CallBro: Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CallBro when transcribing legal client meetings, consultations, and intake calls without a visible recorder matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
CallBro is a desktop AI meeting assistant that records and transcribes meetings in real time directly from your device's system audio and microphone, without sending a separate bot to join the call. Because capture happens locally at the system level, it works with any meeting platform, including Zoom, Google Meet, and Microsoft Teams, as well as in-person conversations, and it remains invisible to other participants. CallBro combines the live transcript with the user's own typed notes to generate structured summaries that highlight key decisions, action items, and next steps, and it includes an AI chat that can answer questions about the meeting or draft follow-ups using the full context of the transcript and notes. The product is offered as a downloadable application for macOS and Windows, with Linux noted as upcoming, and the website lists dedicated use cases for lawyers and students alongside general business meetings. Its bot-free, device-only approach makes it relevant for professionals handling sensitive conversations, such as legal client meetings and consultations, where a visible third-party recorder may be undesirable. 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
CallBro 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 | CallBro | Zeplyn |
|---|---|---|
| Core capability | Bot-free capture from system audio and microphone, no participant bot | Recording-free structured note capture from client meetings |
| Standout feature | Real-time transcription with speaker-aware formatting | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Structured notes combining the transcript with the user's own notes | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | In-meeting and post-meeting AI chat for recall and follow-up drafting | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Works with Zoom, Google Meet, Teams, or in-person meetings | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Downloadable apps for macOS and Windows | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
CallBro
Choose CallBro if you need transcribing legal client meetings, consultations, and intake calls without a visible recorder — strengths include no bot joins the call, which suits sensitive or private meetings.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
CallBro
Zeplyn
It depends on your workflow. CallBro is strong for transcribing legal client meetings, consultations, and intake calls without a visible recorder, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
CallBro 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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