CloudTalk: CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CloudTalk when reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios 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.
CloudTalk is a cloud call-center platform that automatically transcribes calls and adds AI summaries, sentiment analysis, and conversation intelligence for sales and support teams.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
CloudTalk is a cloud-based business calling and call-center platform that pairs voice infrastructure with an AI Conversation Intelligence layer for sales, support, and operations teams. On top of its phone system (international numbers, IVR, call routing, recording, dialers, SMS, and WhatsApp), CloudTalk automatically converts recorded calls into multilingual transcripts and stores them in a searchable interaction database. Its AI then generates instant call summaries and smart notes, applies automatic tags, extracts the key topics discussed, and scores calls against custom criteria. Sentiment analysis interprets the mood of each speaker segment by segment, classifying calls as positive, neutral, or negative, while talk/listen ratio tracking surfaces coaching opportunities across agents. Summaries and notes can sync into CRMs such as Salesforce, HubSpot, and Pipedrive through CloudTalk's broad integration catalog. Conversation Intelligence is available as a paid add-on across CloudTalk's calling plans. It is aimed at teams that handle high call volumes and want to review, analyze, and coach on conversations at scale rather than manually.
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
CloudTalk is a free tier with paid upgrades (paid); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CloudTalk | Zeplyn |
|---|---|---|
| Core capability | Call scoring against custom quality criteria | Recording-free structured note capture from client meetings |
| Standout feature | Automatic multilingual call transcription of recorded calls | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI-generated call summaries and smart notes synced to CRM | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Sentiment analysis classifying calls and speaker segments as positive, neutral, or negative | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Topic extraction and automatic smart call tagging | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Talk/listen ratio tracking for agent coaching | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
CloudTalk
Choose CloudTalk if you need reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios — strengths include combines a full cloud phone system with conversation intelligence in one platform.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
CloudTalk
Zeplyn
It depends on your workflow. CloudTalk is strong for reviewing and coaching sales calls using ai summaries, sentiment, and talk ratios, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
CloudTalk 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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