Carbon Voice: Carbon Voice is an asynchronous voice-messaging app that automatically transcribes voice memos and uses AI to generate summaries, action items, and documents. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Carbon Voice when replacing status meetings and calls with async voice messages that get auto-transcribed and summarized matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
Carbon Voice is an asynchronous voice-messaging app that automatically transcribes voice memos and uses AI to generate summaries, action items, and documents.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Carbon Voice is an asynchronous voice-messaging and voice-notes app for iOS, Android, Web, and Apple Watch. Users record voice memos or messages with a single keystroke or swipe, and every message is automatically transcribed so it can be read, searched, labeled, and organized. The app is built around reducing real-time meetings and calls: instead of scheduling synchronous time, teammates exchange voice messages that the recipient can catch up on later. Layered on top is a large library of AI actions that turn raw voice into structured content — bulleted summaries, cleaned-up transcripts (removing filler words and fixing grammar), meeting notes, agendas, action items, professional emails, and longer documents such as PRDs and reports. Users can also query an AI assistant about any chat. A Global Voice feature can translate messages between languages, and messages can be sent to people who don't have the app via a secure email link. It is aimed at distributed teams, managers, and individuals who prefer talking over typing.
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
Carbon Voice 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 | Carbon Voice | Zeplyn |
|---|---|---|
| Core capability | Automatic transcription of every voice message, made searchable and organizable | Recording-free structured note capture from client meetings |
| Standout feature | AI summaries, catch-ups, and action-item extraction from conversations | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI document generation (meeting notes, agendas, emails, PRDs, reports) from voice | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Transcript clean-up that removes filler words and corrects grammar | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Cross-platform sync across iOS, Android, Web, and Apple Watch | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Global Voice automatic translation between languages | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Carbon Voice
Choose Carbon Voice if you need replacing status meetings and calls with async voice messages that get auto-transcribed and summarized — strengths include combines voice capture, automatic transcription, and a broad set of ai summarization/document actions in one app.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Carbon Voice
Zeplyn
It depends on your workflow. Carbon Voice is strong for replacing status meetings and calls with async voice messages that get auto-transcribed and summarized, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Carbon Voice 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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