revenue organizations that want conversation intelligence unified with onboarding, content, and coaching rather than as a standalone tool. It was recognized as a Leader in the Gartner Magic Quadrant for Revenue Enablement Platforms. 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
Allego 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 | Allego | Zeplyn |
|---|---|---|
| Core capability | Automated call recording and multilingual transcription | Recording-free structured note capture from client meetings |
| Standout feature | Searchable transcripts surfacing pricing, competitor, and objection mentions | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Call scoring and creation of showreels from top-performing calls | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Integration with coaching, learning, and practice modules | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Deal intelligence with CRM context and momentum warning signals | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Automated call recording and multilingual transcription | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Allego
Choose Allego if you need coaching reps using insights and showreels drawn from real calls — strengths include conversation intelligence is unified with coaching and enablement workflows.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Allego
Zeplyn
It depends on your workflow. Allego is strong for coaching reps using insights and showreels drawn from real calls, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Allego 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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