Allo: Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Allo when sales teams that want every outbound and inbound call recorded, transcribed, and logged to the crm automatically matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Allo is an AI-powered business phone system aimed at sales teams, support, and operations that records every call, transcribes it in real time, and syncs the recording, transcript, and an AI-generated summary to a CRM automatically. Positioned as mobile-native and quick to set up, it focuses on letting reps spend time selling rather than logging calls. Each conversation is recorded with consent-message compliance options, transcribed with speaker identification, and condensed into a shareable AI recap. Allo can then draft personalized follow-up emails and SMS based on what was discussed. The platform includes an AI receptionist for answering inbound calls, voicemail transcription, multi-tag organization of calls, and team collaboration features such as cascade ring and warm transfers. Managers can pull call recordings and AI transcripts to find coaching opportunities, while reporting dashboards surface connection rates, conversion tracking, funnels, and heatmaps. Allo integrates with CRMs including HubSpot, Salesforce, Pipedrive, Attio, and Apollo, and exposes an MCP endpoint to connect the phone system to AI assistants. It is a live, operating product as of 2025/2026. 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
Allo 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 | Allo | Zeplyn |
|---|---|---|
| Core capability | Automatic call recording with consent-message compliance options | Recording-free structured note capture from client meetings |
| Standout feature | Real-time AI transcription with speaker identification | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI call summaries and recaps that can be shared | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI-drafted follow-up emails and SMS based on call content | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Automatic CRM sync of recordings, transcripts, and summaries (HubSpot, Salesforce, Pipedrive, Attio, Apollo) | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | AI receptionist and voicemail transcription | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Allo
Choose Allo if you need sales teams that want every outbound and inbound call recorded, transcribed, and logged to the crm automatically — strengths include mobile-first phone system that bundles recording, transcription, and crm sync in one tool.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Allo
Zeplyn
It depends on your workflow. Allo is strong for sales teams that want every outbound and inbound call recorded, transcribed, and logged to the crm automatically, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Allo 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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