Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Attio Call Intelligence when recording sales calls and linking them automatically to attio deals 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.
Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Attio Call Intelligence is a meeting-capture capability built into the Attio CRM, aimed at startups and modern go-to-market teams that manage their customers and deals in Attio. The recorder automatically joins meetings on Zoom, Google Meet, and Microsoft Teams, transcribes the conversation, and stores the recording directly within the CRM, with transcription available across a large number of languages. During and after a call, Attio generates conversation summaries and can apply custom AI insight templates that pull out key details, buying signals, blockers, and recommended next steps tailored to different call types. Its defining feature is automatic linkage: calls are tied to the relevant deals, people, and organizations in Attio, and AI can trigger follow-ups, create entries, and set reminders through Attio's flexible data objects and workflows, so teams do not have to log calls by hand. Recordings are visible to workspace members and can be shared externally. Attio Call Intelligence is built for revenue teams that want call recordings, transcripts, and AI insights connected to their CRM data and automation rather than living in a separate notetaking tool. 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
Attio Call Intelligence 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 | Attio Call Intelligence | Zocks |
|---|---|---|
| Core capability | Recorder auto-joins Zoom, Google Meet, and Microsoft Teams | AI note-taking with speaker attribution for client meetings |
| Standout feature | Transcription supporting a large set of languages | Live meeting analysis during calls |
| Team usage | Real-time and post-call conversation summaries | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Custom AI insight templates per call type | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Automatic linking of calls to deals, people, and organizations | AI-drafted follow-up and client response emails |
| Best-fit workflow | AI-triggered follow-ups, entries, and reminders via Attio workflows | Pre-meeting preparation with agendas and client profiles |
Attio Call Intelligence
Choose Attio Call Intelligence if you need recording sales calls and linking them automatically to attio deals — strengths include calls, transcripts, and insights sync natively into the attio crm.
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.
Attio Call Intelligence
Zocks
It depends on your workflow. Attio Call Intelligence is strong for recording sales calls and linking them automatically to attio deals, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Attio Call Intelligence 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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