AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. 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 AskElephant when automatically logging call and meeting data into the crm matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
AskElephant is an AI meeting and workflow automation platform built for revenue teams across sales, customer success, and operations. It captures calls, meetings, and emails, including via botless desktop recording, and then uses AI agents to automate the downstream work that normally follows a conversation. The platform automatically syncs call and meeting data into HubSpot or Salesforce, transfers deal context between sales and customer success during handoffs, and generates coaching scorecards based on sales methodologies such as MEDDIC and SPICED. AskElephant also produces proactive alerts that surface churn risk and deal risk detected across conversations, and it offers an AI chat that lets users query their business data using major LLMs like ChatGPT, Claude, and Gemini. Its emphasis is on eliminating manual data entry and administrative busywork so revenue teams can focus on customers rather than CRM upkeep, with workflows that the company describes as building and running themselves. AskElephant is an active product with published pricing, customer testimonials, and demo booking, operating in 2026. It is a good fit for teams that want meeting capture combined with automated, cross-team workflows rather than standalone note-taking alone. 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
AskElephant 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 | AskElephant | Zeplyn |
|---|---|---|
| Core capability | Call, meeting, and email capture including botless desktop recording | Recording-free structured note capture from client meetings |
| Standout feature | Automatic CRM syncing to HubSpot and Salesforce | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automated cross-team handoffs that transfer deal context | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI coaching scorecards based on methodologies like MEDDIC and SPICED | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Proactive churn and deal-risk alerts across conversations | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | AI chat to query business data via ChatGPT, Claude, or Gemini | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
AskElephant
Choose AskElephant if you need automatically logging call and meeting data into the crm — strengths include automates crm updates and handoffs, cutting manual admin.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
AskElephant
Zeplyn
It depends on your workflow. AskElephant is strong for automatically logging call and meeting data into the crm, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
AskElephant 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.
More head-to-head comparisons involving AskElephant and Zeplyn.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Aspect: AI interview assistant that records, transcribes, and summarizes recruiting interviews, then autofills ATS scorecards. This comparison weighs them on pricing, features, and everyday workflow fit.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Attendee: Open-source, self-hostable meeting bot API that sends bots into Zoom, Google Meet, and Microsoft Teams to capture recordings and transcripts. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Attention: AI conversation intelligence platform that records and transcribes sales calls, scores them against frameworks, and automates CRM updates and follow-ups. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. AudioNotes: AI note taker for voice, audio, video, and text that records meetings and memos and turns them into structured notes and summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. AudiosTranscribe: French-focused, bot-free meeting transcription tool with European inference, summaries, action plans, and automatic audio deletion. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Audiosum: AI transcription platform with Arabic dialect support that transcribes and summarizes meetings, lectures and videos. Below, they line up on price, capture method, and how each fits a real meeting stack.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Aurelius: Research repository and insights platform for tagging interview data, surfacing themes, and keeping qualitative insights discoverable over time. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Auris AI: Southeast Asia–built AI platform for transcribing audio and video, generating subtitles, and producing meeting and lecture notes across regional languages. Below, they line up on price, capture method, and how each fits a real meeting stack.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. AutoMemo: Japanese transcription AI from Sourcenext that records meetings via web app, smartphone app, or dedicated voice recorders, then transcribes, summarizes, and shares. The right pick comes down to team size, budget, and the workflows you want to automate.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Ava: AI live captioning and transcription app for accessibility, providing real-time captions for conversations and video meetings. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Aviso AI: End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.