Allo: Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
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 Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Mobile-first AI business phone system that records and transcribes sales calls, writes follow-ups, and syncs everything to your CRM automatically.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Allo is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Allo | Zocks |
|---|---|---|
| Core capability | Automatic call recording with consent-message compliance options | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time AI transcription with speaker identification | Live meeting analysis during calls |
| Team usage | AI call summaries and recaps that can be shared | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | AI-drafted follow-up emails and SMS based on call content | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Automatic CRM sync of recordings, transcripts, and summaries (HubSpot, Salesforce, Pipedrive, Attio, Apollo) | AI-drafted follow-up and client response emails |
| Best-fit workflow | AI receptionist and voicemail transcription | Pre-meeting preparation with agendas and client profiles |
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.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
Allo
Zocks
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 Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Allo is a free tier with paid upgrades and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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