ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. 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 ColdCALR when new reps rehearsing cold-call scripts before dialing real prospects 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.
AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
ColdCALR is an AI-powered cold-call training tool that simulates realistic outbound calling scenarios so sales professionals can practice their scripts and objection handling against AI-generated prospects. The AI plays the role of a prospect that raises objections, asks questions, and reacts in a way meant to mirror real conversations, letting reps rehearse repeatedly on demand without scheduling a live partner. After a practice session, ColdCALR provides objective, automated feedback and scoring on cold-calling technique and objection handling, helping reps see where their delivery and responses can improve. The tool includes a script builder for creating and refining cold-calling scripts, an analytics dashboard for tracking progress and appointment-setting metrics over time, and industry-specific templates with prebuilt scenarios for sectors such as real estate, SaaS, insurance, and recruiting. Notably, ColdCALR focuses on practice against AI rather than recording real prospect calls, which the product positions as a way to sidestep dual-consent recording concerns. It is aimed at individual reps, account executives, sales teams, and training directors who want low-pressure, repeatable cold-call practice. 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
ColdCALR 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 | ColdCALR | Zeplyn |
|---|---|---|
| Core capability | AI roleplay simulations of cold-call conversations with responsive AI prospects | Recording-free structured note capture from client meetings |
| Standout feature | Automated scoring and feedback on cold-calling technique and objection handling | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Script builder for creating and refining cold-call scripts | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Analytics dashboard tracking practice progress and appointment-setting metrics | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Industry-specific scenario templates for real estate, SaaS, insurance, recruiting, and more | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | On-demand, around-the-clock practice without a live partner | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
ColdCALR
Choose ColdCALR if you need new reps rehearsing cold-call scripts before dialing real prospects — strengths include low-pressure environment for repeatable cold-call practice.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
ColdCALR
Zeplyn
It depends on your workflow. ColdCALR is strong for new reps rehearsing cold-call scripts before dialing real prospects, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
ColdCALR 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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