Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cluely when getting live transcripts and notes of sales, client, or team calls 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.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay (plus an iOS app) rather than joining calls as a visible bot. During a meeting it provides live transcription, automatically generates meeting notes and summaries, and surfaces on-demand AI answers when you press Cmd/Ctrl+Enter (for example, suggesting what to say or follow-up questions). It works across common conferencing tools including Zoom, Google Meet, Microsoft Teams, Webex, and Slack, and supports more than 12 languages such as English, Chinese, and Spanish. Cluely lets users add custom prompting and keybinds and upload reference files. A free Starter plan offers limited AI responses, limited notetaking, and up to three custom files. A notable positioning point is that the app is marketed as "undetectable" and designed to stay invisible to screen sharing and not appear in screen shares, a capability fully unlocked on its top tier.
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
Cluely is from $0/mo (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cluely | Zeplyn |
|---|---|---|
| Core capability | Live transcription | Recording-free structured note capture from client meetings |
| Standout feature | Real-time meeting notes | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | On-demand AI answers | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Multi-language support | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Custom prompting and keybinds | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Live transcription | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Cluely
Choose Cluely if you need getting live transcripts and notes of sales, client, or team calls — strengths include works across major conferencing tools (zoom, google meet, microsoft teams, webex, slack).
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Cluely
Zeplyn
It depends on your workflow. Cluely is strong for getting live transcripts and notes of sales, client, or team calls, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Cluely is from $0/mo and Zeplyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Cluely and Zeplyn.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. This comparison weighs them on pricing, features, and everyday workflow fit.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. This comparison weighs them on pricing, features, and everyday workflow fit.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Colibri.ai: Real-time meeting notes and live sales coaching/conversation intelligence Below, they line up on price, capture method, and how each fits a real meeting stack.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. This comparison weighs them on pricing, features, and everyday workflow fit.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. This comparison weighs them on pricing, features, and everyday workflow fit.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Convin: AI conversation intelligence platform for contact centers and sales teams that records, transcribes, and scores calls, chats, and emails. The right pick comes down to team size, budget, and the workflows you want to automate.
Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. Convo: Bot-free real-time AI meeting assistant for Mac and Windows that transcribes calls, suggests replies live, and syncs notes to Slack, Notion, and HubSpot. The right pick comes down to team size, budget, and the workflows you want to automate.