Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cleft Notes when capturing post-meeting recaps and action items by voice matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Cleft Notes is an AI-powered voice-note app that captures spoken thoughts, meeting recaps, and other audio and converts them into structured, readable notes. Users record by speaking, and the app transcribes the audio and reshapes it into organized output, offering formats such as bulleted and headed notes, flowing paragraphs without bullets, or a cleaned-up verbatim transcript. It performs transcription on-device, which allows it to work offline and supports a privacy-focused approach, with encrypted cloud sync and local file storage that users control. Cleft integrates with a range of productivity tools, including Notion, Apple Notes, Obsidian, Todoist, and automation via Zapier, so notes can flow into existing workflows. The app is available across the Apple ecosystem, including iPhone, iPad, Mac, Apple Watch, and CarPlay, making it convenient to capture thoughts hands-free. While it is broadly a voice-to-notes tool, it is commonly used to capture meeting summaries and post-meeting recaps, and it is aimed at professionals and individuals who think out loud and want spoken input turned into well-formatted notes rather than raw recordings. 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
Cleft Notes 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 | Cleft Notes | Zeplyn |
|---|---|---|
| Core capability | On-device transcription that works offline | Recording-free structured note capture from client meetings |
| Standout feature | Multiple output formats: organized, no-bullets, or verbatim | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Encrypted cloud sync with user-controlled local storage | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Integrations with Notion, Apple Notes, Obsidian, Todoist, and Zapier | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Available on iPhone, iPad, Mac, Apple Watch, and CarPlay | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Hands-free voice capture of thoughts and meeting recaps | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Cleft Notes
Choose Cleft Notes if you need capturing post-meeting recaps and action items by voice — strengths include on-device transcription enables offline use and privacy.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Cleft Notes
Zeplyn
It depends on your workflow. Cleft Notes is strong for capturing post-meeting recaps and action items by voice, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Cleft Notes 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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