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. 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 Backtrack when exhibitors capturing booth and 1:1 buyer conversations at trade shows matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Run both through a week of actual calls to see which suits your workflow.
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.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
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
Backtrack 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 | Backtrack | Zocks |
|---|---|---|
| Core capability | Capture of in-person 1:1 conversations at trade shows and hosted events | AI note-taking with speaker attribution for client meetings |
| Standout feature | Retroactive recording that saves the most recent minutes on demand (consumer app) | Live meeting analysis during calls |
| Team usage | Transcription tuned for noisy venues in 100+ languages | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Structured summaries covering buyer intent, objections, priorities, and next steps | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | CRM-ready follow-up notes and anonymized organizer trend reports | AI-drafted follow-up and client response emails |
| Best-fit workflow | Local on-device storage until the user uploads or shares, with attendee opt-out | Pre-meeting preparation with agendas and client profiles |
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.
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.
Backtrack
Zocks
It depends on your workflow. Backtrack is strong for exhibitors capturing booth and 1:1 buyer conversations at trade shows, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Backtrack 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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