Backtrack: An AI meeting intelligence tool for trade shows and hosted buyer events that captures 1:1 conversations and turns them into CRM-ready notes and insights. 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 Backtrack when exhibitors capturing booth and 1:1 buyer conversations at trade shows matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI meeting intelligence tool for trade shows and hosted buyer events that captures 1:1 conversations and turns them into CRM-ready notes and insights.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Backtrack is an AI meeting intelligence product focused on a niche that most notetakers ignore: in-person B2B conversations at trade shows, conferences, and hosted buyer events. Rather than running as a meeting bot, Backtrack captures live 1:1 conversations and converts them into transcripts, structured summaries, and CRM-ready follow-up notes so sales teams do not have to take notes during busy events. Its consumer app, marketed as Backtrack, also offers retroactive recording that continuously buffers recent audio and saves only the last several minutes when the user explicitly chooses to, which is useful for capturing a conversation that has already started; the company stores audio locally on-device until the user decides to upload or share, and recordings are not live-streamed. For events, Backtrack offers pre-configured capture that activates around scheduled meetings, transcription tuned for noisy venues, summaries covering buyer intent, objections, priorities, and next steps, and anonymized trend reports for organizers. It supports transcription in over 100 languages and provides an opt-out path for attendees, emphasizing transparency around recording. Backtrack is aimed at exhibitors, event organizers, and sales teams who need reliable conversation capture and follow-up in event settings. 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
Backtrack 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 | Backtrack | Zeplyn |
|---|---|---|
| Core capability | Capture of in-person 1:1 conversations at trade shows and hosted events | Recording-free structured note capture from client meetings |
| Standout feature | Retroactive recording that saves the most recent minutes on demand (consumer app) | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Transcription tuned for noisy venues in 100+ languages | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Structured summaries covering buyer intent, objections, priorities, and next steps | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | CRM-ready follow-up notes and anonymized organizer trend reports | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Local on-device storage until the user uploads or shares, with attendee opt-out | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Backtrack
Choose Backtrack if you need exhibitors capturing booth and 1:1 buyer conversations at trade shows — strengths include purpose-built for in-person event conversations that most notetakers miss.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Backtrack
Zeplyn
It depends on your workflow. Backtrack is strong for exhibitors capturing booth and 1:1 buyer conversations at trade shows, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Backtrack 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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